Jepp, ut fra hva jeg husker økte marginen fra Q3 til Q4 i Butte. Og det øker nok igjen til Q1.

Porsche satser på silicon i anode.

https://insideevs.com/news/494717/porsche-bets-silicon-hpc-areas/

Takk for god info!

Feil tråd. Men:

Ja, det er gull. Det er visst allerede en silisium/grafitt blanding i anoden på batteriet i Taycan, samme med den kommende Audi e-tron GT.

Jeg er ikke helt overbevist om at Volkswagen klarer solid state så tidlig de snakker om, men mistenker vel at det kan bli silisiumanoder også på Audi, Bentley og etterhvert også VW.

Dette blir spennende!

https://www.bloombergquint.com/business/biden-s-solar-dreams-collide-with-his-scorn-for-china-genocide

"Ramping up US poly production isn't feasible". Jeg oppfatter det ikke slik at de har gitt opp US produksjon, men at det er vanskelig å møte hele US etterspørselen med amerikansk produksjon

Jeg tror vinden snur. Tesla ramper opp til å bli verdensledende innen solar nå, de hadde vel vært det allerede hadde det ikke vært for Model 3 problemene de hadde 2-3 år tilbake i tid.

Tesla vokser enormt i Solar nå som de har ressurser til å satse på det igjen, her snakker vi vekst på nesten 200% siste året. Mer kommer i kombinasjon med Tesla sine andre produkter.

Skulle tro Rec og andre US baserte silisiumprodusenter har alle muligheter til å få det til fremover.

Volkswagen is going huge in batteries to slash the price of electric cars

London (CNN Business)Volkswagen has unveiled a massive expansion of battery production as it seeks to gain an edge in the electric car race.

The German carmaker said Monday that it plans to build six "gigafactories" in Europe by 2030 with a total production capacity of 240 gigawatt hours per year. That's enough to power almost 4 million Volkswagen ID.3 electric vehicles, according to a spokesperson. The first two battery factories will operate in Skellefteå, Sweden and Salzgitter, Germany.


https://edition.cnn.com/2021/03/15/business/volkswagen-batteries-electric-cars/index.html

Sorry dobbelposting

Det er verdt å merke seg at VW sin satsning her er enorm, men det er likevel en dråpe i havet. Tesla sin nye fabrikk i Tyskland, EN fabrikk, vil tilsvare hele produksjonen til VW sine 6 fabrikker med Northvolt. Tesla alene sikter mot 10 ganger det VW satser på her neste årene. Markedet vil bli gigantisk. Ikke bare innen bil, men innen energisektoren også. I tillegg til i hus osv osv.

Halvlederindustriens stiftelse SEMI applauderer Bidens American Jobs Plan:

"SEMI Applauds Initiatives to Bolster Semiconductor Manufacturing and Research in American Jobs Plan

...

In addition to calling on Congress to invest $50 billion in semiconductor manufacturing and research, in line with the bipartisan CHIPS for America Act, the plan lists semiconductors as a field of focus in its call for an investment of another $50 billion in the National Science Foundation (NSF).

“Reversing the 50% decline in the U.S. share of semiconductor manufacturing capacity over the past 20 years requires bold action, and the Biden administration’s support for significant funding to bolster the industry in its American Jobs Plan is an important step forward,” said Ajit Manocha, SEMI president and CEO. “Funding the authorized CHIPS For America Act provisions and enacting an investment tax credit to support investment in the U.S. semiconductor supply chain will make the United States a globally competitive location for new semiconductor facilities. The plan’s focus on addressing workforce development in the industry is encouraging as well, as the competition for talent is intensifying to support projected growth.”"

https://www.hpcwire.com/off-the-wire/semi-applauds-initiatives-to-bolster-semiconductor-manufacturing-and-research-in-american-jobs-plan/

«Solar panels that throw shade on canals are an environmental win–win» Interessant!
https://www.nature.com/articles/d41586-021-00768-8

https://www.mewburn.com/news-insights/increasing-battery-capacity-going-si-high

Følg med på OneD Material. https://www.onedmaterial.com/#who-we-are

Ja, dette er en av aktørene som bruker silangass

Noen fler: Cenate, Evonik, Leydenjar, Amprius, Enovix, Hefei Guoxuan, Group14, Sila nanotech

