Applied Materials Solar SunFab: By the Numbers

820000 quarter sized equivalent photovoltaic (PV) modules?

With “KSK Surya Photovoltaic Venture Selects SunFab Solar Panel Production Lines for 150MW Project in India”, Applied Materials, Inc. (NASDAQ:AMAT) ended an almost one year three month drought since the last SunFab deal with Moncada Energy Group s.r.l. per “Moncada Enters Solar Energy Market with Contract for Applied Materials' SunFab Thin Film Line”. Should this be viewed as a positive sign of at least a slow recovery from the Great Recession and credit crunch? Perhaps a better question is how have Applied Materials SunFab customers fared to date? In “VLSI Research ranks Top 10 PV Manufacturing Equipment Suppliers for 2008”, I didn’t calculate the MegaWatt-peak (MWp) cumulative production of Applied Materials SunFab customers. At Intersolar