聯合再生董事長稱美國1GW模組廠Q4定址、客戶詢價超過1,000MW，目標2027年美國營收翻倍

Amid the global energy transition, localized supply chains, and rising demand for non-China supply chains, United Renewable Energy is working with Sino-American Silicon Products to accelerate its market expansion in Taiwan and overseas. CEO Richard Chang said the company will build on Taiwan's stable rooftop solar market while ramping up its planned 1,000MW US module plant, targeting a doubling of US revenue by 2027.

In Taiwan's solar market, Chang said annual rooftop solar installations have remained stable at about 500MW in the absence of broader policies promoting solar systems for buildings and households. If the government further expands residential and building rooftop solar policies, annual installations could increase by an additional 100–200MW, helping Taiwan's overall solar installation volume recover.
Chang said the Energy Administration is holding intensive discussions with Taiwan Power and local industry players to formulate relevant policies and coordinate with Taiwan Power's distribution mechanisms.
Solar systems installed on the rooftops and balconies of households and townhouses are largely used for self-generation and self-consumption. Although the micro systems installed by individual households, such as 1–2kW systems, present management challenges for Taiwan Power's distribution network, they can ease the pressure that high electricity consumption from the semiconductor and AI industries places on the grid.
Such systems also provide significant value for developing Taiwan's microgrid infrastructure and strengthening grid resilience. The government is accelerating the development of regulations and supporting measures to promote their deployment.
Imported modules dominate Taiwan market
Chang also analyzed the supply structure of Taiwan's domestic market. Taiwan's total solar installation volume is expected to reach about 900MW in 2026, with imported modules, including those from Southeast Asia, accounting for more than 60%. Locally made modules will account for the remaining roughly 40%.
Facing competition from imported modules, Chang emphasized that Taiwan manufacturers prioritize resistance to the positive and negative wind pressure generated by Taiwan's typhoons. They use aluminum frames and glass that meet high standards, while the government expects domestic projects to use locally made products designed to withstand Taiwan's environmental conditions whenever possible.
US plant plans take shape
For its overseas expansion, United Renewable Energy is responding to the US policy of localizing supply chains by working with partners including Sino-American Silicon Products to plan a module production base in the US. The plant location is expected to become clear in the fourth quarter.
Chang said a single production line at the US plant will have a theoretical annual capacity of up to 1GW. However, limited local technical labor prevents round-the-clock operation. After accounting for staffing constraints, actual output is expected to reach approximately 600–700MW.
Even with the labor limitations, Chang said, output of 700MW from a single US production line would already far exceed Taiwan's current market for locally made modules of approximately 360MW. US solar module selling prices are also twice as high as those in Taiwan.
With the benefits of increased production and doubled unit prices, United Renewable Energy expects the US market to make a significantly larger contribution to revenue in 2027, with the goal of doubling its US revenue.
Buyers inquire about more than 1,000MW
Addressing market interest in its outlook for orders from the Americas, Chang clarified that US buyers naturally had reservations before the physical plant was formally built and operational. However, as the project advances, inquiries from US customers have exceeded 1,000MW, with buyers responding enthusiastically.
Chang said major US customers typically have long planning cycles, while the US applies stringent reviews to non-China supply chains. This gives Taiwan's supply chain substantial room to compete.
The US plant is expected to begin making a significant contribution in the fourth quarter of 2027. Long-term order visibility and production scheduling are already clear, and some buyers have begun discussing orders extending through 2030.