United Renewable Energy Will Double US Revenue in 2027
The firm plans to expand its capacity through a joint venture to meet rising domestic demand for solar technology.
Updated on Sept. 23, 2026 in Energy
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United Renewable Energy Co expects its United States revenue to double in 2027 as it pivots to capture shifting demand. The company is partnering with Sino-American Silicon Products Inc to launch a 1-gigawatt solar module production line.
Why it matters
This expansion aligns with corporate efforts to capitalize on US reshoring policies and supply chain decoupling. Rising demand from AI data centers is fueling the push to move manufacturing away from Chinese-reliant sources.
The new joint venture production line will feature an annual capacity of 1 gigawatt to serve the US market. Meanwhile, the firm is currently researching solar module applications for low Earth orbit satellites, which face a niche demand of less than 10MW.
The players
United Renewable Energy Co
This is a renewable energy firm currently scaling its manufacturing presence to meet growing international demand.
Sino-American Silicon Products Inc
This company is a partner in the joint venture aimed at establishing new solar module production capabilities.
The details
United Renewable Energy Co reported a net profit of NT$1.52 billion for the first half of 2026, marking a turnaround from a NT$599 million loss during the same period in 2025. The company recently bolstered its balance sheet by selling a solar plant in January 2026 for a gain of NT$2.1 billion.
Timeline
January 2026: The company sold a solar plant for a gain of NT$2.1 billion.
December 4, 2026: Minimum import prices for clean energy technology take effect.
Q3 2027: The new joint venture production line is scheduled to launch.
2027: The company expects US revenue to double.
Deeper Dive
The company's strategy follows the implementation of the US minimum import prices for clean energy technology, which take effect on December 4, 2026. This policy change forces a re-evaluation of supply chains that previously relied on high-volume Chinese imports.
This move toward domestic production aims to stabilize the supply of solar components for large-scale energy projects. Consumers and businesses may see a more reliable supply chain as companies move away from Chinese-dependent imports to avoid higher tariffs.
The takeaway
The trend toward solar reshoring is increasingly driven by the heavy energy requirements of AI infrastructure. Companies are prioritizing secure, local supply chains to mitigate the risks associated with global trade restrictions.
Further reading
For additional context on the evolving power grid, read more in our Energy section.
Source note: This article includes information reported by Taipei Times.
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