Critical Metals HubGet alerts
US · EUSi

Silicon

US criticalEU criticalEU strategic

Silicon metal is smelted from quartz and used mainly in aluminum alloys and silicones, with a smaller share refined into polysilicon for solar cells and chips. China produces most of the world's silicon metal and dominates polysilicon manufacturing.

Supply risk

Reviewed 3 Oct 2026 · Methodology

High

China dominates silicon metal and polysilicon; US trade measures tighten in 2026

Supply concentration (critical) decides the level: China produced about 87% of world silicon metal in 2025 and more than 80% of polysilicon. Policy (high) compounds it, as the US bars imports of goods made in Xinjiang and has applied duty orders on silicon metal from Australia and Norway since August 2026. No export restrictions on silicon were found.

Since 1 Jan 2023 · Sources: U.S. Geological Survey, International Energy Agency, Federal Register

Get alerts for this material

Risk drivers

Supply concentrationCritical
China produced about 4.0 million t of the world's 4.6 million t of silicon metal in 2025, about 87% (USGS). The IEA reported that China's share of polysilicon manufacturing exceeded 80%, with Xinjiang alone at 40%. The EU's 2023 assessment put China's share of silicon metal supply at 76%.Sources: U.S. Geological Survey, International Energy Agency, European Commission, DG GROW
Export controlsLow
No export licensing, quotas, bans or export duties on silicon metal or polysilicon by China or other leading producers were identified as of October 2026.
Policy & tariffsHigh
Since 21 Jun 2022 the US presumes goods made in Xinjiang, about 40% of world polysilicon output, are barred from import. US duty orders on silicon metal from Australia and Norway apply from 21 Aug 2026. A Section 232 proclamation of 6 Aug 2026 sets a 15% duty and a minimum import price programme for polysilicon and derivatives from 4 Dec 2026.Sources: U.S. Customs and Border Protection, Federal Register, U.S. Department of Commerce, International Trade Administration, The White House
Operational disruptionLow
No significant outages were identified in the 12 months to October 2026. USGS attributes lower global output in 2025 to oversupply and weak demand rather than physical disruption.Source: U.S. Geological Survey
Demand shockLow
USGS reports oversupply in 2025, weak demand from the aluminum and silicon industries, and available polysilicon stocks. US silicon metal imports rose about 50% in 2025, which USGS links partly to tariff uncertainty and concern over possible export restrictions.Source: U.S. Geological Survey

A supply-availability rating, not a price forecast or investment view. Export-control information is factual and is not legal advice.

Trade flows

2024 · HS 280469

Silicon metal (less than 99.99% Si)

Recorded world imports: 1.3 Mt · $3.58B

Top exporters

  1. China45%597,378 t · $1.38B
  2. Norway13%176,352 t · $460M
  3. Brazil11%142,779 t · $410M
  4. France5%70,803 t · $197M
  5. Australia3%41,455 t · $121M
  6. Canada3%40,910 t · $133M
  7. Laos3%37,664 t · $86.8M
  8. Netherlands3%35,888 t · $93.9M
  9. Malaysia3%33,413 t · $82.8M
  10. Spain2%25,236 t · $79.4M

Top importers

  1. Germany18%232,929 t · $590M
  2. Japan13%173,997 t · $391M
  3. United States11%147,313 t · $478M
  4. India7%91,002 t · $185M
  5. Thailand6%85,919 t · $352M
  6. South Korea6%85,855 t · $175M
  7. Malaysia5%64,861 t · $185M
  8. Italy4%50,700 t · $124M
  9. France3%33,784 t · $89.5M
  10. Mexico2%31,443 t · $66.9M

Largest routes

  1. China→Japan126,260 t · $261M
  2. Norway→Germany102,350 t · $264M
  3. China→India82,873 t · $167M
  4. China→South Korea76,300 t · $146M
  5. China→Thailand63,278 t · $301M

Source: UN Comtrade, imports reported by 129 countries for 2024. Exporters are ranked by what importing countries recorded (mirror data), so countries that do not report their own exports are still counted. Values are in US dollars including freight and insurance. Weights are product weight. Recent years can be incomplete, and unrecorded trade is not included.

Overview

Silicon is the second most abundant element in the Earth's crust, at 27.7% by mass, but it never occurs uncombined in nature. It is found as silica (quartz and sand) and as silicate minerals, and the metal is made commercially by reducing silica with carbon in an electric furnace.1

This page covers silicon metal. Most of it goes into aluminum and into silicones, the silicon-based polymers used in sealants, lubricants and cosmetics. A smaller share is into ultra-high-purity polysilicon for solar cells and .21 Ferrosilicon, an iron-silicon alloy used mainly in steelmaking and foundries, has its own page.

