On August 7, U.S. President Donald Trump signed an executive order imposing minimum import prices and additional tariffs on imported polysilicon and its derivative products under Section 232 of the Trade Expansion Act of 1962, aimed at supporting the domestic polysilicon, semiconductor, and solar supply chains. The announcement specifies minimum import prices as follows: $21 per kilogram for polysilicon; $100 per kilogram for polysilicon ingots and wafers; $0.22 per watt for solar cells; and $0.38 per watt for solar modules. Additionally, the U.S. will impose a 15% ad valorem tariff on polysilicon ingots and related derivative products listed in the announcement's appendix. These measures will take effect at 12:01 AM Eastern Time on December 4, 2026. The announcement also authorizes the U.S. Department of Commerce to establish a "Bring Back to America" incentive program, allowing companies that commit to building, renovating, or expanding polysilicon, silicon ingot, wafer, or solar cell production facilities in the U.S. and begin construction by January 20, 2029, to apply for exemptions from the Section 232 tariffs on certain imported equipment and related products.
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