More PolySi supply coming. We've got a list of all the announcements, it adds up to serious tonnage. I'll try to get it posted next week.
From Reuters:
Semiconductor Manufacturing International Corp, China's biggest contract chip maker, plans to become a maker of polysilicon, a key material for solar energy cells, a source familiar with the situation said on Thursday.SMIC is in talks with a German company to obtain the necessary technology, said the source, declining to identify the German firm....MORE
Posts
