AU Optronics (AUO) chairman and group CEO Paul Peng said the panel maker generated more than NT$101.6 billion (US$3.23 billion) in circular economy benefits from 2018 to 2025, with output now exceeding investment. Speaking at the company's 30th anniversary celebration, he said AUO started early on energy saving, water conservation and resource recycling after recognizing in 2003 that the display industry is highly energy- and water-intensive.

Power Win said it is expanding its lithium battery recycling business as demand from energy storage and electric vehicles (EVs) surges and geopolitical tensions elevate scarce metals into strategic assets. The company is also targeting Southeast Asia for technology exports and moving deeper into EV and AI asset recovery.

As tensions between the US and Iran heighten global energy supply concerns, Taiwan's plan to restart the Kuosheng and Maanshan Nuclear Power Plants has drawn fresh attention. Although the Maanshan plant has yet to pass safety inspections, Taiwan Power (Taipower) has reportedly considered preordering fuel rods in advance — a move Pegatron chairman Tzu-hsien Tung supports to avoid a power supply gap, particularly as Taiwan seeks to sustain economic growth amid the ongoing AI arms race.

Hengs Technology, a Taiwan solar system integrator and operator, said its operations and maintenance business would enter a harvest phase in 2026, supporting another year of strong revenue growth. The company said it remained focused on project development and solar and energy storage engineering, procurement, and construction, which accounted for 95.75% of total revenue, and that expanding O&M contracts will transform its revenue mix toward recurring cash flow.

Taiwan startup Seetel New Energy announced on May 5 that its self-developed energy management and battery management systems have passed Japan Cyber STAR certification from the Information-technology Promotion Agency, a body under Japan's Ministry of Economy, Trade and Industry, positioning the firm for early entry into the Japanese energy storage market. The company said it is the first and only Taiwan-based energy storage systems provider to obtain the dual certification, a credential that will be required for distributed energy resources connecting to Japan's grid beginning in April 2027.

Taiwan Cement Corporation (TCC) Group Holdings is evaluating a listing in Europe as it expands its low-carbon cement and green energy businesses across the region. Europe already accounted for 44% of the company's 2025 sales, surpassing Taiwan and other parts of Asia. TCC chairman Nelson An-ping Chang said the company is assessing the move but did not disclose a timetable or details.

China is reportedly planning targeted export rules for heterojunction (HJT) solar equipment. The move has sparked broad industry debate in 2026, as energy transition and aerospace development grow increasingly intertwined. More than a trade measure, it reflects a cross-domain effort to protect technological sovereignty and keep core R&D value within China.

Copenhagen Infrastructure Partners (CIP), one of the world's largest dedicated renewable energy fund managers and a major developer of offshore wind projects across Asia Pacific, says the US–Iran war has prompted governments worldwide to place greater emphasis on energy independence and supply chain resilience. Marina Hsu, CIP's Asia Pacific managing director, adds that demand for green energy from Taiwan's high-tech and ICT sectors continues to rise.

As Taiwan's energy transition enters a critical phase, the stability of power supply and the quality of renewable energy infrastructure have become key industry concerns. While numerous solar engineering, procurement, and construction (EPC) providers operate in the market, only a handful offer fully integrated capabilities. Hengs Technology stands out for its comprehensive approach, extending beyond solar EPC to include AI-driven data management, as well as expansion into energy storage EPC and EV charging infrastructure. Chairman Heng-Hao Chou stated that Hengs currently holds more than NT$7.6 billion (US$239.6 million) in orders, which are expected to be gradually recognized as revenue over the next two to three years. The company has set clear targets for 2026, aiming to deploy more than 100MW of solar capacity during the year.

On April 27, CATL and HyperStrong signed a strategic cooperation agreement for sodium-ion batteries, marking what multiple reports described as a major step toward large-scale commercialization of the technology. According to Jiemian and Security Times, the two companies agreed on a three-year, 60GWh supply contract, which CATL said is "the largest sodium-ion battery order globally to date." The deal was signed in Ningde, Fujian province.