US industry is actually very competitive with Chinese industry when it comes to the key ingredient in silicon PV, high purity silicon. Unfortunately, retaliator

US industry is actually very competitive with Chinese industry when it comes to the key ingredient in silicon PV, high purity silicon. Unfortunately, retaliatory tariffs from China that followed the last round of anti-Chinese solar tariffs in the US have prevented US silicon exporters from serving the huge Chinese solar silicon market. Hemlock had to write off over a billion dollars and mothball a nearly-finished US silicon plant, and REC and Wacker's plants in the US are running below capacity. So there is plenty of high quality, low cost refined silicon capacity in the US if wafer and cell plants start operating here. Specialized solar manufacturing equipment is more likely to come from European companies, e.g. Meyer Burger.