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Friday 13 June 2025

Hanwha Qcells enters US solar recycling market with EcoRecycle launch

Hanwha Solutions' solar subsidiary, Hanwha Qcells, has officially launched its solar module recycling brand, EcoRecycle by Qcells, marking its entry into the US recycling market amid growing demand for sustainable end-of-life module processing.

Friday 13 June 2025

Huawei founder: US is a generation ahead—but China will find a way

On the eve of high-level trade talks between the United States and China in London, an unusually candid interview with Zhengfei Ren, founder of Huawei, appeared in the Chinese state-run People's Daily—drawing significant attention at home and abroad. The interview, headlined "The more open a country is, the more it progresses was widely interpreted as both a diplomatic signal and a strategic statement on China's ambitions in semiconductors and technology.

Friday 13 June 2025

From FTM to BTM: Taiwan's energy storage transition confronts ROI and regulatory hurdles

As Taiwan shifts its focus from front-of-the-meter (FTM) to behind-the-meter (BTM) energy storage applications, 2025 is expected to mark a turning point, particularly for industrial and large high-voltage electricity users. However, unattractive return on investment (ROI) remains the biggest hurdle, slowing momentum for broader adoption.

Thursday 12 June 2025

Amazon-backed rare earths startup to build recycling plant in Canada

Cyclic Materials, a startup backed by Amazon.com Inc. and Microsoft Corp., announced plans to build a rare-earths recycling plant and research center in Canada.

Wednesday 11 June 2025

CAEC hits record May revenue on UPS battery demand for semiconductor factories

Chang Ascending Enterprise Co. (CAEC) reported a record consolidated revenue of NT$61.15 million (US$2.04 million) for May 2025, buoyed by growing demand for lithium iron phosphate (LiFePO4) battery modules used in uninterruptible power supply (UPS) systems. The company credited the milestone to the start of mass production validation for UPS battery modules and battery management systems (BMS) supporting next-generation semiconductor manufacturing facilities.

Wednesday 11 June 2025

Europe solar power developer eyes Taiwan as regional expansion hub

Taiwan's renewable energy market has experienced rapid development in recent years, drawing substantial investment from international firms. Adam Pegg, Chief Operating Officer for Asia Pacific at Lightsource bp, Europe's largest solar energy developer, emphasized that Taiwan's strong policy support provides stable expectations for investors and solid growth potential. These advantages make Taiwan a strategic hub for Lightsource bp's expansion across the Asia-Pacific region.

Wednesday 11 June 2025

AmCham Taiwan elevates energy crisis to top priority as power shortages threaten tech hub status

The American Chamber of Commerce in Taiwan has elevated energy supply to its top policy priority, warning that power shortages could undermine the island's position as a global technology hub amid surging demand from AI and semiconductor industries.

Monday 9 June 2025

2025 is the breakout year for liquid cooling despite rare earth supply challenges, says AVC President

The year 2025 is poised to be a landmark year for liquid cooling technology in electronics, with rapid growth expected through 2026 and 2027, according to Ching-Hang Shen, President of Asia Vital Components (AVC). AVC is anticipating several years of strong growth, Shen said, highlighting a turning point in the industry's adoption of liquid cooling solutions.

Friday 6 June 2025

RiTdisplay rewires its future, pivots from PMOLED displays to energy and assets

RiTdisplay Group, previously focused on PMOLED displays, is undergoing a sweeping transformation aimed at securing long-term sustainability. The company is now building momentum across three core areas: energy solutions, specialty display systems, and asset management.

Thursday 5 June 2025

URE announces layoffs amid solar power production line upgrades

Taiwan-based solar firm United Renewable Energy (URE) is expected to lay off more than 100 employees by the end of 2025 in response to global green energy market and technological transformation trends. Simultaneously, the company will continue to strengthen its two core businesses: tunnel oxide passivated contact (TOPCon) cells and energy storage.

Wednesday 4 June 2025

Innovation and sustainability dual axes: Teco initiates diversified strategic growth

Teco held its annual shareholders meeting on June 3, 2025. Chairman Morris Li stated that in the face of global economic and market uncertainties, the company would continue to adhere to a dual-axis strategy of innovation and sustainability. It aimed to deepen its energy-saving and carbon reduction initiatives and advance toward becoming a core driver of global electrification, intelligence, and green energy development.

Wednesday 4 June 2025

GUS Technology partners with TYFAST to develop high-efficiency vanadium batteries, eyes North American expansion

Taiwan-based battery manufacturer GUS Technology announced a strategic partnership on June 2, 2025, with California-based startup Tyfast Energy Corp. (TYFAST) to co-develop next-generation high-efficiency vanadium lithium-ion battery technology. The collaboration aims to meet the rising global demand for energy storage and align with accelerating national energy transition policies.

Wednesday 4 June 2025

Taiwan green power demand surges as TSMC pledges unlimited renewable purchases

Taiwan's renewable energy market is gaining momentum as corporate environmental commitments and new regulations for large power consumers drive robust demand. RE100 member companies, including TSMC, are aggressively pursuing green power procurement, creating a key growth catalyst for the sector.

