As discussed with regard to key CSI supplier LDK Solar (NYSE:LDK), the impairment charge signifies changing economics, rather than a meaningful economic event in and of itself. Write-offs aside, CSI's margins will remain challenged for some time, though the company is projecting a return to the 13% to 15% range by the second half of 2009. In fact, CSI's guidance explicitly relies on just such a back-half recovery, specifically with regard to macroeconomic conditions.