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Tuesday 14 October 2025
China expands rare earth export controls to midstream and end products
On October 9, 2025, China's Ministry of Commerce issued Announcements No. 61 and 62, expanding export controls on rare earths. The scope now extends beyond raw materials to include equipment, technology, and assemblies containing rare earth elements. An extraterritorial clause was also introduced, stating that foreign products containing a certain proportion of Chinese-origin rare earths or manufactured using Chinese technology must also apply for export licenses. China emphasized that this clause was intended to improve the regulatory system; in response, the US raised tariffs.
Tuesday 14 October 2025
SAS integrates semiconductor and renewable energy chains to boost long-term growth
Sino-American Silicon Products (SAS) is demonstrating resilience in the semiconductor and renewable energy sectors through a series of strategic initiatives. Its subsidiary, GlobalWafers (GW), continues to respond proactively to the US market's urgent demand for local sourcing by advancing R&D in third-category semiconductor materials such as gallium nitride (GaN) and expanding renewable energy business lines, strengthening competitive advantages with diversified momentum.
Monday 13 October 2025
Smart meter and cable sales drive Tatung September revenue up 8.6% YoY
Tatung's revenue momentum continued to strengthen in September 2025, sustaining the company's overall growth trajectory. The company benefited from strong performance in its electronics manufacturing business, particularly with new mini-PC products, as well as growing collaboration with international brands and industry peers. Robust ODM order shipments in its electronics manufacturing division, along with active deliveries from its power and renewable energy systems business in alignment with customer timelines, were key drivers supporting steady revenue growth.
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.
Wednesday 8 October 2025
MiTAC partners with Tonomia to build sustainable AI infrastructure
MiTAC Computing Technology Corporation, a subsidiary of MiTAC Holdings, has announced the signing of a memorandum of understanding (MOU) with Belgian innovator Tonomia, which focuses on distributed AI renewable energy solutions. This partnership marks an important milestone in advancing sustainable AI infrastructure.
Wednesday 8 October 2025
Indian solar manufacturer to expand AI-powered production capacity in Gujarat
Pahal Solar, an Indian startup integrating artificial intelligence (AI) into solar manufacturing, plans to invest INR170 million (approx. US$1.91 million) to double its production capacity.
Wednesday 8 October 2025
US rebuilds rare earth supply chain to cut China dependence
The global rare earth market has long been dominated by China, encompassing everything from ore extraction to separation and refining, and even magnet manufacturing. Although the US possesses rare earth resources, high costs, strict environmental regulations, and China's low-price supply led the US to virtually exit the industry after the 1990s, becoming reliant on imports from China.
Tuesday 7 October 2025
Taiwan beats global energy efficiency benchmark, eye 20% renewables by 2026
Taiwan's annual energy efficiency improvement rate has hit 5.1%, surpassing the international benchmark of 4%. This achievement supports the island country's goal of reaching a 20% renewable energy share by 2026, according to the Executive Yuan.
Friday 3 October 2025
Taiwan builds certified training centers to boost ocean tech innovation
Chih-Wei Wu, deputy director general of the Energy Administration (EA) under the Ministry of Economic Affairs (MOEA), showed journalists around the Maritime Technology Innovation Center (MTIC) in Kaohsiung on October 2. Current tenants include Thunder Tiger, the Taiwan Ocean Research Institute (TORI) under the National Institute of Applied Research (NIAR), Fugro IOVTEC, Maca Tech, Lung Hwa Electronics, and GOAT Engineering.
Friday 3 October 2025
SAS subsidiary signs 10-year green power deal with Amkor
Amid the semiconductor supply chain's ongoing push for green transformation, Sustainable Energy Solution, a renewable power sales company under the Sino-American Silicon Products (SAS) group, held a signing ceremony on October 2 with global advanced packaging and testing services supplier Amkor Technology for a 10-year corporate power purchase agreement (CPPA).
Friday 3 October 2025
Taiwan's economy hits new heights on semiconductor, AI, and green infrastructure strengths
Taiwan is set to surpass South Korea in per capita GDP a year ahead of schedule, reaching the US$40,000 target by 2026. This is fueled by record-breaking exports, robust semiconductor and AI industries, and proactive energy and infrastructure initiatives. Despite global uncertainties, the island's economy demonstrates remarkable resilience and strategic foresight.
Thursday 2 October 2025
Sungrow rivals Tesla to lead global ESS market with integrated safety solutions
As demand for renewable energy accelerates, grid stability has become a critical challenge shaping the future of the energy storage system (ESS) market. China-based Sungrow Power Supply has positioned itself as a strong competitor to Tesla by focusing on safety and delivering fully integrated ESS solutions.
Thursday 2 October 2025
US invests in domestic lithium project, secures equity stakes in Lithium Americas and GM joint venture
The US Department of Energy (DOE) announced that its Loan Programs Office (LPO) has restructured a financing deal with Lithium Americas Corp. (LAC), with participation from General Motors (GM), to support the development of a domestic lithium carbonate production facility. The facility, located at Thacker Pass, Nevada, is expected to produce approximately 40,000 tonnes per year of battery-grade lithium carbonate once fully operational.
