President Trump has announced a 15 percent tariff on imported polysilicon and its derivatives, a key component for both solar panels and semiconductors. This move also establishes minimum prices for imports of polysilicon, ingots, wafers, solar cells, and modules.

The order aims to address national security risks in the polysilicon supply chain, a broader effort to reduce reliance on China, which holds a near-monopoly on polysilicon production. The White House highlighted the order's importance for domestic semiconductor production, particularly in relation to artificial intelligence infrastructure.

Industry figures like Jon Toomey of the Coalition for a Prosperous America praised the action, calling it a significant global trade protection measure for the American polysilicon and solar industries. The proclamation is intended to protect the entire solar supply chain and bolster the domestic semiconductor supply chain, while also preventing companies from stockpiling materials to avoid the new duties.