A turning point for silicon?
The U.K.’s Times Online has an interesting story marking a milestone in the solar industry. For the first time the solar industry’s demand for silicon has outstripped demand from the semiconductor industry. Citing Solar Buzz, the story said refined silicon for solar applications reached 23,102 metric tonnes this year, up 12 per cent from the previous year. “It is the first time that annual volumes have exceeded those for manufacturers of semiconductors used in computers and other electronic equipment, which are expected to reach about 22,882 tonnes this year, up slightly from 22,086 last year,” according to Times Online.
Meanwhile, a new survey from the U.S. National Venture Capital Association found that investment dollars directed toward clean technologies, such as solar, are expected to grow in 2008. But funding for semiconductor-related ventures is expected to decline. This, and the silicon milestone, only supports the suggestion that the clean technology market is going nowhere but up.
Tyler Hamilton is associate publisher and editor-in-chief of Corporate Knights magazine and former business columnist for the Toronto Star. This blog is a personal project started in April 2005.
February 11th, 2008 at 9:24 pm
After reading this article it makes sense that the solar industry is out demanding the computer chip industry.
http://www.nextenergynews.com/news1/next-energy-news12.20c.html
It appears the computer chip industry is moving to carbon based chips. Will this mean that price will follow a reduced demand for silicon? Combine this with a move to CIGS solar and silicon solar could become a whole lot cheaper.