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Tuesday 10 February 2026

Exclusive: As Musk eyes space solar, China’s supply chain comes under the microscope

From self-driving cars and humanoid robots to the architecture of future energy systems, Elon Musk is simultaneously advancing an energy strategy that spans both Earth and orbit.

Sunday 8 February 2026

Chicony Power looks beyond PCs as it bets on AI and low-carbon platforms

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.

Thursday 5 February 2026

Musk reportedly scouts China's supply chain, zeroing in on HJT and perovskite solar tech

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.

Monday 2 February 2026

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.

Monday 2 February 2026

Research Insights: State governments are vital to US energy sovereignty

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.

Saturday 31 January 2026

CIP completes first subsea foundations for Fengmiao wind farm, on track for 2027 completion

Copenhagen Infrastructure Partners (CIP), through its fifth flagship fund Copenhagen Infrastructure V (CI V), held a milestone event on January 29, 2026, at Taipei Port to showcase the completion of the first batch of subsea foundation assemblies for the Fengmiao Offshore Wind Farm. The project is on track for full completion in 2027.

Friday 30 January 2026

Exclusive: Why SpaceX still bets on solar—and what it means for suppliers

While Tesla's core electric-vehicle business is undergoing a structural recalibration, its longer-term bets—autonomous driving, artificial intelligence, and humanoid robots—remain firmly in the investment and incubation phase. The clearest source of momentum, however, came from an area that has drawn far less public attention: energy generation and storage. That business posted revenue growth of roughly 25% year over year, emerging as one of the report's brightest spots.

Friday 30 January 2026

Taiwan pledges equal incentives for US investors under new MOU, with no cap on subsidies

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.

Friday 30 January 2026

Asia Cement, Enel X launch virtual power plant to boost grid resilience

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.

Thursday 29 January 2026

Taiwan and Germany expand trade ties as demand for chips and green tech rises

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.

Tuesday 27 January 2026

Taipower taps Westinghouse for nuclear restart safety checks in the face of AI power surge and net-zero pressures

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.

Tuesday 27 January 2026

AI-driven power demand tests Taiwan's grid resilience amid global gas turbine and transformer shortages

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.

Monday 26 January 2026

AI power crunch drives Taiwan's trillion-dollar energy infrastructure upgrade

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.

Friday 23 January 2026

Taiwan's tech industry pushes govt on green energy supply and costs

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.

Friday 23 January 2026

Greenet eyes 123% revenue surge in 2025 amid rising semiconductor green power demand

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.

Thursday 22 January 2026

SAS chair warns challenges ahead for Taiwan-US industries, unveils new wafer and green energy strategy

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.

Monday 19 January 2026

China's rare earth supply hit by factory blast as exports slip

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.

Friday 16 January 2026

Challenges mount for China's solar industry as tax rebates end

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.

Friday 16 January 2026

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.

Wednesday 14 January 2026

China tech restrictions complicate Reliance battery cell plans

Reports that Reliance Industries has paused plans to manufacture lithium-ion battery cells have reignited debate over India's clean-energy ambitions, highlighting technology bottlenecks even as the conglomerate insists its net-zero strategy and investment roadmap remain firmly on track.

Wednesday 14 January 2026

China's new export trio drives 2025 trade growth

China's total trade in goods reached CNY45.47 trillion (approx. US$6.51 trillion) in 2025, marking a 3.8% year-over-year increase and setting a new record, the General Administration of Customs announced on January 14. Exports rose 6.1% to CNY26.99 trillion, while imports edged up 0.5% to CNY18.48 trillion, maintaining China's status as the largest merchandise trader globally.

Wednesday 14 January 2026

China extends anti-dumping tariffs on US and Korean polysilicon

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.

Wednesday 14 January 2026

South Korea's fusion energy future questioned with sole focus on magnetic confinement fusion

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.

Tuesday 13 January 2026

Taiwan drops localization rules for offshore wind, shifts to ESG and delivery focus

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.

Friday 9 January 2026

Tata Power to launch India's largest solar ingot and wafer facility

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.

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