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Thursday 3 September 2026
KEPCO seeks US$18 billion from Samsung, SK Hynix to fund Korea's power grid
Korea Electric Power Corp. (KEPCO) has proposed that Samsung Electronics and SK Hynix prepay as much as KRW25 trillion (approx. US$18 billion) in electricity bills as South Korea looks for new ways to finance the power infrastructure required for its rapidly expanding semiconductor clusters.
Wednesday 2 September 2026
Energy and water: How to tackle the fab resource crunch
As artificial intelligence demand drives astronomical growth in advanced chip manufacturing, the semiconductor industry is hitting critical resource bottlenecks. Speaking at SEMICON Taiwan 2026, leaders from Ecolab and Edwards Vacuum warned on September 2 that continuing with current water and energy practices is unsustainable.
Wednesday 2 September 2026
US solar module capacity to lead by 2027, but cell and wafer shortages pose major hurdles
The US is rapidly reshaping the cost structure of its solar supply chain under Section 232 of the Trade Expansion Act of 1962. According to a recent webinar hosted by Intertek CEA, the US-based solar advisory arm of British multinational group Intertek, new minimum import prices (MIP) and tariffs are driving up the cost of imported modules, paving the way for domestic manufacturers to achieve market dominance by 2027.
Tuesday 1 September 2026
Taiwan carbon fee joins UK CBAM qualifying list
Taiwan's carbon fee has been formally included in the UK government's list of Qualifying Carbon Pricing Schemes (QCPS) under its Carbon Border Adjustment Mechanism (CBAM), alongside major carbon pricing systems in the EU, Japan, South Korea and Singapore. The Ministry of Environment said the move shows Taiwan's carbon pricing framework is now aligned with international systems and will help export industries respond to global carbon border measures while maintaining competitiveness.
Tuesday 1 September 2026
Foxlink, Yongwei to sell Shinfox stake, cede control
Foxlink and Yongwei Investment Holdings each held board meetings on the 31st and decided to participate in the tender offer for Shinfox Energy, planning to dispose of their Shinfox shares at NT$0.05 per share. The move would strip the Foxlink Group of control over Shinfox and reduce the financial drag from the renewable energy company's losses.
Monday 31 August 2026
Interview: Taiwan's National Atomic Research Institute eyes SMRs for AI power shift
As global net-zero efforts intensify, governments and major technology companies are investing in emerging nuclear technologies to meet the huge electricity demand from AI data centers and the semiconductor industry. Because nuclear power offers zero-carbon emissions, small modular reactors (SMRs) are drawing growing attention as a potential new power solution in the AI era.
Monday 31 August 2026
Musk tackles key AI power bottleneck with in-house turbine foundry
A move by SpaceX to manufacture turbine blades in-house could ease a global bottleneck in AI infrastructure, where power equipment is now as constrained as chips. If successful, the plan could speed data center buildouts, shift supply chains, and strengthen Musk's control over the timing of new energy capacity.
Thursday 27 August 2026
Taiwan, Germany map AI-led net-zero push for 2026
The 2026 Taiwan Sustainability Summit opened in Taipei on August 25, bringing together government representatives, industry leaders, and experts from Taiwan and Germany to focus on how digital twin and industrial AI can accelerate net-zero deployment in manufacturing, buildings, energy management, and rail transport. The summit closed with a five-point joint declaration, outlining Taiwan's next 10-year development blueprint.
Wednesday 26 August 2026
South Korea, US clash over reactor choice in US$350B nuclear deal
South Korea and the United States are at odds over which reactor design to build — and who runs the project — in the nuclear power component of Seoul's US investment package, according to industry sources cited by Korean outlet Edaily.
Wednesday 26 August 2026
China fusion consortium targets 25T superconducting magnet prototype by 2030
China's nuclear fusion supply chain is stepping up work on high-temperature superconducting magnet technology. At the 2026 Fusion Energy Conference on August 25, China Fusion Energy Co. (CFEC) joined Shanghai Superconductor, Eastern Superconducting, Shanghai Jiao Tong University (SJTU), Shanghai Electric Nuclear Power Group, Chaomagnet New Energy, Energy Singularity Energy Technology, Hangzhou Oxygen Plant Group, and Shanghai Yixi Tech to form a Yangtze River Delta innovation consortium focused on China Circulation No. 4 and the development and engineering of high-temperature superconducting high-field tokamak magnets.
Wednesday 26 August 2026
Star Trade to highlight power services for chips and AI at Semicon Taiwan 2026
Star Trade, a unit of HD Renewable Energy, is set to debut at Semicon Taiwan 2026 next week, offering power trading and energy management services for semiconductor and AI infrastructure. The move underscores how global chipmaking and data center growth is increasing pressure on grids, renewable integration, and electricity pricing.
Wednesday 26 August 2026
Taiwan Photon Source boosts domestic accelerator supply chain, challenges cutting-edge technology limits
The Taiwan-based National Synchrotron Radiation Research Center (NSRRC), supported by top scientists including Nobel chemistry laureate Yuan-tseh Lee, held a celebration event on August 25 to mark the 10th anniversary of the Taiwan Photon Source (TPS).
Tuesday 25 August 2026
AI infrastructure boom drives Taiwan export orders, exposing power bottleneck, net-zero tech needs

Global artificial intelligence infrastructure buildouts and rising capex by cloud service providers pushed Taiwan's July export orders for information and communications technology (ICT) products, led by AI servers, up nearly 90% year-over-year, while export orders for foundry and memory also rose by more than 70%. However, companies in advanced economies are encountering power shortages as they invest in AI infrastructure, exposing a bottleneck that highlights the need to develop AI computing and net-zero technologies in tandem.

