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Author InfoLink
Updated January 20, 2020

The Ministry of Commerce of the People's Republic of China announced on Jan. 19 that China will continue to impose anti-dumping and countervailing duties on the solar-grade polysilicon imports from the U.S. and South Korea.

China's AD and CVD on polysilicon imports from U_S_ and South Korea 
Source: The Ministry of Commerce of the People's Republic of China

Anti-dumping: http://www.mofcom.gov.cn/article/b/e/202001/20200102931610.shtml
Countervailing: http://www.mofcom.gov.cn/article/b/e/202001/20200102931616.shtml
 

InfoLink’s point of view

With the same anti-dumping and countervailing duty rates placing on polysilicon manufactured in the U.S., the amount of solar-grade polysilicon exported to China will remain as low as in previous years. Therefore, the U.S. polysilicon manufacturers won’t cause much impact on the Chinese polysilicon market.
 
Wafer companies in China will continue purchasing polysilicon for polysilicon manufactured in China or foreign companies that face lower AD/CVD, such as the Wacker Germany-based facility and OCI.
 
The following table summarizes the production status of American silicon companies:
the production status of American silicon companies

Wacker’s US-based facility and Hemlock focus on manufacturing semiconductors, while REC Silicon is shut down.