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67/100 Bearish 07.08.2026 · 04:41 Finrend AI ⏱ 1 dk 👁 7 TR

Trump Signs Order Imposing 15% Tariff on Polysilicon Imports

U.S. President Donald Trump has signed a new tariff order on imported polysilicon derivatives used in semiconductor and solar panel production. According to the order published in the Federal Register, a 15% ad valorem tariff will apply to these products starting December 4. This step is seen as a significant policy shift aligned with U.S. goals to protect domestic manufacturing and reduce foreign dependence. The decision implies higher costs for American producers, particularly in the solar energy sector, and may prompt companies using imported polysilicon to reassess their supply chains. Experts note that while the tariff could push up solar panel prices in the U.S. in the short term, it may enhance the sector's competitiveness in the long run by encouraging domestic production. Polysilicon is a critical raw material not only for solar panels but also for semiconductor manufacturing. Therefore, the tariff is expected to affect not just the energy sector but also many companies in technology and electronics. U.S. firms, especially those reliant on Asian suppliers, are anticipated to seek alternative sourcing to adapt to the new cost structure. Following the signing, markets experienced brief volatility. However, analysts emphasize that the full sectoral impact of the tariff will require monitoring of the implementation process. Investors should consider the potential effects of such trade policies on company profitability when positioning themselves. This is not investment advice.

📊 FSLR — Piyasa Yorumu

▲ up · 60%

The news that the US has imposed a 15% customs duty on polysilicon imports is expected to protect domestic producers, creating a positive catalyst for FSLR. Technical indicators also support this outlook; the price is above the 20- and 50-day moving averages, and the RSI at 59.6 indicates an upward trend without entering overbought territory. Although the MACD is slightly below the signal line, it remains in positive territory, suggesting short-term momentum is preserved. However, the impact of the tariff decision may already be priced in, and the market reaction could be limited, so cautious optimism is appropriate rather than expecting a strong rally.

RSI 14
59.6
MACD
5.45
24h Δ
3.10%

📊 ENPH — Piyasa Yorumu

▲ up · 60%

The news suggests that the tariff imposed on polysilicon imports could support domestic manufacturers in the solar energy sector. ENPH, as a solar equipment manufacturer, may be indirectly positively affected by this development. On the technical indicators, RSI stands at 53, indicating a neutral zone, while MACD is below the signal line but in positive territory. The price is just below the SMA20 and above the SMA50, suggesting a sideways movement in the short term. However, a slight upward move is possible due to the impact of the news.

RSI 14
53.2
MACD
0.13
24h Δ
2.07%

📊 SEDG — Piyasa Yorumu

▲ up · 55%

The news indicates that the 15% customs duty imposed on polysilicon imports in the US could be positive for domestic producers such as SEDG. However, the stock has lost more than 25% in the last 24 hours and is in oversold territory with an RSI of 23, which creates potential for a short-term technical rebound. The MACD is in negative territory, but the price being well below the SMA20 and SMA50 suggests that the current decline may be exaggerated. The tariff news could boost investor confidence amid expectations that protectionist policies for the sector will continue. Nevertheless, the upside is likely to remain limited due to overall market conditions and the company's recent weak performance.

RSI 14
23.2
MACD
-2.93
24h Δ
-25.76%

📊 RUN — Piyasa Yorumu

▲ up · 60%

The news indicates that the 15% customs duty imposed on polysilicon imports could provide a competitive advantage to domestic producers such as RUN. However, the stock has lost more than 10% in the last 24 hours, with the RSI at 30, signaling oversold conditions. The MACD is in negative territory and below the signal line, indicating weak short-term momentum. Nevertheless, the news support and oversold technical indicators could lead to a short-term rebound in buying. Therefore, the outlook is upward, but the confidence level is maintained at moderate.

RSI 14
30.0
MACD
-0.22
24h Δ
-10.31%
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