Adjusting Imports of Polysilicon and Its Derivatives Into the United States
Record date: 2026-08-11
Proclamation 11052 of August 6, 2026 Adjusting Imports of Polysilicon and Its Derivatives Into the United States A Proclamation 1. Polysilicon is the base material underpinning the security of America's semiconductor and solar-power supply chains. Yet for decades, America has allowed foreign countries to weaken United States producers in the polysilicon sector—eroding our economic and national security. Today, I am taking action to put a stop to these practices and revitalize the United States polysilicon sector. 2. These actions are based on advice and information I received from the Secretary
What this record contains
- Federal Register document
- 2026-16400
- Publication date
- 2026-08-11
- Citation
- 91 FR 51975
- Issuing office
- Executive Office of the President
Official record excerpt
Proclamation 11052 of August 6, 2026 Adjusting Imports of Polysilicon and Its Derivatives Into the United States A Proclamation 1. Polysilicon is the base material underpinning the security of America's semiconductor and solar-power supply chains. Yet for decades, America has allowed foreign countries to weaken United States producers in the polysilicon sector—eroding our economic and national security. Today, I am taking action to put a stop to these practices and revitalize the United States polysilicon sector. 2. These actions are based on advice and information I received from the Secretary of Commerce (Secretary) in a report transmitted to me within the past 90 days detailing the findings of his investigation under section 232 of the Trade Expansion Act of 1962, as amended, 19 U.S.C. 1862 (section 232), into the effects of imports of polysilicon and its derivative products on the national security of the United States. After evaluating the facts considered in that investigation, and taking into account the close relation of the economic welfare of the Nation to our national security, the Secretary found and advised me of his opinion that polysilicon and its derivative products are being imported into the United States in such quantities and under such circumstances as to threaten to impair the national security of the United States. 3. Among other things, the Secretary found that polysilicon is essential to the national security and economy of the United States. Polysilicon is the base material for semiconductors, which enable all digital products and services and provide the technical foundation for the functioning of virtually every sector of the modern economy, including the defense industrial base. For example, semiconductors are critical inputs for United States defense systems, such as radar and communication systems, electronic warfare and cybersecurity systems, and guidance and control systems for missiles and drones. Without a secure and reliable domestic supply of polysilicon, the United States cannot sufficiently produce semiconductors. Nor can the United States sufficiently scale up its domestic production of semiconductors, as I determined was necessary in Proclamation 11002 of January 14, 2026 (Adjusting Imports of Semiconductors, Semiconductor Manufacturing Equipment, and Their Derivative Products Into the United States). 4. The Secretary also found that polysilicon is essential for the production of solar products. Solar-grade polysilicon and its derivative solar products are used to support various United States defense programs and artificial intelligence (AI) innovations. 5. For decades, foreign governments—recognizing the strategic importance of polysilicon and polysilicon derivatives—designed policies to increase the production of these products in their countries, which have come at the expense of the United States industry. These policies contributed to global oversupply in polysilicon and polysilicon derivative sectors. As the Secretary found, since 2020 alone, global production of polysilicon has grown by more than 270 percent and inventories reached a record high of 400,000 tons by the end of 2024. ( printed page 51976) 6. The Secretary found that imports of polysilicon and polysilicon derivatives have eroded the capacity of United States industry to produce polysilicon and polysilicon derivatives. The United States' share of global polysilicon production capacity has fallen from 50 percent in 2005 to less than 2 percent in 2024. Meanwhile, the United States' share of global semiconductor wafer fabrication capacity has decreased from 37 percent in 1990 to 10 percent in 2024; and in the solar sector, the United States is virtually entirely dependent on imports of solar ingots, wafers, and cells. 7. The relative lack of United States downstream solar-related polysilicon derivative production is particularly concerning for the long-term commercial viability of the United States polysilicon sector. The Secretary found that, while semiconductor-grade polysilicon was once the primary output of the polysilicon industry, global semiconductor-grade polysilicon now accounts for only 2.4 percent of global polysilicon production. The overwhelming demand for solar-grade polysilicon relative to semiconductor-grade polysilicon means that polysilicon manufacturers are increasingly dependent on the production of lower purity, solar-grade polysilicon to achieve the production volumes necessary to sustain viable unit costs of production for all polysilicon, including semiconductor-grade polysilicon. Without a financially viable market for United States solar-grade polysilicon, United States polysilicon producers cannot thrive and ensure domestic manufacturing of solar- and semiconductor-grade polysilicon and their derivatives that meets United States economic and national
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