#Bloomberg:

The #Chinese company #GCL is in talks with #SaudiArabia to establish its first factory outside #China to manufacture #polysilicon products for the manufacture of #SolarPanels, with a production capacity of 120,000 tons annually.

‏بلومبيرغ:

‏شركة GCL الصينية تجري محادثات مع السعودية لإنشاء أول مصنع لها خارج الصين يختص في تصنيع منتجات البولي سيليكون لصناعة الألواح الشمسية بقدرة إنتاجية تبلغ 120 ألف طن سنويًا

https://www.threads.net/@saudiprojects/post/CwzktoWIDBb/?igshid=MzRlODBiNWFlZA==

#energytransition #renewables #solar

After screwing around and holding cargo for 12+ months, U.S. Customs is now excluding solar panels (modules) made by a certain module maker using polysilicon from the world's largest poly maker: Tongwei.

While we believe that this exclusion so far only applies to one module maker, it means that no modules using Tongwei poly are safe to import; ultimately no Chinese poly is safe to import.

China had 86% of global #polysilicon production at last count. /1

#energytransition #climatecrisis

“Daqo starts operations of its #polysilicon production capacity of 100,000 MT in Inner Mongolia. The construction of the phase I took 10 months to complete. “

Much faster than in thought to deploy polysilicon.

https://www.linkedin.com/posts/carlos-le%C3%B3n-worner-%E5%8D%A1%E6%B4%9B%E6%96%AF-54180661_china-solar-polysilicon-activity-7045769937759469568-e-vw

Silicon cost per watt down 96% over last two decades


Since 2004, the volume of polysilicon per watt is down by 87%, and the...
Article Source: https://pv-magazine-usa.com/2023/01/10/silicon-cost-per-watt-down-96-over-last-two-decades/

#renewable, #markets, #policy, #semiconductor, #polysilicon, #pv, #semic

“Although the latest slump of the #polysilicon #price is pretty heavy (concurrently with that of #wafers), it will likely come to a halt in the second half of January when customers replenish their inventories ahead of the Chinese New Year holidays.
 
After that, we could even see a short-term price rebound if #demand grows more rapidly than #supply in the first half of 2023.”

Source: https://www.linkedin.com/posts/bernreuter-research_polysilicon-price-wafers-activity-7017067052758626304-ODgl

Silicon Sleuthing: Finding a ancient bugfix on the 8086 https://hackaday.com/2022/11/28/silicon-sleuthing-finding-a-ancient-bugfix-on-the-8086/ #reverseengineering #Retrocomputing #chipdecapping #kenshirriff #polysilicon #silicon #8086

Silicon Sleuthing: Finding a ancient bugfix on the 8086 - Few CPUs have had the long-lasting influence that the 8086 did. It is hard to beli... - https://hackaday.com/2022/11/28/silicon-sleuthing-finding-a-ancient-bugfix-on-the-8086/ #reverseengineering #retrocomputing #chipdecapping #kenshirriff #polysilicon #silicon

REC Silicon partners with Ferroglobe as US polysilicon supply chain plans take shape


REC Silicon will negotiate a raw material supply agreement with silico...
Article Source: https://www.pv-tech.org/rec-silicon-partners-with-ferroglobe-as-us-polysilicon-supply-chain-plans-take-shape/

#fbr, #silicon, #sema, #polysilicon, #rec, #ferroglobe, #production, #news

Daqo fires up 35,000-ton poly fab


The polysilicon producer is sticking by plans to ramp up manufacturing...
Article Source: https://www.pv-magazine.com/2021/12/08/daqo-fires-up-35000-ton-poly-fab/

#modules, #glut, #n-type, #upstream, #daqo, #manufacturing, #polysilicon

PODCAST: What should solar expect from COP26, pricing woes dent renewables prospects


Global renewables industries are expectant as COP26 looms, however sup...
Article Source: https://www.pv-tech.org/podcast-what-should-solar-expect-from-cop26-pricing-woes-dent-renewables-prospects/

#storage, #news, #solar, #cop26, #ipo, #polysilicon, #m&a, #podcast

US solar companies call for caution and clarity as trade barriers mount


US solar companies have called upon the Biden administration to excise...
Article Source: https://www.pv-tech.org/us-solar-companies-call-for-caution-and-clarity-as-trade-barriers-mount/

#policy, #polysilicon, #biden, #anti, #regulation, #news, #dumping, #president

Daqo New Energy revenues inch up as surging polysilicon ASPs expected for next quarter


Major polysilicon provider Daqo New Energy has reported a rise in reve...
Article Source: https://www.pv-tech.org/daqo-new-energy-revenues-inch-up-as-surging-polysilicon-asps-expected-for-next-quarter/

#news, #new, #manufacturing, #polysilicon, #materials, #investment, #daqo, #energy