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Trump Orders New 15% Tariff On Key Material For Solar Panels, Microchips (theguardian.com) 136

President Trump has ordered a 15% tariff on imported products made with polysilicon, a key material for semiconductors and solar panels. The new tariff will take effect on December 4th. The Guardian reports: The executive order signed by the president on Thursday evening said: "The plan of action in this proclamation will, among other things, help ensure the commercial viability of United States production of polysilicon and its derivatives that is necessary to meet United States economic and national security requirements." Polysilicon, an ultra-pure form of silicon, is an important ingredient in making the semiconductors vital for AI processing power, datacentres and solar power generation. US solar factories have long accused Chinese rivals of dumping cheaper panels on the market, which they say have been enabled by excessive government subsidies and by moving manufacturing to other countries to dodge US tariffs.

[...] The US has two main polysilicon factories, including Hemlock Semiconductor, which operates a plant in Michigan and is a joint venture between the US tech company Corning and Japan's Shin-Etsu Handotai. The Munich-based Wacker Chemie runs a factory in Tennessee. Trump said in the order that he had accepted recommendations by the commerce secretary, Howard Lutnick, to set minimum import prices of $21 a kilogram for polysilicon, $100 a kilogram for polysilicon ingots and wafers, $0.22 a watt for solar cells, and $0.38 a watt for solar modules or panels. The order also allows the commerce department to create an incentive program for companies that invest in factories to produce polysilicon or derivative products.

Trump Orders New 15% Tariff On Key Material For Solar Panels, Microchips

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  • by rsilvergun ( 571051 ) on Friday August 07, 2026 @12:07PM (#66277568)
    To shut down their wind farm. Big oil-funded Trump and it paid off big time. The same goes for pooty poot.

    When you run a government like a business it's not there for you it's there for the owners. And if you're reading this you are not an owner.
    • by aergern ( 127031 ) on Friday August 07, 2026 @12:12PM (#66277580)

      It's a big club and you ain't in it. -- Carlin, 2010

      Nothing new.

      • by ArchieBunker ( 132337 ) on Friday August 07, 2026 @12:23PM (#66277610)

        I'm sure that $600 million tariff refund that Amazon received will trickle down any day now.

        https://finance.yahoo.com/econ... [yahoo.com]

        Almost like this was orchestrated as a cash grab for mega donors and paid for by you and me.

        But hey that woman laughed!

        • by saloomy ( 2817221 ) on Friday August 07, 2026 @12:53PM (#66277684)
          Yeah. This is what Americans voted for. More expensive solar panels.
          • Millions of people believed dear leader when he told them the incorrect definition of a tariff.

             

    • When you run a government like a business it's not there for you it's there for the owners. And if you're reading this you are not an owner.

      Even worse? Running a business like Trump runs a business - or a casino (six filed for bankruptcy).
      Businesses of Donald Trump that went bankrupt [wikipedia.org] (24)

      D - Donald J. Trump Foundation
      G - Golden Nugget Atlantic City, GoTrump.com
      H - Hard Rock Hotel & Casino Atlantic City
      N - New Jersey Generals
      P - Paradox Hotel Vancouver, Plaza Hotel
      T - TD Trump Deutschland, Trump Entertainment Resorts, Trump Ice, Trump Institute, Trump magazines, Trump Mortgage, The Trump Network, Trump Ocean Resort Baja Mexico, Trump Plaza Hotel and Casino, Trump Productions, Trump Shuttle, Trump Steaks, Trump University, Trump Vodka, Trump World's Fair, Trump: The Game, Trumped!

      • Interesting discussion off the FP. I looked at most of it. About 80% of the large discussion. Main disappointment is that it didn't appear to produce much in the way of humor, though that may be the usual moderation failures combined with my bad luck in what and who I focused on. Or maybe it's my limited sense of humor? I might have seen a hilarious post and not gotten the joke because no one modded it funny?

        What I was looking for on the insight side (but couldn't find) involved situations where higher pric

        • What the Hell does "YOB" mean? I've seen it several times now and have no idea what it stands for, and the LLMs are confused and making up wrong answers.
    • It's called Fascism, as defined by Mussolini: A totalitarian political movement linked with corporatism which was invented in Italy to run the country like a business belonging to, and for the benefit of, the Head of State (Mussolini himself).
  • by zlives ( 2009072 ) on Friday August 07, 2026 @12:11PM (#66277578)

    if you wanted solar... minimum 45% cost increase plus labor increase on top of it.
    the utilities are enjoying their profits jump on a captive market, not just big oil. everyone gets to screw the consumer.

    • by gtall ( 79522 )

      Only because we do not cost in the damage to environment for carbon based fuels. A lot of good all that energy does for us if the U.S. turns into an arid desert. The American West is well on its way.

  • We're fans of Juche now? https://en.wikipedia.org/wiki/... [wikipedia.org]

    Juche posits that a country will prosper once it has become independent by achieving political, economic, and military self-reliance.

  • I only needed the first five words to get the dopamine hit. We're long past the point where it matters if purpose of the tariff is reasonable or valid. Even if this tariff is defensible. - and maybe it is - it's still like the blindfolded kid speared the donkey. Because even then, he'll try again and miss. And it's just entertainment now. Damaging... but still entertaining.

  • by organgtool ( 966989 ) on Friday August 07, 2026 @12:38PM (#66277640)
    One of the few things in which I agree with Trump is that I'd like more chips to be fabbed in the U.S., especially for national security reasons. However, imposing tariffs is only going to make that process more expensive and therefore even less likely. This is yet another case of this guy saying he wants a particular outcome and then doing everything in his power to make that outcome less likely.
    • by zlives ( 2009072 )

      to be fair, when you say chips, he understands that they taste good with ketchup.

