Nyheter innen sol/semi

"Italia dropper kullkraft

Regjeringen i Italia vil slutte med kullkraft innen 2025 og i stedet satse hardere på fornybar energi.

Statsminister Paolo Gentiloni presenterte fredag en plan å investere 175 milliarder euro i infrastruktur, fornybar energi og energieffektivisering. Summen tilsvarer over 1.600 milliarder kroner.

Innen 2025 skal kull ikke lenger brukes til strømproduksjon i Italia. I dag utgjør kullkraft 15 prosent av strømproduksjonen, ifølge Det internasjonale energibyrået (IEA). Mesteparten av strømforbruket dekkes med gasskraft og ulike typer fornybare energikilder.

Regjeringen understreker imidlertid at også regionale og lokale myndigheter må bidra hvis målet om å fase ut kullkraften skal nås.

Italias nye energistrategi innebærer også konkrete mål om kutt i klimautslippene. De skal reduseres med 39 prosent innen 2030, og med 63 prosent innen 2050.

Gentiloni la fram energiplanen i Roma samtidig som klimaforhandlere fra hele verden er samlet til en ny runde med klimaforhandlinger i Bonn i Tyskland."

Redigert 09.11.2018 kl 10:50 Du må logge inn for å svare
22.04.2019 kl 09:17 3410

Litt utenfor, men semi er semi.

Samsung successfully develops 5nm semiconductor process

The latest innovation hails from Korean chipmaker Samsung, which this week announced it has developed a 5-nanometer (nm) semiconductor process using its extreme ultraviolet (EUV) technology.

For more than a decade, EUV has been hailed as the technology that will extend the lifespan of Moore’s Law. The process uses ultraviolet light to create billions of tiny structures on the thin slices of silicon that make up chips, enabling smaller, speedier and more powerful chips.

The announcement comes just a few months after Samsung began mass production of EUV-based processors using a 7nm process that it unveiled in October last year, mainly for use in its flagship smartphone models.


Kjempelekkert! For noen muligheter som ligger i mikroteknologi nå for tiden :D

Redigert 22.04.2019 kl 11:15 Du må logge inn for å svare
23.04.2019 kl 11:20 3121

ON Semiconductor is to acquire GLOBALFOUNDRIES’ 300mm fab located in East Fishkill, New York.

The deal is worth $430 million, of which $100 million has been paid at signing of the definitive agreement, and $330 million will be paid at the end of 2022, after which ON Semiconductor will gain full operational control of the fab, and the site’s employees will transition to ON Semiconductor.


Progress at Tesla’s Gigafactory 2 Remains Murky Amid Concerns Over Jobs Target

Tesla is staring down a 2020 employment deadline in New York state. Skeptics wonder if the company can meet it.

APRIL 18, 2019



Wood Mackenzie Boosts US Solar Market Forecast as Florida Blossoms

Recent announcements in Florida and Texas have brightened the outlook for the U.S. solar market over the next five years.

JUNE 18, 2019

Unexpectedly rapid growth in solar markets like Florida and Texas is driving up expectations for U.S. solar installations, with Wood Mackenzie Power & Renewables now forecasting more than 13 gigawatts of capacity additions in 2019.

That sets the U.S. solar market up for 25 percent growth compared to last year's 10.6 gigawatts, in what would be its second biggest year of all time, according to the latest U.S. Solar Market Insight Report from Wood Mackenzie and the Solar Energy Industries Association (SEIA).

Since last quarter, announced solar procurements and shifts in the market have led WoodMac to increase its forecast for 2019 utility-scale installations by 1.2 gigawatts, and by 5.1 gigawatts for the 2019-24 period.

Texas accounts for much of the increased forecast for this year, while Florida has driven the five-year boost thanks to ambitious solar growth plans at utilities including NextEra Energy's Florida Power & Light and Duke Energy Florida. Last month Florida Power & Light announced the start of construction on 10 new solar plants totaling more than 700 megawatts, as the economics of solar in the Sunshine State look increasingly favorable against gas-fired generation.


China’s solar installations could hit 50GW in 2020 – PV InfoLink

Jun 27, 2019 12:34 PM BST

PV Market research firm, PV InfoLink has forecasted demand in China could reach 50GW in 2020, despite its forecast of demand in 2019, being lower than expected at 33.6GW.

PV InfoLink expects China’s PV installation boom to start ramping in the fourth quarter of 2019 as new range grid parity support mechanisms come into effective operation. A combination, dominated by ‘Bidding Projects’ and ‘Grid Parity’ projects in the fourth quarter is expected to result in installations topping 15.5GW, up from a forecasted 9.6GW in the third quarter of 2019.


