All predictions
At least one Japanese, Korean or Taiwanese wafer or polysilicon producer will announce a new US plant before August 2027 to dodge Washington's Section 232 tariffs.
Made
10 Aug 2026
By
David Lee
Market
Japan, South Korea, Taiwan
Outcome
Unresolved
The proclamation waives tariffs entirely for new capacity committed before January 2029, and with Chinese rivals locked out of the US market altogether, allied producers have a rare, time-limited window to capture guaranteed US demand duty-free before that deadline closes.
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