#Polysilicon
‘$8B plan to build Australia’s first polysilicon factory & power it with renewable energy & battery storage’ 👏👏

This is the investment Dutton doesn’t want in QLD & said we don’t need the electricity in the future (nuclear plan ~44% less power)
#auspol #AusVotes25 reneweconomy.com.au/quinbrook-ba...
Quinbrook backed “green” polysilicon plant must pass federal green test first
Project Green Poly must be approved by the environment minister to go ahead.
reneweconomy.com.au
January 15, 2025 at 10:15 PM
I have a bet with my colleague that Oman new entrant polysilicon maker United Solar will make less than 10,000 tons of polysilicon this year. He thinks it will make more. Ha.

(Polysilicon makers always take longer to ramp up than they expect. Sometimes they are delayed forever.)
February 20, 2025 at 4:21 PM
polyamory ✅
polysilicon ❌
May 7, 2024 at 2:04 AM
The Trump ‌administration plans to impose a 15% tariff on polysilicon derivative products, sources told Reuters, and also plans to ‌unveil results of its Section 232 investigation into foreign imports of polysilicon as soon as Thursday reut.rs/4pYh9uB
Trump administration to impose 15% tariff on polysilicon, sources say
The Trump ‌administration is planning ​to ​impose a 15% tariff ⁠on ​polysilicon derivative ​products, sources told Reuters on ​Tuesday.
reut.rs
August 5, 2026 at 8:09 PM
China sets its first renewable standards for steel, cement and polysilicon reut.rs/44VdyV3
China sets its first renewable standards for steel, cement and polysilicon
China has for the first time set renewable energy mandates for the steel, cement, and polysilicon industries, as well as for some data centres, according to a National Development and Reform Commission notice on Friday.
reut.rs
July 11, 2025 at 11:35 AM
I dissolved the metal with acid so you can see the silicon circuits in the 8087 chip. The pinkish regions are doped silicon. The thin lines are polysilicon wires on top of the silcon. When polysilicon crosses doped silicon, it forms a transistors, the switches that make circuits work.
June 13, 2026 at 4:17 PM
US opens national security probes into imported drones, polysilicon reut.rs/40eJykv
US opens national security probes into imported drones, polysilicon
The U.S. Commerce Department said on Monday it has opened national security investigations into the import of drones and related components as well as polysilicon, a key component in solar panels and semiconductors.
reut.rs
July 14, 2025 at 10:40 PM
Trump Tariffs are an incremental tax on solar energy - remember the days when Commerce encouraged growing technologies in the US?
Commerce is watching polysilicon imports to stop stockpiling
www.solarpowerworldonline.com/2026/09/comm...
Commerce is watching polysilicon imports to stop stockpiling
To prevent stockpiling polysilicon and its derivatives ahead of Sec. 232 tariff initiation, the Dept. of Commerce's Bureau of Industry and Security (BIS)
www.solarpowerworldonline.com
September 24, 2026 at 1:59 PM
Wacker Chemie disappointed by US polysilicon policy, sets new goals reut.rs/4ri634d
Wacker Chemie disappointed by US polysilicon policy, sets new goals
German chemicals group Wacker Chemie said on Thursday the US framework to support domestic polysilicon production was failing ​to achieve its intended goal, adding that it ‌remains engaged in discussions with Washington on potential changes.
reut.rs
September 17, 2026 at 9:05 PM
The Biden administration has announced it is raising tariffs on solar wafers, polysilicon and some tungsten products from China to protect U.S. clean energy businesses.
US hikes tariffs on imports of Chinese solar wafers, polysilicon and tungsten products
www.stripes.com
December 15, 2024 at 11:42 PM
I did this in the early days of polysilicon and solar module pricing! Yeah.

