Farhad Mafie’s Post

PMB increases silicon production to 108,000 mtpy; Hanwa takes a share as it goes into the Japanese market ON SEPTEMBER 19, 2024 BY ALANPATRICKRYAN Malaysia’s PMB Silicon will see its production increase by 50% or 36,000 mtpy to 108,000 mtpy when its Phase 3 plant starts commercial production before the end of the year. The plant gets 129 MW of electricity from Syarikat Sesco. The company is currently issuing issuing more shares. On Sept 9, PMB Technology entered into a conditional share subscription agreement with Japan’s Hanwa to subscribe for 24-million placement shares. Through Hanwa’s participation in the company, PMB Technology said the group aims to develop a stronger presence in the semiconductor and chemical industry in Japan. PMB Technology said it may secure other strategic investors to participate in the proposed private placement. “The (Phase 3) expansion is expected to increase operational efficiency by leveraging workforce and raw material management. Our group will be able to secure large quantities of raw materials at a lower price to achieve a greater economy of scale in production and to remain competitive in the global market,” said Koon Lih Ming, the company’s CEO. Koon said the group’s metallic silicon manufacturing segment is expected to face challenging market conditions in the near term due to relatively lower growth from the automotive and construction sectors. Koon said with long-term and constant power supply secured by a competitive rate and strategic location of PMB silicon facility reduces logistic costs, it would be able to compete in the metallic silicon industry.

Lithium, silicon, and cobalt are essential for numerous value chains in Germany. The automotive sector and electronics industries, for example, rely on these raw materials and the products made from them, such as batteries and semiconductors. At the same time, there are high import dependencies and country risks. If there were to be supply bottlenecks and delivery failures, Germany's industrial production and gross domestic product would be massively impaired, as a study by the consulting firm Deloitte shows. Given growing geopolitical tensions and rising demand for raw materials, Deloitte sees an urgent need for action and advises companies to examine their supply chains for risks. In preparation for future crises, import countries could be diversified, but unused potential in existing import countries could also be exploited. Link to the study: https://ow.ly/Q34g50Re2a2 #rawmaterials #criticalminerals #lithium #semiconductors #battery

🔋 Are you interested in #batterychemistry - check out this blog by our very own Head of Battery and Projects 🔋 Also if you interested in joining our Battery Team? Please check out careers page https://lnkd.in/eysh-X2S or pop me a message for a conversation as I'd 💚 to talk to you. #batteries #Electric #batteryengineer

With the ever-growing demand for lithium-ion batteries in the market, forecasts have indicated a near-term supply deficit as early as 2025. To anticipate this, manufacturers are diversifying their cell chemistry, which leads us to the question: are emerging battery chemistries a suitable alternative to lithium-ion? We asked our Head of Battery and Projects, Dr Jingyi Chen, to share her thoughts on some of the most common emerging chemistries in the market today. In our latest blog, Jingyi looks at the advantages and disadvantages of four emerging chemistries. She also shares the secret to extracting the maximum potential out of any battery, regardless of chemistry... 👀 Learn more in the blog: https://lnkd.in/eQ3JbNak #lithiumion #batteries

𝗔𝗣𝗔𝗖 𝗖𝗵𝗲𝗺𝗶𝗰𝗮𝗹 𝗩𝗮𝗽𝗼𝗿 𝗗𝗲𝗽𝗼𝘀𝗶𝘁𝗶𝗼𝗻 (𝗖𝗩𝗗) 𝗦𝘆𝘀𝘁𝗲𝗺 𝗠𝗮𝗿𝗸𝗲𝘁 𝟮𝟬𝟮𝟰-𝟮𝟬𝟯𝟭. 𝗚𝗹𝗼𝗯𝗮𝗹 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗥𝗲𝗽𝗼𝗿𝘁 | 𝗥𝗲𝗾𝘂𝗲𝘀𝘁 𝗳𝗼𝗿 𝗦𝗮𝗺𝗽𝗹𝗲 𝗣𝗗𝗙: https://lnkd.in/gh89--Bh The APAC Chemical Vapor Deposition (CVD) System Market is experiencing robust growth, driven by increasing demand from semiconductor, electronics, and solar industries. Advancements in technology, coupled with rising investments in research and development, are propelling market expansion, making the region a key player in the global CVD landscape. 𝗧𝗼 𝗨𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝘁𝗵𝗲 𝗔𝗣𝗔𝗖 𝗮𝗻𝗱 𝗚𝗹𝗼𝗯𝗮𝗹 𝗦𝗰𝗼𝗽𝗲 𝗮𝗻𝗱 𝗗𝗲𝗺𝗮𝗻𝗱 𝗼𝗳 𝗔𝗣𝗔𝗖 𝗖𝗵𝗲𝗺𝗶𝗰𝗮𝗹 𝗩𝗮𝗽𝗼𝗿 𝗗𝗲𝗽𝗼𝘀𝗶𝘁𝗶𝗼𝗻 (𝗖𝗩𝗗) 𝗦𝘆𝘀𝘁𝗲𝗺 𝗠𝗮𝗿𝗸𝗲𝘁. 𝗥𝗲𝗾𝘂𝗲𝘀𝘁 𝗳𝗼𝗿 𝗦𝗮𝗺𝗽𝗹𝗲 𝗣𝗗𝗙: https://lnkd.in/gh89--Bh *𝗕𝘆 𝗧𝘆𝗽𝗲: Atomic Layer CVD, Laser Induced CVD, Organometallic CVD, Plasma Enhanced CVD, Plasma Assisted CVD, Low Pressure CVD, Others *𝗕𝘆 𝗔𝗽𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻: Coatings, Electronics, Catalysis, Others *𝗕𝘆 𝗥𝗲𝗴𝗶𝗼𝗻: North America, Europe, Asia-Pacific, South America, Middle East & Africa *𝗕𝘆 𝗞𝗲𝘆 𝗣𝗹𝗮𝘆𝗲𝗿𝘀: ULVAC TAIWAN INC. Ionbond - IHI Group, Mustang Vacuum Systems Inc., Plasma-Therm, Veeco, Singulus Technologies AG, Oxford Instruments plc, TOKYO ELECTRON LIMITED, Oerlikon Balzers Artoda Indonesia, Bühler + Scherler AG, Praxair Surface Technologies #chemicalvapordeposition #cvdsystem #materialscience #nanotechnology #semiconductors #thinfilms #surfaceengineering #advancedmaterials #coatingtechnology #depositiontechniques #researchanddevelopment #innovation #manufacturing #highperformancecoatings #cvdequipment

