US Tariff Talks on Chinese Polysilicon Boost Solar Stocks

The US is considering price floors and tariffs on Chinese polysilicon, a key material for solar panels and semiconductors, causing US solar stocks to surge. Enphase Energy, SolarEdge, First Solar, and Array Technologies rose 6-8% on the news. Reuters reported, citing four sources, that the Trump administration is preparing these measures to counter China's dominance in the solar and semiconductor supply chains. The decision, expected later this month, aims to protect US polysilicon plants owned by Hemlock Semiconductor and Wacker Chemie. The proposed action marks a shift in US trade policy targeting Chinese polysilicon, which is essential for photovoltaic cells and semiconductor wafers. This places the material at the center of US-China competition in AI and energy sectors.