As electricity demand from AI data centers and the semiconductor industry climbs rapidly, Blade Hydrogen Green Technology is tapping industrial byproduct hydrogen and mixed-hydrogen fuel cell technology to turn waste hydrogen into power and support low-carbon electricity supplies for AI data centers (AIDCs) and other sites. The startup has expanded its fuel cell power equipment from 30kW to 150kW and has installed a cumulative 1.65MW of generating capacity in Taiwan.
Solar cell manufacturer and systems integrator United Renewable Energy (URE) is still awaiting a final decision on the location of its US solar module plant, a joint venture with Sino-American Silicon Products (SAS), although production has now been set to begin in the third quarter of 2027. The upcoming US plant is expected to lift overseas revenue in its solar power business, which accounts for 70% of the company's total revenue; overseas sales currently account for roughly 20% of revenue in this segment and could double in 2027 amid strong demand. Moreover, the company is actively developing and testing solar power products for use in low Earth orbit (LEO) satellites with an eye on future growth, according to company chairman Sam Hong.
AUO has set out its EPS 2030 sustainability goals, expanding beyond factory energy saving and carbon reduction to applications including smart mobility, smart healthcare, smart retail, smart manufacturing, and low-carbon digital transformation. The company outlined 31 sustainability targets in total and said it has already achieved all 10 of its 2025 EPS goals, with a 100% completion rate.
US-based First Solar, best known for thin-film solar production, plans to withdraw its Section 337 complaint under the Tariff Act of 1930 and resume patent lawsuits against rivals. Market observers say the company still wields significant firepower in the US TOPCon patent war.
China has introduced its first national standard for perovskite photovoltaics, a move that could improve how solar performance is measured and compared worldwide. The new rules are likely to support industry transparency, help investors assess progress more accurately, and speed commercialization by reducing inconsistencies in testing data across markets.
Star Shining, an AUO Group affiliate, signed an IPO advisory agreement with Cathay Securities on September 15, formally starting its capital markets process in Taiwan. The renewable energy developer said it is targeting a listing in 2028 after building and managing 676MW of renewable energy capacity.
Samsung Electronics and SK Hynix have rejected a proposal to prepay KRW25 trillion (approx. US$18.7 billion) in electricity bills, highlighting the financing challenge facing South Korea as it accelerates semiconductor expansion and the power infrastructure needed to support it.
Shihlin Electric is bullish on continued growth in heavy electrical equipment and energy-related businesses as demand rises for Taiwan Power grid reinforcement, energy transition projects, and AI data center (AIDC) build-outs. The company said its planned T4 plant is scheduled to start production in September 2027, while orders on hand have already topped NT$60 billion (approx. US$1.9 billion) and are extending into 2030.
