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

Solarvalue secures TDR Facility for Solar Grade Silicon Production

Completes return to strategy before the Adjusted Business Plan

On the heels of Solarvalue AG: Financial Measures Ensure Further Growth (Deutsch) announcing an increase of share capital by 210,000 shares, Solarvalue AG (XETRA:SV7) subsidiary Solarvalue Proizvodnja d.d. has purchased a significant portion of the TDR factory in Ruše, Slovenia, larger than the previous lease back arrangement. Solarvalue also took on over sixty (60) TDR employees. See the press release Solarvalue Buys Production Plant in Slovenia (Deutsch) for the official announcement. Solarvalue AG holds 60% of the Solarvalue Proizvodnja d.d. shares, and Moser Baer Photo Voltaic Limited (MBPV) holds the balance of 40%.

Solar Light Flashes: June 11, 2007

Quick Photovoltaic News Tidbits

I decided to revive the Light Flashes from last September and prefix Solar to satisfy the search engines. Solar Light Flashes will provide an ad hoc channel for the various factoids and observation pairs I stumble upon during my research for posts. Most of these factoids do not justify a complete post; combined I expect them to be informative.

This post is arranged in alphabetical order, and the company name or topic links back to my last significant related post.

Blue Square Energy (BSE):BSE has been busy rounding out the team by hiring a CFO… Read More >>

Solarvalue goes “Back to the Future” with Moser Baer Photo Voltaic partnership

Solarvalue AG flip flops on going it alone and finds a Silicon partner

First, a correction to my post, Moser Baer PV invests in Solarvalue AG, is required. This transaction should be described as MBPV, a wholly owned subsidiary of Moser Baer India Limited (BOM:517140), has acquired a 40% stake in Solarvalue Proizvodnja d.d., with Solarvalue AG (XETRA:SV7) retaining 60% ownership. Per the joint presentation:

Moser Baer will do a significant investment as a shareholder in this project. The acquisition will guarantee MBPV an assured supply of high grade solar wafers and help Solarvalue increase the production capabilities of its silicon production plant in Ruse.

Moser Baer PV reveals Solaria Supercell

At joint press conference between Solarvalue AG and Moser Baer Photo Voltaic Limited (MBPV)I was taking a quick look at the press materials, and Moser Baer PV presented a few slides on their Photovolaltaic strategy. I expect Solarvalue will place this presentation on their website soon.The Solaria Supercell has a striking similarity to the Stellaris technology presented at 19th NREL Industry Growth Forum. This photo is also on the MBPV website Technology page.Per the grainy diagram from the presentation which I presume relates to Solaria, strips of thin film are used by this low concentration approach, not multicrystalline silicon. I will examine this in further detail later. Also, please see my previous post, Solaria spills low

Moser Baer PV invests in Solarvalue AG

I just happened to the see the news when I checked my email. For now, I want to point out my prediction about a possible partnership with Moser Baer in Solarvalue discusses plans and process. I haven't been doing well on the speculation/prediction front in recent posts. Here is a link to the press release, Solarvalue AG and Moser Baer PV Announce Partnership (Deutsch).This explains the run up in the Solarvalue shares in advance of the announcement. It also explains the renewed interest of W&P Profil in metallurgical silicon production with M5 per Solarvalue: What ever happened to the M5 arc furnace?