not sure but i am bumping these anyways... link to recent AMAT SEC filing...
"2008/1/23 Mosel Vitelic Inc. Signs Polysilicon Supply Agreement with LDK Solar
Mosel Vitelic Inc. announced today that it has signed a five-year contract with LDK Solar Co., Ltd. Under the terms of the agreement, pricing is fixed for the first three years. During this period, LDK Solar will deliver multi-crystalline solar wafers to Mosel Vitelic valued at approximately US$150 million with delivery commencing from 2008. Mosel started to evaluate and prepare the installation of second line which will begin production from Q3 2008.This agreement will assure the solar materials supply stably under the current materials shortage."