First Solar supports the U.S. administration’s decision to implement Section 232 measures on polysilicon imports. The action aims to reduce American reliance on Chinese supply chains.
China currently provides over 90% of the polysilicon used in conventional solar modules. First Solar identifies this production concentration as a significant national security risk.
CEO Mark Widmar stated that tariffs and minimum import prices will create a level playing field for domestic manufacturers. The company also highlighted concerns regarding opaque sourcing practices.
The policy aligns with First Solar’s focus on U.S.-based manufacturing. The company produces solar panels using proprietary non-silicon technology.