After significant polysilicon and wafer price declines in 2009, MEMC executives have become more upbeat about demand and price stability entering the first quarter of 2010 and beyond. In a conference call to discuss fourth quarter results, the company noted that capacity utilization of silicon wafer production was at approximately 80%, with a demand recovery underway in the semiconductor industry, enabling a firming in prices to that sector. In solar, price declines were said to have moderated and the company was now shipping wafers to 10 of the top 25 PV manufacturers, compared to having made shipments to only 2 solar customers at the beginning of 2009.
Possibly the largest ever dichlorosilane (DCS) redistribution process (RDR) project has been successfully completed by Dynamic Engineering (DEI) for GCL Solar’s polysilicon plant. The RDR project for GCL was designed to process 10,000 mta of DCS, which eliminates the byproduct through conversion of DCS to trichlorosilane (TCS). GCL Solar is planning to expand polysilicon production to 18,000 MTA by end of 2009 and 21,000 MTA by end of 2010.
DuPont and the U.S. Department of Energy will collaborate in a $9 million solar research program to develop ultrathin moisure-barrier material solutions for flexible thin-film photovoltaics. Some $3 million of the funding for the three-year effort comes from the American Recovery and Reinvestment Act, with DuPont contributing the remaining $6 million.
Taiwan based AU Optronics Corp is to make an initial US$125 million investment in Japanese polysilicon producer, M.Setek with the aim of gradually becoming the majority shareholder in the company as it makes a move to strengthen its position in the renewable energies market.
