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.

Apple said it is increasing investment in renewable energy and water sustainability projects globally, including new solar and water initiatives in India, as the company pushes toward its goal of becoming carbon neutral across its entire value chain by 2030.

Taiwan's expanding semiconductor and AI-related industries have driven up electricity demand, prompting officials and researchers to call for the faster deployment of energy storage and virtual power plants to fill gaps left by the slow pace of natural gas plant construction.

Taiwan Power Company, or Taipower, submitted a restart plan for Nuclear Power Plant No. 3 to the Nuclear Safety Commission in March 2026, while recent reports indicated the utility has been in talks with original equipment supplier Westinghouse over nuclear fuel procurement.

Innos and Apollo Power announced a green power cooperation agreement on May 5 to supply renewable electricity to global high-tech manufacturing, aiming to support the semiconductor industry's low-carbon transition and meet tighter ESG requirements across international supply chains. The deal is expected to deliver more than 10 million kWh of renewable electricity per year and will initially target upstream and downstream semiconductor suppliers, the firms said.

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.

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.

Meta announced partnerships with Overview Energy and Noon Energy to develop space-based solar collection and ultra‑long‑duration energy storage, aiming to support its data centers and AI infrastructure. These projects could extend renewable generation and store clean power for days, with implications for grid reliability and how organizations use energy worldwide.

Formosa 2 Wind Power (Formosa 2) held a refinancing ceremony on April 24, announcing the successful completion of a refinancing agreement totaling approximately NT$58.9 billion (approx. US$1.87 billion). Representatives from the company's two major shareholders, Synera Renewable Energy (SRE) and JERA Nex bp, attended the event to witness the milestone.

India's push to localize solar manufacturing while rapidly expanding capacity is creating a structural bottleneck, as stricter domestic sourcing rules risk constraining supply just as renewable deployment accelerates. Industry groups warn that the mismatch between solar cell production and demand could delay projects, even as the government accelerates its clean energy transition.

Driven by rapid growth in the AI and semiconductor industries, green electricity demand is expected to reach 40 billion kWh by 2030. As fixed-bottom wind turbine installations gradually approach saturation, future development is expected to shift toward floating wind turbines in deep-water areas. Renewable energy has become a key factor supporting major corporate investments, while also enhancing Taiwan's energy independence and national security.

Taiwan plans to launch a floating wind turbine demonstration project in 2026, a move with implications for global energy markets as soaring oil prices and geopolitical risk increase demand for green power. Industry leaders say government cooperation, policy, and international supply chain collaboration are needed to lower costs and attract investment.

Despite a slowdown in demand for electric vehicles (EV) that has complicated efforts to localize lithium battery production in the US — and even cast doubt on the viability of some joint ventures between automakers and battery makers — another opportunity is rapidly coming into view.

As China weighs restrictions on exporting heterojunction (HJT) solar equipment to the United States — partly to blunt Elon Musk's space ambitions — a new chapter in the technology's global race is unfolding on American soil.

The 2026 International Symposium on VLSI Technology, Systems and Applications (VLSI TSA) kicked off on April 14, gathering over 800 semiconductor professionals worldwide. The conference focused on next-generation core areas including GenAI inference acceleration, wafer-level computing, and terahertz wireless communication, while also delving into quantum computer system architectures and extending the reach of semiconductors to AI-driven cardiac analysis and other smart healthcare applications.

J&V Energy Technology's Greenet plans to list on the OTC market in May 2026 and is fully booked, signaling a rapid global push into green power as it seeks to scale to 800-850 MW by the end of 2026, secure long-term contracts, and compete in a future 40 billion kWh market.

Chinese officials have held early-stage discussions on potential restrictions on exports of advanced solar panel manufacturing equipment and technology to the US, Reuters reported, citing five people familiar with the matter. The reported move remains under consideration and has not been finalized, underscoring that it is still at a preliminary and potentially fluid policy stage.

China is preparing to shift the focus of its energy strategy from building power plants to transforming how energy is consumed, as leaders seek to reduce reliance on imported fuels and strengthen national security.

AUO has announced that its Board of Directors has approved a restructuring plan for its energy business's organization and investment framework, aiming to consolidate internal and external energy-related resources within the group. By corporatizing the energy business into a more specialized and focused platform, AUO seeks to enhance operational efficiency and market competitiveness.

A blockage of the Strait of Hormuz following conflict between the US and Iran is raising energy supply risks for Southeast Asia, with import-dependent economies most exposed. If the conflict continues, the region's recent gains from supply chain shifts could begin to erode.

As concerns over energy security converge with the push for low-carbon transition, energy storage has emerged as a central arena in the global energy shift—and China's companies are moving quickly to claim a larger role.