📊Executive Summary

The U.S. has imposed a 15% tariff on polysilicon derivatives, including wafers, which are essential for the semiconductor and solar industries. This tariff is aimed at blocking low-priced imports from China and is set to take effect on December 4, 2026. The measure is expected to benefit South Korean companies like Hanwha Qcells, which has a significant production base in the U.S., while posing challenges for those reliant on Chinese materials. The tariff is part of a broader effort to strengthen U.S. supply chains and enhance national security. Although the immediate impact on the semiconductor sector is limited, potential future expansions of the tariff could increase production costs for companies like Samsung and SK Hynix....