Tuesday 25 August 2026
CNFI White Paper outlines solutions as labor, transformation, and energy headline Taiwan's industry hurdles
Navigating volatile US tariff policies, escalating geopolitical tensions, and a productivity revolution driven by agentic AI, Taiwan's industrial sector has reached a decisive crossroads.
Monday 24 August 2026
India weighs new capital subsidies to build domestic polysilicon capacity
India is preparing a new capex-based subsidy scheme to support domestic polysilicon manufacturing, as the government seeks to reduce import dependence and build a more integrated solar supply chain.
Saturday 22 August 2026
Column: Lessons in supply chain resilience from China Huadian's power-compute coordination model
As AI develops rapidly, data centers are driving equally rapid growth in electricity demand. The stability of future energy supplies will directly determine whether AI computing capacity can continue to expand.
Friday 21 August 2026
Iris Optronics upgrades solar-powered ChLCD e-paper series, expands outdoor and indoor displays
Iris Optronics, a manufacturer of cholesteric liquid crystal display (ChLCD) e-paper, announced upgrades to its Infinity solar-powered ChLCD e-paper series, including a mass-producible 31.5-inch large-format outdoor commercial display. It has also developed an embedded perovskite-powered ChLCD e-paper solution for indoor commercial display applications.
Thursday 20 August 2026
Taipower sees fuel costs jump over NT$120B as natural gas prices surge
Ongoing Middle East conflicts and surging natural gas prices are piling pressure on Taiwan's power supply costs, with Taiwan Power Company (Taipower) estimating its full-year fuel expenses will swell by over NT$120 billion (approx. US$3.8 billion). The utility noted that volatile international oil and gas prices are exacerbating cost pressures for an economy heavily dependent on imported energy.
Wednesday 19 August 2026
South Korea looks beyond chips and AI with bets on SMRs, fusion and quantum

South Korea is looking beyond semiconductors and artificial intelligence for its next generation of strategic industries, naming seven technology fields it plans to cultivate over the next 10 to 20 years.

Wednesday 19 August 2026
Hyundai Motor Group closes in on Volkswagen as China dependence bites

Global auto sales in the first half of 2026 show Toyota still firmly in first place, while the gap between No. 2 Volkswagen and No. 3 Hyundai Motor Group has narrowed sharply. Volkswagen's heavy dependence on China has dragged sales lower, while Hyundai Motor Group has held up through diversified geopolitical exposure, local production, and a flexible product mix. Market attention is now turning to whether Hyundai Motor Group is on the verge of overtaking Volkswagen for the No. 2 spot.

Tuesday 18 August 2026
Mitsubishi taps Foxconn EV platform for ASX VR-e launch

Mitsubishi Motors will launch its new all-electric SUV, the ASX VR-e, in Australia and New Zealand in the fourth quarter of 2026, with the model supplied through contract manufacturing by Foxconn-backed Foxtron Vehicle Technologies. The move marks the first time a Taiwan-made EV will enter the sales channel of a global legacy automaker under a white-label arrangement.

Monday 17 August 2026
Tata succession clouds outlook for chips, clean energy, data centers

Tata's leadership transition may shape the pace of one of India's biggest industrial bets. The group's planned spending on chips, clean energy, and AI data centers is entering a critical stage, but a shift toward tighter capital discipline could slow expansion and alter priorities worldwide.

Monday 17 August 2026
OCI thins solar wafers to boost Vietnam output 39%
OCI Holdings is turning to thinner solar wafers to raise output from its Vietnam operations by nearly 40% without adding production lines, as demand from US customers outpaces existing capacity.
Monday 17 August 2026
Taiwan's Century Group eyes SMR supply chain as AI power demand accelerates
AI-driven electricity demand is prompting Century Group to broaden its energy ambitions beyond offshore wind. The group plans to enter the small modular reactor (SMR) supply chain through reactor peripheral equipment and aims to obtain TÜV Rheinland technical and safety certification within three years, positioning itself for what it sees as a major wave of low-carbon power investment tied to AI data centers.
Sunday 16 August 2026
HDRE reports first-half growth as Japan and Australia projects expand
HD Renewable Energy (HDRE) reported first-half 2026 consolidated revenue of NT$3.078 billion (approx. US$95.7 million), along with gross profit of NT$758 million, a gross margin of 24.63%, and operating profit of NT$112 million. The Taiwanese energy group said some second-quarter transactions were delayed, pushing recognition of several 2MW battery storage projects in Japan into the third quarter.