调整美国多晶硅及其衍生物进口

总统行动
调整多晶硅及其衍生物的进口
进入美国
公告
2026 年 8 月 6 日
美利坚合众国总统致辞
公告
1. 多晶硅是支撑美国半导体和太阳能供应链安全的基础材料。然而几十年来，美国允许外国削弱美国多晶硅行业的生产商，从而侵蚀了我们的经济和国家安全。今天，我将采取行动制止这些做法并重振美国多晶硅行业。
2. 这些行动是基于我在过去 90 天内从商务部长（部长）收到的一份报告中收到的建议和信息，该报告详细说明了他根据《1962 年贸易扩展法》（经修订）（《美国法典》第 19 章）第 232 条进行的调查结果。 1862 年（第 232 条），探讨进口多晶硅及其衍生产品对美国国家安全的影响。在评估了调查中考虑的事实并考虑到国家经济福利与国家安全的密切关系后，国务卿发现并向我传达了他的观点，即多晶硅及其衍生产品正在以如此数量和在这样的情况下进口到美国，从而威胁到美国的国家安全。
3. 除其他事项外，部长发现多晶硅对于美国的国家安全和经济至关重要。多晶硅是半导体的基础材料，它支持所有数字产品和服务，并为现代经济几乎每个部门（包括国防工业基础）的运作提供技术基础。例如，半导体是美国国防系统的关键投入，例如雷达和通信系统、电子战和网络安全系统以及导弹和无人机的制导和控制系统。如果没有安全可靠的国内多晶硅供应，美国就无法充分生产半导体。美国也无法充分扩大其国内半导体生产规模，正如我在 2026 年 1 月 14 日第 11002 号公告（调整美国半导体、半导体制造设备及其衍生产品的进口）中所确定的那样。
4. 部长还发现，多晶硅对于生产太阳能产品至关重要。太阳能级多晶硅及其衍生太阳能产品用于支持美国的各种国防计划和人工智能（AI）创新。
5. 几十年来，外国政府认识到多晶硅和多晶硅衍生物的战略重要性，制定了增加本国这些产品产量的政策，而这些政策是以牺牲美国工业为代价的。这些政策导致全球多晶硅及多晶硅衍生品行业供应过剩。正如部长发现的那样，仅自 2020 年以来，全球多晶硅产量就增长了 270% 以上，到 2024 年底库存达到 40 万吨的历史新高。
6.部长发现，多晶硅和多晶硅衍生物的进口削弱了美国工业生产多晶硅和多晶硅衍生物的能力。美国在全球多晶硅产能中的占比已从2005年的50%下降到2024年的不足2%。同时，美国在全球半导体晶圆制造产能中的占比已从1990年的37%下降到2024年的10%；在太阳能领域，美国几乎完全依赖进口太阳能硅锭、硅片和电池。
7. 美国下游太阳能相关多晶硅衍生品生产相对缺乏，对于美国多晶硅行业的长期商业生存能力尤其令人担忧。部长发现，虽然半导体级多晶硅曾经是多晶硅行业的主要产出，但全球半导体级多晶硅现在仅占全球多晶硅产量的2.4%。相对于半导体级多晶硅，对太阳能级多晶硅的巨大需求意味着多晶硅制造商越来越依赖于较低纯度的太阳能级多晶硅的生产，以达到维持所有多晶硅（包括半导体级多晶硅）可行的单位生产成本所需的产量。如果美国太阳能级多晶硅没有一个经济上可行的市场，美国多晶硅生产商就无法蓬勃发展，也无法确保国内生产满足美国经济和国家安全要求的太阳能和半导体级多晶硅及其衍生物。
8. 根据这些调查结果以及国务卿报告中的其他调查结果，国务卿建议采取一系列行动来调整多晶硅和多晶硅衍生物的进口，以便此类进口不会损害美国的国家安全。部长建议为多晶硅和多晶硅衍生物制定最低进口价格（MIP），以创建一个受保护的国内市场，使美国生产商能够在不受全球扭曲的情况下进行竞争。部长还建议我对下游多晶硅衍生品征收 15% 的从价税。部长建议在这两项补救措施的同时实施一项境内计划，以鼓励公司在美国建造新的多晶硅、硅锭、硅片和电池生产设施。
9. 在考虑了部长的报告、第 232(d) 节（19 U.S.C. 1862(d)）中的因素以及其他相关因素和信息后，我同意部长的结论，即多晶硅及其衍生产品正在以如此数量和在这样的情况下进口到美国，从而威胁到美国的国家安全。根据我的判断，并根据部长的报告、第 232(d) 节（19 U.S.C. 1862(d)）中的因素以及其他相关因素和信息，我确定有必要且适当地调整这些物品及其衍生物的进口，如下所述，以便此类进口不会威胁损害美国的国家安全。
10. 首先，我认为建立MIP计划来调整多晶硅及其衍生物的进口是必要且适当的。这将通过确保这些商品的商业可行市场，创造一个有利于增加美国全系列商品生产的经济环境。如果与本届政府达成贸易协议的外国贸易伙伴采取效仿我们的 MIP 的实质上相当的进口调整行动，我还授权部长和美国贸易代表（贸易代表）做出安排，改变 MIP 的适用性以及本公告中规定的对从这些贸易伙伴进口的多晶硅和衍生品的关税。
11. 其次，我认为有必要且适当地对进口多晶硅衍生物征收 15% 的从价税，以使此类进口不会损害美国的国家安全。这些关税与 MIP 计划相结合，将通过确保其商业上可行的市场来促进美国多晶硅衍生物的生产。它们还将取代我在第一个任期内对太阳能电池和组件征收的类似但范围更窄的保障关税，该关税于 2026 年 2 月到期。
12. 第三，我认为有必要且适当地为投资美国聚合物生产的公司提供激励措施
[正文过长，已截取前部进行翻译]

Presidential Actions
ADJUSTING IMPORTS OF POLYSILICON AND ITS DERIVATIVES
INTO THE UNITED STATES
Proclamations
August 6, 2026
BY THE PRESIDENT OF THE UNITED STATES OF AMERICA
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.
