News on inventory

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

Wacker’s U.S. polysilicon plant in Charleston, Tennessee

Wacker feels the brunt of the polysilicon market downturn

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The EBITDA margin of Wacker’s polysilicon division has become razor-thin: In the third quarter of 2018, the ratio slumped to just 2.5%, down from 16.2% in the previous quarter and 24.9% in the prior year period.

Monocrystalline silicon ingot

Daqo indicates high-purity, mono-grade polysilicon remains tight

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Daqo New Energy, a leading Chinese producer of high-quality polysilicon, has announced that most of its 2018 production capacity of approx. 21,000 metric tons is already under contract.

Monthly polysilicon imports into China from January through December 2017

China’s polysilicon imports drop in December, ahead of spot price

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After a short recovery in November, polysilicon imports into China fell back to 12,534 metric tons in December, a decrease of 16% month over month.

polysilicon chunks

Why the polysilicon spot price is still rising

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Several factors are playing a role in driving up the current polysilicon spot price.

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