European polysilicon provider REC Silicon has pinned hopes on plans to develop an ultra-low carbon solar PV value chain amidst a strengthening polysilicon market, stating it is confident that it will restart production at its Moses Lake facility.
Major polysilicon producer GCL-Poly has entered into an agreement with monocrystalline equipment and wafer producer Wuxi Shangji Automation Co to partner on establishing a 300,000MT Fluidised Bed Reactor (FBR) ‘granular’ polysilicon plant in Inner Mongolia.
Large-wafer size producer Tianjin Zhonghuan Semiconductor (TZS) is to build a new 50GW 210mm (G12) mono-wafer manufacturing hub in Ningxia Hui Autonomous Region at a cost of around RMB12 Billion (US$1.86 billion).
Major polysilicon producer GCL-Poly Energy Holdings expects to meet previously set targets of achieving 10,000MT production capacity of its Fluidized Bed Reactor granular polysilicon technology by the end of 2020.
Polysilicon producer REC Silicon has been forced to sell solar grade (FBR) polysilicon below cash cost, due to weak demand and ASP declines, driven by demand curtailment in China and continued polysilicon capacity expansions.
Polysilicon producer REC Silicon expects its FBR (Fluidized bed reactor) polysilicon production to decline 42% in the third quarter of 2018, after recently announcing further cuts in workforce and production at its Moses Lake facility that would operate at only 25% utilisation rates. The company noted that it was evaluating the possible suspension of all of its solar related materials business in the US.