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Tuesday 15 July 2025
Molicel factory fire prompts 3-day air quality monitoring in Kaohsiung
A fire broke out at lithium battery maker Molicel's factory in Kaohsiung, Taiwan, on July 14, 2025. Taiwan's Ministry of Environment (MOE) has commissioned National Kaohsiung University of Science and Technology to establish a toxic disaster response center in response to air quality concerns. Aside from trace amounts of hydrofluoric acid detected in the morning, no other abnormalities were detected at any of the monitoring points in areas around the factory. The center will continue to monitor the air around the factory and Linhai Industrial Park for the next three days.
Tuesday 15 July 2025
Taiwan solar industry group denies toxic leakage concerns after typhoon damage
Taiwan's photovoltaic industry association dismissed public concerns about toxic liquid leakage from solar panels damaged by Typhoon Danas, saying the public is confusing solar cells with household batteries.
Tuesday 15 July 2025
Taiwan battery, solar sectors face safety scrutiny amid global expansion push
Taiwan's lithium battery and solar industries are confronting safety challenges that mirror risks seen across international markets, even as the government maintains support for domestic manufacturing of these strategic materials.
Tuesday 15 July 2025
Taiwan Cement's battery unit hit by fire as transformation drive stalls
A flash fire at Taiwan Cement's lithium battery subsidiary Molicel threatens to derail the company's pivot away from traditional cement operations, highlighting risks as Asian manufacturers rush into the electric vehicle supply chain.
Monday 14 July 2025
SK On partners with L&F to build North American LFP battery supply chain
SK On signed a memorandum of understanding (MOU) with South Korean battery cathode materials company L&F to promote its lithium iron phosphate (LFP) battery business targeting the North American energy storage system (ESS) market.
Monday 14 July 2025
Taiwan's CAEC surges 877% on chip industry battery demand
Taiwan's Changs Ascending Enterprise Co. (CAEC) posted June revenue of NT$48.6 million (approx. US$1.5 million), up 877% from a year earlier, as semiconductor manufacturers adopted its lithium iron phosphate battery systems for uninterrupted power supply applications.
Thursday 10 July 2025
Ford reboots US battery plant after tax shift clears CATL licensing path
Ford will move forward with its US$3 billion lithium iron phosphate (LFP) battery plant in Marshall, Michigan, after the Trump administration's US$3.4 trillion budget bill preserved key production tax credits. The change clears the way for Ford to use LFP technology licensed from China's CATL, which was previously restricted under US trade rules.
Thursday 10 July 2025
US auto market resets as Trump shuts door on Chinese electric cars
President Donald Trump's return to the White House may have dealt a blow to the clean energy subsidies championed under President Biden's Inflation Reduction Act (IRA), but his administration is doubling down on "America First" manufacturing and mounting a fierce blockade against Chinese electric vehicles (EVs).
Thursday 10 July 2025
Three questions for Taiwan and its attempt to build a fully integrated EV industry

Taiwan's electric scooter market appears to be entering a new phase—one defined by a tripartite division of battery-swapping networks. But with limited space, dense urban populations, and room still left for adoption growth, a fundamental question arises: How many battery-swapping systems does Taiwan need? And more importantly, what are the hidden costs and long-term risks that come with this model?

Thursday 10 July 2025
Taiwan’s electric scooter market faces a shake-up as third player eyes entry

Driven by global industrial trends and supportive local policies, Taiwan has taken an aggressive lead in developing its electric scooter industry. With major players like Gogoro Network and Kymco's Ionex already entrenched, a potential new entrant — a coalition between Sanyang Motor (SYM) and CPC Corporation, Taiwan's state-owned oil company — is sparking debate over whether the market can support a third battery-swapping system.

Thursday 10 July 2025
Tripolar shift: Taiwan's battery swapping market moves toward fragmentation
Taiwan's electric scooter industry may be on the cusp of a new chapter—one defined not just by innovation, but by fragmentation. With the potential emergence of a third battery-swapping network led by SYM and CPC Corporation, the sector is poised to evolve once more, raising fundamental questions about infrastructure, competition, and consumer adoption.
Thursday 10 July 2025
LG Energy Solution swings to profit as US battery demand lifts results
South Korea's LG Energy Solution (LGES) posted a significantly stronger operating profit in the second quarter of 2025, ending a streak of six consecutive quarters of losses and highlighting improved company fundamentals. Operating income rose 152% year-over-year to KRW492.2 billion (approx. US$355 million), despite a 9.7% decrease in revenue to KRW5.56 trillion. Data from financial platform FnGuide showed that LGES's sales were 2.9% below analysts' consensus estimates, while its operating profit surpassed forecasts by 56.3%.
Wednesday 9 July 2025
Seetel partners with Canadian firm to expand global energy storage reach
Taiwan's Seetel, a lithium battery and energy storage manufacturer, said Tuesday it formed a strategic alliance with Canadian energy storage solutions provider Energy Plug to expand into global markets.
Monday 7 July 2025
Humanoid robots accelerate development, expected to become a lifeline for South Korea's battery industry
Due to the slowdown in electric vehicle (EV) demand and intensified competition in the battery market, South Korea's major battery manufacturers LG Energy Solutions (LGES), SK On, and Samsung SDI have shown lackluster performance. However, as global IT and automotive companies actively invest in the humanoid robot industry, batteries dedicated to humanoid robots are poised to become a key factor in reversing this trend.
Sunday 6 July 2025
Tesla launches US production of LFP batteries as trade policies shift

