News on GCL-Poly

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 Daqo, OCI, Wacker and REC Silicon from Q4 2017 through Q4 2018

The EBITDA difference of making polysilicon in or outside China

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While China-based polysilicon manufacturer Daqo reported another record low in production costs, the polysilicon division of market leader Wacker slid into the red with its EBITDA in the fourth quarter.

REC Silicon’s fluidized bed reactor polysilicon plant in Moses Lake, Washington at night

REC Silicon cancels plant shutdown, continues at 25% utilization

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U.S.-based polysilicon manufacturer REC Silicon has shelved its plan to shut down its fluidized bed reactor (FBR) polysilicon plant in Moses Lake, Washington for two months in March and April.

Ferroglobe’s cost reduction plan 2019

Construction of Ferrosolar’s UMG silicon lant in Spain is on hold

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Ferroglobe has announced that construction of the upgraded metallurgical-grade (UMG) silicon factory of its subsidiary Silicio Ferrosolar in Spain “is on standby until end market conditions improve.”

Direct wafer factory of 1366 Technologies in Cyberjaya, Malaysia

1366 Technologies to ramp first direct wafer factory in Malaysia

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U.S.-based start-up 1366 Technologies is “near completion” of its first factory for wafers directly formed from molten silicon and expects to ramp it “no later than Q3 2019.”

Bilateral meeting of U.S. President Donald Trump and China’s President Xi Jinping at the Great Hall of the People in Beijing on November 9, 2017

China offers to reduce polysilicon duties in trade talks with U.S.

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In the fourth round of trade talks between the USA and China in Washington, D.C. last week, China offered that it would “reduce its tariffs on U.S.-made polysilicon,” news agency Reuters has reported.

Inventory levels before and after shutdown of REC Silicon’s fluidized bed reactor polysilicon plant in Moses Lake, Washington

REC Silicon plans on two-month shutdown of polysilicon plant

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U.S.-based polysilicon manufacturer REC Silicon will shut down its fluidized bed reactor polysilicon plant in Moses Lake for two months in March and April if there is no solution in the current trade talks between China and the USA.

OCI’s expansion of polysilicon production capacity

OCI hurt by low prices, enters semiconductor polysilicon business

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Although South Korean chemicals group OCI benefited from high demand for monocrystalline-grade polysilicon in the fourth quarter of 2018, its basic chemicals division was in red territory for the second quarter in a row.

Polysilicon sales contracts of Xinte

Xinte signs 32,000-ton polysilicon deal with Wuhai Jingyuntong

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China’s third-largest polysilicon manufacturer Xinte Energy has closed a three-year sales contract with silicon ingot producer Wuhai Jingyuntong on the delivery of 32,000 tons of polysilicon from 2019 through 2021.

Ministry of Trade, Industry and Energy (MOTIE) of South Korea, press conference

South Korea tries to get rid of China’s polysilicon import duties

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The South Korean Ministry of Trade, Industry and Energy has announced it will urge China to lift the anti-dumping duties on polysilicon imports from South Korea.

Ministry of Commerce (Mofcom) of China, press conference on February 9, 2017

New Chinese review of duties on polysilicon from USA and Korea

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The Chinese Ministry of Commerce has announced that duties will continue to be imposed on imports of solar-grade polysilicon from the USA and South Korea while it will conduct a final review running through January 2020.

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