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.
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