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News on suppliers, market trends and technology innovations in polysilicon and wafer production is selected, assessed and written for you by Bernreuter Research.

Polysilicon EBITDA margins of Wacker, OCI TerraSus and Daqo New Energy from Q2 2025 through Q2 2026

Weak demand still weighed on polysilicon makers’ results in Q2

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Daqo New Energy and Wacker struggled with the market conditions in and outside China. By contrast, Malaysian competitor OCI TerraSus announced a doubling of its production capacity by 2029.

Solar market prices, minimum import prices (MIPs) and production costs in the USA

US Section 232 solar import hurdles: Well meant, not well done

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There are good reasons for protecting domestic PV production against price dumping. However, the new US minimum import prices under Section 232 of the Trade Expansion Act raise questions.

Polysilicon EBITDA margins of Wacker, OCI TerraSus and Daqo New Energy from Q1 2025 through Q1 2026

Daqo’s sales crash as the polysilicon price falls below costs

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The collapsing sales of Daqo New Energy in the first quarter shine a spotlight on the oversupply dilemma of the Chinese polysilicon industry. Non-Chinese competitors OCI and Wacker are better off.

Polysilicon EBITDA margins of Wacker, OCI TerraSus and Daqo New Energy from Q4 2024 through Q4 2025

US trade case to make or break Wacker’s solar polysilicon unit

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The German manufacturer’s solar-grade polysilicon business hinges upon the outcome of the U.S. Section 232 investigation. Competitor OCI is more confident after a positive EBITDA in the fourth quarter.

The ten most popular posts from Bernreuter Research on LinkedIn in 2025

The top 10 posts from Bernreuter Research on LinkedIn in 2025

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The Polysilicon Market Outlook 2029, Hanwha’s corporate raid of REC Silicon and the accident at OCI’s plant in Malaysia are the top themes among the posts from Bernreuter Research on LinkedIn in 2025.

Polysilicon EBITDA margins of Wacker, Daqo and OCI from Q3 2024 through Q3 2025

Polysilicon maker Daqo back in black, Wacker and OCI in limbo

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While non-Chinese polysilicon manufacturers still felt the impact from uncertainty about the U.S. solar market in the third quarter, Daqo New Energy benefitted from the price surge in China.

Polysilicon plant of Xinjiang Central Hoshine Silicon in the Ganquanbao Economic and Technological Development Zone of Urumqi, the capital of the Xinjiang Uyghur autonomous region

Polysilicon capacity acquisition: The Emperor’s New Clothes

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The planned fund of major Chinese polysilicon manufacturers to buy up excess production capacity is counterproductive, unnecessary and not viable. A critical analysis by a Chinese author.

Marketing claim of a purity of “up to 12 nines” by Hemlock Semiconductor for its electronic-grade polysilicon, at the CRU Silicon Market Forum 2025 in Lyon on September 25, 2025

A silicon purity of 12N only exists in the world of marketers

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Although claimed again and again, a purity of 99.9999999999% (twelve nines or briefly 12N) is not achieved in the production of electronic-grade polysilicon for semiconductors.

REC Silicon’s fluidized bed reactor plant for granular polysilicon in Moses Lake, Washington (USA) at night

How Hanwha sabotaged REC Silicon’s granular-polysilicon plant

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Court documents fuel suspicion that Hanwha’s acquisition of U.S.-based silane and former polysilicon manufacturer REC Silicon at a fraction of its original value has followed the script for a corporate raid.

Polysilicon EBITDA margins of Wacker, Daqo and OCI from Q2 2024 through Q2 2025

Polysilicon maker OCI plunges into red after halting production

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While the Malaysian manufacturer fell behind the EBITDA margin of its German competitor Wacker in the second quarter, Chinese producer Daqo suffered from the low polysilicon price on the domestic market.

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