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Thursday 26 March 2026
South Korea freezes 2Q26 electricity rates, amplifying stress on pricing mechanism and future bills
South Korea will keep electricity rates unchanged for the second quarter of 2026 amid geopolitical tensions in the Middle East, which are pushing global energy prices higher, a decision intended to stabilize household costs in the short term. The move, however, exposes mounting contradictions between the country's electricity pricing mechanism and broader energy policy objectives.
Wednesday 25 March 2026
Exclusive: Tesla and SpaceX pursue dual solar strategy on Earth and in orbit
Chinese solar supply chain companies say that Tesla and SpaceX, both led by Elon Musk, are quietly building a dual-track solar strategy spanning Earth and space, an emerging structure that underscores Musk's expanding ambitions in energy.
Tuesday 24 March 2026
Taipower activates response plan to secure power as US-Iran war disrupts energy
As the US-Iran military conflict enters its fourth week, global energy supply and electricity dispatch have drawn heightened attention. Taiwan's state-owned power provider, Taiwan Power Company (Taipower), said it is closely monitoring international developments and has formulated a comprehensive response plan — one that includes strengthening generator maintenance, flexibly managing hydropower resources, and promoting demand-side management to ensure a stable domestic power supply.
Tuesday 24 March 2026
India outlines strategic roadmap to reach 1,121GW power capacity by fiscal 2035-2036
The Government of India, through the Central Electricity Authority (CEA), has released the National Generation Adequacy Plan (2026-27 to 2035-36), detailing a comprehensive roadmap to ensure a reliable and sustainable power supply for the next decade. The plan addresses the projected peak electricity demand of 459 GW and an annual energy requirement of 3,365 billion units (BU) by 2035-36.
Tuesday 24 March 2026
2026 SelectUSA Investment Summit to spotlight Taiwan-US trade and investment ties
The upcoming SelectUSA investment summit is approaching, and Taiwanese firms are expected to be a major presence as they seek to integrate more closely with the US market. As the Taiwanese government continues encouraging its companies to "go east" by investing in the US to drive business growth, many firms are eager to seize this opportunity to better understand the American market and how to manage local supply chains.
Monday 23 March 2026
Taiwan's Hai Long 3 wind farm installs first turbine, marking milestone for local supply chain
Taiwan's Hai Long Offshore Wind Project announced on March 20 that the first wind turbine at the Hai Long 3 wind farm has been successfully installed offshore. The turbine nacelle was locally assembled in Taichung, Taiwan, by Siemens Gamesa, in collaboration with nine domestic suppliers — including Swancor Highpolymer, Shihlin Electric and Engineering (SEEC), and Walsin Lihwa — demonstrating significant progress in localizing wind power components such as blade resins, transformers, and cables.
Sunday 22 March 2026
Delta targets next-gen AI data centers with 800V DC power and liquid cooling solutions
At the Nvidia GTC 2026 conference, CEO Jensen Huang emphasized that power delivery and liquid cooling will become core elements requiring co-design. He said that future AI racks and AI factories must integrate power and thermal systems into a unified infrastructure framework.
Friday 20 March 2026
Experts urge expanded national guarantees as Taiwan offshore wind round 3.3 faces rising financing pressure
As Taiwan enters round 3.3 of its offshore wind development project, foreign financial institutions have reached relatively high exposure levels. Experts say Taiwan's government should expand its financing guarantee mechanisms to boost banks' willingness to participate in lending, and encourage greater involvement from public banks to address the gaps in financing capacity among both domestic and international lenders.
Friday 20 March 2026
India's Reliance signs 15-year green ammonia offtake deal with Samsung C&T
Reliance Industries Limited (RIL) has signed a binding long-term supply and purchase agreement (SPA) with Samsung C&T Corporation for the supply of green ammonia over 15 years, commencing in the second half of fiscal year 2029. Valued at more than US$3 billion, RIL describes it as one of the largest binding green ammonia offtake agreements in the world.
Friday 20 March 2026
India mandates domestic sourcing of solar wafers under expanded approval list policy
India has expanded its domestic content framework for solar manufacturing, extending the Approved List of Models and Manufacturers (ALMM) regime to cover upstream components such as ingots and wafers, in a move aimed at reducing import dependence and strengthening supply chain resilience.
Thursday 19 March 2026
Strong quarter for Jabil fueled by smart infrastructure and automotive demand
Jabil delivered fiscal second-quarter results that topped its own expectations, buoyed by sustained strength in its Intelligent Infrastructure business and a stronger-than-anticipated showing in Regulated Industries.
Thursday 19 March 2026
Taiwan energy debate intensifies as Middle East tensions raise supply concerns
Rising geopolitical tensions in the Middle East are fueling debate in Taiwan over energy security, as industry leaders warn that disruptions to global supply routes could expose vulnerabilities in the island's power system and add pressure to its semiconductor-dependent economy.
Wednesday 18 March 2026
HD Renewable Energy deepens presence in Japan's power market with 50MW Hokkaido energy storage project
Japan's 25th Smart Energy Week is taking place in Tokyo, where HD Renewable Energy (HDRE) showcased three major solutions: energy storage integration, electricity trading, and charging operations. The company stated that its target in the Japanese market is to develop 3 GW, and that its Helios 50MW storage project in the Hokkaido region has already begun trading on the electricity market.
Monday 16 March 2026
Solar wafer supplier Sino-American Silicon advances MWT BC cells for space power
Sino-American Silicon Products Inc. (SAS) outlined its strategy for the emerging space solar market during an investor conference on March 11. Chairwoman Doris Hsu said the company is focusing on technologies that mitigate radiation exposure and extreme temperature cycles that degrade solar cell performance in orbit.
Friday 13 March 2026
US and Chile start talks on rare earths and critical minerals

