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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.
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.