GT Advanced Technologies Inc fka GTAT

[Netsurfer]

Here are a couple of news blogs that I follow concerning PV.

solarbuzz.com
renewableenergyworld.com
Photovoltaics World electroiqnews.com www.omedia.com/sst

The solar industry seems to go thru feast to famine cycles every 4 or so years. China essentially owned the market and funded everything that they saw which resulted in huge over capacity. The shake out is about done and a lot of companies were shuttered or merged / acquired. LDK was huge and is barely surviving.

GT did sell a lot of polysilicon reactors....used to make the feed stock for solar cells......multi crystalline furnaces...DSS and had recently launched a mono crystalline furnaces...HiCz.

The move to Sapphire , SiC and other tech was driven by the severe down turn in the solar sector. If solar is in another upswing it may just keep GT's fat out of the fire......serendipity ..not necessarily good planning!!!
Without diversification they may not have made it thru the last solar drought.
If you plot annual sales by product grouping it sort of jumps off the page.