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Industry

U.S. to impose 15 percent tariff on polysilicon, key material for chips and solar

The United States will introduce minimum import prices and a 15 percent tariff on polysilicon, a key input for semiconductors and solar panels, to curb China-led supply chains and bolster domestic manufacturing. Minimum prices will apply to polysilicon, ingots, wafers, solar cells and modules, with the measures due to take effect on Dec. 4. The White House also allows the Commerce Department to create incentives supporting investment in U.S. production facilities.

Industry

Huawei may produce DRAM directly as vertical integration view resurfaces

Speculation has resurfaced that Huawei is building and operating DRAM production facilities in mainland China. TechRadar reported that Huawei is suspected of effectively controlling a DRAM plant through a joint structure with Shenzhen-based memory firm Qubulas, though Huawei has officially denied the claim. Analysts cite Chinese government support and U.S. export controls as factors behind the allegations. Industry watchers say in-house DRAM could bolster Huawei’s AI chip competitiveness.

Industry

AI hardware race heats up at electronica Shanghai 2026, humanoid robots emerge as new battleground

electronica Shanghai 2026 opened on Tuesday at the Shanghai New International Expo Centre, with more than 2,032 companies exhibiting across 10 halls. Crowds gathered at the humanoid robot zone and the semiconductor sector, where live robot demonstrations and chip-spec consultations continued throughout the day. Organisers set up a humanoid robot area and an embedded AI industry conference. EO Intelligence forecasts China’s AI-based intelligent EV penetration to rise past 50 percent by 2030.