Tuesday 3 June 2025

Taiwan Cement hit by battery losses and Chinese competition; turns to AI and robotics for growth

Under intense competitive pressure from plummeting battery prices and aggressive Chinese market strategies, Taiwan Cement Corporation (TCC) has yet to achieve breakeven in its battery division, sparking significant shareholder concern. At the company's annual general meeting on May 27, Chairman An-Ping Chang addressed these challenges head-on, responding candidly to investors' queries about operational hurdles, strategic investments, and market prospects.

Monday 2 June 2025

TCC shifts from high-carbon industries to green energy, focusing on AI and new energy investments

In recent years, traditional industries in Taiwan, such as petrochemicals and cement, have been severely impacted by global political and economic conditions. Taiwan Cement Corporation (TCC) chairman An-Ping Chang stated that 2025 will be a very complex year. In the first half of 2025, operational abnormalities at factories and short-term fluctuations in the Turkish currency affected business performance, making this year particularly challenging.

Wednesday 28 May 2025

The AI boom's power problem—and China's nuclear answer

As artificial intelligence (AI) rapidly reshapes the global industrial landscape, a less glamorous but increasingly urgent issue has come into focus: energy. At the heart of this revolution lies an often-overlooked truth—AI runs on power, and lots of it.

Tuesday 27 May 2025

Innolux, Delta Electronics to build first large-scale energy storage system in Southern Taiwan Science Park

Panel manufacturer Innolux has partnered with Delta Electronics to build the first large-scale energy storage system (ESS) in the Southern Taiwan Science Park, establishing an energy storage site at its seventh plant with an installed capacity of 40MW/70MWh.

Monday 26 May 2025

AI boom sparks unprecedented energy crisis threatening industry growth, warns Schneider Electric executive

The rapid expansion of artificial intelligence (AI) is fueling an unprecedented energy crisis that could fundamentally constrain the industry's growth, according to Pankaj Sharma, executive vice president for data centers at Schneider Electric. Speaking at Computex 2025, Sharma warned that AI data centers are rapidly approaching power consumption levels that dwarf traditional computing infrastructure, raising urgent questions about energy availability, environmental impact, and infrastructure readiness.

Friday 23 May 2025

Seetel establishes firm presence in energy storage AFC market in Taiwan, eyes international expansion

Seetel New Energy is a Taiwan-based battery and energy storage solutions provider whose business covers lithium battery manufacturing, smart EMS (energy management system), EPC (engineering, procurement, and construction), and maintenance services. Seetel has already established a firm presence in Taiwan's energy storage automatic frequency control (AFC) sector and is expected to expand its reach to Canada and Japan in 2026.

Thursday 22 May 2025

Infineon, Nvidia target 800-Volt power systems as AI energy demands surge

Infineon Technologies and Nvidia announced a collaboration to develop 800-volt DC power architectures for artificial intelligence (AI) data centers, as the industry confronts exponential growth in energy consumption that threatens to outpace current infrastructure capabilities.

Wednesday 21 May 2025

NextDrive rises in Japan’s battery market

Japan's behind-the-meter energy storage market is entering a period of significant policy benefits. Driven by subsidy programs and residential demand, the market is rapidly heating up with simultaneous growth in applications and distribution channels. Taiwan-based energy IoT platform provider NextDrive has strategically positioned itself ahead of this trend, recently announcing partnerships with leading Japanese home energy storage brand Choshu Industry (CIC) and Hanwha Japan, boosting its market share ranking to third place with plans to challenge for second place in 2025.

Tuesday 20 May 2025

GE Vernova and Formosa join forces on hybrid power, LFP battery systems

Formosa Smart Energy Tech, a subsidiary of Formosa Plastics Group, has signed a memorandum of understanding (MOU) with GE Vernova to form a strategic alliance focused on hybrid power and energy storage systems. The partnership aims to combine Formosa's lithium iron phosphate (LFP) battery expertise with GE Vernova's global experience in gas-fired power and energy storage technologies.

Monday 19 May 2025

The US offers to help Taiwan explore new nuclear options

Amid rising energy demands driven by artificial intelligence (AI) and data infrastructure, major US tech companies are increasingly turning to nuclear energy—including next-generation options like small modular reactors (SMRs). Now, the US is signaling it's ready to help Taiwan explore similar technologies—if the island is willing.

Sunday 18 May 2025

Taiwanese startup launches AI-powered green energy trading platform

Thingnario has unveiled an AI-agent-powered platform that streamlines green energy procurement for electricity retailers in Taiwan's evolving power market. The system integrates large language models with Taiwan Power Company's (Taipower) smart meter infrastructure to automate processes from demand assessment to billing settlement.

Wednesday 14 May 2025

Flex doubles European power capacity with new Poland facility to meet AI-driven data center demand

Flex's Critical Power division, Anord Mardix, is expanding its European critical power operations through a significant investment in a new facility in southern Poland. The site, located in Bielsko-Biała, will double the company's regional capacity for power products to 1.2 million square feet, as demand surges for AI-driven data center infrastructure.

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