(Still not billions but it still drives deals).
I know this is slightly different, but having worked for Platts for sometime, when you discover that a load of price discovery is basically ringing people up and asking "how much, then?" which then dictates billions of secondary markets, you do pause for a second.
Interesting coverage of a physical vs derivatives dispute that has emerged from the Iran war. Only on terminal rn but will link the public version later.
May 2, 2026 at 12:55 PM
A close-up of the microcode ROM shows the individual bits. Unlike most ROMs, the 8087 uses four transistor sizes, letting it store two bits per transistor. This complex, semi-analog approach was necessary to fit all the data into the chip; the 8087 pushed the limits of 1980 technology. 3/n
May 30, 2026 at 5:42 PM
Trump is preparing to impose additional 15-35% tariffs and minimum prices on polysilicon, which is used to manufacture solar panels and microchips www.bloomberg.com/news/article...
Trump Readies Tariffs and Price Floors to Bolster US Polysilicon
President Donald Trump is preparing to impose tariffs and minimum prices on imported polysilicon, a bid to boost domestic production of the material as well as the US semiconductors and solar panels m...
www.bloomberg.com
August 5, 2026 at 9:12 PM
Think tank warns China's polysilicon subsidies are frying Western fabs
Think tank warns China's polysilicon subsidies are frying Western fabs
US boffins say Beijing's bargain wafers are burning rivals below cost China is moving to dominate the global market for polysilicon, a key material used in chips, by flooding the industry with cheap, subsidised product to drive producers in other countries out of business.…
dlvr.it
September 12, 2025 at 1:51 PM
Thanks to the Inflation Reduction Act, a key ingredient in solar panels (polysilicon) is being made in America once again: www.nytimes.com/2024/04/25/b... 🔌💡
April 25, 2024 at 5:23 PM
The Biden administration has announced it is raising tariffs on solar wafers, polysilicon and some tungsten products from China to protect U.S. clean energy businesses.
www.stripes.com/theaters/asi...
US hikes tariffs on imports of Chinese solar wafers, polysilicon and tungsten products
www.stripes.com
December 12, 2024 at 4:13 PM
she adds this visualization for the possibility of a "super-circular" or "regenerative" economy:
December 4, 2024 at 2:58 PM
I studied the transistor grids under a microscope and extracted the pattern. From this, I reverse-engineered the lookup table for division. The photos show a small part of the grids. A transistor is formed by a polysilicon line crossing doped silicon. No crossing, no transistor. 4/9
December 6, 2024 at 5:00 PM
China is seeking public feedback on revised rules for the polysilicon sector’s energy consumption, as the sector seeks to reduce excessive capacity that has dragged most producers into deep losses
China Seeks Feedback on Revised Rules for Polysilicon Energy Use
China is seeking public feedback on revised rules for the polysilicon sector’s energy consumption, as the sector seeks to reduce excessive capacity that has dragged most producers into deep losses.
bloom.bg
September 17, 2025 at 8:00 AM
China’s polysilicon sector is at a turning point after recent meetings with the government to address the severe overcapacity issue, according to a major producer
Chinese Solar Maker Calls Turning Point For Embattled Industry
China’s polysilicon sector, which along with the rest of the solar supply chain has been grappling with severe overcapacity, is at a clear turning point after recent meetings with the government to address the issue, according to a major producer.
bloom.bg
September 4, 2025 at 3:18 AM
Trump administration to impose 15% tariff on polysilicon, sources say reut.rs/4ckQH8I
Trump administration to impose 15% tariff on polysilicon, sources say
The Trump ‌administration is planning ​to ​impose a 15% tariff ⁠on ​polysilicon derivative ​products, sources told Reuters on ​Tuesday.
reut.rs
August 5, 2026 at 8:01 PM
The Pentium has three layers of metal wiring. This photo shows the bottom metal wiring (M1), vertical lines that connect to the silicon transistors underneath. The horizontal polysilicon lines are wiring that forms part of the transistors. 4/N
March 31, 2025 at 5:40 PM
darkfield image. you get better contrast for viewing the top metal layer with this style of illumination.
February 3, 2025 at 4:21 AM