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 security requirements.
8. In light of these findings and the other findings in the Secretary’s report, the Secretary recommended a range of actions to adjust imports of polysilicon and polysilicon derivatives so that such imports will not threaten to impair the national security of the United States. The Secretary recommended the establishment of minimum import prices (MIP) for polysilicon and polysilicon derivatives to create a protected domestic market that allows United States producers to compete free from global distortions. The Secretary also recommended that I impose a 15 percent ad valorem rate of duty on downstream polysilicon derivatives. The Secretary recommended that these two remedies be accompanied by an onshoring program to encourage companies to build new United States polysilicon, ingot, wafer, and cell production facilities.
9. After considering the Secretary’s report, the factors in section 232(d) (19 U.S.C. 1862(d)), and other relevant factors and information, I concur with the Secretary’s finding 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. In my judgment, and in light of the Secretary’s report, the factors in section 232(d) (19 U.S.C. 1862(d)), and other relevant factors and information, I determine that it is necessary and appropriate to adjust imports of these articles and their derivatives, as detailed below, so that such imports will not threaten to impair the national security of the United States.
10. First, I determine that it is necessary and appropriate to establish a MIP program to adjust imports of polysilicon and its derivatives. This will create an economic environment conducive to increasing United States production of the full range of these goods by ensuring a commercially viable market for them. If foreign trading partners that have entered into trade deals with my Administration adopt substantially equivalent import-adjusting action modeled after our MIP, I also authorize the Secretary and the United States Trade Representative (Trade Representative) to enter into arrangements that would alter the applicability of the MIP and the tariffs established in this proclamation to imported polysilicon and derivatives from these trading partners.
11. Second, I determine that it is necessary and appropriate to impose a 15 percent ad valorem rate of duty on imports of polysilicon derivatives so that such imports will not threaten to impair the national security of the United States. These tariffs — combined with the MIP program — will promote United States production of polysilicon derivatives by ensuring a commercially viable market for them. They will also replace a similar but narrower safeguard tariff on solar cells and modules that I imposed in my first term, and which expired in February 2026.
12. Third, I determine that it is necessary and appropriate to offer incentives for companies investing in United States production of polysilicon and polysilicon derivatives. The Secretary should have the authority to enter into company-specific deals with producers to incentivize such investments and the strengthening of the United States polysilicon supply chain.
13. In my judgment, based on current circumstances as well as the future needs of the United States, the plan of action detailed in this proclamation is necessary and appropriate to address the threatened impairment of the national security posed by imports of polysilicon and its derivative products. The plan of action in this proclamation will, among other things, help ensure the commercial viability of United States production of polysilicon and its derivatives that is necessary to meet United States economic and national security requirements. It will also enhance employment opportunities and related human resources and promote investment in the United States polysilicon industry.
14. Section 232 authorizes the President to take action to adjust the imports of an article and its derivatives that are being imported into the United States in such quantities or under such circumstances as to threaten to impair the national security so that such imports will not threaten to impair the national security.
15. Section 604 of the Trade Act of 1974, as amended (19 U.S.C. 2483) (section 604), authorizes the President to embody in the Harmonized Tariff Schedule of the United States (HTSUS) the substance of statutes affecting import treatment, and actions thereunder, including the removal, modification, continuance, or imposition of any rate of duty or other import restriction.
