GLG News by Photovoltaic/Solar Cells and System Experts
Analysis of:
Dissecting the new Flextronics (www.ventureoutsource.com)
The analysis overplays the impact of scale, diversification and industry capacity reduction coming from the SLR acquisition. These factors mainly lie in the perception of the street in comparison to Hon Hai. The real news for Flex is the push for greater growth by attacking the notebook segment,...
Analysis of:
Hoku reduces volume of Solar-Fabrik deal (media.cleantech.com)
A report by Cleantech Media about Hoku's delay in bringing polysilicon manufacturing and supply on line may be due to a variety of reasons. Financing issues appear to be a factor as well as technical ones. The question is whether issues like these are more pervasive throughout the industry...
Analysis of:
Nano Flakes May Revolutionize Solar Cells (www.sciencedaily.com)
Development of silicon and III-V compound semiconductor nanostructures offers yet another path for low cost production and increased photovoltaic efficiencies. The real question is when how soon these advanced methods will become commercialized. The decisive factor for the success and production of...
Analysis of:
US wind power installations to rise 63% in 2007 (www.windtech-international.com)
Wind power in the U.S. continues to grow at a fast pace, but its growth is liable to be choked off as the end of the present incentive approaches on December 31 of this year. Fast action by Congress with Presidential signature this year looks unlikely with a veto threat being the biggest factor. ...
Analysis of:
New Loan Program To Encourage Solar Sales (www.aer-online.com)
While solar electric power is installed on tens of thousands of American roofs in California and other states, the market penetration is not even 0.1% of residential rooftops. High cost is often cited as a chief barrier to wider implementation, but one answer may be solar not being marketed...
Analysis of:
Lam Research rival may bid up price for SEZ Group (www.bizjournals.com)
This acquisition is not Lam Research’s first step into wet processing but will be the most significant and application intensive. A very good match considering the industry is in the transitional phase for new materials and device structures at and below the 65nm node and requires an in-depth understanding...
January 2, 2008
What are the implications of the defeat of key renewable energy provisions of the new Energy Bill?
Analysis of:
Industry Flexes Muscle, Weaker Energy Bill Passes (www.nytimes.com)
What are the implications of the defeat of key renewable energy provisions of the new Energy Bill?
The US renewable energy industry suffered a body blow on December 14 when the U.S. Senate passed an eviscerated bill after it was stripped of the investment tax credits, production tax credits and a national renewable electricity standard (RES). The irony was this occurred just as the United...
Analysis of:
France Sets Ambitious Renewable Energy Targets (www.renewableenergyaccess.com)
While attention continues to be focused on Germany, Spain and Italy in solar and wind power, the announcement by France of a major commitment to the same energy technologies should not go unnoticed. The proposed growth rates to 2020 may serve as a strategic stabilizer to potential boom and...
Analysis of:
Chip Makers Delay a Merger of Their Memory Divisions (www.nytimes.com)
The sluggish memory market combined with the credit crunch changes the dynamic for bank funding of the Intel, STMicroelectronic and Francisco Partners joint venture agreement. This delay could impact select semiconductor capital equipment vendors. Competitor Spansion won’t likely benefit from a 3-month...
Analysis of:
Agilent and Multiprobe bring nanoprober to Asia (www.tmworld.com)
Nanoscale probing directly at the transistor level for 65nm, 45nm and 32nm IC's has come of age. Agilent and MultiProbe's strategic partnership using Agilent's tester and MultiProbe's atomic force probe (AFP) system is posed to strengthen Agilent’s product offerings to include...
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