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Sunday 19 October 2025
Foxconn relaunches energy arm to target China's energy storage market
Foxconn has officially rebranded its energy storage business in China as Fox EnerStor, marking a key milestone in its expansion across the new energy sector. The upgraded brand will debut on October 21, 2025, at the Zhengzhou Airport Economic Zone, where the company will unveil a suite of all-scenario energy storage system solutions designed for industrial and commercial applications.
Friday 17 October 2025
Taiwan Innotech Expo opens with strong focus on AI
The Taiwan Innotech Expo (TIE) opened on October 16, spotlighting over 1,000 innovative technologies with a strong focus on AI. The event continues the theme of major 2025 exhibitions by emphasizing Taiwan's critical role in the global technology value chain.
Wednesday 15 October 2025
LGES posts stronger-than-expected 3Q25 operating profit as energy storage growth offsets EV demand drop
LG Energy Solution (LGES) reported preliminary financial results for the third quarter of 2025, posting an operating profit of KRW 601.3 billion (approx. US$423 million), up 34.1% year-over-year and surpassing market expectations. Despite reduced customer demand following the US removal of electric vehicle (EV) tax credits, LGES's expanding energy storage system (ESS) business successfully offset the impact.
Wednesday 15 October 2025
Taiwan's strained power grid fuels heavy electrical sector boom
The global AI wave is driving rapid expansion of data centers worldwide, with server computing density and power consumption rising in tandem. According to the International Energy Agency (IEA), global data center electricity demand could double by 2030, while load growth from AI training and inference may far exceed current expectations.
Wednesday 15 October 2025
China's lithium battery export controls set to disrupt NB supply chain
Tensions are flaring yet again between China and the US. China has reportedly made plans to impose export controls on certain lithium batteries, key anode and cathode materials, and manufacturing equipment starting November 8, 2025. If China enforces the controls, consumer electronics like notebooks will be significantly impacted. However, data center Battery Backup Unit (BBU) systems primarily use Japanese and Korean cells, making the impact there relatively limited.
Tuesday 14 October 2025
China expands lithium battery export curbs, deepening global supply risks
In just three months, China has implemented two sweeping rounds of export restrictions on its lithium battery supply chain, marking a sharp shift in Beijing's strategy from simple industrial protectionism toward a broader geo-economic agenda.
Monday 13 October 2025
Philippine energy transition sparks surge in Taiwan supply chain opportunities
The Philippines has, in recent years, taken a proactive stance on energy transition, aiming to increase the share of renewable energy in its domestic grid to 35% by 2030, 50% by 2040, and beyond 50% by 2050. With the massive renewable energy gap in these aggressive targets, Taiwanese firms are eagerly vying for a slice of this new, emerging market.
Monday 13 October 2025
China's rare earth export ban broadens; US vows strong retaliation

China, on October 9, announced a major expansion of its rare earth export controls, escalating tensions with the US and drawing sharp criticism from President Donald Trump. In response, Trump vowed to impose 100% tariffs on Chinese goods starting on November 1.

Wednesday 8 October 2025
US rebuilds rare earth supply chain to cut China dependence
The global rare earth market has long been dominated by China, encompassing everything from ore extraction to separation and refining, and even magnet manufacturing. Although the US possesses rare earth resources, high costs, strict environmental regulations, and China's low-price supply led the US to virtually exit the industry after the 1990s, becoming reliant on imports from China.
Tuesday 7 October 2025
CATL extends global lead as Korean battery utilization drops to 50%

South Korea's once-dominant battery manufacturers are losing their footing in the global electric vehicle (EV) supply chain, as Chinese rivals surge ahead, driven by low-cost lithium iron phosphate (LFP) technology, strategic pivots, and overwhelming production efficiency. New data shows Korea's three major battery makers—LG Energy Solution, SK On, and Samsung SDI—are ceding market share at an accelerating pace.

