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15h ago

U.S. Imposes 15% Tariff on Polysilicon From China

The administration says the tariff follows a national-security probe intended to shore up U.S. solar and chip supply chains.

High-purity polysilicon production facilities seen in the distance next to high-voltage power lines in industrial area of Baotou, Inner Mongolia Autonomous Region, China, June 12, 2026. REUTERS/Maxim Shemetov
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Overview

  • The Trump administration announced a 15% tariff on polysilicon imports from China on Thursday, August 6, 2026, as a formal trade restriction.
  • The measure stems from a Section 232 national-security investigation opened by the Commerce Department in 2025 that examined risks from foreign polysilicon dependence.
  • Polysilicon is a core input for solar panels and some semiconductor processes, so the tariff aims to protect U.S. producers and reduce reliance on Chinese suppliers.
  • Markets treated the move as an escalation in U.S.–China trade tensions and traders lowered the near-term probability of high-level diplomacy, while officials and investors watch for Chinese retaliatory steps.
  • China has already used duties on polysilicon from the U.S. and South Korea, and the new U.S. tariff could raise costs for some solar projects and accelerate efforts to rebuild domestic supply chains.