"Kerf loss" is one of the semiconductor industries little secrets.
Spend *shed-loads* of cash on hardware, chemicals and energy to make a raw material with PPB impurity levels.
Throw away 1/3 of it in processing.
BTW while much like the Soitec process SOI is viewed as a *premium* price wafer, whereas these have to be base price (is there a "PV" grade price?) or cheaper with low scrap and low cost. That makes this engineering *tricky*.
Note that by starting with monocrystal PV cell material they get to *leverage* any current or future Silicon work, which is still the bulk semiconductor by a *very* wide margin.
However for *really* big, low cost you'd need to skip *any* conventional slicing.
I picture a system under permanent high vacuum with something like a revolver cylinder inside it. The number of boules corresponding to the number of steps in the slicing process.
boules in -> slices out. No waste.
With modern boules being 300mm in diameter (going to 320mm soon) and 10m long it would be a beast of a machine to make but you would get back most of the kerf loss.
Of course this *all* depends on them working out how to *handle* these thin "floppy" wafers to process them into cells.
Thumbs up on trying to make a niche, high precision process into a bulk mass produced one. I hope they success