The National Science and Technology Council (NSTC) Southern Taiwan Science Park (STSP) Bureau has recently approved investment applications from three companies: Yalixin, Mega Sunergy, and Nalco Water.
With rising demand for server and gaming NB power supplies, Chicony Power reported second-quarter 2025 revenue of NT$9.13 billion (US$304.5 million), an 8.2% increase from NT$8.442 billion in the first quarter. However, due to exchange rate fluctuations, operating profit dropped to NT$559 million, down 2.7% quarterly.
Smart energy brand HD Renewable Energy's (HDRE) business footprint covers Taiwan, Japan, Australia, and the Philippines, with an overseas total target capacity reaching 6GW. As the group rapidly expanded its scale, HDRE announced an organizational upgrade on August 5, 2025.
Giga Storage announced a partnership with electric bus manufacturer Tron-e on August 5, 2025, to co-develop the Xinpu Tron-e Smart Industrial Park. This initiative marks Giga Storage's strategic diversification efforts while the company expands into renewable energy and high-efficiency cooling technologies for AI and high-performance computing (HPC) applications.
Amid US sanctions on China, South Korean battery production has attracted significant attention. With LG Energy Solution (LGES) recently securing a large contract for lithium iron phosphate (LFP) batteries, the company is officially entering competition with Chinese manufacturers. However, in a global market without sanctions, South Korean firms still face challenges related to pricing and technological capabilities when competing against their Chinese counterparts.
Since early 2025, Taiwan's real estate and auto markets have been sluggish, with car sales in a prolonged downturn. Though the government once set ambitious electric vehicle (EV) adoption targets under its 2050 net-zero carbon roadmap—including EVs accounting for 10% of all new car sales and 20% of motorcycles by 2025—those goals have since been quietly softened. As of 2024, Taiwan has fallen significantly short: EVs represented just 8.3% of new car sales and electric scooters 10.5%.
Cities worldwide are advancing toward the vision of net-zero emissions by 2050. In Taiwan, from the Ministry of Transportation and Communications (MOTC) to local government transportation departments, efforts are fully underway to promote electric vehicles (EVs), electrification of public transport, charging station deployments, station management, intelligent traffic management systems, and green logistics. Pilot programs and innovative strategies have been launched with the aim of integrating transportation energy management, data governance, and policy tools across various sectors.
Global competition is intensifying over rare and critical mineral resources. South Korea's relatively slower progress in comparison to the US, Japan, and China has raised concerns across academia and various industries. To mitigate raw material disruptions and geopolitical risks, technological independence, diversified supply chains, and strategic stockpiling policies are becoming urgent priorities.
AI server data centers are creating new business opportunities. Castrol, a subsidiary of British Petroleum (BP), is optimistic about the liquid cooling prospects in AI data centers and is crossing over into the coolant market. Peter Huang, global head of thermal management at Castrol, stated that in addition to coolants, Castrol will also invest and collaborate with Taiwan's server supply chain to capture the liquid cooling market.
Japanese utility firm Kyushu Electric Power has entered a strategic partnership with Taiwan-based ProLogium to jointly develop superfluid inorganic all-solid-state lithium battery 24V modules.
Japan and the EU have each reached tariff agreements with the US, covering the car, energy, and IT sectors. While the period of low tariffs has ceased to exist, it is still early to say that the US auto industry has achieved a decisive victory.
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