Ob das heute an der Nasdaq noch hart wird?

CSFB kürzt bzw. senkt Aussichten für Chip- Equipment- Unternehmen!

Investitionen werden in 02 einen Rückgang von bis zu 25% haben, so CSFB.

Demnach sind AMAT und Co deutlich zu teuer!


Q: boerse-go  

       
     




 

stell Dir vor, die Zinssenkung fällt aus!!! Bin erst mal aus allem raus, nachdem ich heute mit Drillisch meine 20 Prozent gemacht habe!  

http://www.ariva.de/board/128549/..._full=&322&jump=748041#jump748041  

kaufe aber trotzdem keine Puts!!  

es immer runter, hab ich in den letzten 24 Monaten noch nie anders erlebt.
Der Markt reagiert immer mit Kursabschlägen, oder hats jemand je anders
beobachtet?  

 

ging die Nasdaq glaub ich 16% hoch.  

"That's one small step for AMAT, one giant leap for mankind."

Kommentar:
Der Kurs von AMAT steigt derzeit ...Warum ?
Ein Grund könnte die Installation einer "Sun-Fab" vom Applied Materials bei Moserbear in Indien sein!!

Während Oerlikon heute die erste "turnkey factory for thin-film silicon solar modules in Switzerland " mit Pramac SpA bekannt gab. Gibt es vom Konkurrenten Applied Materials schon weiter fortgeschrittene Tatsachen zu berichten, deren Fortschritte und Resulate derzeit weltweit mit Interesse verfolgt werden...


Thin Film Si Solar Cells to Be Produced in India
Feb 5, 2008 17:40



Moser Baer India Ltd of India has its optical disc and solar cell manufacturing center in Greater Noida on the outskirts of New Deli.

Other companies including LG Electronics of Korea and Franco-Italian STMicroelectronics also have their manufacturing facilities around it. Moser Baer's manufacturing center is currently drawing interest from solar cell-related manufacturers across the world.

Moser Baer's subsidiary Moser Baer Photo Voltaic Ltd is currently advancing preparation to manufacture a new thin film Si solar module. This solar module's distinctive feature is the adoption of a huge glass substrate that measures 2.2 x 2.6m. Its manufacturing equipment is a glass-to-module total production line dubbed "SunFab," which Applied Materials Inc (AMAT) is promoting.



Moser Baer will be the first external company that AMAT has ever supplied its SunFab to. The new manufacturing center's success or failure is being closely watched not only by global solar cell-related manufacturers, but also by firms that are considering entering the market.

That is because the glass-to-module production line lowers hurdles to entering the market, while the large substrate also slashes solar cell manufacturing cost.


If Moser Baer succeeds in the production, it will result in major changes in the relationships between solar cell manufacturers.


[..]

Particularly conspicuous was the huge autoclave, in addition to the PECVD equipment. The company had already set up and powered the PECVD equipment, which holds the key to the SunFab's success or failure. It was planning to test the glass substrate conveyor in several days, Moser Baer said.


Quelle: http://techon.nikkeibp.co.jp/english/NEWS_EN/20080205/146965/


Moser Baer plans 600 MW Thin Film PV capacity with an estimated investment of
over $ 1.5 bn


Saturday, February 09, 2008

Saturday, February 09, 2008 : Moser Baer India Limited today announced that its wholly owned subsidiary, PV Technologies India Limited, has signed a Memorandum of Understanding (MoU) with a leading global equipment supplier to secure supply of critical equipment for a 565 MW phased expansion of its Thin Film photovoltaic modules manufacturing capacity, which together with the current project capacity of 40 MW will take the total manufacturing capacity to over 600 MW by 2010.

Ravi Khanna, CEO, PV said, “Leaders in the PV industry will continue to emerge on the strengths of rapid scale up and technology differentiation. We see an increasingly significant role for Thin Film technologies in meeting peaking power requirements and now aim to be a significant player in this arena.”


Thin film solar modules are ideal for energy farms, rural applications and building integrated Photovoltaic markets. Photovoltaic modules based on large area Thin Film technology provide a path to cost parity between solar generation and grid power. According to market estimates, the Thin Film based solar modules will see large emerging applications and a robust demand that, according to industry estimates is expected to grow ten fold; from 250 MW currently to 2GW with a market size of $5 bn by 2010.


About Moser Baer India Limited
Moser Baer, headquartered in New Delhi, is a leading global technology company. Established in 1983, the company successfully developed cutting edge technologies to become the world’s second largest manufacturer of Optical Storage media like CDs and DVDs. The company also emerged as the first to market the next-generation of storage formats like Blu-ray Discs and HD DVD. Recently, the company has transformed itself from a single business into a multi-technology organisation, diversifying into exciting areas of Solar Energy, Entertainment and IT Peripherals & Consumer Electronics.
Through its wholly owned subsidiaries, the company manufactures photovoltaic cells and modules by straddling multiple technologies including crystalline silicon, concentrator, nano technologies and thin films. Moser Baer Entertainment offers home video titles in various Indian languages at unmatched prices and is also engaged in media content creation. The company has also initiated marketing of a series of IT Peripherals and Consumer Electronics gadgets.
Moser Baer has over 6,000 full-time employees and multiple manufacturing facilities in the suburbs of New Delhi.

