US polysilicon tariffs raise pressure on Korean firms to produce in America



Briefings US polysilicon tariffs raise pressure on Korean firms to produce in America Seoul will seek relief as Section 232 measures reward US production and raise pressure on suppliers operating abroad KOREA PROAugust 12, 2026 SHARE COPY LINK FACEBOOK X LINKEDIN MASTODON Hanwha Qcells' Cartersville, Georgia plant, June 11, 2026 \| Image: Hanwha South Korea’s Ministry of Trade, Industry and Resources (MOTIR) on Tuesday convened Samsung Electronics, SK Siltron, Hanwha Qcells, HD Hyundai Energy Solutions and OCI to assess new U.S. Section 232 measures on polysilicon and related products. Washington has introduced minimum import prices of $21 per kilogram for polysilicon, $100 per kilogram for ingots and wafers, $0.22 per watt for solar cells and $0.38 per watt for modules, alongside a 15% tariff on derivative products including ingots, wafers and cells. MOTIR said the meeting examined the measures’ impact on Korean exports and on supply chains serving Korean companies operating or © Korea Risk Group. All rights reserved. No part of this content may be reproduced, distributed, or used for commercial purposes without prior written permission from Korea Risk Group. LATEST ANALYSIS 01South Korea’s Mexico strategy runs into the hard limits of USMCA politics 02Preschool test ban forces South Korea’s English hagwons to rethink placement 03Lee Jae Myung’s Wall Street pitch tests South Korea’s capital market credibility 04US midterm clock raises stakes for South Korea’s $200 billion investment talks 05Lee’s Hormuz red line tests South Korea’s leverage in $350 billion US talks 06South Korea’s AI data center boom is colliding with the true cost of power 07Why South Korea cannot rebalance growth without stronger regional clusters 08Samsung, SK Hynix rejection exposes South Korea’s chip-grid financing problem

Briefings

US polysilicon tariffs raise pressure on Korean firms to produce in America

Seoul will seek relief as Section 232 measures reward US production and raise pressure on suppliers operating abroad

KOREA PROAugust 12, 2026

US polysilicon tariffs raise pressure on Korean firms to produce in America

Hanwha Qcells' Cartersville, Georgia plant, June 11, 2026 | Image: Hanwha

South Korea’s Ministry of Trade, Industry and Resources (MOTIR) on Tuesday convened Samsung Electronics, SK Siltron, Hanwha Qcells, HD Hyundai Energy Solutions and OCI to assess new U.S. Section 232 measures on polysilicon and related products. Washington has introduced minimum import prices of $21 per kilogram for polysilicon, $100 per kilogram for ingots and wafers, $0.22 per watt for solar cells and $0.38 per watt for modules, alongside a 15% tariff on derivative products including ingots, wafers and cells.

MOTIR said the meeting examined the measures’ impact on Korean exports and on supply chains serving Korean companies operating or

LATEST ANALYSIS

01South Korea’s Mexico strategy runs into the hard limits of USMCA politics
02Preschool test ban forces South Korea’s English hagwons to rethink placement
03Lee Jae Myung’s Wall Street pitch tests South Korea’s capital market credibility
04US midterm clock raises stakes for South Korea’s $200 billion investment talks
05Lee’s Hormuz red line tests South Korea’s leverage in $350 billion US talks
06South Korea’s AI data center boom is colliding with the true cost of power
07Why South Korea cannot rebalance growth without stronger regional clusters
08Samsung, SK Hynix rejection exposes South Korea’s chip-grid financing problem

US polysilicon tariffs raise pressure on Korean firms to produce in America

LATEST ANALYSIS

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