polysilicon factories owned by Hemlock Semiconductor and Wacker Chemie from growing Chinese ambitions in the chip supply chain. "A price floor paired with tariffs could give U.S. producers room to survive, but the policy needs careful calibration so trusted inputs remain available while domestic wafer and cell capacity catches up," he added. Shares of Corning, Toyo, T1 Energy and other U.S.-listed solar manufacturers including First Solar rallied following the Reuters report. Polysilicon, an ultra-pure form of silicon, sits at the start of the semiconductor and solar manufacturing supply chains. Manufacturers turn silicon wafers into solar cells and then assemble those into panels used in solar projects.