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US: Auxin Solar files anti-circ case against VN, MY, TH, and Cambodia
Another serious threat to SEA based manufacturing + US developers.
DOC to make a decision before March 10th.
See note by Philip Shen (Roth Capital) pshen@roth.com
China polysilicon prices up slightly <1%
Mono Chip ¥242.7/kg (+0.66%)
Mono Chunk ¥240.2/kg (+0.71%)
JA Solar to increase integrated production capacity in Vietnam and Malaysia
Vietnam: 1.5GW wafer, 3.5GW modules, 3.5GW cells under construction and expected to come online H1 of 2022.
Malaysia: 1.5GW cells
SolarSpace invests ¥11.5 bil in TOPCon cells and slicing project in Jiangsu
Project to be constructed in 2 phases: Phase 1 - installation, commissioning and production commencement targeted for end 2022; Phase 2 construction to start in March 2023 and operating by end 2024.
The specific scale of the project was not disclosed.
Upcoming National Holidays
Friday: Japan
Next week Wednesday: Thailand, Sri Lanka
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