Component

Polysilicon

Electronic-grade polysilicon pulled from silica.

Criticality High
Unit cost $12K
Quality 70 / 100
US completeness 43.9
Made in US 35,000 tonnes
Current demand 80,000 tonnes
US exports 2,800 tonnes
Opportunity score 59.9

Domestic vs international supply

US 44% Import 56%
Export 3.5%

Planned US investment, next 5 years

$1.5B

Expected extra output: 31,000 tonnes per year

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