10.07.2019 kl 18:38 2172

Epost fra semi.org datert 10. juli 2019:

«SEMI 2019 Mid-Year Total Equipment Forecast – 2019 Market Reset With 2020 Recovery

SAN FRANCISCO, Calif. – July 10, 2019 – Global sales of semiconductor manufacturing equipment by original equipment manufacturers are projected to drop 18.4 percent to $52.7 billion in 2019 from last year’s historic high of $64.5 billion, SEMI, the global industry association representing the electronics manufacturing and design supply chain, reported today in its Mid-Year Total Equipment Forecast.

Image result for semi logo
Released at SEMICON West 2019, the forecast shows growth in equipment sales resuming in 2020, with an 11.6 percent jump to $58.8 billion. The current forecast reflects recent downward adjustments in capital expenditures and rising market uncertainty due in part to geopolitical tensions.
The SEMI Mid-Year Forecast shows wafer processing equipment sales falling 19.1 percent in 2019 to $42.2 billion. The other front-end segment, consisting of fab facilities equipment, wafer manufacturing, and mask/reticle equipment, is expected to slide 4.2 percent to $2.6 billion this year. The assembly and packaging equipment segment is on track to decline 22.6 percent to $3.1 billion in 2019, while semiconductor test equipment is forecast to decrease 16.4 percent to $4.7 billion this year.

Taiwan will dethrone Korea as the largest equipment market and lead the world with 21.1 percent growth this year, followed by North America with an 8.4 percent uptick. China will maintain the second spot for the second consecutive year, and Korea will fall to third after throttling back capital expenditures. All regions tracked except Taiwan and North America will contract this year.

SEMI forecasts that, in 2020, the equipment market is expected to recover on the strength of memory spending and new projects in China. Equipment sales in Japan will surge 46.4 percent to $9.0 billion. China, Korea, and Taiwan are forecast to remain the top three markets next year, with China rising to the top for the first time. Korea is forecast to become the second largest market at $11.7 billion, while Taiwan is expected to reach $11.5 billion in equipment sales. More upside is likely if the macroeconomy improves and trade tensions subside in 2020.

The Mid-Year Total Equipment Forecast is based on SEMI's industry-recognized World Fab Forecast database and input from equipment manufacturers. Total equipment includes wafer processing, other front end, total test, and assembly and packaging equipment.

The following results are in terms of the market size in billions of U.S. dollars.


The Equipment Market Data Subscription (EMDS) from SEMI provides comprehensive market data for the global semiconductor equipment market. A subscription includes three reports: the monthly SEMI Billings Report, which offers an early perspective of the trends in the equipment market; the monthly Worldwide Semiconductor Equipment Market Statistics (SEMS), a detailed report of semiconductor equipment bookings and billings for seven regions and over 22 market segments; and the SEMI Mid-Year Forecast, which provides an outlook for the semiconductor equipment market.

For more information or to subscribe, please contact SEMI customer service at 1.877.746.7788 (toll free in the U.S.). For more information online, please click here.»
17.07.2019 kl 13:31 2028

China Approves 22.8 Gigawatts Of Solar PV For 2019 Subsidies

July 15th, 2019 by Joshua S Hill

Last week, China’s National Energy Administration announced the results of its first national solar auction for Feed-in Tariff (FiT)-approved projects, in which it awarded 22.78 gigawatts (GW) across 3,921 projects, all of which must be completed and grid-connected by the end of the year.


Solar panel demand expected to reach 125.5 GW in 2019, TrendForce says

According to the Taiwanese market research company, PV panel demand will increase by 16% over 2018 shipments. TrendForce also believes this growth trend will continue in 2020.

23.07.2019 kl 18:18 1777

Second Quarter 2019 Silicon Wafer Area Shipments Fall 2.2 Percent from First Quarter Levels

MILPITAS, Calif. — July 23, 2019 — Worldwide silicon wafer area shipments totaled 2,983 million square inches in the second quarter of 2019, down 2.2 percent from the 3,051 million square inches shipped in the first quarter of the year and 5.6 percent lower than shipments during the same period in 2018, according to the SEMI Silicon Manufacturers Group (SMG) in its quarterly analysis of the silicon wafer industry.

"Global silicon wafer shipment are being impacted by the same headwinds that are facing the broader industry,” said Neil Weaver, chairman SEMI SMG and vice president, Product Development and Applications Engineering of Shin Etsu Handotai America. “While shipment area growth is currently subdued, the long-term outlook for the industry remains positive.”

