started · updated
US imposes 15% tariff and price floors on polysilicon imports
President Donald Trump has signed an executive order imposing a 15% tariff on imported polysilicon derivatives and establishing minimum import prices for critical materials used in the production of solar panels and semiconductors. The order, issued under Section 232 of the Trade Expansion Act of 1962, cites national security concerns, noting that U.S. market share in polysilicon production fell from 50% in 2005 to less than 2% in 2024.
The new regulations set the following minimum import prices: - Polysilicon: $21/kg - Ingots and wafers: $100/kg - Solar cells: $0.22/W - Solar modules: $0.38/W
The measures are scheduled to take effect on December 4, 2026. To support the transition, the administration will provide incentives for companies to invest in domestic U.S. production. The policy is expected to benefit major U.S. producers such as Hemlock Semiconductor and Wacker Chemie.
China has criticized the move, with the Ministry of Foreign Affairs labeling the actions as protectionist and a misuse of state power to target Chinese companies. Beijing warned that these measures would disrupt international trade and harm both American companies and consumers.
Entities
China · Chinese polysilicon producers · Donald Trump · First Solar · Hemlock Semiconductor · Howard Lutnick · Section 232 · Section 232 of the Trade Expansion Act · U.S. Commerce Department · U.S. Department of Commerce · United States · United States (government)
Claims
What the coverage asserts, and how many sources carry each claim.
- [● 34 SOURCES] U.S. share of global polysilicon production fell from 50% in 2005 to less than 2% in 2024. jovempan.com.br · www.hani.co.kr · www.bbc.co.uk · www.stocktitan.net · www.news.at · +23 more
- [● 11 SOURCES] The tariff adds a 10% duty on polysilicon imports from the United Kingdom. jovempan.com.br · www.hani.co.kr · www.dn.pt · edge-forex.com · www.bbc.co.uk · +2 more
- [● 34 SOURCES] Chinese producers control more than 90% of global polysilicon supply. www.stocktitan.net · www.upday.com · www.bbc.co.uk · jovempan.com.br · www.news.at · +24 more
- [○ 1 SOURCE] First Solar publicly supported the Section 232 action on polysilicon imports. www.stocktitan.net
- [● 29 SOURCES] The tariff becomes effective on 4 December 2026 at 00:01 Eastern Time for goods declared for consumption or withdrawn from warehouse. jovempan.com.br · www.hani.co.kr · www.news.at · www.archynetys.com · www.bbc.co.uk · +19 more
- [● 12 SOURCES] The tariff adds a 15% duty on polysilicon imports from Japan, South Korea, Taiwan, Switzerland, Liechtenstein and EU member states. jovempan.com.br · www.hani.co.kr · www.dn.pt · edge-forex.com · www.bbc.co.uk · +3 more
- [● 20 SOURCES] The Trump administration signed an executive order imposing a 15% tariff on polysilicon and its derivatives. jovempan.com.br · www.stocktitan.net · www.hani.co.kr · www.news.at · www.dn.pt · +11 more
- [● 20 SOURCES] Section 232 of the Trade Expansion Act allows the U.S. government to impose tariffs, quotas, or restrictions on imports deemed a threat to national security. www.stocktitan.net · jovempan.com.br · www.hani.co.kr · www.bbc.co.uk · www.news.at · +10 more
- [● 31 SOURCES] President Donald Trump signed an executive order imposing a 15 % tariff on polysilicon derivatives. www.bbc.co.uk · jovempan.com.br · www.notizie.it · www.stocktitan.net · www.hani.co.kr · +22 more
- [● 21 SOURCES] The order aims to protect US producers Hemlock Semiconductor and Wacker Chemie. www.bbc.co.uk · jovempan.com.br · www.stocktitan.net · www.hani.co.kr · www.archyworldys.com · +13 more
- [● 23 SOURCES] The order sets minimum import prices of $21/kg for polysilicon, $100/kg for ingots and wafers, $0.22/W for solar cells and $0.38/W for solar modules. jovempan.com.br · www.hani.co.kr · biz.heraldcorp.com · www.ntd.com · www.news.at · +15 more
- [DISPUTED] The tariff adds a 10% duty on polysilicon imports from the United Kingdom and a 15% duty on imports from Japan, South Korea, Taiwan, Switzerland, Liechtenstein and EU member states. jovempan.com.br · www.hani.co.kr · biz.heraldcorp.com · www.ntd.com · www.news.at · +10 more