On February 10, ProLogium Technology held a groundbreaking ceremony for its planned gigafactory in Dunkirk, marking the start of on-site construction for its first manufacturing facility outside Taiwan. The plant will produce the company's "superfluidized all-inorganic solid-state lithium ceramic batteries" and represents a significant step toward establishing a localized battery supply chain in Europe.

Taiwan's government has mandated that renewable energy power sellers and generators must maintain "backup power capacity" to address the issue of intermittency and its impact on grid stability. The requirement is set at 10% for offshore wind and 3.3% for solar photovoltaic (PV) systems. Energy storage providers note that storage systems will become a key operational pillar for power sellers, allowing them to both fulfill backup capacity obligations and participate in trading on the electricity market.

Taiwan Premier Jung-tai Cho stressed the government's commitment to industry in his remarks at the groundbreaking ceremony on February 10 for the Advanced Semiconductor R&D Base at the Industrial Technology Research Institute (ITRI), saying that Taiwan bears responsibilities to the global supply chain, and any pause in Taiwan's industrial sector could disrupt supplies worldwide.

Taiwan's Executive Yuan announced on February 10, 2026, that the government will fully embrace advanced new nuclear technologies worldwide, including small modular reactors (SMRs). This marks a significant shift in its longstanding non-nuclear policy amid rising challenges from climate change, energy security, and surging AI-driven electricity demand.

With China's solar products set to lose a 9% export tax rebate in April 2026, compounded by raw material inflation, a wave of pre-rebate-cancellation stockpiling should theoretically emerge. Instead, this buying momentum has mainly come from overseas players. Meanwhile, many other foreign customers, faced with being passed on higher raw material costs, have ultimately chosen to stay on the sidelines. Survival in the industry is increasingly dependent on cash reserves rather than technological superiority.

Technological iteration is supposed to symbolize progress. Yet N-type (Tunnel Oxide Oxide Passivated Contact) TOPCon technology, which has been in commercial deployment for only about three years, is now in survival mode. Supply chain players on both sides of the Taiwan Strait point out that this crisis is no longer a simple imbalance of supply and demand figures, but rather a zeroing effect because of policy shifts, surging raw material costs, and intense technological infighting.

Chicony Power, a Taiwanese power and energy management company, is accelerating a strategic shift away from its traditional reliance on PC and notebook power supplies, expanding into communications power systems, AI server power solutions, and intelligent low-carbon integration platforms as it seeks to build a more resilient business amid market volatility.

Supply chain sources said teams linked to Tesla and SpaceX recently made low-profile visits to multiple Chinese solar firms, reviewing equipment, silicon wafers, cells, and modules, with a focus on next-generation technologies including heterojunction technology (HJT) and high-efficiency perovskite cells.

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.

Since taking office, Trump has suspended clean energy subsidies under the Inflation Reduction Act (IRA) and passed the One Big Beautiful Bill Act, creating diverging US green energy policies. Subsidies were reduced for wind and solar power, residential clean energy equipment, and electric vehicles, while the impact on industries such as nuclear power, geothermal energy, carbon capture, and energy storage was relatively positive, with original tax credits retained. Hydrogen projects can still proceed as long as construction begins before 2028.