Sunday 5 October 2025
Billion Electric eyes AI-driven growth in behind-the-meter energy storage
Billion Electric is partnering with major shareholder Sino-American Silicon Products (SAS) to capture a significant slice of the growing energy storage market in the semiconductor sector, as AI drives the demand for power and behind-the-meter (BTM) renewable energy. According to Billion Electric general manager Elsa Chang, 2025 marks the company's first foray into the BTM energy storage market, with further applications and business prospects going forward.
Friday 3 October 2025
Taiwan builds certified training centers to boost ocean tech innovation
Chih-Wei Wu, deputy director general of the Energy Administration (EA) under the Ministry of Economic Affairs (MOEA), showed journalists around the Maritime Technology Innovation Center (MTIC) in Kaohsiung on October 2. Current tenants include Thunder Tiger, the Taiwan Ocean Research Institute (TORI) under the National Institute of Applied Research (NIAR), Fugro IOVTEC, Maca Tech, Lung Hwa Electronics, and GOAT Engineering.
Thursday 2 October 2025
Sungrow rivals Tesla to lead global ESS market with integrated safety solutions
As demand for renewable energy accelerates, grid stability has become a critical challenge shaping the future of the energy storage system (ESS) market. China-based Sungrow Power Supply has positioned itself as a strong competitor to Tesla by focusing on safety and delivering fully integrated ESS solutions.
Thursday 2 October 2025
Indian EMS giant Dixon forms new subsidiary for battery manufacturing
Dixon Technologies has incorporated a wholly owned subsidiary, Dixon Electrocorp Pvt. Ltd., to expand into the fast-growing battery and energy storage segment. The announcement was made through a regulatory filing on September 29, 2025, to the BSE and the National Stock Exchange of India.
Thursday 2 October 2025
US invests in domestic lithium project, secures equity stakes in Lithium Americas and GM joint venture
The US Department of Energy (DOE) announced that its Loan Programs Office (LPO) has restructured a financing deal with Lithium Americas Corp. (LAC), with participation from General Motors (GM), to support the development of a domestic lithium carbonate production facility. The facility, located at Thacker Pass, Nevada, is expected to produce approximately 40,000 tonnes per year of battery-grade lithium carbonate once fully operational.
Tuesday 30 September 2025
South Korea's NIRS fire cripples 647 govt services, exposes lithium battery safety gap
A fire broke out on September 26, 2025, at South Korea's National Information Resources Service (NIRS), disrupting 647 government services spanning finance, administration, and other sectors. The blaze originated from lithium batteries supplied by LG Energy Solution (LGES) at NIRS's main office in Daejeon, prompting ongoing recovery efforts, according to Chosun Biz and Seoul Economy Daily.
Friday 19 September 2025
Japan and EU deepen battery cooperation to counter geopolitical risks
Japan and European countries are strengthening their collaboration to mitigate geopolitical tensions and supply chain vulnerabilities stemming from tensions between the US and China. On September 15, 2024, Japan's Ministry of Economy, Trade and Industry (METI) announced expanded cooperation with the European Union (EU), particularly focusing on the battery supply chain, as reported by Yomiuri Shimbun and Nikkei Asia. This move is part of broader partnerships aimed at advancing technology industries, green energy, and satellite sectors.
Friday 19 September 2025
Energy warning for Korea's semiconductor cluster: grid, LNG plans clash with net-zero goals
The Yongin Semiconductor Cluster in South Korea, which is anchored by Samsung Electronics and SK Hynix, is currently under development. However, experts caution that there are unresolved power grid issues, mainly due to the massive energy demands of the cluster. Additionally, the current energy supply plan may conflict with the national goals for carbon neutrality.
Wednesday 17 September 2025
South Korea promotes SiC power semiconductor technology autonomy, eyeing EV-driven growth
The South Korean government recently announced several industrial growth plans, including support programs for the localization of silicon carbide (SiC) power semiconductors. The SiC power semiconductor market relies heavily on the electric vehicle (EV) sector. Although current growth has slowed, medium- to long-term expansion is expected to accelerate. Therefore, whether South Korea can leverage more advanced technologies to compete with Chinese manufacturers on price will be a critical factor.
Tuesday 16 September 2025
AI data centers turn to high-voltage direct current as new power backbone
The global artificial intelligence (AI) boom is not only driving demand for AI servers and AI data center hardware construction but also pushing high-voltage direct current (HVDC) to become the future mainstream in power supply due to the AI sector's massive energy consumption. This shift is accelerating investments from power grids, heavy electrical equipment, and power supply manufacturers, while the technical and capital barriers are expected to trigger a new round of market shakeouts.
Monday 15 September 2025
Ritwin expands three main product lines amid surging power demand in post-AI era
Energy storage system and battery module manufacturer Ritwin has secured a 410MWh energy storage system order from Taiwan Power Company (Taipower), with shipments expected to begin in the fourth quarter of 2025 and continue through 2026. Additionally, Ritwin is optimistic about new power applications driven by AI, with plans to expand the scale of its three main product lines.
Friday 5 September 2025
Hyundai hydrogen vision challenged by South Korea's shrinking budget
Hyundai Motor Group recently participated in the 16th Clean Energy Ministerial (CEM16), emphasizing the necessity of establishing a hydrogen energy ecosystem and reinforcing its position as a global leader in the hydrogen sector. However, with South Korea's hydrogen budget reduced for two consecutive years and infrastructure investment still insufficient, how businesses and the government overcome these challenges has become a focal point.
Tuesday 2 September 2025
Chroma ATE sues GW Instek over ATS 8000 IP infringement
Taiwan's semiconductor automated test equipment (ATE) maker Chroma ATE has filed a lawsuit against Good Will Instrument (GW Instek), accusing the rival instrument maker of infringing on its intellectual property by copying the name and interface of its self-developed automated test system, ATS 8000. The case was submitted to Taiwan's Intellectual Property and Commercial Court on September 1, 2025, under the Fair Trade Act.
Thursday 28 August 2025
South Korea's industrial giants eye SMR solutions for energy security
During his visit to South Korea, Microsoft founder Bill Gates met with President Lee Jae-myung and SK Group chairman Chey Tae-won to explore business cooperation in small modular reactors (SMRs). President Lee underscored South Korea's readiness to become a leading SMR nation, citing the country's competitiveness in both domestic and international markets.
Tuesday 26 August 2025
Southern Taiwan emerges as global semiconductor and AI hub with 300 international startups
The 2025 Meet Greater South, held August 22-23 at the Kaohsiung Exhibition Center, brought together 300 startup teams from nine countries. Centered on the themes of semiconductors, AI, and sustainability, the event underscored how these sectors are becoming the core drivers of industrial upgrading and international integration in southern Taiwan.