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SunTech Power

LDK Solar has long depended on demand driven by government subsidies from countries such as Germany, Spain and Italy, which makes it vulnerable in this period of European austerity. Trefis has revised its estimates for LDK Solar down -- but still meaningfully above the market price.
Yes, we've seen this movie before: As costly oil makes solar look good, investors pile in -- only to be let down when overcapacity sets in and oil prices tumble again. But this time, solar's rebound may be on somewhat firmer ground. Investors, though, still need to be cautious.
The big solar panel installer has announced its second East Coast deal in a month: It's buying the residential solar business of Vermont-based groSolar, after picking up Maryland's Clean Currents. And SolarCity isn't the only West Coast solar player heading East for growth.
Applied Materials is cutting its SunFab line of equipment to make amorphous-silicon solar panels. The move marks the end of the semiconductor-equipment giant's big thin-film solar ambitions. What's next for AMAT?
The oversupply problem plaguing the solar panel industry may be coming to a close. A glut of panels caused prices to plunge this year, calling into question the future of the industry, as well as the individual fortunes of manufacturers. An increase in demand from Germany is helping to consume the...

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