CONNECT WITH US
Thursday 6 November 2025
LGES probes alleged leak linked to India's Ola Electric
South Korean electric vehicle (EV) battery maker LG Energy Solution (LGES) is facing a major security breach involving the theft of its high-density pouch-type battery technology, which reportedly ended up in the hands of Indian electric scooter manufacturer Ola Electric. The incident has raised significant concerns about the protection of South Korea's core industrial technologies.
Wednesday 5 November 2025
Jabil to acquire Hanley Energy for US$725M in data center power move
Jabil said on November 4 that it has agreed to acquire Hanley Energy Group. The Ireland- and US-based company provides energy management and critical power systems for data centers. The deal is valued at about US$725 million in cash plus up to US$58 million in contingent payments tied to future revenue performance.
Tuesday 4 November 2025
Samsung SDI reportedly in talks with Tesla for US-based energy storage batteries
Samsung SDI is reportedly negotiating with Tesla to supply batteries for energy storage systems, aiming to leverage rising demand from AI data centers and renewable energy projects in North America.
Sunday 2 November 2025
Energy storage demand surges, driving new growth for Taiwan’s power technology sector
Amid the global energy transformation driven by AI data centers, electric vehicle fleets, and ESG regulations, Taiwan's Seetel New Energy is emerging as a leading player in energy storage system design, manufacturing, and operations.
Sunday 2 November 2025
Taiwan energy firms shift from equipment to integrated solutions in net-zero push
As the global push for net-zero emissions and energy transition gathers pace, energy saving and carbon reduction have become central to corporate competitiveness. With carbon fees now in place and mounting pressures on power stability and green electricity demand, manufacturers are moving beyond single equipment adoption toward comprehensive solutions that integrate diagnostics, storage, green power procurement, and microgrid systems.
Saturday 1 November 2025
AUO pushes integrated solar-storage solutions amid surging post-grid demand
Au Optronics (AUO) is accelerating its expansion in the smart energy sector, unveiling integrated "storage-first" and "solar-plus-storage" solutions at Energy Taiwan 2025. Partnering with its subsidiaries AET SustainTek and StarShining Energy, along with 21 ecosystem partners, AUO is positioning itself at the forefront of Taiwan's evolving post-grid energy storage landscape.
Saturday 1 November 2025
U.S. AI boom hits power bottleneck, unlocking billion-dollar openings for Taiwan suppliers
The global AI race enters a new phase in 2025, shifting focus from advanced cloud algorithms and high-performance computing chips to the coldest yet most critical physical constraint: electricity. Analysis firm Goldman Sachs highlights that power provision is fast becoming the "physical limit" for AI development.
Friday 31 October 2025
Linde LienHwa drives Taiwan into the hydrogen era with first fuel cell truck

After three years of regulatory reviews and industry coordination, Linde LienHwa Group on October 29 unveiled Taiwan's first hydrogen-powered truck at the 2025 Energy Taiwan and Net Zero Taiwan Expo, signaling a significant step toward commercial hydrogen mobility. The company also announced plans to launch its first hydrogen refueling stations, developed in partnership with CPC Corporation, by the end of 2025, a move aimed at laying the groundwork for a domestic hydrogen infrastructure network.

Friday 31 October 2025
Panasonic cuts fiscal 2025 profit forecast amid weak US EV battery market
Panasonic Holdings has revised down its operating profit forecast for fiscal year 2025 by 13.5%, primarily due to reduced profitability in its energy business segment that includes electric vehicle (EV) battery operations. The company supplies batteries to automakers such as Tesla.
Friday 31 October 2025
HDRE pivots to Japan, Australia energy storage as Taiwan market stalls
Taiwan's renewable energy development has hit headwinds in recent years, with 2025 likely marking a slowdown in growth. HD Renewable Energy (HDRE) noted that despite policy and installation setbacks, surging electricity demand from AI and high-tech industries continues to drive strong long-term demand for energy storage.
Thursday 30 October 2025
Lite-On projects double growth in 4Q25, eyes full-year rebound
Lite-On Technology expects to return to a growth trajectory in 2025 while simultaneously accelerating its global capacity expansion, according to company president Anson Chiu. The company has experienced steady growth since the first quarter of the year, seeing year-over-year and quarter-over-quarter revenue growth in the third quarter of 2025.
Thursday 30 October 2025
Solar supplier Motech targets high-margin niches with differentiated technology
The global solar industry is undergoing a technological transformation as the industry has shifted from PERC cells to TOPCon processes. The technology upgrade that was expected to boost gross margins has instead triggered a wave of severe losses due to intense price competition and overcapacity among Chinese giants.
Tuesday 28 October 2025
Trump turns a blind eye to US's AI power grid problem
AI data centers are putting tremendous pressure on the US's already fragile power infrastructure. In addition to Nvidia CEO Jensen Huang and Tesla CEO Elon Musk, multiple Wall Street investment banks and industry organizations have recently warned that the US power grid faces increasing risks of blackouts and rising electricity prices.
Monday 27 October 2025
Taiwan turns China's export curbs into a test of industrial resilience

As Energy Taiwan and Net-Zero Taiwan 2025 open on October 29, Beijing has completed its second wave of export restrictions on lithium batteries and rare-earth materials. This move has jolted global clean-energy supply chains and forced industries worldwide to prepare for another round of structural reshuffling.

Thursday 23 October 2025
As China tightens lithium battery exports, Taiwan's Aleees finds opening

China's sweeping export controls on lithium battery technologies — enacted in July and October 2025 — have effectively erected a "technological iron curtain" around the global electric vehicle and energy storage industries. The new restrictions cover everything from advanced cathode materials and electrolytes to key manufacturing equipment, placing strict limits on what can leave the country.

Thursday 23 October 2025
CATL fuels DaMaoAI's AI energy platform as compute power meets the grid
As China's demand for greener, more efficient compute infrastructure surges, Shanghai-based DaMaoAI has become one of the country's standout innovators in "AI for Energy." The firm recently raised nearly CNY100 million (US$13.8 million) in an A+ round of funding from CATL Capital, the venture arm of battery leader CATL.
Tuesday 21 October 2025
United Renewable Energy launches new leadership to upgrade governance and transformation
Taiwan's low-carbon energy solution provider United Renewable Energy (URE) announced on October 20 a new senior management structure, initiating an upgraded corporate governance and operational transformation phase. The changes aim to enhance the company's agility and innovation in decision-making amid intense market competition.
Monday 20 October 2025
Gigastorage expands green power portfolio with new CPPA and solar project
Gigastorage has taken a significant step forward in its clean energy strategy. Its wholly owned subsidiary, GEG, has signed a three-year corporate power purchase agreement (CPPA) with Taiwan Cooperative Bank, marking a milestone in the company's effort to expand its green electricity business. Under the deal, Giga Energy will supply six million kilowatt-hours of renewable energy beginning in 2025.
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.