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.

Altså, litt arbeid må man gjøre selv. Takk heller for de som gidder å dele informasjon! Kan ikke forvente at folk skal analysere hver eneste kilde de deler😂

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.

ALLE nyheter bør vel egentlig bare holdes igjen til aksjen slippes. Av alt det positive som er kommet siste 6 måneder så er det jo INGENTING som biter på kursen.

Har ALDRI sett en slik manipulasjon tidligere på OB.

https://www.axios.com/china-senate-ban-xinjiang-products-c82e2d15-30d8-497f-8a9e-ed4ceb2126d7.html
Enstemmig enighet i senatet om å forby ALLE produkter fra xinjiang i Kina, nå gjenstår kun at kongressen stemmer for (formalitet) og at Biden skriver under.
Inni artikkelen også dette: The administration updated an advisory on Tuesday warning that businesses with supply chains and investments in the Chinese region of Xinjiang run a "high risk" of violating U.S. laws on forced labor.

Flott det, men som nevnt under her, det går nok ned/opp/sidelengs ( min bet 14/20 med spikes) til Rec kommer med konkret info

Kan bli spennende se ettervirkningen av dette, da 45 % av hele verdens polysilicon kapasitet er lokalisert der :P

Xinjiang makes about 45 percent of the world's polysilicon, according to InfoLink, a renewable energy research company.24. jun. 2021

Mest logisk er vel at produsentene som tidligere har hentet polysilicon fra xinjiang området , begynner allerede nå å sikre seg den kapasiteten som er ledig andre plasser. Er jo snakk om vanvittig mengder poly i xinjiang... Er vel også naturlig EU følger etter og andre allierte til USA i denne sanksjonen.
Uansett veldig spennende følge med på :-)

Ja, dette blir spennende å følge med på. Ekstremt å det ville ramme industrien i USA. Veldig dilemma, de vil inntil de kan produsere tjenestene selv utenfor Kina slå bransjen brakk.

Eu vil kutte utslipp med 55% innen 2030.
Det er helt ekstremt på så kort tid, og det må føre til drastiske tiltak. Man kan prøve å tenke seg hvilke utbygging man får innen solkraft og batteril.
https://e24.no/naeringsliv/i/RyjA78/eu-lanserer-ny-klimapakke-dette-betyr-den-for-norsk-naeringsliv
Miljøpolitikk er nok mye miksing og triksing med tall, og det får nok svært uheldige konsekvenser for mange, men det kan jo komme mye godt ut av det også.

En annen sak er at mye utslippspolitikk i vesten ser ut til å være et spill for galleriet. Vi har politikk på klare utslippsreduksjoner i EU, Nordamerika og andre områder, samtidig som vi har flytta mye produksjon til Kina, som har åpna nye kullkraftverk i ett forrykende tempo, siden Kina står utenfor utslippsregnskapene. I tillegg har Kina ført til ganske stor vekst i skippingtonnasje.

https://columbiabasinherald.com/news/2021/jul/15/inslee-tour-moses-lake-sleep-center/

According to a press release from the governor’s office, Inslee is also scheduled to meet at 11 a.m. with executives of REC Silicon and Group14 Technologies, a company working with REC to make the next generation of rechargeable batteries using silicon anodes instead of graphite.

Meget spændende!!! Tak for at dele! (:

Enig. Slike besøk avlegges vanligvis ikke med mindre man har noe positivt å melde slik at både verter og høystående gjester kan sole seg i glansen av hverandre.

interessant, takk for at du poster.

Det lover meget godt.

https://columbiabasinherald.com/news/2021/jul/15/inslee-tour-moses-lake-sleep-center/

Her snakker vi de skal i møte med Rec og group 14, batterier og silikonanoder skal drøftes:))) tålmodighet er nå stikkordet, det er like før det smeller:))

Takk for link! Herlig lesestoff👍

Slike små drypp er jo mye bedre enn ingenting. Skulle ikke mer til før jeg doblet.

Helt klart at det skjer mye i kullissene !
Håper bare at det kommer litt info fra selskapet ut til aksjonærene snart ..

China Is Still Searching for a Chipmaking Advance That Changes the Game

- The country’s attempts to steer its semiconductor industry into relevance are languishing. Vice Premier Liu He is betting on third-generation chips with faster processing speeds.

China’s aspiration to become a true technological rival to the U.S. faces a foundational challenge: The country doesn’t control the semiconductors that are the building blocks for everything from smartphones to automated cars. In 2020 the Chinese economy spent $350 billion buying chips based largely on Western technology—more than it spent on oil.
For decades the government in Beijing has tried, and mostly failed, to create a national operation for designing and manufacturing cutting-edge chips on its own. The country does have a local chip industry, but the most advanced products remain the domain of such companies as Intel, Samsung, and TSMC.

(...)

