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Jan 16, 11:44
China's solar braces for 2Q26 shakeout as export tax rebate ends
China's solar industry is heading into a volatile period as an impending export tax policy change exposes structural strains across the supply chain, increasing the risk of a market shakeout in the second quarter of 2026.
EV manufacturer Ola Electric has rolled out Ola Shakti, a residential battery energy storage system (BESS), from its gigafactory in the Krishnagiri district of Tamil Nadu, marking the company's formal entry into India's residential energy storage market and an expansion beyond its core automotive business, according to ANI, PV Magazine, and the Economic Times.
As China–US technological and industrial rivalry intensifies, Beijing is strengthening its trade defence measures. China's Ministry of Commerce announced on the 13th that anti-dumping duties on imported solar-grade polysilicon from the US and South Korea will be extended for another five years from January 14, 2026.
Darfon is actively expanding into the energy and high-end niche application markets. Its subsidiary focused on new energy solutions, Darfon Energy Tech, announced on January 12, 2026, that its board approved a cash acquisition of up to NT$540 million (approx. US$17.1 million) for 100% equity in Hitron. This move reportedly aims to integrate both companies' power supply technology strengths and further expand their footprint in edge AI, industrial control, and medical application markets.

Ping Ho Environmental Technology said it will move beyond its core wastewater treatment business and invest in recycling waste sulfuric acid from the semiconductor industry into raw materials for green building products. Operations are scheduled to begin in 2026. The company will also continue to cautiously evaluate new development or partnership opportunities in recycling and reuse to expand its circular economy business.

South Korea's exclusive focus on magnetic confinement fusion technology has raised concerns about its position in the evolving global fusion energy landscape, as other advanced countries pursue dual development paths that combine magnetic and laser nuclear fusion. Experts warn that this singular strategy could limit the nation's competitiveness in next-generation energy solutions.
Taiwan is overhauling how it selects offshore wind developers, abandoning protectionist localization requirements in favor of environmental credentials and proven execution capability—a major policy pivot for one of Asia's most ambitious renewable energy markets.

Changs Ascending Enterprise Co. (CAEC) reported strong shipments of its next-generation lithium iron phosphate (LFP) UPS battery systems for semiconductor fabs, driven by rising demand for high-end uninterruptible power supply (UPS) solutions. Its subsidiary Grenergy Enterprise Co. also secured new orders in emerging applications such as electric vehicles (EVs) and automated guided vehicles (AGVs), supporting CAEC's improved operating performance in 2025.

Tata Power Renewable Energy, a subsidiary of Tata Power, plans to establish a greenfield 10GW ingot and wafer manufacturing facility in Nellore district, Andhra Pradesh, with an investment of INR66.75 billion (US$810 million), making it the largest facility of its kind in India. The project, approved by the State Investment Promotion Board (SIPB), will be developed in two phases across 200 acres within the IFFCO Kisan Special Economic Zone, with 120 acres allocated for the initial phase and 80 acres for future expansion, according to PTI, CNBC-TV18, and the Economic Times.
CES 2026 highlighted a wide range of AI applications, but the core driver remains the large-scale buildout of global AI data centers (AIDC). Energy storage systems are shifting from a policy-driven supporting role to indispensable infrastructure for the AI era. In China, extreme price competition is placing the sector under a critical test of safety and quality.
ProLogium Technology said it will co-exhibit with engineering services provider FEV Group at the Consumer Electronics Show (CES) in Las Vegas in January 2026, where the two companies plan to present a concept next-generation electric vehicle (EV) battery module based on ProLogium's superfluidized all-inorganic solid-state lithium ceramic battery technology.
As the Russia-Ukraine war continues into its fourth year, Taiwan is looking to strengthen its partnership with Europe. The government aims to expand cooperation across investment, scientific research, and trade.