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Trump Administration to Impose 15% Tariff in Polysilicon Probe Meant to Counter China

The U.S. plans a 15% tariff and price floors on polysilicon to boost domestic production and reduce reliance on foreign suppliers.

  • President Donald Trump is preparing to impose tariffs of at least 15% and minimum import prices on polysilicon to boost domestic production of semiconductors and solar panels.
  • A Commerce Department investigation launched last year under Section 232 of the Trade Expansion Act examined U.S. reliance on foreign polysilicon supplies to diversify supply chains currently dominated by China.
  • Current polysilicon production capacity is limited, with Hemlock Semiconductor and Wacker Chemie operating in Michigan and Tennessee, though officials worry tariffs may impact Electronics-grade output.
  • Officials are planning a temporary offset program to insulate domestic manufacturers reliant on imported material, tying Relief to capital investments similar to the Trump administration's pharmaceutical tariff approach.
  • While the White House examines sectors critical for economic security, Trump has previously disparaged solar power, creating tension within a policy aimed at boosting the solar industry.
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The United States is preparing trade sanctions on Chinese polysilicon under Section 232 of the Trade Expansion Act. If price floors and tariffs are introduced, the price competitiveness of Chinese products will weaken, and domestic solar companies such as OCI Holdings and Hanwha Solutions are expected to benefit. However, as there is a possibility that cost increases resulting from the sanctions could lead to a contraction in demand in the overa…

ReutersReuters
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Trump administration to impose 15% tariff in polysilicon probe meant to counter China

The ‌Trump administration will announce as soon as Thursday a 15% tariff and a series of price floors on ​products made from polysilicon, the key raw ​material used in solar panels and semiconductors, ⁠according to four sources familiar with the matter.

·London, United Kingdom
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El Economista broke the news in Mexico City, Mexico on Tuesday, August 4, 2026.
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