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Feb 2, 16:26
Taiwan restarts offshore wind expansion, resetting strategy with 2026 floating turbine demo
After years of disruption, Taiwan's offshore wind sector is approaching a decisive inflection point in 2026. Development momentum was previously slowed by labor shortages during the pandemic and the Russia-Ukraine war, surging construction costs, and an EU complaint to the WTO over Taiwan's localization policies, which temporarily stalled project approvals. With these headwinds gradually easing, the government is now preparing to restart large-scale expansion.
Taiwan is stepping up efforts to anchor global investment at home, offering equal incentives to US and foreign firms even as cross-border commitments under the Taiwan–US Investment Cooperation MOU remain asymmetric.
Artificial intelligence (AI) waves and global electrification trends are causing electricity demand to soar faster than energy infrastructure can keep up. Facing core challenges in national energy strategies, achieving high-efficiency power dispatch with existing resources has become key to strengthening the resilience of modern electricity systems.

As demand accelerates for digital transformation, energy transition, and smart manufacturing, Taiwan and Germany appear poised to expand cooperation across a widening range of industries, including semiconductors, advanced machinery, green technologies, and applied innovation.

Taiwan Power Company (Taipower) has launched autonomous safety inspections for the planned restart of its second and third nuclear power plants, targeting submission of formal reactivation plans by March 2026, as Taiwan grapples with rising electricity demand from AI data centers and mounting net-zero carbon commitments.
Taiwan's electricity demand is entering a new phase of sustained growth, driven by AI, semiconductors, and high-tech manufacturing. While the government accelerates grid resilience efforts, global shortages of critical power equipment—especially gas turbines and transformers—are inflating costs, delaying projects, and reshaping how the island plans its power future.
The artificial intelligence boom is creating an unprecedented energy crisis. As AI data centers proliferate worldwide, electricity demand is surging faster than supply can keep pace, forcing governments and industries to rethink power infrastructure on a massive scale.
Taiwan's National Science and Technology Council (NSTC) convened its 19th committee meeting on January 21, 2026, bringing together senior executives from leading tech companies to address mounting concerns over renewable energy availability and pricing. TSMC senior vice president Lora Ho and Pegatron chairman Tzu-hsien Tung attended the session, where industry leaders pressed the government on critical energy policy issues.
The urgent net-zero transition in high-tech sectors like semiconductors and AI computing is driving rapid growth in Taiwan's green power sales market. Greenet, a leading domestic electricity retailer under J&V Energy Technology, listed on the OTC market in June 2025 and recently received approval to uplist its shares.
Sino-American Silicon Products (SAS) chairwoman Doris Hsu emphasized power supply issues affecting Taiwan-US industry expansion, including Taiwan's green energy shortages and US AI data center conflicts. SAS is committing to 100% green energy for new plants and integrating green energy certificates with wafer sales.

China's rare earth supply chain faced renewed uncertainty after a deadly explosion at a steel plate plant operated by Inner Mongolia Baotou Steel Union, compounding market concerns driven by falling exports and tighter trade controls.

China is phasing out export tax rebates for the solar industry, marking an end to a crucial lifeline that has propped up the industry for more than a decade.