The 35th Taiwan-Japan Modern Engineering and Technology Symposium opened in Taipei on November 17, with experts highlighting that Taiwan's future economic growth faces challenges from extreme climate events, geopolitical conflicts, US tariff uncertainties, and constraints on critical material supplies. Among these, extreme drought poses the most severe threat to Taiwan's industries, especially the water-intensive semiconductor sector.

Taiwan's solar industry is facing a severe setback due to amendments to three key laws: the Environmental Impact Assessment Act, the Act for the Development of Tourism, and the Geology Act. Large-scale solar projects will be comprehensively impacted, possibly causing green energy supply to stall and forcing Taiwan's semiconductor sector, critical to national security, into unprecedented strategic dilemmas under RE100 commitments.

With the global race toward net-zero intensifying, Taiwan's energy strategy now stands at a critical crossroads. An amendment to the Environmental Impact Assessment Act, currently under review in the Legislative Yuan, is drawing fierce concern from industry groups, who argue the proposal could create a self-inflicted "legislative barrier" that jeopardizes Taiwan's energy security, semiconductor supply chain, and the livelihoods of millions.

The development of the hydrogen energy industry has been driven by demand from application sectors, including scenarios ranging from hydrogen vehicles to power usage. Although global hydrogen vehicle sales have declined over the past two years, Japan has remained committed to promoting hydrogen fuel cell commercial vehicles and even expanding trials of natural gas-hydrogen blended combustion power generation.

Some of India's export-oriented green hydrogen projects are expected to face delays due to global policy uncertainties, potentially pushing the country's clean fuel production target beyond its original timeline, according to a senior government official who spoke on November 11, 2025.

Plastic injection molding giant Fu Chun Shin (FCS) reported positive year-on-year revenue growth for October 2025, driven by demand from automotive components, ICT, semiconductor, and sports industry customers. New technology deployments in the premium sports sector are beginning to reap benefits, with supercritical fluid physical foaming equipment seeing increased shipments.

Tata Power plans to establish India's largest solar wafer and ingot manufacturing facility with a capacity of 10GW, CEO and managing director Praveer Sinha said on November 11, 2025. The move will mark the company's entry into the upstream segment of the solar value chain, completing its presence across the entire manufacturing ecosystem.

Analysts believe Tesla is shifting from battery-buying to battery-making, as its procurement team is reportedly in active communication with South Korean suppliers of cathode materials, anode materials, and copper foil for batteries. This reflects Tesla pursuing vertical integration to boost profitability and establish a self-contained ecosystem. According to the Korea Economic Daily, Tesla has also discussed orders with a South Korean copper foil manufacturer, with supply expected to begin in 2026.

Gogoro's operational fundamentals have improved significantly, and its success was reflected in its financial results for the third quarter of 2025. By prioritizing its focus strategy, Gogoro has laid a strong foundation to achieve profitability in its energy business by 2026, generate free cash flow by 2027, and reach profitability in its vehicle business by 2028.

Energy Taiwan 2025 concluded on October 31, 2025, with one key takeaway being that the massive power demand from AI data centers is driving the deployment of emerging low-carbon energy solutions with solid oxide fuel cells (SOFC). With characteristics such as distributed generation, on-site power supply, and self-consumption, SOFCS may be a solution to address data center power gaps.

Buima reported steady revenue growth in October 2025 as orders for green energy and construction projects advanced. The company is accelerating its expansion into renewable energy, developing next-generation energy storage and management systems to strengthen its market position and capture international opportunities.