China’s silicon wafer production likely to recover in November after drastic decline in October, but could potentially fall again in December amid inventory pressure and poor end-user demand

nov 20, 2023, at 3:04 pm
SMM

SMM reports China's actual silicon wafer production in October was 50.06GW, a 'temporary' steep drop for the month. It saw a significant 18.8% dip MoM and fell about 23% short of the October forecast.

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Cost reduction pressure from downstream and inventory build-up to weigh down PV glass prices in December

China’s silicon wafer production likely to recover in November after drastic decline in October, but could potentially fall again in December amid inventory pressure and poor end-user demand

Nickel ore inventories at Chinese ports up 147,000 wmt WoW

Cost reduction pressure from downstream and inventory build-up to weigh down PV glass prices in December