US sets price floors and tariffs on polysilicon, sharpening tech decoupling from China

The U.S. imposition of price floors and tariffs on polysilicon signals a deepening tech decoupling strategy. This move directly impacts global PV and semiconductor supply chains, especially affecting silicon wafer and feedstock manufacturers in Taiwan, China, and Hong Kong, China. Upstream suppliers face increased export costs, while midstream manufacturers must reassess their supply chain strategies. Compliance burdens prompt companies to accelerate localization or relocate production to third-party regions, enhancing supply chain resilience. Market players may shift manufacturing capacity to Southeast Asia or Mexico to circumvent trade barriers. In the short term, polysilicon price volatility will intensify, while long-term effects may reshape global semiconductor material competition. Over the next 12–24 months, supply chain security and technological self-reliance will become central to corporate strategy, particularly in high-end manufacturing, accelerating the trend toward domestic substitution.