US President Donald Trump said imports of polysilicon and related products threaten national security and ordered new trade measures aimed at lifting domestic production. The proclamation reflects a broader effort to reduce the US's reliance on foreign supply for solar manufacturing, semiconductors, and other advanced technologies.
The Trump administration is preparing to impose a 15% tariff and minimum import prices on polysilicon and selected derivative products, placing an upstream material shared by solar panels and semiconductor chips at the center of efforts to reduce US exposure to Chinese supply.
China's State Council has launched a new recommendation program for "leader" companies in energy efficiency and carbon efficiency, with the Ministry of Industry and Information Technology (MIIT), the National Development and Reform Commission (NDRC), and the State Administration for Market Regulation jointly issuing the notice on August 4, 2026. The program is designed to push heavy industry to cut energy use and emissions, as low-carbon certification increasingly becomes a key credential for future market competition.
J&V Energy announced on August 3, 2026, that it had completed the acquisition of a portfolio of operational solar projects in Taiwan held by Global Infrastructure Partners (GIP), the global infrastructure investment arm of BlackRock. With a total installed capacity of 187MW, the portfolio marks the largest domestic solar asset transaction by installed capacity in 2026.
Delta Electronics expects capital spending to rise to roughly NT$70 billion in 2026 from NT$46.1 billion in 2025, driven by growing demand from AI data centers and energy infrastructure projects.
Taiwan's semiconductor sector is set to become an even larger driver of electricity demand as AI-related expansion lifts output in wafer fabrication, memory, and advanced packaging. Taipower projected that the industry's power use would reach 52 billion kWh in 2026, underscoring how the island's chip ambitions are reshaping its energy system.
Taiwan's solar manufacturers are looking beyond the island for growth as China's oversupplied solar sector keeps prices low, local approvals in Taiwan slow project rollouts, and global energy markets stay volatile. Their push highlights risks for global clean-power buyers, who still face cost pressure, grid constraints, and shifting technology priorities.
