SSX BREAKING NEWS BLAST - 02/12/2021
Zhonghuan drops wafer prices by ~10% since end Sep, adds new big size
170um
G1 @RMB5.15/pc (-9% since 30 Sep)
M6 @RMB5.05/pc (-12%)
M10 @RMB6.21/pc (-11%)
G12 @RMB8.55/pc (-6%)
NEW SIZE 218.2mm @RMB9.22/pc
Zhonghuan drops wafer prices by ~10% since end Sep, adds new big size
170um
G1 @RMB5.15/pc (-9% since 30 Sep)
M6 @RMB5.05/pc (-12%)
M10 @RMB6.21/pc (-11%)
G12 @RMB8.55/pc (-6%)
NEW SIZE 218.2mm @RMB9.22/pc
GCL starts production at its new 30kt/yr FBR plant in Xuzhou Total FBR capacity in Xuzhou reaches 60kt/yr https://mp.weixin.qq.com/s/Ub4UyuSQssc67zBhBzzffQ CPIA: end 2021 global wafer capa @415GW, act
China polysilicon price up WoW Mono chips @ RMB268.5/Kg, up 0.41% WoW. Mono chunk @ RMB266.1/Kg, up 0.42% WoW. https://mp.weixin.qq.com/s/MkLa1IPYvjVKCD8-wbe0sQ US module makers put pressure on Biden
REC Silicon, Ferroglobe to establish traceable US solar supply chain https://www.pv-magazine.com/2022/06/14/rec-silicon-ferroglobe-to-establish-traceable-us-solar-supply-chain/ Risen Phase I 100kt sil