The raw material is abundant; supply risk comes from the concentration of and refining. The United States added silicon to its list of in November 2025.23 The EU lists silicon metal as both a critical and a .4

Where it comes from

Silicon metal and ferrosilicon are both made from silica, usually quartzite. World are abundant and, in most producing countries, adequate for many decades.2

The (USGS) reports output on a silicon-content basis in two categories: ferrosilicon and silicon metal. In 2025 world production was an estimated 4.6 million t of silicon metal and 5.0 million t of silicon in ferrosilicon, excluding withheld US data. China produced about 4.0 million t of the silicon metal and almost 80% of all silicon materials. Global output fell from 2024.2

Silicon metal production by country (silicon content)2025 (est.) · world 4,600,000 t
  • China87%
  • Brazil4%
  • Norway3%
  • France1%
  • Australia1%
  • Other countries4%

Metallurgical-grade silicon metal only; ferrosilicon is excluded. US production is withheld by USGS and is not in the world total. "Other countries" groups Russia, Canada, Iceland, Germany, South Africa, Kazakhstan, Spain and the USGS "other countries" line. Source: Mineral Commodity Summaries 2026: Silicon

Outside China, the largest silicon metal producers are Brazil, Norway and France. Norway's output fell from an estimated 90,000 t in 2024 to 68,000 t in 2025.2 In the European Commission's 2023 criticality assessment, China accounted for 76% of global silicon metal supply, and the EU produced about 5% of it, in France, Spain and Slovakia. Norway was the EU's largest supplier, at 35% of EU sourcing.5

Polysilicon is even more concentrated. In 2022 the International Energy Agency (IEA) reported that China's share of every stage of manufacturing, polysilicon included, exceeded 80%. It also reported that China's Xinjiang region alone accounted for 40% of global polysilicon manufacturing.6 In the United States three companies produced polysilicon in 2025. A fourth facility had announced at the end of 2024 that it would stop production.2

What it is used for

In the United States the main consumers of silicon metal are aluminum-alloy producers and the chemical industry, especially silicone makers.2 Alloys, particularly aluminum-silicon and iron-silicon, take the majority of all silicon. Silicones are used in lubricants, cosmetics and waterproof sealants.1

The EU's 2023 assessment allocated just over half of EU silicon metal use to chemical applications and 38% to aluminum alloys. Solar and electronic uses, which require polysilicon, accounted for the rest.5

{{chart:}}

Specially treated, ultra-pure silicon is the base material of computer chips and other microelectronic devices.1

Grades and forms

USGS distinguishes metallurgical-grade silicon metal from polysilicon, the ultra-high-purity semiconductor and solar grades made from it. The US schedule separates silicon by purity: at least 99.99% silicon, 99.00% to below 99.99%, and lower grades.2

Metallurgical-grade silicon metal

Below 99.99% Si (HS 2804.69)

Lump silicon smelted from quartz, used as an alloying element in aluminum and as feed for silicones and polysilicon.

Polysilicon

≥ 99.99% Si (HS 2804.61)

Ultra-high-purity silicon refined from silicon metal for solar cells and semiconductors.

Ferrosilicon

Standard grades 50% and 75% Si

Iron-silicon alloy used mainly by steelmakers and iron foundries; covered on its own page.

Trade and policy

The United States relied on imports for more than half of its silicon metal consumption in 2025. Imports rose about 50% to an estimated 180,000 t, which USGS linked partly to tariff uncertainty and concerns about possible export restrictions elsewhere. In 2021–24 the main sources of US silicon metal imports were Brazil (38%), Canada (29%), Norway (12%) and Australia (6%).2

DateEvent
Apr 2025The US International Trade Commission finds injury from ferrosilicon imports from Brazil, Kazakhstan and Malaysia; antidumping and countervailing duty orders follow.2
7 Nov 2025Silicon is added to the US Final 2025 List of Critical Minerals.32
6 Aug 2026A US presidential proclamation under Section 232 finds that polysilicon imports threaten to impair national security. It orders a 15% duty on polysilicon ingots and derivative products, plus a minimum import price program enforced through additional duties.7
4 Dec 2026The Section 232 polysilicon measures are due to take effect. Companies with approved US polysilicon investment plans can receive tariff offsets.7

In the EU, the sets 2030 benchmarks for strategic raw materials such as silicon metal: 10% of EU consumption from EU extraction, 40% from EU processing and 25% from , and no more than 65% from any single third country.4 The EU's 2023 assessment put EU import reliance for silicon metal at 64%.5

This section is factual background, not legal or trade-compliance advice.

Recycling and substitution

Recycling of silicon metal is insignificant in the United States.2 The EU's 2023 assessment put the end-of-life recycling input rate at 0%.5

Gallium arsenide and germanium are the main for silicon in semiconductor and applications. Aluminum, silicon carbide and silicomanganese can replace ferrosilicon in some uses.2

Sources

  1. Silicon: element information, properties and uses. Royal Society of Chemistry, accessed 2026-10-03. ↩ ↩2 ↩3 ↩4

  2. Mineral Commodity Summaries 2026: Silicon. U.S. Geological Survey, accessed 2026-10-03. ↩ ↩2 ↩3 ↩4 ↩5 ↩6 ↩7 ↩8 ↩9 ↩10 ↩11 ↩12 ↩13

  3. Final 2025 List of Critical Minerals. Federal Register. ↩ ↩2

  4. Regulation (EU) 2024/1252 (Critical Raw Materials Act). EUR-Lex, accessed 2026-10-03. ↩ ↩2

  5. Study on the Critical Raw Materials for the EU 2023 – Final Report. European Commission, accessed 2026-10-03. ↩ ↩2 ↩3 ↩4

  6. Solar PV Global Supply Chains: Executive summary. International Energy Agency, accessed 2026-10-03. ↩

  7. Adjusting Imports of Polysilicon and its Derivatives into the United States. The White House, accessed 2026-10-03. ↩ ↩2

Sourcing silicon?

ASZ Company FZCO, the operator of this site, supplies silicon to industrial buyers worldwide.

Buy now

More minor & technology metals