More government control won’t necessarily improve some of the counterproductive dynamics of the central command model. This approach hasn’t worked so far, and Roger Sheng, a chip analyst in Shanghai for research company Gartner Inc., says there’s reason to be skeptical that will change. “The semiconductor industry is very market-oriented,” he says. “It isn’t like launching a space station, something you can do by putting together the best technologies. In the chip industry there’s a lot more to consider, from cost to efficiency. These factors are difficult to put in government policies.” —Edwin Chan and Yuan Gao

BOTTOM LINE - China’s strategy on semiconductors shows how it retains aspects of its centralized planning, and the results illustrate the difficulties inherent in that model.

https://www.bloomberg.com/news/articles/2021-07-27/semiconductor-shortage-china-s-chipmaking-efforts-falter-without-tech-edge

Tak for at dele! :)

Second Quarter 2021 Global Semiconductor Equipment Billings Surge 48% Year-Over-Year to Record High of $24 Billion, SEMI Reports

MILPITAS, Calif. – September 7, 2021 – Global semiconductor equipment billings surged 48% year-over-year to a record high of US$24.9 billion in the second quarter of 2021, a 5% increase from the prior quarter, SEMI announced today in its Worldwide Semiconductor Equipment Market Statistics (WWSEMS) Report.

https://www.prnewswire.com/news-releases/second-quarter-2021-global-semiconductor-equipment-billings-surge-48-year-over-year-to-record-high-of-24-billion-semi-reports-301367801.html

USA, fra 4 til 45% Solenergi: https://www.nytimes.com/2021/09/08/business/biden-solar-energy-climate-change.html

Relevant for Buttes leveringer til semi-markedet:

"Global Fab Equipment Spending Projected to Reach New High of Nearly $100 Billion in 2022, SEMI Reports

MILPITAS, Calif., Sept. 14, 2021 /PRNewswire/ -- Powered by digital transformation and other secular technology trends, global semiconductor equipment investments for front end fabs in 2022 are expected to reach nearly US$100 billion to meet soaring demand for electronics after topping a projected $90 billion this year, both new records, SEMI highlighted today in its World Fab Forecast report.

The new fab equipment spending records will mark a rare three consecutive years of growth that began in 2020, bucking the historical cyclical trend of a one- or two-year expansion followed by a year or two of tepid growth or declines. The semiconductor industry last saw more than two consecutive years of growth in the mid-1990s.

The foundry sector will account for the bulk of fab equipment investments in 2022, with more than US$44 billion in spending, followed by the memory sector at over US$38 billion. Both DRAM and NAND also show large increases in 2022 with jumps in spending to US$17 billion and US$21 billion, respectively. Micro/MPU investments will reach approximately US$9 billion, discrete/power US$3 billion, analog US$2 billion, and other devices approximately US$2 billion next year.

Regionally in 2022, Korea will lead in fab equipment spending at US$30 billion, followed by Taiwan at US$26 billion, and China at nearly US$17 billion. Japan will take the fourth spot with almost US$9 billion in fab equipment spending. While Europe/Mideast will be in fifth place at US$8 billion, the region is expected to post standout year-over-year percentage growth of 74% in 2022. In the Americas and Southeast Asia, spending is projected to reach more than US$6 billion and US$2 billion, respectively.

The World Fab Forecast report lists 1,417 facilities and lines globally, including 129 facilities and lines starting volume production in 2021 and beyond."

https://www.prnewswire.com/in/news-releases/global-fab-equipment-spending-projected-to-reach-new-high-of-nearly-100-billion-in-2022-semi-reports-828746068.html

...

Jeg gjentar:
"The semiconductor industry last saw more than two consecutive years of growth in the mid-1990s."

😃

Hvaaaaa er det folk venter på nå... Billigere aksjer?

Jaja, lykke til, alle sammen

https://renewablesnow.com/news/north-american-solar-manufacturer-silfab-gets-investment-for-expansion-754263/

The solar manufacturer did not disclose the size of the investment, nor did it elaborate on its growth plans. It recently announced the opening of a solar module production facility in Burlington, Washington State, representing its third facility in North America.

Jadda, her vil det poppe opp fabrikker i et voldsomt tempo! Bare vi får wafer&ingot så blir det knall!!

Vil nok komme mange sånne fabrikker fremover når USA skal etablere egen verdikjede. Vi er kun i starten :-)

Samme stat som ML, men er det poly disse benytter? Kan se ut som det er mono, men FBR-B skulle vel tilsvare mono kvalitet om jeg forsto dette riktig?
Uansett, ting begynner å skje i USA, og det vil bare bli mer av dette fremover.

Spennende:)

Ja, Tore sa at en åpning av ML også vil bety oppgradering til monokvalitet. Mener han også sa at det relativt enkelt kan oppnå semi-grade?

Hmmm, kan det ha vært Silfab som da er grunnen til at de oppgraderer til mono-kvalitet? Silfab har nå bestemt fabrikk i Washington state, og hvis REC skal ha leveranse her, så bør det ikke være så lenge til det kommer børsmelding (men det har vi sagt før:)).

Vet noen om batteriprodusenten Enovix bruker silicon som kan produseres av REC i sine anoder?

Det er mono, forøvrig så kalles den andre kategorien “multi” polysilicon, ettersom det smeltes om til “multicrystalline ingots”.

Renheten i polysilicon tilsier hvilken kategori det tilhører, og det henviser til kvaliteten på det produktet det er mulig å lage av det, monocrystalline ingot (en krystall) eller multicrystalline ingot (mange krystaller).