Section 232 Tariffs Set 15% Duty and Floor Prices on Substrates

A August 6, 2026 presidential proclamation established a 15% ad valorem tariff and minimum import price (MIP) regime on polysilicon ($21/kg) and silicon wafers ($100/kg) taking effect December 4, 2026. Adjusted duty structures were defined for technological allies, including the EU, Japan, South Korea, Taiwan, and the UK. This direct trade action significantly elevates baseline raw material input costs for fab operations and substrate processing.