According to CCTV news, on August 6, local time, US President Trump signed an executive order, and according to Article 232 of the Trade Expansion Act of 1962. Minimum import prices and additional tariffs are imposed on imported polysilicon and its derivatives to support the development of domestic polysilicon, semiconductor and solar supply chains in the United States.
The announcement stipulates that the lowest import price is 21 US dollars per kilogram (about 142000 yuan/ton ) of polysilicon. Polycrystalline silicon ingots and wafers cost $ 100 per kilogram (about 675000 yuan per ton ). Solar cells cost $ 0.22 per watt (about 1.485 yuan/W ). Solar modules are $ 0.38 per watt ( 2.565 yuan/W ). (Note: The above data are uniformly converted on August 7.)
In addition, the United States will impose an ad valorem tariff of 15% on polysilicon ingots and related derivatives listed in the annex to the announcement. The relevant measures will take effect from December 4, 2026.
In response, the Trump administration said that by setting a minimum import price for polysilicon and its products, it would prevent any products below that price from entering the U.S. market. This would allow American manufacturers to sell their products at a profitable price.
"This will help create a protected domestic market that is not subject to global market distortions, while possibly adjusting to countries that have trade agreements with the United States.".
At the same time, the announcement also authorized the Ministry of Commerce to establish a "return to the United States" incentive program .
Specifically, companies that promise to build, renovate or expand production facilities for polysilicon, silicon ingots, wafers or solar cells in the United States and start construction before January 20, 2029, can apply for exemption from Section 232 tariffs on some imported equipment and related products.
In response to the plan, U.S. Commerce Secretary Howard Lutnick said with President Trump at the White House on Thursday that "this will bring the supply chain here (in the United States).." We have this industry here, but it's too small , but it's about to explode.
It is understood that polysilicon is an important raw material for semiconductor production of solar photovoltaic modules , computer chips and other electronic products, and its capacity autonomy is crucial to national security.
In contrast to the current situation of the domestic industry in the United States, only two domestic enterprises have the capacity to produce polysilicon, namely Hemlock Semiconductor and Wacker Chemie.
It is worth noting that in 2024, REC Silicon tried to restart polysilicon production in Moses Lake, Washington, but closed the plant later that year. At present, in the field of solar energy, the United States relies almost entirely on the import of solar ingots, wafers and cells.
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