Redigert 08.08.2019 kl 09:44 Du må logge inn for å svare
30.07.2019 kl 15:43 1591

Global Solar PV Installations Expected To Hit 114.5 Gigawatts In 2019

Wood Mackenzie Power & Renewables has published a new report which outlines the analyst group’s prediction that global solar PV installations will reach a new high of 114.5 gigawatts (GW) in 2019, growing by 17.5% on 2018 and putting the industry on track to reach around 125 GW per year by the early 2020s.

01.08.2019 kl 12:04 1447

Interessant lesning om produksjonskostnader og kapasitet i Kina.

Veldig interessant at prisforskjellen mellom mono og multi er skrapet helt til beinet. Hvis produksjonen av mono koster 20 Yuan mer pr kg, eller mer, så utgjør dette knappest prisforskjellen mellom mono og multi.

Prisforskjellene vil være noe annerledes ved FBR produksjon.
Men et rimelig anslag er at Rec har en strømkostnad som tilsvarer det dyreste i artikkelen.
For Rec vil vel det tilsvare 50 mill USD mer kostnad enn hos billigste produksjon i Kina, pr år.
Hvis disse tallene stemmer, så vil det jaggu meg bli vanskelig å konkurrere med Kina, hvis straffetollen fjernes.
Og selv med straffetoll vil nok kinesiske solceller utkonkurrere amerikanske, så noen produksjon i ROW er vel heller tvilsomt.

Energiforbruket av elektrisitet, damp, kull, vann, etc. i den integrerte produksjonsprosessen, mener Yan Dazhou-analysen at polysilisiumbedriften flyttet til Xinjiang som representant Den nordvestlige provinsen kan spare 20-26 yuan / kg i energibruk.

De siste statistiske dataene fra analyseorganisasjonen Jibang New Energy viser at den nåværende prisklassen for polykrystallinske tette materialer for enkeltkrystall i Kina er 74-77 yuan / kg, og gjennomsnittsprisen opprettholdes på 76,6 yuan / kg; prisklassen for polykrystallinsk løs materiale for ingots er på 55-59 yuan / kg. "Den nåværende prisen på polysilisium har allerede drevet selskapet til å bli gal ." Yan Dazhou ga reporteren en slik redegjørelse: "I prisen på det tette materialet på 76 yuan / kg har kostnadsforskjellen nådd 20 yuan / kg eller mer. Minimumsnivået på 20 yuan per kilogram er beregnet. Hvis en stor fabrikk med en årlig produksjon på 50 000 tonn eller så, vil den koste 1 milliard yuan i året. "


Redigert 01.08.2019 kl 12:21 Du må logge inn for å svare

WACKER CHEMIE:EBITDA EUR 210,7M I 2.KV 2019 (260,5)
Oslo (TDN Direkt): Wacker Chemie, som blant annet produserer silisium, fikk en ebitda på 210,7 millioner euro i andre kvartal 2019, mot 260,5 millioner euro i samme periode året før, opplyser selskapet i kvartalsrapporten torsdag.
Selskapets omsetning var 1,269 milliarder euro i kvartalet (1,330).
Innen Wacker Polysilicon ble omsetningen 169,9 millioner euro, ned 30 prosent fra 242,1 millioner euro i samme kvartal i fjor. Nedgangen var i hovedsak grunnet betydelig lavere gjennomsnittlige solar-grad polisilisiumpriser, og noe lavere volum, skriver selskapet. Ebitda for segmentet ble 5,7 millioner euro, ned fra 39,1 millioner i samme kvartal i fjor. Ebitda steg imidlertid fra -35,8 millioner i første kvartal 2019, der økningen delvis skyldes driftsmessige forbedringer, ifølge selskapet.
Selskapet gjentar guiding for 2019 om omsetningsvekst på "midt ensifret prosent", med en ebitda som trolig vil falle med 10-20 prosent mot året før, men ser nå ebitda å bli nærmere nedre del av intervallet, og viser til at den globale økonomien mister momentet og at Kinas solmarked ikke har tatt seg opp.
Wacker venter nå at ebitdamarginen vil være vesentlig lavere enn forrige år, og venter driftsinvesteringer rundt 400 millioner dollar lavere enn i fjor.
BNS, finans@tdn.no
TDN Direkt, +47 21 95 60 70
23.08.2019 kl 06:18 1008

«N.American semicon makers posted global billings of US$2.03 billion in July, says SEMI

KUALA LUMPUR (Aug 23): North America-based manufacturers of semiconductor equipment posted US$2.03 billion in billings worldwide in July 2019, according to the U.S.-based Semiconductor Equipment & Materials International’s (SEMI) November Equipment Market Data Subscription (EMDS) Billings Report.

