Neo Solar and Del Solar Merger Consolidation in the global solar industry continues at an accelerated pace with companies exiting the solar business, bankruptcies being announced, takeovers by government and private companies. Now two of the largest Taiwanese solar companies have decided to merge. Neo Solar being one of the fastest growing companies in Taiwan with its focus [...]

Introduction There are going to be big winners and losers if Europe finds that the biggest anti dumping case against China has hurt its domestic solar companies. A trade group called ProSun, led by German solar panel maker Solarworld, complained against super cheap imports of solar modules from China to the EU. The EU has [...]

Taiwanese Solar Companies have been the biggest beneficiaries of the duties on Chinese solar panels imposed by USA and the uncertainty arising from possible sanctions by Europe and India. To hedge their risk, solar companies have been diversifying their orders to solar cell factories in Taiwan which does not suffer from any anti dumping or [...]

Consolidation is the new way for Solar Companies to Suvive Consolidation in the global solar industry continues at an accelerated pace with companies exiting the solar business (Sharp, Siemens), bankruptcies being announced (Q-Cells), takeovers by government (LDK) and private companies (GTAT buys Twin Creek). Now two of the largest Taiwanese solar companies have decided to [...]

The US imposition of anti-dumping and countervailing duties on China made solar cells has brought out unintended beneficiaries and losers. I had explained in an earlier post that US based polysilicon factories and solar equipment makers will be hurt due to this decision. They will probably face Chinese government duties on imports of polysilicon and [...]

China does not have many friends in its neighborhood,in fact it does not have any friends with relations with most countries being quite tense.The only friends it has is a tinpot communist dictatorship North Korea which has managed to keep its citizens in the Stone Age and Pakistan which is well on its way to become a failed state with a suicide bombing a day.What is interesting is that China holds the world record for sharing borders with the maximum number of countries,so one would consider it prudent to hold good relations with a large number of them.On the contrary China has had tense relations with almost all of them with low level military incidents the order of the day.China has a very cagey relationship with India where tensions have risen all the time with numerous friction points like Tibet,Arunachal Pradesh,supplying Pakistan with arms and building ports in smaller countries.South Korea alleged cyberattack a few months ago from hackers close to the Chinese government as well.