News on electronic grade

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

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.

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.

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.

Polysilicon EBITDA margins of OCI, Wacker and Daqo from Q1 2024 through Q1 2025

Polysilicon maker OCI returns to profit and overtakes Wacker

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While the Malaysian manufacturer exceeded the EBITDA margin of its German competitor in the first quarter, Chinese producer Daqo struggled with the low polysilicon price on the domestic market.

Polysilicon EBITDA margins of OCI, Daqo, Wacker and REC Silicon from Q4 2023 through Q4 2024

Wacker copes with polysilicon headwinds better than its peers

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The German polysilicon manufacturer improved its EBITDA margin in the fourth quarter, whereas its competitors OCI, Daqo and REC Silicon struggled with various, partly self-induced problems.

Polysilicon EBITDA margins of OCI Malaysia, Wacker, Daqo and REC Silicon from Q3 2023 through Q3 2024

OCI and Wacker feel weak demand due to US anti-dumping case

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Market uncertainty weighs on the EBITDA margin of both polysilicon manufacturers, whereas Chinese competitor Daqo is still in the red since its average selling price remains below cash costs.

Polysilicon EBITDA margins of OCI Malaysia, Wacker, Daqo and REC Silicon from Q2 2023 through Q2 2024

Margin of Chinese polysilicon maker Daqo crashes into deep red

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Non-Chinese competitors OCI Malaysia and Wacker left Daqo behind as their earnings benefitted from reduced costs and the increased spread to plummeting prices in China in the second quarter.

Polysilicon EBITDA margins of OCI Malaysia, Daqo, Wacker and REC Silicon from Q1 2023 through Q1 2024

Wacker is approaching the margin of Chinese competitor Daqo

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After the polysilicon price in China has fallen even below the cash costs of Daqo, its German competitor Wacker could soon outstrip the EBITDA margin of the Chinese polysilicon manufacturer.

Polysilicon EBITDA margins of OCI Malaysia, Daqo, Wacker and REC Silicon from Q4 2022 through Q4 2023

Polysilicon makers achieved mixed results in the fourth quarter

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The EBITDA margins of OCI Malaysia, Wacker and REC Silicon fell to a various extent and for different reasons. Only Chinese manufacturer Daqo New Energy was able to buck the trend.

Polysilicon EBITDA margins of Daqo, OCI, Wacker and REC Silicon from Q3 2022 through Q3 2023

Polysilicon makers Daqo and Wacker down to same margin level

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The polysilicon price crash in China drove the EBITDA margins both of Chinese low-cost producer Daqo New Energy and its German competitor Wacker down to less than 15% in the third quarter.

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