Tesla CEO Elon Musk has confirmed that the company's first LFP battery plant in the US—located in Sparks, Nevada—is nearing completion and will soon begin production. The facility will have an initial annual capacity of 10GWh, primarily serving Tesla's energy storage product Megapack and select vehicle models.

Sunday 6 July 2025
Taiwan's FSET signs clean-tech MOU with Poland's SKB to expand into EU energy and mobility markets
Formosa Smart Energy Tech (FSET) has signed a strategic memorandum of understanding (MOU) with Poland's SKB Group, outlining a comprehensive five-pronged partnership that spans electric buses, integrated energy storage systems, smart energy platforms, commercial and industrial storage, and strategic investments in clean-tech alliances.
Thursday 3 July 2025
ProLogium's Taoyuan Hi-Tech Industrial Park plant drives lithium ceramic battery shipments past 2.4M units
Next-generation lithium ceramic battery manufacturer ProLogium announced that its cumulative shipments have officially surpassed 2.4 million units as of the first half of 2025, marking a significant milestone since its inception in 2013.
Thursday 3 July 2025
Taiwan's HCM partners with France's Saft on next-generation EV battery technology
Taiwan battery material maker HCM signed a cooperation agreement with France's Saft to develop lithium manganese iron phosphate (LMFP) batteries for electric vehicles and energy storage systems, with support from Taiwan's Industrial Technology Research Institute.
Tuesday 1 July 2025
Billion Electric accelerates pivot to clean energy, reports 52% revenue growth
In Taiwan's rapidly expanding green energy market, driven by the global energy transition and power grid modernization, Billion Electric is making a strategic shift from its traditional power supply roots to become a major player in renewable energy and storage. During its June 30, 2025 earnings call, the company revealed it had secured a 262 MWh operations and maintenance (O&M) contract and expects to add two more project sites in the third quarter of 2025. Billion Electric also announced plans to launch several new products in the second half of 2025, signaling sustained momentum for growth ahead.
Tuesday 1 July 2025
FSET launches Taiwan's first LFP battery recycling line to produce battery-grade lithium carbonate
On July 1, 2025, Formosa Smart Energy (FSET) announced the completion of Taiwan's first integrated demonstration line for LFP battery recycling, combining front-end physical crushing with back-end chemical extraction.
Tuesday 1 July 2025
Honda pushes back hydrogen factory plans due to cost crunch
Honda has postponed the launch of its next-generation hydrogen fuel cell factory, pushing back the production timeline with no new start date confirmed. Citing reports from Nikkei and Jiji Press, the company now plans to reduce the facility's annual capacity to fewer than 20,000 units, down from the originally projected 30,000. The plant, located in Tochigi Prefecture, was initially slated to begin operations in fiscal 2027 (April 2027–March 2028).
Tuesday 1 July 2025
Taiwan-made batteries are highly competitive, say supply chain allies eyeing local BTM energy storage market
Three Taiwanese companies that have formed a strategic alliance eyeing the behind-the-meter (BTM) energy storage market maintain that locally-made batteries are highly competitive.
Monday 30 June 2025
CATL breaks ground on US$6B Indonesia battery venture
The world's top maker of electric-vehicle batteries broke ground on a US$6 billion battery material ecosystem in Indonesia as the government pushes ahead with commodity downstreaming goals.
Thursday 26 June 2025
EVs reshape the game: Top 5 Tier 1 suppliers see ranking shifts
Automotive News, which routinely reveals the rankings of global automotive parts supply chains mid-year, recently published its latest list. Most of the top five global Tier 1 suppliers remain familiar names, but structural changes in electric vehicle (EV) demand have caused slight shifts in their rankings.

Looking at total automotive parts sales for 2024, Germany's Bosch holds the top spot with revenue down 2.7% year-over-year; Japan's Denso rose one position to second place with a 1.5% increase in revenue; Canada's Magna slipped one rank to third, maintaining flat annual revenue. Germany's ZF Group remains fourth, experiencing a 25% decline in revenue, while China's CATL stays fifth with a 14.8% drop in revenue.
Thursday 26 June 2025
Sysgration boosts investment in Celxpert; IPC and BBU shipments to start in 2H25
Strategic investments and collaborations have become the norm in the information and communications technology industry, aiming to expand product offerings and market reach while creating mutual benefits. Sysgration, originally focused on tire pressure monitoring system (TPMS) products, has actively broadened its market scope in recent years. The company has ventured into industrial PC (IPC) and energy-related product sectors and strengthened its product and market positioning through investments.