NOW, THEREFORE, I, DONALD J. TRUMP, President of the United States of America, by the authority vested in me by the Constitution and the laws of the United States, including section 232; section 604; and section 301 of title 3, United States Code, do hereby proclaim as follows:
(1)(a) The applicable minimum import prices for imported polysilicon and polysilicon derivatives shall be:
(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.
(b) The Secretary is authorized to adjust these minimum import prices from time to time to reflect market conditions or other factors affecting the fair market value of covered products under non-distorted, free-market conditions.
(2) 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, imports of polysilicon and polysilicon derivatives specified in Annexes I and II to the proclamation shall be subject to the MIP program, as detailed in this clause.
(a) To implement the MIP program, U.S. Customs and Border Protection (CBP) shall permit importers of polysilicon and polysilicon derivatives to submit documentation at entry establishing or certifying either that any first arm’s-length sale of the imported merchandise (or, if applicable, downstream products made from that merchandise) in the United States will occur at or above the applicable MIP, or that any first arm’s-length sale of the imported merchandise is pursuant to fixed terms in a contract entered into prior to the date of the signing of this proclamation.
(b) If an importer fails to submit the documentation referenced in subclause (a) of this clause, the imported merchandise shall be subject to a specific tariff equal to the applicable MIP.
(c) For importers that submit the documentation referenced in subclause (a) of this clause, in the event that the entered value on the entry summary of the imported merchandise is less than the MIP, the imported merchandise shall be subject to a specific tariff equal to the difference between the entered value on the entry summary and the MIP.
(3) CBP shall monitor and enforce the accuracy of importer documentation submitted pursuant to clause (2) of this proclamation. If CBP determines that an importer’s documentation was materially inaccurate or that an importer has materially failed to comply with its certification, that importer and its affiliates shall permanently be prohibited from importing polysilicon and polysilicon derivatives into the United States. CBP may also impose penalties on the noncompliant importer to the extent consistent with applicable law.
(4) 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, 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, except as otherwise specified in this proclamation.
(5)(a) The duties imposed pursuant to clauses (2) and (4) of this proclamation shall continue in effect unless they are expressly reduced, modified, or terminated. These duties shall apply in addition to any other duties, taxes, fees, exactions, and charges applicable to such products, except as otherwise specified in this proclamation.
(b) For products of Japan, Korea, Taiwan, Switzerland, Liechtenstein, or a member nation of the European Union subject to tariffs under this proclamation, the sum of the additional section 232 tariff imposed pursuant to clause (4) of this proclamation and the applicable rate of duty under Column 1 of the HTSUS (Column 1 Duty Rate) shall be equal to 15 percent.
(c) 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.
(6) The Secretary is authorized to establish a program to incentivize investment in United States production of raw polysilicon, as well as ingots, wafers, and cells (Covered Products).
(a) The Secretary is authorized to solicit and accept onshoring plans from companies. Any onshoring plan shall include: a commitment, if the plan is approved, to build, refurbish, or expand a facility in the United States that will produce Covered Products; a commitment that construction will start by January 20, 2029; and any other relevant information and analysis, including requirements set by the Secretary.
(b) The Secretary is authorized to approve onshoring plans described in subclause (a) of this clause. In determining whether an onshoring plan qualifies for approval, the Secretary, in consultation with any senior executive branch officials the Secretary deems appropriate, shall consider all relevant factors he deems appropriate, such as the anticipated start date of construction, whether the proposed plan’s project timeline is commercially reasonable, whether the proposed plan’s project milestones are commercially reasonable, the anticipated annual production of Covered Products from the onshoring project, whether the proposed plan’s anticipated costs and Covered Product production projections are reasonable, and how the benefits of the reduced tariff rate will be allocated between the applicants of the onshoring plan. When approving onshoring plans, the Secretary shall act in a manner consistent with the need to address the national security threat found in this proclamation.
(c) If the Secretary approves a company’s onshoring plan, the Secretary shall allow the company to import necessary production equipment and Covered Products, in volumes the Secretary deems commensurate with the company’s newly committed investment, without paying applicable section 232 duties. These benefits shall be tied to the facility’s construction period, shall be contingent on the company making sufficient progress under its approved onshoring plan, and may vary depending on whether the imports use United States polysilicon.
(d) The Secretary is authorized to take all actions that he deems appropriate to implement and effectuate this program, including, consistent with applicable law, the issuance of regulations, rules, guidance, and procedures. All approved onshoring plans shall be subject to monitoring and enforcement by the Secretary. The Secretary may require that companies with approved onshoring plans submit reports to the Department of Commerce to ensure compliance with domestic manufacturing commitments, and he may require that such reports be audited by external auditing firms. Should the Secretary determine that a company is substantially failing to meet its agreed-upon commitments that are the basis for granting tariff offsets or other tariff incentives, the Secretary is authorized to cease and rescind those benefits. In cases where the executive branch assesses that a company engaged in fraud or deliberately misled the United States Government with respect to onshoring commitments, the rescission of tariff benefits can be retroactive to the extent permitted by law, and the Commissioner of CBP may collect the additional tariffs owed because of the retroactive rescission of the tariff benefits and impose any appropriate fines and penalties to the extent consistent with applicable law.