Linton Kayex åpnet i februar ny fabrikk med kapasitet til å produsere 2000 krystalltrekkere pr år.

https://lintoncrystal.com/news/linton-expands-in-china-offers-increased-capacity-amidst-chip-shortage

https://lintoncrystal.com/contact

Gode Butte-nyheter:

2020 Global Semiconductor Equipment Sales Surge 19% to Industry Record $71.2 Billion, SEMI Reports

MILPITAS, Calif., April 13, 2021 /CNW/ -- Worldwide sales of semiconductor manufacturing equipment surged 19% from $59.8 billion in 2019 to a new all-time high of $71.2 billion in 2020, SEMI, the industry association representing the global electronics product design and manufacturing supply chain, reported today. The data is now available in the Worldwide Semiconductor Equipment Market Statistics (WWSEMS) Report.

For the first time, China claimed the largest market for new semiconductor equipment with sales growth of 39% to $18.72 billion. Sales in Taiwan, the second-largest equipment market, remained flat in 2020 with sales of $17.15 billion after showing strong growth in 2019. Korea registered 61% growth to $16.08 billion to maintain the third position. Annual spending also increased 21% in Japan and 16% in Europe as both regions are recovering from the contraction in 2019. Receipts in North America decreased 20% in 2020 following three years of consecutive growth.

Global sales of wafer processing equipment rose 19% in 2020, while other front-end segment sales grew 4%. Assembly and packaging showed strong growth across all regions, resulting in a 34% market increase in 2020, while total test equipment sales increased 20%.

Compiled from data submitted by members of SEMI and the Semiconductor Equipment Association of Japan (SEAJ), the Worldwide SEMS Report is a summary of the monthly billings figures for the global semiconductor equipment industry. Equipment categories cover wafer processing, assembly and packaging, test, and other front-end equipment including mask/reticle manufacturing, wafer manufacturing, and fab facilities.

https://www.newswire.ca/news-releases/2020-global-semiconductor-equipment-sales-surge-19-to-industry-record-71-2-billion-semi-reports-828395850.html

Du deler mye bra info grabain 👍 Dette er tall som sier mye om fremtidig potensial for Rec.

Ja, dette blir bra! Gleder meg til både Butte-resultat og videre guiding på neste Q!

Jeg også. Viste god fremgang i Butte sist. Spennende!

Ja...

Det er virkelig duket for en kamp om ressursene nå- USA vil selvfølgelig plante en neve med dollar på skrivebordet til Røkke/REC, da de vet at det leveres

Og hvorfor skulle de ikke stole på den samme mannen som de i årevis har betrodd med strategier innenfor Jones Act?

Som har tette forbindelser til fagforeninger og som de vet ikke vil drite på draget?

IKKE SELG AKSJER PÅ DISSE LAVE NIVÅENE

Denne høyst relevante nyheten (for butte) druknet i annen tråd, så jeg kopierer den hit:

Silicon Wafer Shipments Edge Higher in First Quarter 2021 to Set New Record, SEMI Reports

https://www.prnewswire.com/news-releases/silicon-wafer-shipments-edge-higher-in-first-quarter-2021-to-set-new-record-semi-reports-301281038.html

Relevant for Butte:

First Quarter 2021 Global Semiconductor Equipment Billings Increase 51% Year-Over-Year, SEMI Reports

MILPITAS, Calif. – June 2, 2021 – Global semiconductor equipment billings increased 51% year-over-year and 21% from the prior quarter to US$23.6 billion, SEMI announced today in its Worldwide Semiconductor Equipment Market Statistics (WWSEMS) Report.

Compiled from data submitted by members of SEMI and the Semiconductor Equipment Association of Japan (SEAJ), the Worldwide SEMS Report is a summary of the monthly billings figures for the global semiconductor equipment industry.

https://www.prnewswire.com/news-releases/first-quarter-2021-global-semiconductor-equipment-billings-increase-51-year-over-year-semi-reports-301299624.html

Brann hos Hesheng Silicon Industry i Western Xinjiang

https://www.zerohedge.com/markets/reports-indicate-massive-fire-breaks-out-chinese-polysilicon-plant

https://news.sina.cn/2021-06-08/detail-ikqcfnaz9865307.d.html?from=wap


However, those companies also buy polysilicon from Xinjiang's biggest supplier, Hoshine Silicon Industry Co., according to Murphy and Elimaat. They cited documents they said show Hoshine, also known as Hesheng, participates in "labor transfer."

https://www.google.com/amp/s/www.cnbc.com/amp/2021/05/24/bidens-solar-ambitions-collide-with-china-labor-complaints.html

Offisiell utalelse:
https://twitter.com/W0lverineupdate/status/1402286443628679176?s=19

det kunne se ud som om vi skal have en ny faldende top på kurs 18.5 stykker, men de gode takter i silicon markedet kan måske blæse os forbi endnu et nedsalg ved kurs 18,5 stykker...?

