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Tech to Super Committee: Seize The Opportunity to Spur Innovation!

Are they listening? They better be. Folks are lining up at the door. This release came out yesterday:

Tech Industry Urges Congressional Supercommittee to Seize Opportunity to Spur Innovation as Key

Six of America’s leading technology trade organizations and their members urged the bipartisan Joint Committee on Deficit Reduction to embrace a [...]

Solyndra: FBI Agents Executing Search Warrant

FBI agents executing search warrant at Solyndra – San Jose Mercury News.

Solyndra spokesman Dave Miller said the search came as a surprise, but he emphasized the company is “fully cooperating” with federal officials. He said he did not know the purpose of the search, but he speculated it could have something to [...]

Roundabout

A smattering of stories that have hit my inbox this week and this morning (your mileage may vary):

Nokia Rises, Q2 EPS Beats, Steps Up Cost Cuts

My $0.02: The bar of expectations had been lowered, perhaps even buried, to a point where it was impossible to trip over.

*.*

IHS iSuppli talks DRAM pricing and capex:

“In [...]

LinkFest: Impressions from Semicon West

“It’s all about the toys… the valves, the bearings…”

Bruce Billett – Technical Specialist (Intel – Ronler Acres)

Semicon West…. Held each year at the Moscone Center in San Francisco it is the largest trade show for semiconductor equipment suppliers. Along with Semicon there was Intersolar, the largest US Solar trade show.

It all [...]

The Policy Dart Board: Solar? Wind? Both?

Should New York be installing solar panels or wind turbines on their bridges and skyscrapers? Maybe both – policymakers are studying studies <ahem>.

When will they make up their minds?

Here are a couple of relevant stories:

Mapping Sun’s Potential to Power New York
MIREYA NAVARRO | NY Times | June 16, 2011

Two-thirds of New York’s [...]

Polysilicon Price Trends

A while back one of my customers mentioned that it would be interesting to compare trends in the solar business to those in the semiconductor business. Well, last week a sell-side report was issued where they paralleled the trends in the polysilicon market to the DRAM business. Prices for poly, if [...]

Solar Module Inventories

As the module companies began to report the first looks at financial statements began to show what we all knew – the shutdown of Italy as it worked out its FIT issues backed up inventory, jamming warehouses, ships and manufacturing site parking lots with modules…

None of which, by the way, was evident [...]