US Extends Tariff Exclusions, China Eyes Export Curbs: US Cell Build-Out Hits an Equipment Bottleneck [SMM Analysis]
The US has extended Section 301 exclusions for 14 types of solar manufacturing equipment to January 9, 2027, while China has proposed bringing key equipment such as crystal pullers and wafering, diffusion and deposition tools under technology export controls. Both policies target the same equipment.
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