Sunsir er opp
http://www.sunsirs.com/uk/prodetail-463.html

Nå kan det se ut som det blir seriøst planlagt med betydelig økning I modulproduksjonen I USA...
http://taiyangnews.info/business/first-solar-to-expand-us-production-capacity-by-3-3-gw-dc/

Dette kan vel bare gå en vei....

Trend is our friend
💥💥💥💥💥💥💥💥

Synd de ikke bruker polysil.

Det er ikke umulig for REC å oppgradere til mono....

First solar benytter seg ikke av monosil heller. De baserer seg på tynnfilm.

First solar thinfilm er laget av “cadmium Telluride” det brukes ikke silisium, de har en effektivitet på 16%.

Vanligvis så brukes det amorft silisium i this film sammenheng, med silangass som innsatsfaktor.

Interessant konsept first solar har, og det vil være et nisjeprodukt som er fordelaktig i en del sammenhenger.

Joda, men skalerer disse gutta opp... så gjør andre det også

Trenden er i alle fall klar... bare å avvente nå

Advanced battery material company NanoGraf has developed a breakthrough silicon-anode based lithium-ion 18650 cylindrical cell.
https://www.bestmag.co.uk/indnews/18650-lithium-ion-cell-breakthrough-announced-nanograf

Kilde: e-post

Semiconductor Equipment Forecast to Post Industry High of $100 Billion in 2022, SEMI Reports

MILPITAS, Calif. — July 13, 2021 — Global sales of semiconductor manufacturing equipment by original equipment manufacturers are forecast to surpass $100 billion next year, a new high, after jumping 34% to $95.3 billion in 2021 compared to $71.1 billion in 2020, SEMI announced today in releasing its Mid-Year Total Semiconductor Equipment Forecast – OEM Perspective at the Innovation for a Transforming World virtual conference. Continuing investments by device makers in secular growth drivers are fueling the expansion of both the front-end and back-end semiconductor equipment segments.

The wafer fab equipment segment, which includes wafer processing, fab facilities, and mask/reticle equipment, is projected to surge 34% to a new industry record of $81.7 billion in 2021, followed by a 6% increase in 2022 to more than $86 billion.

The foundry and logic segments, accounting for more than a half of total wafer fab equipment sales, will grow 39% year-over-year to reach $45.7 billion in 2021 on strong demand for leading-edge technologies powered by the digitization of industries worldwide. The growth momentum is expected to continue in 2022 with the foundry and logic equipment investments rising another 8%.

Robust demand for memory and storage are driving spending on NAND and DRAM manufacturing equipment. The DRAM equipment segment is expected to lead the expansion in 2021, surging 46% to surpass $14 billion. The NAND flash equipment market is projected to increase 13% in 2021 to $17.4 billion and 9% in 2022 to $18.9 billion, respectively.

The assembly and packaging equipment segment is forecast to grow 56% to $6 billion in 2021, followed by a 6% increase in 2022, driven by advanced packaging applications. The semiconductor test equipment market is expected to grow 26% in 2021 to $7.6 billion and expand another 6% in 2022 on demand for 5G and high-performance computing (HPC) applications.

Regionally, Korea, Taiwan and China are projected to remain the top three destinations for equipment spending in 2021, with Korea at the top on the strength of a robust memory recovery and strong investments in leading-edge logic and foundry. Equipment spending for all regions tracked are expected to grow in 2021.

The current SEMI forecast is based on collective input from top equipment suppliers, the SEMI Worldwide Semiconductor Equipment Market Statistics (WWSEMS) data collection program and the industry-recognized SEMI World Fab Forecast database.

