U.S. Department of Commerce

The United States has moved polysilicon policy from a threat of future action to four explicit price floors and a downstream tariff. From 4 December, covered imports will face minimum values ranging from USD21 per kilogram of polysilicon to USD0.38 per watt of solar modules, while covered ingots and downstream derivatives also face a 15% duty. The mechanism could change sourcing and bargaining power before it creates one additional kilogram of qualified domestic output. Its first test is customs compliance, not a factory ribbon-cutting.

US export-control actions shape access to advanced AI compute, semiconductor supply chains and China-related technology risk.

The Commerce Department pulled an unpublished AI-chip export draft from interagency review on 13 March 2026. The move delayed a replacement framework but did not erase existing licence requirements.

BIS export-control guidance shapes the availability of advanced AI chips, cloud infrastructure procurement and cross-border semiconductor compliance.

BIS export-control decisions shape access to advanced AI compute, semiconductor supply chains and global data-centre deployment.