Taiwan's Apollo Power Orders 260 Tesla Megapack 2XLs. It Has Customers Signed for 33 of Them.

Apollo Power, a renewable-energy integrator on Taipei's Emerging Stock Board, told the exchange on 12 October 2026 that it had signed a purchase contract for Tesla Megapack 2XL storage units on 8 October. The counterparty named in the filing is Tesla Motors Taiwan Limited. The order covers 260 units, about 1 GWh in total, contracted and delivered in batches for behind-the-meter storage at industrial customers and for "resilient grid" projects. The price is confidential under a non-disclosure agreement. Equipment is expected from the end of 2027, with sites running in 2028, subject to delivery, customer progress, construction, grid connection and acceptance. Apollo will pay for it with a cash capital increase and bank loans. The filing warns that the purchase is not revenue and that launching the programme "does not mean confirmed orders from the participating parties".

The numbers behind the headline

The power, batch and customer figures come from Biggo Finance's report of the signing ceremony, where general manager Wu Chun-yi gave the breakdown. The sites are planned along Taiwan's western industrial corridor for steelmakers, semiconductor plants, manufacturers, textile mills and hospitals. Chairman Wang Hui-min said companies had spent the past years competing for GPUs, servers and talent, only to find that the first bottleneck when compute arrives is electricity, and that the order reserves storage while global supply of large units is tight.

Tesla's side

Sun Hsiao-han, general manager of Tesla's energy business in Taiwan, said the two companies had presented a demonstration site with memory-maker Phison in June and had reached 1 GWh four months later. She put Tesla Energy's worldwide deployments at more than 50 GWh, growing by 2 to 3 GWh a quarter, with about 1.5 GWh installed in Taiwan, and said Tesla would provide a 20-year warranty and maintenance. Tesla's engineers said the units' grid-forming mode had cut high-frequency grid oscillation by about 70% under GPU loads at the Phison plant. Deputy economics minister Ho Chin-tsang attended, and Apollo launched an "AI data centre and resilient grid" alliance with Phison, Gigabyte and Shihlin Electric on the same day. The units are Megapack 2XL rather than the Megapack 3 that entered production in Texas in August. Teslarati picked up the filing on 13 October.

What this means for a European Tesla owner

The scale is modest next to Europe's grid projects: Belgium's Green Turtle alone is 640 Megapack 3 units and 2,800 MWh. What is new is the buyer. This is a behind-the-meter order from factories and data centres rather than a utility, and Apollo's own chairman frames it as reserving supply before it runs short. European projects commissioning in 2028 are drawing on the same production, and Tesla's quarterly storage additions of 2 to 3 GWh are the ceiling for all of them. Taiwan is also a market where the Model Y was September's best-selling car of any kind. The order itself is firm; the customers behind 227 of the 260 units are not yet.