Delta Electronics chairman Ping Cheng said at the 2026 Global Views Leaders Forum on October 15, 2026, that the world is entering an era of electrification, with AI data centers and EVs driving electricity demand beyond available supply. Delta is expanding its focus from power consumption to an integrated microgrid architecture spanning generation, transmission, distribution, energy storage and consumption, with solid oxide fuel cells (SOFCs) and solid-state transformers (SSTs) as its key products.
The focus of the global AI race has shifted from securing advanced chips to securing access to electricity, with electrical power now becoming the deciding factor for computing capacity. As power consumption surges at AI data centers (AIDCs), conventional public grids are increasingly facing bottlenecks, and self-generation and improved grid resilience are now requirements in major data center construction projects worldwide.
As hydrogen development and applications take center stage at Energy Taiwan 2026, industrial gas giant Linde LienHwa Group is introducing an end-to-end "Hydrogen-as-a-Service" (HaaS) business model. To support this push, the company plans to progressively localize vehicle assembly in Taiwan, expecting tangible results as early as 2028, according to Jeffery Shan, vice president and head of Merchant & Clean Energy at Linde LienHwa.
TSEC is focusing its overseas expansion on Japan's rooftop solar market and expects Taiwan's solar installations to recover in 2027 from a market low point. For the Taiwan-based solar manufacturer, building a solar plant in the US remains an important direction, but it is not an immediate priority, as the company monitors the uncertainty around the US Minimum Import Price (MIP) policy.
US President Donald Trump said at a Republican rally in Alaska on Tuesday that Taiwan had agreed to buy 30% of liquefied natural gas (LNG) from a planned Alaska pipeline project over 20 years, according to Reuters. Commerce Secretary Howard Lutnick, who also spoke at the rally, said Taiwan had committed to investing US$4.4 billion.
The rapid expansion of AI data centers in the US is placing growing pressure on conventional power grids, as their substantial and highly variable electricity requirements strain available supply in certain regions. Power shortages have even delayed the construction of some AI data center projects.
Star Shining Energy Holdings (SSEH) acquired Star Shining Enetek Corporation (Enetek), a spin-off of AUO's energy business, on October 1, 2026, combining power generation assets with engineering and technology capabilities. The acquisition extends SSEH's business beyond solar into geothermal power, industrial waste heat recovery, energy storage and corporate self-generation.
Taiwan Perovskite Solar Corp. (TPSC) showcased its theme, "PEROVSKITE AI," at Energy Taiwan 2026, highlighting a two-way synergy between artificial intelligence and perovskite technology. In this paradigm, AI accelerates perovskite material and process development, while perovskite technology meets the AI era's demand for distributed green power, smart sensing, and site-specific energy solutions.
Rising carbon-fee pressure is accelerating efforts to decarbonize Taiwan's energy-intensive industries, prompting Linde LienHwa Industrial Gases Group to promote oxygen-enriched and pure oxygen combustion technologies that can substantially reduce fuel consumption and emissions. At the 2026 Net-Zero Taiwan and Energy Taiwan exhibitions, held October 14–16 at the Taipei Nangang Exhibition Center, the company is also highlighting hydrogen applications and energy management solutions to support industrial efficiency and energy resilience.
Amid the global energy transition, localized supply chains, and rising demand for non-China supply chains, United Renewable Energy is working with Sino-American Silicon Products to accelerate its market expansion in Taiwan and overseas. CEO Richard Chang said the company will build on Taiwan's stable rooftop solar market while ramping up its planned 1,000MW US module plant, targeting a doubling of US revenue by 2027.
Energy Taiwan 2026 showcases an energy industry increasingly focused on integration, flexibility, and real-world deployment, as Taiwan balances its net-zero ambitions with rising electricity demand from artificial intelligence (AI), high-performance computing, and advanced manufacturing.
Taiwan's solar manufacturers are increasingly looking to the US market as slowing approvals for large-scale domestic solar projects, limited rooftop installation capacity, and competition from low-cost imports threaten the industry's long-term prospects.
The US is seeking to improve the competitiveness of domestic solar manufacturers and attract overseas investment through minimum import price requirements for solar products. However, supply chain sources cautioned that frequent changes in US policies and regulations could complicate implementation.
Energy Taiwan 2026 opened on October 14, bringing together more than 430 exhibitors across nearly 1,400 booths as the island seeks to strengthen energy resilience and accelerate decarbonization amid rising electricity demand from artificial intelligence (AI).
Taiwan's Energy Management Act is undergoing its first major revision in nearly a decade, driving businesses to reassess self-generation and energy storage systems (ESS) as the market shifts from equipment installation alone toward returns, safety, and long-term operations.
ATE Energy International Co. Ltd. reported consolidated revenue of NT$6.667 billion (US$209.0 million) for the first three quarters of 2026, up 132.52% from a year earlier, driven by the continued progress of major energy engineering projects in the Philippines and steady recognition of engineering revenue.
Formosa Smart Energy, an energy affiliate of Taiwan's Formosa Plastics Group, said global cloud service providers have approached it about building AI data centers at the group's industrial sites, seeking to leverage existing power infrastructure, surplus electricity and available land.
Electricity demand from semiconductor manufacturing, memory production, advanced packaging, and server assembly is rising rapidly, fueling reports that Taiwan Power Company (Taipower) is seeking financial contributions from major industrial customers, including TSMC, to support dedicated power plant development.
As geothermal energy prepares to enter Taiwan's semiconductor renewable electricity market, the most immediate question is how much each kilowatt-hour (kWh) will cost compared with solar, wind, and conventional power generation.
Taiwan's geothermal energy market could be approaching a major breakthrough as the semiconductor industry seeks new sources of reliable renewable electricity amid surging AI-driven power demand.
As the demand for green energy surges in parallel with order volumes and production capacity, scheduling for energy storage systems has become a critical technology to solve the problem of excess power for major tech firms, according to Kelsey Kuan, general manager of HD Renewable Energy subsidiary Star Trade. In an interview with DIGITIMES, Kuan also highlighted the rising technological barriers for electricity sellers, as the business now requires AI forecasting, transfer matching, energy storage, and integrated renewable-energy capabilities.
Sino-American Silicon Products (SAS) is expanding its renewable energy business through a dual-track strategy focused on manufacturing and services, amid the explosive growth in demand for artificial intelligence (AI) computing power. Not only is this driving up power consumption at data centers and advanced manufacturing facilities, it is also fueling urgent demand from companies for green power, energy storage, and energy management services.
Tighter green supply-chain requirements are driving demand for energy investment and infrastructure, while companies also face the challenge of matching power generation and consumption needs with operating costs and net-zero goals. Although global venture capital markets have entered a correction in recent years and climate tech investment growth has slowed, industry players say sustainability remains a long-term business trend, despite short-term swings, such as geopolitics delaying net-zero timelines.
Microsoft is expanding AI and cloud infrastructure in Australia, while Google has announced a Christmas Island connectivity hub amid reports of a proposed data center there. Australia's abundant renewable energy resources could create opportunities across the supply chain, including green steel, ammonia, and hydrogen.