40% Tax subsidized US Manufacturing Projects Reportedly Face Delays under U.S. IRA and CHIPS Act. $84 billion of investment has now been delayed. High interest rates, uneven government rules cited. TSMC has delayed the mass production schedule for its second plant in Arizona by two years. The foundry giant’s local suppliers, such as Chang Chun Group, have also postponed a USD 300 million factory investment project by two years, while KPCT Advanced Chemicals has put its USD 200 million project on hold as well. Other major investment projects that have been put on hold include LG Energy Solution’s USD 2.3 billion battery storage facility in Arizona, Italy’s Enel’s USD 1 billion solar panel plant in Oklahoma, and Albemarle’s USD 1.3 billion lithium refining plant in South Carolina. Industry sources cited by the report reveal that the uncertainty of policies during the election year, coupled with deteriorating market conditions and slowing demand, has led the companies to alter their plans. https://lnkd.in/dXySi2ta

Consultation Refinement: 1）In Q4 2023, polysilicon prices kept decreasing but n-type polysilicon prices remained relatively stable, leading to a widening price gap between the two. 2）PV module production declined year-over-year, partly due to shrinking upstream polysilicon supply. 3）N-type polysilicon prices are expected to increase slightly in 2024 driven by rising demand, while polysilicon prices will likely remain under downward pressure. 4）PV module production is forecasted to increase quarter-over-quarter in 2024, benefiting from downstream market recovery and restocking demand. 5）Chinese PV companies will also expand overseas manufacturing in 2024 to gain more global market share. 6）Challenges like high inflation and rising interest rates may drive up costs. 7）Manufacturers need to improve efficiency and optimize technologies to control costs for staying competitive.

Our wholly-owned subsidiary, Mitsui Chemicals ICT Materia, Inc., recently won the 2023 Best Supplier Award from Advanced Semiconductor Engineering, Inc. (ASE). Based in Taiwan, ASE is one of the world’s leading companies in the field of back-end semiconductor manufacturing packaging and testing. The awards ceremony took place on 13 June 2024.   These awards are conferred on suppliers involved in semiconductor back-end processes, who have played a critical role in supporting ASE’s business strategy. In bestowing this award, ASE highly commended Mitsui Chemicals ICT Materia’s contribution to reducing costs by standardizing components used within ASE, and also the company’s ability to offer advanced technology solutions. Read the full press release from our website at https://lnkd.in/eaM2QD4v 三井化学株式会社の100%子会社の三井化学ICTマテリア株式会社（以下「三井化学ICTマテリア」）は、この程、台湾に拠点を置く半導体製造後工程のパッケージング・テスティング世界最大手である日月光半導体製造（以下「ASE」）から2023年度のサプライヤーアワードを受賞し、2024年6月13日に授賞式が執り行われました。   本サプライヤーアワードは、ASEの経営戦略に対して顕著な貢献を果たした半導体後工程に関わるサプライヤーへ授与されるものです。今回の受賞では、三井化学ICTマテリアが行ったASE社内の部品共通化によるコスト低減への貢献や、先端技術へのソリューション提案力が高く評価されました。 #MitsuiChemicalsGroup #MakeItHappen #award #MitsuiChemicalsICTMateria #BestSupplierAward #Taiwan

As battery demand reaches unprecedented levels, tight raw materials supply chains for #cathode materials are the consequence. Nickel-based chemistries are advancing, while new #LFP cells promise affordability and enhanced safety, and get a larger share of the global market. Amid these breakthroughs, securing supplies through strategic partnerships is becoming increasingly vital for producers. 💡 Read our full analysis to ensure your supply chain is ready for the cathode revolution: https://lnkd.in/ep7Y7YVn #RolandBerger Wolfgang Bernhart Tim Hotz Konstantin Knoche Heiner Heimes PEM RWTH Aachen University

This article discusses the surge in manufacturing construction projects in the US, particularly since the enactment of the CHIPS Act in August 2022. Notable recent additions include a $3 billion methanol manufacturing facility in Louisiana and a $1.5 billion semiconductor plant in New York. Toyota's $1.3 billion investment in its electric vehicle plant in Kentucky is also highlighted. The US has seen over $650 billion in private investment in various manufacturing sectors, from biotechnology to clean energy, contributing to a 40% increase in manufacturing construction spending over the past year. The CHIPS Act, providing $50 billion for semiconductor research, development, and manufacturing, has been a significant driver of this growth. With several large manufacturing projects in the pipeline, construction starts in the sector are expected to remain high. If you'd like to read it, you can find the full article here: https://lnkd.in/eW2TqEvf