  • by Anonymous Coward on Friday August 07, 2026 @12:52PM (#66277682)

    Weird how Trump keeps raising taxes on Americans, while also expanding the debt faster than all other presidents in history, combined.

    A trillion here, a trillion there, pretty soon you're talking real money!

    • Re: (Score:2, Insightful)

      by Anonymous Coward

      Weird how Trump keeps raising taxes on Americans, while also expanding the debt faster than all other presidents in history, combined.

      Trump still hasn't figured out what a tariff actually is. And he has surrounded himself with ass-kissing yes-men, so he never will. He's raking in billions, so he's happy.

      • by ukoda ( 537183 )
        Actually there is two possibilities, neither are good:

        1. trump doesn't actually understand what a tariff really is. This implies he is really dumb and unfit for any role involving money.
        2. trump does actually understand what a tariff really is but lies about it so he can use them as a tool to abuse everyone.

        Personally I think it is the second case, but sometimes he says things so stupid I do wonder if it the first case.
  • by FeelGood314 ( 2516288 ) on Friday August 07, 2026 @12:56PM (#66277692)
    The current international rules and norms favor the United States. We organized trade routes, pricing in US dollars and dispute resolutions in a way that slightly favors the USA. The world generally doesn't have tariffs on services and the USA is by far the world leader in exporting services. The rest of the work accepts American intellectual rules that significantly favor the USA.

    The rest of the world accepted American leadership because in 1945 the USA was the world leader in trade, in promoting free trade, protecting trade, in trade and relations expertise. The USA was also paying to rebuild Europe and parts of Asia.

    The world continued to accept these slightly skewed trade rules because negotiating new rules is hard and the USA, was in large part a reliable, trust worthy and intelligent leader in world trade that had spent 80 years building good will and making everyone rich.

    Trump has blown up all that good will, he has destroyed the trustworthiness of the USA and no one thinks of American policy as intelligent. The USA still has by far the most vibrant economy in the world, they are the leaders or are second in almost every market that matters, farming, mining, AI, software... However, the rest of the world will slowly reconfigure trade away from the US. It will take a while. Countries will suck up to Trump during this transition but they will move away. It took 80 years (or 150 depending on who you are) for the current global system to be created. It will take a while to realign it but it will happen.

    We will all be poorer when the existing system is replaced. No one else can fill the role the old, reliable, intelligent USA used to hold.
    • by eriks ( 31863 )

      All of that is 100% objectively true, though you're missing the part where the good 'ol US of A has increasingly (since '45 and especially since '91) used military dominance, economic warfare and other covert operations as a tool to (wildly successfully) advance US interests, much like the other empires that came before it. It wasn't only good-will, trade, diplomacy and making the denizens of the "first world" rich, though that certainly all happened. Until fairly recently, virtually all citizens of the "

    • by ukoda ( 537183 ) on Friday August 07, 2026 @06:51PM (#66278252) Homepage
      A very good summary of things. It does get worse for the USA from here out. We put up with moderately abusive one sided agreements with the USA because we looked at the big picture and we were still better off even when the abuse was factored in. We overlooked the low productivity and high debt in the USA because the system was generally working. So as we move away from a system with the USA at the center, since it has lost its stability, and replace it with "greater cooperation between the world's middle powers and other smaller countries" where does that leave the USA?

      The answer does not look good for the USA. If the USA was successful in closing itself of the world what would the world lose? Move your email away from gmail and find a new search engine? Well if it happened overnight we would find there are other things we do actually need from the USA today, but given the process of isolating itself from the world will take the USA a while we have time shift to getting what we need from more trustworthy countries.

      The thing that people in the USA often overlook is how much debt they have. Look at what is happening to US bonds, other countries are backing away from them. trump is right that the trade imbalance is an issue, but wrong to blame it on abuse of other countries instead of the real reason, the growing debt the USA is taking on. I guess after trump has bankrupted so many companies it seems fitting that his legacy will be to be the person who finally bankrupted the USA.

      Am I rooting for the downfall of the USA? No, but I had been hoping that once things got bad enough the people of the USA would take a cold hard look at their place in the world and up their game. Kind of like that low point that some people have to reach before they turn their life around. The sad part is there is no sign that the majority people in the USA have been able to see the big picture yet. They still live in an information bubble that feeds them American exceptionalism so the spiral downwards continues and the rest of the world is pulled down with it as we work to isolate ourselves from it.
  • That look like the USA will go down and down.
    There no plan, no benefice, but his own one.

  • I would hate to be in my twenties now. Your world sucks ass.
  • by whitroth ( 9367 ) <whitroth @ 5 -cent.us> on Friday August 07, 2026 @03:33PM (#66277956) Homepage

    Let's see how fast this hits US sales, and if it helps the coming economic collapse come faster...

  • Ironic, as usual (Score:5, Interesting)

    by Waccoon ( 1186667 ) on Friday August 07, 2026 @10:46PM (#66278452)

    Let me break the mood by being an actual geek for a second.

    It's weird to hear polysilicon being described as an "ultra-pure" form of silicon, because it's formed on a silicon wafer without a pure crystal structure. That's why is high a high level of electrical resistance. It's actually one of the least pure forms of silicon used in chip production.

    But, hey, most of my knowledge of chip production is ancient and dates back to 0.5 micron processes.

  • Businesses will always attempt to profit. To profit, all costs of doing business must be handed off to the customer.

    The half of the country that is below average intelligence is really fucking the rest of us over.

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