Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

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Jan 9 9:30 AM EST

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To: robert b furman who wrote (17110)	1/12/2006 8:21:32 AM
From: Proud_Infidel	Read Replies (1) of 25522

Solar to surpass ICs in poly consumption Mark LaPedus EE Times (01/11/2006 5:59 PM EST) HALF MOON BAY, Calif. — Fueled by huge demand, the worldwide solar industry is projected to consume more polysilicon than the entire semiconductor business by 2006 or 2007, according to Richard Swanson, president and chief technology officer for solar-cell maker SunPower Corp. The demand from both the solar and chip industries is causing a severe shortage of polysilicon in the marketplace. Shortages are projected to last for the next two years, Swanson said during a keynote address at the Industry Strategy Symposium (ISS) event here. After sizzling growth in recent times, the solar energy market is projected to dim and “hit the wall” for panel, equipment and materials vendors in 2006, warned an analyst. The projected slowdown in the solar market for 2006 is mainly due to ongoing and severe shortages of polysilicon, one of the key materials used for making solar cells, said Jesse Pichel, an analyst with Piper Jaffray Inc., an investment banking firm.

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