Tuesday 30 September 2025
Research Insight: Taiwan’s e-scooter market shifts from subsidies to survival

Taiwan's electric scooter market is off to a slow start in 2025. Total sales in the first half of the year reached just 20,000 units — down nearly 40% year-over-year — reflecting a broader cooling in consumer interest. While a decade ago electric models held a strong price and subsidy advantage, that gap has now closed, leaving automakers scrambling to find new ways to stand out.

Friday 26 September 2025
Trump says EU-aided Ukraine could regain territory as India signals shift on Russian oil imports
US President Donald Trump stated on September 23 that Ukraine, with support from the EU, could potentially reclaim territory from Russia, marking a departure from his previous stance favoring Ukraine ceding land for peace. Concurrently, Indian media reports suggest India may adjust its policy on Russian oil purchases, potentially expediting peaceful resolutions in Ukraine.
Friday 26 September 2025
China's new state-backed fusion energy company debuts with reactor design
China is ramping up its nuclear fusion drive with the launch of a new state-backed firm. China Fusion Energy Co., a wholly owned subsidiary of China National Nuclear Corporation (CNNC), was founded in Shanghai in July 2025 and made its public debut on September 24, 2025, at the 25th China International Industry Fair (CIIF), emerging as the nation's newest "national team" player in the fusion race.
Thursday 25 September 2025
Research Insight:TSMC unveils ‘Three Arrows’ plan to curb carbon footprint amid AI chip surge
As the global demand for AI chips skyrockets, a new challenge is emerging for the semiconductor industry: how to balance explosive growth with environmental responsibility. The production of advanced chips requires massive amounts of energy, driving up both electricity consumption and carbon emissions. TSMC, the world's leading contract chipmaker, is tackling this head-on with a new strategy it calls the "three arrows" to manage its carbon footprint.
Monday 22 September 2025
TSMC taps recycled water in Taiwan to combat shortages and reduce waste
Global semiconductor leader TSMC is tackling water scarcity with a new large-scale water recycling plant in Southern Taiwan. Operated by engineering firm CTCI Corp., the facility currently provides 67,000 metric tons of recycled water daily for chip production and aims to increase output to over 100,000 tons per day by 2027.
Monday 22 September 2025
AiSails partners with SkySails to advance airborne wind power
AiSails, a subsidiary of Wistron, has announced a strategic partnership with Germany's SkySails Power to deepen collaboration on kite-based airborne wind energy technology and integrate artificial intelligence (AI) capabilities across multiple applications.
Friday 19 September 2025
Energy warning for Korea's semiconductor cluster: grid, LNG plans clash with net-zero goals
The Yongin Semiconductor Cluster in South Korea, which is anchored by Samsung Electronics and SK Hynix, is currently under development. However, experts caution that there are unresolved power grid issues, mainly due to the massive energy demands of the cluster. Additionally, the current energy supply plan may conflict with the national goals for carbon neutrality.
Thursday 18 September 2025
Taiwan Expo returns to Philippines, signals ASEAN tech push
The Taiwan Expo in the Philippines opened on September 17, 2025 in Manila after a six-year hiatus. James Huang, chairman of the Taiwan External Trade Development Council (TAITRA), noted that Taiwan's return to the Philippines comes amid drastically changed international supply chains and geopolitical dynamics. Both the Philippine government and business sectors now have stronger trust in the technological solutions Taiwan offers.
Wednesday 17 September 2025
Taiwan chip makers hit green energy wall
Taiwan's green energy market is confronting a severe electricity shortage, raising concerns among renewable energy providers and large enterprises, particularly in the semiconductor industry. Despite rising commitments to sustainability through the RE100 initiative, insufficient green power supply threatens to derail companies' environmental targets and potentially cause significant order shifts to overseas competitors.
Tuesday 16 September 2025
AI data centers turn to high-voltage direct current as new power backbone
The global artificial intelligence (AI) boom is not only driving demand for AI servers and AI data center hardware construction but also pushing high-voltage direct current (HVDC) to become the future mainstream in power supply due to the AI sector's massive energy consumption. This shift is accelerating investments from power grids, heavy electrical equipment, and power supply manufacturers, while the technical and capital barriers are expected to trigger a new round of market shakeouts.
Friday 12 September 2025
South Korea targets massive hydrogen market, aiming to become global leader by 2030
The South Korean government is accelerating the development of its hydrogen economy, focusing on three key policy directions: demand market expansion, supply planning, and infrastructure support. The goal is to become a global leader in the hydrogen economy by 2030, capturing emerging market opportunities.
Friday 12 September 2025
Chinese wind turbine makers face rising costs amid expansion in Indian market
Chinese wind turbine manufacturers are stepping up their presence in India's wind power sector, but government measures aimed at strengthening domestic players are set to raise costs and complicate operations.