(7) Any product subject to duties pursuant to this proclamation, except those eligible for admission under “domestic status” as described in 19 C.F.R. 146.43, that is admitted into a United States foreign trade zone on or after the effective date of this proclamation may be admitted only under “privileged foreign status” as described in 19 C.F.R. 146.41, and any product admitted in “privileged foreign status” prior to the effective date of this proclamation will be subject upon entry for consumption to any duties related to the classification under the applicable HTSUS subheading.
(8) Manufacturing drawback claims made in accordance with subsections (a) and (b) of section 313 of the Tariff Act of 1930, as amended, 19 U.S.C. 1313(a)-(b), shall be available with respect to the duties imposed pursuant to this proclamation on articles that meet the following conditions:
(a) the article is not of a type of merchandise subject to an antidumping or countervailing duty order, without regard to whether the article is from the country or countries listed in the order or orders;
(b) the article is a product of Trade Agreement Partners, composed of the United Kingdom, the European Union, Japan, the Republic of Korea, Switzerland, Liechtenstein, Mexico, Canada, and any trading partner with which the United States concludes a trade and security agreement; and
(c) the polysilicon content of the article is composed entirely of polysilicon from a Trade Agreement Partner country.
(9) The Secretary, in consultation with the Secretary of Homeland Security, the Trade Representative, the Chairman of the United States International Trade Commission, and any other senior executive branch official the Secretary deems appropriate, shall determine whether any modifications to the HTSUS are necessary to effectuate or implement this proclamation or any actions taken pursuant to this proclamation, and shall make such modifications through notice in the Federal Register , including any technical correction to Annex I or Annex II to this proclamation.
(10) The Secretary shall monitor actions taken by our trading partners to establish minimum import prices for polysilicon and polysilicon derivatives. Should the Secretary, in consultation with the Trade Representative and the Senior Counselor for Trade and Manufacturing, determine that a trading partner has established a substantially equivalent minimum import price, then the Secretary may alter the applicability of the MIP and the tariffs established in this proclamation to polysilicon and polysilicon derivatives from that trading partner.
(11) The Secretary shall continue to monitor imports of polysilicon and polysilicon derivatives. If the Secretary determines that a company is stockpiling polysilicon or polysilicon derivatives before the date in clauses (2) and (4) of this proclamation, the Secretary shall take action in coordination with CBP to restrict imports by the company and its affiliates. The Secretary also shall, from time to time, in consultation with any senior executive branch officials the Secretary deems appropriate, review the status of such imports with respect to the national security. The Secretary shall inform the President of any circumstances that, in the Secretary’s opinion, might indicate the need for further action by the President under section 232. The Secretary shall also inform the President of any circumstance that, in the Secretary’s opinion, might indicate that the remedies provided for in this proclamation are no longer necessary.
(12) The Secretary and the Secretary of Homeland Security are directed and authorized to take all actions to implement and effectuate this proclamation — including, consistent with applicable law, through temporary suspension or amendment of regulations or through notices in the Federal Register and by adopting rules, regulations, or guidance — and to employ all powers granted to the President, including by section 232, as may be necessary to implement this proclamation. The head of each executive department and agency (agency) is authorized to and shall take all appropriate measures within the agency’s authority to implement this proclamation. The head of each agency may, consistent with applicable law, including 3 U.S.C. 301, redelegate the authority to take such appropriate measures within the agency.
(13) The Secretary, in consultation with any senior executive branch officials he deems appropriate, may issue rules, regulations, and guidance consistent with this proclamation, including to address operational necessity and prevent circumvention and evasion, including through manipulation of related-party transactions or transfers of foreign subsidies.
(14) CBP may take any appropriate measures, consistent with applicable law, to administer the tariffs and MIPs imposed by this proclamation.
(15) Any provision of previous proclamations and Executive Orders that is inconsistent with this proclamation is superseded to the extent of such inconsistency.
(16) If any provision of this proclamation or the application of any provision of this proclamation to any individual or circumstance is held to be invalid, the remainder of this proclamation and the application of its provisions to any other individual or circumstance shall not be affected. If any fee, duty, tariff, or program described in this proclamation is held to be invalid by a court of competent jurisdiction, the remainder shall continue in effect.
IN WITNESS WHEREOF, I have hereunto set my hand this sixth day of August, in the year of our Lord two thousand twenty-six, and of the Independence of the United States of America the two hundred and fifty-first.
ANNEX I
ANNEX II
DONALD J. TRUMP