TARIFF TRACKER

Imposes Section 232 minimum prices and tariffs on polysilicon and derivatives

Sets minimum import prices for polysilicon, ingots, wafers, solar cells and solar modules. It also adds a 15 percent Section 232 duty on polysilicon ingots and derivatives, with special treatment for specified partners.

Updated October 12, 2026

STATUS
Scheduled
·
EFFECTIVE
·
Section 232
RATE

15% plus MIP

MIP: $21/kg polysilicon, $100/kg ingots and wafers, $0.22/W solar cells, $0.38/W solar modules. Additional 15 percent duty on polysilicon ingots and derivatives, with partner adjustments.

COUNTRIES

All countries

PRODUCT FAMILIES

Semiconductors/electronics, Electrical

COVERED GOODS

Imported polysilicon and polysilicon derivatives specified in Annexes I and II, including polysilicon, polysilicon ingots and wafers, solar cells and solar modules. The Federal Register publishes the annexes as images, so the HTS lines are not listed here; see the source.

EXCLUSIONS

For Japan, Korea, Taiwan, Switzerland, Liechtenstein and EU goods, the Section 232 duty plus Column 1 duty equals 15 percent. UK goods face 10 percent under clause 4. Approved onshoring plans can allow imports of necessary production equipment and covered products without applicable Section 232 duties. Manufacturing drawback is available for certain Trade Agreement Partner goods meeting stated conditions.

USMCA

Canada and Mexico are listed as Trade Agreement Partners for manufacturing drawback if the article meets the stated conditions, including polysilicon content composed entirely of polysilicon from a Trade Agreement Partner country. No general USMCA duty exemption is stated.

WHAT TO DO (OUR GUIDANCE, NOT LEGAL ADVICE)

Identify SKUs that are polysilicon, ingots, wafers, solar cells or solar modules and confirm whether they fall in Annexes I or II once HTS details are available. Prepare entry documentation for MIP compliance before December 4, 2026 and review whether any supplier contracts predate the signing date.

QUOTES FROM THE SOURCE

Rate: "(i) $21 per kilogram for polysilicon; (ii) $100 per kilogram for polysilicon ingots and wafers; (iii) $0.22 per watt for solar cells; and (iv) $0.38 per watt for solar modules." (source)

Rate: "imports of polysilicon ingots and polysilicon derivatives specified in Annexes I and II of this proclamation shall be subject to an additional 15 percent ad valorem rate of duty" (source)

Effective date: "Effective with respect to goods entered for consumption, or withdrawn from warehouse for consumption, on or after 12:01 a.m. eastern time on December 4, 2026" (source)

Covered goods: "imports of polysilicon and polysilicon derivatives specified in Annexes I and II to the proclamation shall be subject to the MIP program" (source)

Signed: "IN WITNESS WHEREOF, I have hereunto set my hand this sixth day of August, in the year of our Lord two thousand twenty-six" (source)

Exclusions: "For products of the United Kingdom subject to tariffs under this proclamation, the applicable rate of duty under clause (4) of this proclamation shall be 10 percent." (source)

Exclusions: "If the Secretary approves a company's onshoring plan, the Secretary shall allow the company to import necessary production equipment and Covered Products" (source)

USMCA: "Trade Agreement Partners, composed of the United Kingdom, the European Union, Japan, the Republic of Korea, Switzerland, Liechtenstein, Mexico, Canada" (source)

Status: "Any provision of previous proclamations and Executive Orders that is inconsistent with this proclamation is superseded to the extent of such inconsistency." (source)

Effective date: "DATES: This rule is effective September 22, 2026, through December 3, 2026." (source)

End date: "DATES: This rule is effective September 22, 2026, through December 3, 2026." (source)

Covered goods: "HTSUS 2804.61.00: 12 kg HTSUS 3818.00.0020, 3818.00.0040, 3818.00.0045, 3818.00.0050, and 3818.00.0091: 7 kg" (source)

Covered goods: "HTSUS 8541.42.00: 2,000 No. HTSUS 8541.43.00: 55 No." (source)

Countries: "These IORs will be prohibited from making further entries of Polysilicon Products into the United States prior to December 4, 2026." (source)

Exclusions: "IORs subject to this restriction may apply to Commerce to lift this restriction, according to the conditions laid out in this supplement." (source)

Status: "this TFR also removes the aluminum and steel inclusions process." (source)

Awaiting check

Quotes matched to source text by machine; awaiting human check.

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© 2026 Lunar Inc. All Rights Reserved.

Machines, people, and vendors, finally in one. We start with yours.

For queries, feedback or suggestions

© 2026 Lunar Inc. All Rights Reserved.