On the 14th, the White House announced that starting from the 15th, a 25% ad valorem tariff would be imposed on certain imported semiconductors, semiconductor manufacturing equipment, and related derivatives. PriceSeek's analysis of industrial silicon shows a long-short rating of -1. The U.S. imposition of a 25% tariff on imported semiconductors and manufacturing equipment will increase semiconductor production costs, suppress demand in the U.S. market, and subsequently reduce the demand for upstream raw materials such as industrial silicon. The expectation of weakened demand exerts downward pressure on the spot price of industrial silicon. Combined with industrial silicon futures data (e.g., the settlement price of the main contract 2609 on January 15, 2026, at 8,730 yuan/ton), this news may reverse the recent upward trend in some contracts (e.g., contract 2610 with a change of +25), triggering a risk of futures price correction due to market concerns over global supply chain adjustments and demand contraction.
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