Minimum U.S. Import Prices, Tariffs Set For Polysilicon And Derivatives

Late yesterday President Trump issued a Proclamation to newly impose minimum import pricing on imports of polysilicon and its derivatives — including polysilicon ingots and wafers, solar cells, and solar modules — as well as an additional 15% tariff on imports of such products from most countries, effective December 4, 2026.

The President announced that he was taking this action, which follows an investigation initiated last year under Section 232 of the Trade Expansion Act of 1962, to support his determination of the need to onshore domestic production of semiconductors, of which polysilicon is an essential input.

To further encourage onshoring of manufacturing offtake for domestically produced polysilicon, the President authorized the Secretary of Commerce to enter company-specific U.S. investment plans to strengthen the domestic supply chain in exchange for reduced tariffs on imported production equipment and polysilicon products.