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New U.S. Polysilicon Tariff Reshapes Solar and Chip Supply Chains

New U.S. Polysilicon Tariff Reshapes Solar and Chip Supply Chains

The polysilicon tariff announced Aug. 6 introduces new minimum import prices and duties across key parts of the U.S. solar supply chain beginning Dec. 4, 2026. The measures affect importers, solar manufacturers, polysilicon producers and, more indirectly, semiconductor suppliers that depend on higher-purity forms of the same upstream material. Key Takeaways The new trade measures are

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