On August 6, 2026, President Trump issued a proclamation under Section 232 of the Trade Expansion Act of 1962, establishing new import restrictions on polysilicon and a range of downstream products. This is the result of a process that started in July 2025. The Administration concluded that increased reliance on foreign sources for these materials raises concerns over the resiliency of supply chains that support semiconductor manufacturing, solar technologies, defense applications, and other strategically important…