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Dec 1, 15:39
Shinkong’s new growth story starts with GPU packaging and e-paper
Shinkong Synthetic Fibers Corporation (SSFC) told investors on November 28 that it is navigating a challenging operating environment marked by raw material price volatility, Chinese product dumping, and shifting US tariff policies. The company said it is countering these pressures through diversified product development, rising contributions from its optoelectronics segment, and accelerating growth at subsidiary Shinsol Advanced Chemicals.
Chinese wind turbine manufacturer Envision Group is evaluating the establishment of a battery plant in India. As the Indian government encourages increased use of renewable energy, energy storage is increasingly being accepted as a new opportunity.
Raymond Huang, chairman of water pump leader Walrus Pump, stated that 2026 will see four main growth drivers: this includes the launch of the new Kaohsiung Luzhu Global Factory, industrial water pumps entering the supply chains of major US and Japanese machine tool makers, shipments of server-grade technology pumps, and the launch of newly developed submersible pumps. The company is very optimistic about its 2026 business outlook.
At its investor conference on November 27, 2025, Gigastorage Corporation shared details regarding its strategic shift from its early photovoltaic (PV) business toward AI computing, cooling, and personal health micro-sensing. In the HPC and AI fields, Gigastorage has invested in direct forming technology (DFT). This technique leverages the high hardness of diamond abrasives to directly machine deep, tall two-dimensional fin structures onto heat-dissipating materials, improving thermal resistance performance by approximately 20%. It overcomes the technical bottlenecks of traditional cooling solutions, allowing fins to be directly integrated into GPU modules while precisely controlling the base thickness below 0.2mm, targeting top-tier applications such as HPC and vertical AI cooling.
Amid rising global demand for green energy and geopolitical supply chain shifts, solar engineering, procurement, and construction (EPC) firm Teinco Technology is harnessing its expertise in electromechanical engineering to develop a renewable energy trading platform and enter the green energy storage market in the US. The company aims to expand its operational footprint by leveraging these two growth engines.
India's fast-expanding solar sector is entering a critical juncture as ambitious government targets, rising domestic manufacturing capacity, and weakening export demand create the conditions for both growth and consolidation.
Taiwan's recent passage of amendments to three laws has sparked significant concern among energy companies about solar power development in the country. Industry players worry the new regulations will deter investors and further delay large-scale PV power projects. Adding to the challenges, newly established private gas power companies Chung Chia Power (CCP) and Jiu-Wei Power are canceling projects amid local opposition.
The Philippines is rapidly advancing its green energy infrastructure to meet rising electricity demand driven by economic growth and data center expansion. Taiwanese energy companies highlight the Philippines' abundant sunlight and low land costs as key advantages, with strong government support for solar power, waste-to-energy (W2E), hydropower, and energy storage sectors presenting new opportunities for foreign investors.
Global net zero goals and the rapid adoption of green energy by RE100 companies have pushed Taiwan's green power market into a long-term shortage. Engineering, Procurement, and Construction (EPC) firm Teinco Technology stated that by leveraging its electromechanical background and diversified deployment strategy, the company has adopted a dual approach of strategic alliances and investments, successfully driving strong profit growth. Order visibility has now steadily extended through 2028.
Taiwan-based Yongyu Plastics is advancing the development of paper-based soft tubes that significantly reduce plastic usage and deliver 30% more carbon reduction than conventional plastic tubes. These environmentally friendly products are scheduled to enter the market in 2026, according to Chairman Wei-cheng Wang.
Ta Ya Electric reported a 3.4% rise in consolidated revenue to NT$22.995 billion (US$731 million) for the first three quarters of 2025, driven primarily by strong demand for electric wires and cables linked to Taiwan Power Company's resilient grid project orders. The company achieved a gross profit of NT$3.245 billion with a 14.1% margin during the period.
Taiwan's energy storage industry struggles with internal policy and structural issues, while the US faces supply chain disruptions and tariff uncertainties. Both markets encounter unique hurdles limiting the growth of lithium battery-based large-scale energy storage projects, which are essential for power grid stability.
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