Taiwan’s recent passage of amendments to three laws has sparked significant concern among energy companies about solar power development in the country. Industry players worry the new regulations will deter investors and further delay large-scale PV power projects. Adding to the challenges, newly established private gas power companies Chung Chia Power (CCP) and Jiu-Wei Power are canceling projects amid local opposition.

US Secretary of Commerce Howard Lutnick previously proposed the idea of a 50–50 chip split between Taiwan and the US, but it is unclear whether this reflects Lutnick’s personal values or an official goal of President Donald Trump. Regardless, Taiwanese negotiators have denied discussing such an arrangement with the US. Based on TSMC’s ongoing production expansions in Taiwan, the US will not be able to reach that target for advanced process chip capacity during Trump’s term. Taiwan’s pace of capacity growth far outpaces the US’s capabilities.

Kinko Optical signaled an ambitious push into space-related components and next-generation optics at an investor briefing on the 25th, with senior executives outlining plans to enter the US low-Earth-orbit (LEO) satellite supply chain and expand aggressively in infrared lenses, waveguides, and optical engines.