GLW · News · 20260807N

Trade Policy and Tariffs

CORNING INC /NY · 2026-08-07 · Importance 23 · Surprise 24

Potential U.S. tariffs and a minimum import price on polysilicon could increase costs for Corning’s solar and semiconductor materials activities. Reported or rumored Chinese restrictions on imported data-center components could shift demand and affect Corning’s optical and data-infrastructure businesses. The reports did not quantify the potential revenue or cost impact, and the timing of any U.S. or Chinese measures remains uncertain.

Key facts

• T1 Energy highlighted a 5GW module facility and a 2.1GW solar cell fab under construction, which together can power over a million homes annually. source
• T1 Energy expressed strong support for the Trump Administration's decision to implement a minimum import price on polysilicon and related products. source