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[BUSINESS] · United States, China · 88 sources

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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)

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