The US and Chile have agreed to begin talks on cooperation in rare earths and other critical minerals, as Washington seeks to strengthen supply chains and reduce reliance on China for strategic materials used in advanced technologies.

Wednesday 11 March 2026
China reportedly accelerating nuclear expansion while Western revival faces structural challenges

The rapid growth of artificial intelligence (AI) and data centers is driving a sharp rise in global electricity demand, renewing interest in nuclear power as a source of reliable, carbon-free energy. Yet while governments in the US and Europe are trying to revive their nuclear sectors, structural challenges—including aging workforces, fragile supply chains, and project delays—are complicating those efforts.

Tuesday 10 March 2026
Middle East conflict fuels energy crisis, Taiwan's summer power supply at risk
The large-scale bombings and attacks launched by the US and Israel against Iran have caused significant civilian casualties. With Iran carrying out retaliatory actions, the conflict could trigger a global energy crisis.
Tuesday 10 March 2026
SAS Group leverages semiconductor and energy synergy from space tech to net zero
Amid a global supply chain restructuring and energy transition, Sino-American Silicon Products (SAS) has expanded into three major sectors: semiconductors, automotive electronic components, and renewable energy. In 2025's volatile market, SAS's subsidiaries—including GlobalWafers and affiliates Taiwan Specialty Chemicals (TSC), Actron Technology (ATC), and Advanced Wireless Semiconductor Company (AWSC)—have successfully secured profits in advanced processes and AI applications through technological collaboration.
Sunday 8 March 2026
SpaceX shifts from GaAs as scalable silicon and perovskite solar technologies advance
In early 2026, Tesla CEO Elon Musk visited China to inspect its solar supply chain, focusing on back-contact, heterojunction, and perovskite technologies. This move suggests a reevaluation of SpaceX's future space solar power plans, highlighting a shift from prioritizing performance to emphasizing cost efficiency and scalability.
Saturday 7 March 2026
SmartGreen's energy tech wins CA$860M Grid Vici deal in Canada
Wire and cable maker Hotron Precision Electronic Industrial's subsidiary, SmartGreen Solution, signed a long-term partnership with Canadian company Grid Vici on March 5, 2026. From June 2026 to December 2030, SmartGreen will serve as Grid Vici's exclusive manufacturing supplier, securing orders valued at up to NT$20 billion (US$630 million) over 3-5 years. Shipments are expected to begin in 2026.
Friday 6 March 2026
Rising silver prices shift solar technology race toward low-silver cells
Rising global silver prices have pushed the cost of silver paste used in solar panels up about 2.5 times in six months, intensifying competition across the solar supply chain and accelerating interest in next-generation solar cell technologies.
Thursday 5 March 2026
Taiwan weighs power controls for AI data centers as compute push tests grid capacity

Taiwan is exploring regulatory measures to manage the rising electricity demand from AI computing infrastructure, even as the government rolls out incentives to accelerate the sector's development.

Wednesday 4 March 2026
Taiwan fortifies emergency energy defenses as Middle East tensions disrupt LNG supply
Rising tensions between the US and Iran have rattled global energy markets, exposing new vulnerabilities in Middle East supply chains. After drone attacks forced QatarEnergy to suspend liquefied natural gas (LNG) production, Taiwan's energy authorities moved swiftly to safeguard domestic supply, activating contingency plans to cushion against potential disruptions.
Tuesday 3 March 2026
South Korea, Singapore launch FTA upgrade focused on AI, SMR nuclear, space, and quantum
South Korean President Lee Jae Myung met Singapore Prime Minister Lawrence Wong on March 2 and agreed to launch negotiations to upgrade the bilateral free trade agreement (FTA). The upgrade expands cooperation beyond traditional trade into artificial intelligence (AI), small modular reactors (SMR), space and satellite technology, and quantum science, reflecting a shift toward structured technology and energy collaboration.
Wednesday 25 February 2026
Taiwan's state-owned energy firms push ahead on carbon capture
As hyperscalers' energy consumption continues to rise, pressure to cut carbon emissions is intensifying. Oil giant ExxonMobil recently disclosed during its earnings call that carbon capture opportunities related to data centers are rapidly emerging. The company has held substantive talks with multiple firms and plans to announce related collaborations by the end of 2026.