The Equipment Market Data Subscription (EMDS) from SEMI provides comprehensive market data for the global semiconductor equipment market. A subscription includes three reports:

- Monthly SEMI NA Billings Report, an early perspective of equipment market trends

- Monthly WWSEMS, a detailed report of semiconductor equipment billings for seven regions and more than 22 market segments

- Bi-annual Total Semiconductor Equipment Forecast – OEM Perspective, an outlook for the semiconductor equipment market

For more information online, please visit the SEMI EMDS page.

e-post fra SEMI:

Electronic System Design Industry Logs Record First-Quarter Revenue Growth, ESD Alliance Reports

Industry Reports 17% Revenue Growth in Q1 2021

MILPITAS, Calif. — July 14, 2021 — Electronic System Design (ESD) industry revenue increased 17% to $3,1571.7 million in Q1 2021, the strongest first-quarter growth ever, the ESD Alliance, a SEMI Technology Community, announced today in the Q1 2021 Electronic Design Market Data (EDMD) report. The first-quarter revenue compares to $2,698 million in Q1 2020. The four-quarter moving average, which compares the most recent four quarters to the prior four, rose 15%, the highest annual growth since 2011.

“The industry reported substantial, double-digit year-over-year revenue growth for Q1 2021,” said Walden C. Rhines, Executive Sponsor, SEMI Electronic Design Market Data report. “All product categories significantly contributed, with double-digit growth in the Computer Aided Engineering (CAE), IC Physical Design and Verification, Printed Circuit Board and Multi-Chip Module (PCB and MCM), and Semiconductor IP (SIP) segments.”

“Geographically, the Americas; Europe, Middle East, and Africa (EMEA); and Asia Pacific (APAC) also reported double-digit growth,” Rhines said. “Q1 2021 marked a new high for quarterly growth of total license and maintenance revenue, as well as IC physical design and verification.”

The companies tracked in the EDMD report employed 49,024 people in Q1 2021, a 6.7% increase over the Q1 2020 headcount of 45,938 and up 1.1% compared to Q4 2020.

The quarterly EDMD report contains detailed revenue information with the following category and geographic breakdowns.

Revenue by Product and Application Category

CAE revenue increased 14% to $974.1 million compared to Q1 2020. The four-quarter CAE moving average increased 12.5%.
IC Physical Design and Verification revenue surged 34.4% to $682.5 million compared to Q1 2020. The four-quarter moving average for the category rose 23.6%.
Printed Circuit Board and Multi-Chip Module (PCB and MCM) revenue increased 15.3% to $289.2 million compared to Q1 2020. The four-quarter moving average for PCB and MCM increased 5.3%.

SIP revenue rose 12.9% to $1,113 million compared to Q1 2020. The four-quarter SIP moving average grew 17.1%.
Services revenue increased 0.1% to $98.9 million compared to Q1 2020. The four-quarter Services moving average held steady with no growth.

Revenue by Region

The Americas, the largest reporting region by revenue, purchased $1,285.3 million of electronic system design products and services in Q1 2021, a 15% increase compared to Q1 2020. The four-quarter moving average for the Americas rose 13.5%.

Europe, Middle East, and Africa revenue increased 14% to $447.3 million compared to Q1 2020. The four-quarter moving average for EMEA grew 6.7%.

Japan revenue decreased 3.7% to $258.8 million compared to Q1 2020. The four-quarter moving average for Japan rose 4.3%.

Asia Pacific revenue increased 26.9% to $1,166.3 million compared to Q1 2020. The four-quarter moving average for APAC increased 23.8%.

Kan ikke dere som klipper og limer diverse lange nyhetstekster komme med en analyse av hvorfor akkurat denne nyheten er av relevans for Rec og på hvilken måte. Er i overkant mye som blir lagt ut her nå som det tar lang tid å se er relevant, om det i hele tatt er det.

Ikke alle som har like god tid som du tydeligvis

+1

Tråden heter nyheter innen Sol/Semi.

Er nok bare ment for akkurat det. Artig å se trenger i et marked relevant for Rec.

Dette er en tråd om nyheter innen solar og semiconductor, to viktige markeder for REC. De to siste nyhetene viser at semimarkedet går så det griner for tiden, som igjen bør være positivt for RECs Butte-fabrikk (leverer superrent silisium til semi-produksjon). Den eneste inntektskilden akkurat nå.