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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.
Wednesday 25 February 2026
US issues preliminary countervailing duties on solar cells from India, Indonesia, and Laos
The US Department of Commerce has announced preliminary affirmative determinations in its countervailing duty investigations into crystalline silicon photovoltaic cells from India, Indonesia, and Laos, setting proposed subsidy rates that could significantly raise import costs if finalized.
Wednesday 25 February 2026
Exclusive: Dong Fang Offshore expands cable-laying fleet for maritime energy market
Amid rising offshore wind power development in Taiwan and across Asia, alongside increasing cross-border communication cable installations, Dong Fang Offshore (DFO) is aggressively expanding its fleet. Building on existing European client orders, the Taiwan-based offshore maritime solutions provider decided at the end of 2025 to add new cable-laying vessels, targeting the vast market demand driven by energy transition and AI.
Wednesday 25 February 2026
Taiwan offshore wind faces test as localization protection ends
Taiwan's offshore wind sector is entering the third phase of block development (Phase 3-3) vendor selection, marking the first time localization requirements have been removed. The new process also introduces ESG and energy resilience scoring criteria, evaluating local industry and economic benefits, environmental sustainability, corporate social responsibility, and stable operation and energy resilience of wind farms. The goal is to complete vendor selection by the end of 2026.
Sunday 15 February 2026
A Singaporean reality check for the semiconductor age

Joseph Liow, dean of the Lee Kuan Yew School of Public Policy at the National University of Singapore, said in a recent public lecture that technology is no longer merely an engine of economic growth but has become a core instrument in great-power competition. For Taiwan, which sits at the center of the semiconductor industry and global supply chains, Liow said the rules of competition have fundamentally changed.

Friday 13 February 2026
Explainer: how US-Taiwan 'ART' deal rewires global tech economy
On February 12, 2026, the United States and Taiwan finalized a structural "re-pricing" of their economic relationship. The Agreement on Reciprocal Trade (ART) is not a traditional free trade agreement; it is a strategic pact that reshores semiconductor manufacturing to the US while anchoring Taiwan within a "non-red," or non-China, supply chain.
Thursday 12 February 2026
China dominates 90% of South Korea's EV fast-charger modules

South Korea is moving to domestically produce key components for electric vehicle (EV) fast chargers, as Chinese-made power modules account for more than 90% of those installed in the country, according to a Hankyung report.

Wednesday 11 February 2026
Taiwan Premier Cho affirms commitment to advance energy infrastructure
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.
Wednesday 11 February 2026
Exclusive: Musk's solar push sets off a high-stakes test for Taiwan's industry
Tesla is expanding simultaneously into self-driving vehicles, artificial intelligence robots, and energy infrastructure. Elon Musk has outlined plans to build US solar manufacturing capacity capable of producing 100 gigawatts annually within three years. The move has ignited an interplanetary contest spanning energy, geopolitics, and intellectual property.
Wednesday 11 February 2026
Taiwan to embrace advanced nuclear energy tech to secure energy and computing edge
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.
Tuesday 10 February 2026
Exclusive: only cash strength can save China's TOPCon solar sector from endgame
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.
Tuesday 10 February 2026
Exclusive: China's TOPCon solar in survival mode as it faces overcapacity and rising costs
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.
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.