Next-generation lithium ceramic battery manufacturer ProLogium Technology has announced the launch of its fourth-generation superfluid all-inorganic solid-state battery, with plans to begin mass production at its Taoyuan Science Park facility in Taiwan starting mid-2026. In addition to targeting electric vehicle (EV) applications, ProLogium is actively pursuing markets including robotics, electric bicycles, and energy storage systems (ESS), with related partnerships expected to be unveiled at the January 2026 Consumer Electronics Show (CES) in Las Vegas.

AI data centers (AIDCs) in the US are reshaping power dynamics between energy and technology sectors. Although they were once considered a cornerstone of cloud services and AI, it has become clear that their unrelenting power consumption has caused electricity bills to skyrocket. According to January 2025 statistics from the National Energy Assistance Directors Association (NEADA), the national average electricity bill in the US has risen by around 11%, roughly three times the overall inflation rate. In the first half of 2025, approximately 14 million people nationwide were behind on their electricity bills, with average debts reaching US$789, an increase of about 30% year-over-year compared with 2022.

The US government is beginning to grow cautious of AI data centers (AIDCs) because of their enormous pressure on power grids. In facing the hard limits of energy resources, policymakers will be forced to reallocate resources and shift priorities. If an AIDC cannot present a comprehensive power generation and consumption plan and relies solely on access to the public grid, the project is almost impossible to pass approval.

On December 11, 2025, Taiwan officially inaugurated its first hydrogen refueling infrastructure with the simultaneous opening of CPC Corporation's Nanzi station in Kaohsiung and Linde LienHwa Group's Shugu demonstration station in Tainan. The milestone signals a new chapter for Taiwan's hydrogen energy supply chain and practical use in transportation.

These are the most-read DIGITIMES Asia stories in the week of December 8 to December 14, 2025.

The global power equipment supply chain is facing a transformer shortage due to the unrelenting AI data center construction and demand for renewable energy. Delivery times for key equipment have been significantly extended, with some large transformers requiring as long as 24 months. This not only tests grid resilience but also creates challenges for major tech firms urgently seeking new power capacity.

As the end of 2025 approaches, Tesla has returned to the solar market and relaunched its residential solar leasing business. Active across renewable energy, AI, autonomous driving, and robotics, Tesla is making a major push before the Trump administration removes the 30% residential solar tax credit under the Inflation Reduction Act (IRA) at the end of the year. It is betting on an upcoming rush of early purchases.

Taiwan's major castings supplier Yeong Guan Energy Technology Group, a key producer of components for wind turbines, machine tools, and heavy industrial equipment, is deepening its presence in China's rapidly expanding wind power market while advancing its Southeast Asia strategy. The company is set to complete its new Thailand plant by late 2025, with mass production scheduled to begin in 2026.

Taiwan's escalating electricity supply challenges have sparked a sharp rise in demand for home energy storage solutions, with orders for Tesla's Powerwall reportedly tripling in 2025. Consumers and businesses alike are turning to residential battery systems as grid instability and outages increasingly disrupt daily life and operations.

In a strategic move aligned with global trends, TCC Group Holdings (formerly Taiwan Cement Corporation) Chairman Nelson An-ping Chang is steering the group's sustainable growth by positioning new energy as its "fourth leg." Balancing environmental responsibility with investor returns, TCC aims to establish a business philosophy that is sustainable, measurable, and inheritable.

Taiwan Power Company (Taipower) has sought to integrate private-sector energy storage and generation facilities into the energy transition process since the launch of its electricity trading platform in 2022, according to company vice president Chin-chung Wu. Speaking at the 2025 Nordic Taiwan Sustainable Energy Forum, held on December 3, 2025, in Taipei, Wu highlighted that the platform aims to support Taiwan's energy transition with speed, quality, and cost effectiveness. According to the latest data, more than 1,650 MW of energy storage capacity is already part of Taipower's ancillary services, with an additional 3 GW of storage projects under construction or in the planning phase.

The rising demand for AI servers is driving rapid growth in data center power consumption. Low-carbon energy technologies such as fuel cells and energy storage batteries are seen as key advantages for Taiwan's supply chain.

WiseChip Semiconductor general manager Wen-Qin Ye stated that overall operations have suffered from macroeconomic conditions and tariff impacts, falling short of expectations. However, the company has stabilized operations through inventory management and strengthened organizational efficiency, while actively developing new products. By diversifying its business, the company aims to pursue profitability and hopes that new applications in 2026 will contribute to revenue.

Taiwan's semiconductor industry's rush to secure green electricity has created market distortions that threaten the competitiveness of traditional industries, forcing companies like TCC Group Holdings to shoulder hidden carbon costs while chipmakers dominate renewable energy access.

Power demands of AI servers are boosting growth in the power semiconductor market. However, Taiwan's advanced carbon materials have long relied on imports, and China's recent graphite export restrictions have once again emphasized the importance of localized supply chains.

As AI computing power surges exponentially, electricity has become a critical strategic resource for the tech industry. With traditional power supply models struggling to meet the rapidly growing demand from data centers, US tech giants are transforming from mere consumers into active investors and traders in energy.

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.

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.

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'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.

On November 24, 2025, the Chinese Academy of Sciences (CAS) officially launched the "Burning Plasma" international scientific program at the "Future Big Science City" in Hefei, Anhui. The CAS also presented the Burning Plasma Experimental Superconducting Tokamak (BEST) research plan to the global fusion research community.