In a statement on its website Aug 22, SEMI said the billings figure is 0.4% higher than the final June 2091 level of US$2.03 billion, and is 14.5% lower than the July 2019 billings level of US$2.38 billion.

SEMI president and CEO Ajit Manocha said total billings of North American equipment manufacturers for July were slightly up over June billings.

“Demand for semiconductor equipment this year is being driven by leading-edge logic and foundry, though memory segment growth is soft due to weak market sentiment,” he said.»

Juli hadde 14,5% lavere omsetning enn samme tid i fjor. Til sammenligning var juni 2019 19% lavere enn juni 2018, mai 2019 var 23,6% dårligere enn mai 2018, mens mars 2019 kom på 24,6% lavere enn mars 2020.

Semimarkedet er med andre ord i ferd med å ta seg opp igjen.
Redigert 23.08.2019 kl 06:23 Du må logge inn for å svare
12.09.2019 kl 16:35 712

Fabs Valued at Nearly $50 Billion to Start Construction in 2020

MILPITAS, Calif., Sept. 12, 2019 /PRNewswire/ -- Investments in new fab projects starting construction in 2020 is expected to reach nearly US$50 billion, up about US$12 billion from 2019, according to the latest update of the World Fab Forecast from SEMI.

21.09.2019 kl 17:48 552

Bloomberg 9. sept.

Gas Plants Will Get Crushed by Wind, Solar by 2035, Study Says

Generators now on drawing boards will be left uneconomical
Development would be a dramatic reversal of fortune for gas

Natural gas-fired power plants, which have crushed the economics of coal, are on the path to being undercut themselves by renewable power and big batteries, a study found.

By 2035, it will be more expensive to run 90% of gas plants being proposed in the U.S. than it will be to build new wind and solar farms equipped with storage systems, according to the report Monday from the Rocky Mountain Institute. It will happen so quickly that gas plants now on the drawing boards will become uneconomical before their owners finish paying for them, the study said.

The development would be a dramatic reversal of fortune for gas plants, which 20 years ago supplied less than 20% of electricity in the U.S. Today that share has jumped to 35% as hydraulic fracturing has made natural gas cheap and plentiful, forcing scores of coal plants to close nationwide.

The authors of the study say they analyzed the costs of construction, fuel and anticipated operations for 68 gigawatts of gas plants proposed across the U.S. They compared those costs to building a combination of solar farms, wind plants and battery systems that, together with conservation efforts, could supply the same amount of electricity and keep the grid stable.

As gas plants lose their edge in power markets, the economics of pipelines will suffer, too, RMI said in a separate study Monday. Even lines now in the planning stages could soon be out of the money, the report found.

“Our story for gas plants is, if you build it, they won’t run -- they won’t run at their expected capacity factors,” said Mark Dyson, who co-wrote both reports. “And that filters down to pipelines, too.”

30.09.2019 kl 16:31 321

Total Wafer Shipments to Drop 6 Percent in 2019, Resume Growth in 2020, Set New High in 2022, SEMI Reports

MILPITAS, California, Sept. 30, 2019 /PRNewswire/ -- Total wafer shipments in 2019 are expected to decline 6 percent from last year's historic high, with growth resuming in 2020 and shipments reaching a new high in 2022, according to SEMI's annual semiconductor industry silicon shipment forecast.

Forecast demand for silicon units through 2022 shows polished and epitaxial silicon shipments totaling 11,757 million square inches in 2019, 11,977 million square inches in 2020, 12,390 million square inches in 2021, and 12,785 million square inches in 2022 (see table below).

"Silicon shipment volumes are expected to decline this year as the industry works through accumulated inventory and weaker demand," said Clark Tseng, director of Industry Research and Statistics at SEMI. "The industry is expected to stabilize in 2020 and regain growth momentum in 2021 and 2022."

Redigert 30.09.2019 kl 16:32 Du må logge inn for å svare

Takk takk Gråbein,

Hva betyr så dette? Vel, hvis man samtidig ser på q2 presentasjonen til rec, hvor rec på slide 16 guider at semi salget går ned med ca 25-30 prosent i 2019 sammenlignet med 2018 så er det etter mitt syn svært sannsynligvis at guidingen var for konservativ. Selv om det konservative anslaget til rec også er påvirket av markedsandeler har, som jeg har nevnt før, semiconductor markedet tatt seg opp igjen raskere enn forventet. Dette vil ha sterk positiv betydning for rec.

01.10.2019 kl 10:24 224

Ja, underskuddet har blitt mindre og mindre for hver rapport de siste kvartalene. Vi er snart i pluss igjen, og Buttes silanproduksjon vil bare fortsette å øke herfra! Gleder meg til kvartalsrapporten om en måned!