“Amprius, Group14, OneD, and Sila all use silane gas as a starting material. Willoughby at Wood Mackenzie says much of the world’s silane gas is produced in China, where it’s primarily used to make polysilicon for solar panels and semiconductors. Group14 and Sila’s facilities will both be in Moses Lake, Washington, home to the silane gas producer REC Silicon. The problem, Pluvinage says, is that REC sells most of its silane to the solar industry and is charging a premium for the remaining supply. OneD hopes to open a pilot facility in Moses Lake later this year but wants cheaper silane for commercial-scale production. The company recently announced that it will work with the engineering firm Koch Modular to construct silane plants adjacent to its future production sites. The partners are planning one such complex in Quebec.”
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