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Monday 10 August 2026
OCI rides AI, space solar boom as SpaceX deepens polysilicon ties
South Korean solar polysilicon supplier OCI Holdings is capitalizing on its increasingly scarce position as a non-China supplier, benefiting not only from growing solar demand from...
Monday 10 August 2026
Taiwan sees limited chip impact from new US polysilicon tariff

The US signed a presidential proclamation on August 6 (ET) imposing a 15% tariff on polysilicon and related products from all countries,...

Monday 10 August 2026
From fabs to feedstock: Washington moves electronics supply-chain controls upstream

A cluster of measures signed and drafted since late July has shifted the center of gravity in US supply-chain policy away from finished...

Friday 7 August 2026
South Korea welcomes Trump polysilicon rules as boost to non-China suppliers
US President Donald Trump's new import rules on polysilicon, ingots, wafers, and solar products could ripple through global clean energy and semiconductor markets, affecting pricing,...
Friday 7 August 2026
US sets price floors and tariffs on polysilicon, sharpening tech decoupling from China

US President Donald Trump said imports of polysilicon and related products threaten national security and ordered new trade measures...

Friday 7 August 2026
Analysis: Trump’s polysilicon tariffs split solar industry into winners and losers
US President Donald Trump signed a proclamation on August 6 imposing minimum import prices and a 15% tariff on polysilicon and its derivatives, a move that hands a durable pricing...
Thursday 6 August 2026
US polysilicon tariff exposes chip security's solar dependence

The Trump administration is preparing to impose a 15% tariff and minimum import prices on polysilicon and selected derivative products,...

Thursday 6 August 2026
Exclusive: Musk pushes US solar supply chain upstream as polysilicon ambitions emerge
Elon Musk is accelerating plans to establish a fully integrated US solar manufacturing ecosystem through Tesla and SpaceX, with a combined long-term capacity target of 200 GW. His...
Tuesday 4 August 2026
J&V Energy buys BlackRock's 187MW solar portfolio, doubling annual power output

J&V Energy announced on August 3, 2026, that it had completed the acquisition of a portfolio of operational solar projects in Taiwan...

Saturday 25 July 2026
China folds data centers into 15th Five-Year renewable energy plan
China's National Development and Reform Commission (NDRC) and the National Energy Administration (NEA) on the 23rd released the 15th Five-Year Plan for Renewable Energy Development,...
Thursday 23 July 2026
Sino-American Silicon Products, United Renewable Energy launch US solar module venture
Sino-American Silicon Products (SAS) and United Renewable Energy (URECO) announced that they will jointly invest in establishing a solar module manufacturing company in the US, with...
Wednesday 22 July 2026
Taiwan chip supply chain faces tighter green power pressure from Apple and Google
Taiwan's semiconductor supply chain is facing mounting pressure to secure enough green electricity as Apple and Google push suppliers to meet net-zero requirements. The strain is rippling...
Wednesday 22 July 2026
Analysis: Why Taiwan solar makers' overseas push is hitting a cloudy patch

Taiwan's solar manufacturers are looking beyond the island for growth as China's oversupplied solar sector keeps prices low, local...

Tuesday 21 July 2026
BOE expands into glass-core packaging, solar cells and optical interconnects
BOE Technology Group said on July 20 that it is pushing beyond display panels into glass-core substrate packaging, perovskite solar cells and Micro LED optical interconnects. The Chinese...
Tuesday 21 July 2026
China's solar slump deepens, raising warning signs for energy storage and electric vehicles
China's solar industry is still trapped in a painful shakeout after three straight years of losses across much of the supply chain, according to first-half reports from leading companies...