Quelle: www.moserbaer.in


Für weitere Informationen siehe:

Oerlikon -> Dünnfilmtechnik und Nanosolarzellen ->  73. "That's one small step for AMAT, one giant leap ..-> 13.02.08 19:45  


SeeYA
DieWahrheit  

Auch andere wollen die SunFab, vorallem die Saudis. Und die haben doch Geld satt, dank des hohen Ölpreises?

Da werden einfach 3 Linien gekauft...

As part of its Masdar Initiative, the Abu Dhabi Future Energy Co. is significantly expanding its investment in solar energy by contracting with Applied Materials to purchase three SunFab(TM) Thin Film Lines for producing solar modules. With an optional tandem junction upgrade, these SunFab lines are expected to annually produce modules with a targeted capacity of up to 210 megawatts (MW), or enough energy to power approximately 70,000 homes.

http://www.wallstreet-online.de/nachrichten/nachricht/2403064.html
 

Spanischer Photovoltaik-Hersteller T-Solar startet Serienproduktion der weltgrößten Dünnschicht-Solarmodule mit Equipment von Applied Materials

Das Unternehmen T-Solar Global S.A. (Orense, Spanien) berichtete am 18.02.2009, es habe mit der industriellen Fertigung der weltweit größten Dünnschichtmodule auf seiner Produktionslinie vom Typ "SunFab" von Applied Materials begonnen. Die 5,7m² großen Photovoltaik-Module eignen sich besonders für Solarstromanlagen im Kraftwerksmaßstab und können deren Installationskosten im Vergleich zu kleineren Modulen um rund 20 % senken, betont Applied Materials in einer Pressemitteilung. Die "SunFab"-Linie sowie die darauf gefertigten Module seien von Intercert zertifiziert, was sowohl die erreichten Standards bei der Herstellung als auch hinsichtlich des Modulwirkungsgrades und Solarstrom-Ertrags sicherstelle.   "Unsere hochwertigen, voll zertifizierten Module erlauben uns, den wachsenden Markt für große kommerzielle Solarstromanlagen und Solarparks in Europa zu bedienen", betont Juan Laso, Generalmanager von T-Solar und Präsident des spanischen Photovoltaik-Industrieverbandes (Photovoltaic Enterprise Association; AEF). "Wir haben in die unserer Auffassung nach beste Technologie und Ausrüstung investiert, um Solarmodule herzustellen, die uns ermöglichen, die Kosten für Solarstrom stetig zu senken."

[..]


Mit dem "SunFab Performance Service" will Applied Materials eine enge und langfristige Beziehung zu seinem Kunden eingehen und gemeinsam die Laufzeit der Fabrik, die Qualität der Produkte und den Ertrag verbessern. "Wir freuen uns, dass wir gemeinsam mit T-Solar diesen Erfolg erzielt haben", sagt Dr. Randhir Thakur, Senior-Vizepräsident der Dünnschicht- und Solar-Sparte von Applied Materials. "Unsere Zusammenarbeit bei dieser Fertigungslinie ist ein weiterer Schritt dazu, das Potenzial der Dünnschichttechnologie zu nutzen und die Kosten von Solarstrom zu reduzieren.

[..]


Quelle: http://www.solarserver.de/solarmagazin/news.html#news10240



Siehe auch:
9. "That's one small step for AMAT, one giant leap...   13.02.08 20:20



seeitshineseeitshine
DieWahrheit  

Moser Baer’s thin film line ready for production of ultra-large solar modules
January 21, 2009


   * Final Acceptance Test certification awarded for Applied Materials’ SunFab™ Thin Film Line
   * 40MW capacity line is the largest thin film solar line in India

New Delhi/Santa Clara (CA), January 21, 2009: Moser Baer, the global technology company, today announced that its photovoltaic subsidiary is ready for production of thin film photovoltaic modules at its manufacturing plant in Greater Noida. This follows final acceptance test (FAT) certification of Moser Baer Photovoltaic’s SunFab™ Thin Film Line supplied by Applied Materials, Inc., the California-based nanomanufacturing technology solutions provider. The certification verifies that the SunFab line has met all manufacturing, module efficiency and yield specifications.

This is a major milestone for both Moser Baer and Applied Materials representing the start of production of thin film modules by Moser Baer, which was Applied’s first SunFab customer. The 40MW capacity line is the largest thin film solar line in India. This single junction SunFab line has demonstrated the highest production capacity to date for manufacturing the world’s largest (2.2m x 2.6m) solar modules.
[..]


Quelle: http://www.moserbaer.com/...oom.asp?id=100&mth=January&year=2009&sec=

Siehe auch:

9. "That's one small step for AMAT, one giant leap... 13.02.08 20:20  

seeitshineseeitshine
DieWahrheit  

Heute nicht,

aber in den nächsten Wochen !


☕️☕️