US imposes 15% tariff on polysilicon
Analysis based on 63 articles · First reported Mar 09, 2018 · Last updated Aug 14, 2026
The tariffs and price floors are expected to raise costs for solar and semiconductor manufacturers, potentially increasing prices for solar panels, chips, and downstream products. U.S. polysilicon producers and domestic solar manufacturers may benefit from reduced Chinese competition, while Chinese exporters face higher barriers.
On August 6, 2026, President Donald Trump signed an executive order imposing a 15% tariff on polysilicon products and establishing minimum import prices for polysilicon ($21/kg) and polysilicon ingots and wafers ($100/kg), effective December 4, 2026. The measures, based on a Section 232 national security investigation by the U.S. Department of Commerce, aim to protect domestic producers Hemlock Semiconductor and Wacker Chemie and reduce reliance on Chinese polysilicon, which dominates global supply. The order also directs the Commerce Department to create a program encouraging domestic investment in polysilicon and downstream production. The move is part of broader U.S. efforts to compete with China in semiconductors and solar energy, and follows similar sector-specific tariffs on steel, aluminum, autos, and other goods. Industry groups warn the tariffs could raise costs for solar projects, chips, consumer electronics, and automobiles, potentially slowing solar deployment. Solar manufacturers such as Corning, First Solar, OVO Energy, Canadian Solar, and Toyo saw share gains following reports of the plan. The tariffs are scheduled to take effect December 4, 2026.
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