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Friday 7 August 2026
US sets price floors and tariffs on polysilicon, sharpening tech decoupling from China

US President Donald Trump said imports of polysilicon and related products threaten national security and ordered new trade measures...

Friday 7 August 2026
Analysis: Five years of US polysilicon imports show why Washington set the price floor at $21
US imports of high-purity polysilicon jumped to US$190 million in 2025. Still, the bigger story is in the volume: 6,791 tonnes, more than five times the 1,286 tonnes imported in 2024,...
Friday 7 August 2026
Analysis: Trump’s polysilicon tariffs split solar industry into winners and losers
US President Donald Trump signed a proclamation on August 6 imposing minimum import prices and a 15% tariff on polysilicon and its derivatives, a move that hands a durable pricing...
Thursday 6 August 2026
Taiwan unveils four semiconductor pillars for Smart Nation 2.0 plan

On August 5, Taiwan's National Science and Technology Council said it had completed the central government's 2027 budget plan, with...

Thursday 6 August 2026
US polysilicon tariff exposes chip security's solar dependence

The Trump administration is preparing to impose a 15% tariff and minimum import prices on polysilicon and selected derivative products,...

Thursday 6 August 2026
Taiwan's offshore wind pipeline stalls as failed tenders raise fears of supply chain gap
Taiwan's high-tech industry is facing an increasingly urgent need for renewable electricity, yet progress on major offshore wind projects has slowed significantly.
Thursday 6 August 2026
Exclusive: Musk pushes US solar supply chain upstream as polysilicon ambitions emerge
Elon Musk is accelerating plans to establish a fully integrated US solar manufacturing ecosystem through Tesla and SpaceX, with a combined long-term capacity target of 200 GW. His...
Thursday 6 August 2026
China automakers struggle as margins plunge and battery supply chains skew
China's automakers are still betting on a strategy of in-house batteries to complement their complete vehicle lineups, but the push remains hard to execute as profit margins slide...
Wednesday 5 August 2026
China launches 15th Five-Year 'leader' awards on low-carbon credentials

China's State Council has launched a new recommendation program for "leader" companies in energy efficiency and carbon efficiency,...

Tuesday 4 August 2026
Taiwan classifies semiconductors, AI as high-energy industries, launches decarbonization project

Taiwan's government has recently begun classifying the semiconductor and AI industries as high-energy consumption industries in recent...

Tuesday 4 August 2026
Factorial, SK On sign pact to assess solid-state battery manufacturing

Factorial Energy and SK On have agreed to study whether existing battery plants could be adapted for solid-state cells, a move that...

Tuesday 4 August 2026
J&V Energy buys BlackRock's 187MW solar portfolio, doubling annual power output

J&V Energy announced on August 3, 2026, that it had completed the acquisition of a portfolio of operational solar projects in Taiwan...

Friday 31 July 2026
AI server BBU demand triples battery-module capacity ahead of 800V HVDC rollout

Backup battery units are set to become standard equipment in AI servers using 800V high-voltage direct current architectures, according...

Wednesday 29 July 2026
Taiwan offshore wind blueprint lifts outlook for developers
The offshore wind industry has faced pressure from the Russia-Ukraine war and COVID-19, both of which pushed up construction costs and slowed development in Taiwan. Some developers...
Tuesday 28 July 2026
TCC launches Europe listing plan as revenue from the region reaches 44%
Taiwan Cement Corp. (TCC) formally launched its Europe listing plan, Project Arcadia, on July 27 after holding a video meeting with its first group of international investment banks...