The impact of reciprocal tariffs on Taiwanese industries continues to mount, with concerns spreading across key sectors. Young Liu, Chairman of Hon Hai Precision Industry Co. (Foxconn) and head of the Taiwan Electrical and Electronic Manufacturers' Association (TEEMA), said during a board meeting on August 18, 2025, that roughly 25% of the association's members are experiencing significant disruption.

Following South Korea's shocking announcement to invest US$350 billion in the US, with 90% of the profits staying in the US, Nvidia and AMD reportedly have agreed to pay 15% of their chip sales revenue from China to the US government. This equally astonishing arrangement secures export licenses from the US government for Nvidia's H20 and AMD's MI308 chips shipping to China.

After six months of inactivity, China’s solar industry associations and national authorities reimposed price and production limits in mid-July 2025. This decision sent shockwaves through the global supply chain and caused a significant rebound in prices.

The National Science and Technology Council (NSTC) Southern Taiwan Science Park (STSP) Bureau has recently approved investment applications from three companies: Yalixin, Mega Sunergy, and Nalco Water.

Smart energy brand HD Renewable Energy's (HDRE) business footprint covers Taiwan, Japan, Australia, and the Philippines, with an overseas total target capacity reaching 6GW. As the group rapidly expanded its scale, HDRE announced an organizational upgrade on August 5, 2025.

Giga Storage announced a partnership with electric bus manufacturer Tron-e on August 5, 2025, to co-develop the Xinpu Tron-e Smart Industrial Park. This initiative marks Giga Storage's strategic diversification efforts while the company expands into renewable energy and high-efficiency cooling technologies for AI and high-performance computing (HPC) applications.

Cities worldwide are advancing toward the vision of net-zero emissions by 2050. In Taiwan, from the Ministry of Transportation and Communications (MOTC) to local government transportation departments, efforts are fully underway to promote electric vehicles (EVs), electrification of public transport, charging station deployments, station management, intelligent traffic management systems, and green logistics. Pilot programs and innovative strategies have been launched with the aim of integrating transportation energy management, data governance, and policy tools across various sectors.

Global competition is intensifying over rare and critical mineral resources. South Korea's relatively slower progress in comparison to the US, Japan, and China has raised concerns across academia and various industries. To mitigate raw material disruptions and geopolitical risks, technological independence, diversified supply chains, and strategic stockpiling policies are becoming urgent priorities.

Japan and the EU have each reached tariff agreements with the US, covering the car, energy, and IT sectors. While the period of low tariffs has ceased to exist, it is still early to say that the US auto industry has achieved a decisive victory.

Cold Electric, a Taiwanese lithium iron phosphate battery manufacturer, is capitalizing on growing international demand for non-Chinese energy storage systems as it expands production capacity eight-fold and targets markets in Japan and the United States.

President Donald Trump's tariffs on Chinese solar imports have effectively blocked competition for American manufacturers, but severe raw material shortages threaten to undermine the protectionist strategy as domestic production capacity remains structurally imbalanced.

US President Donald Trump launched a Section 232 trade investigation targeting China's polysilicon exports, which control 95% of the global market, as his administration dismantles renewable energy subsidies and forces Chinese manufacturers to exit or restructure US operations.

Academia Sinica signed a Net-zero Carbon Reduction Research Application memorandum of understanding (MOU) with National Taiwan Ocean University (NTOU) on July 24, 2025, prioritizing investment in the research and development of power generation using the Kuroshio ocean current. Academia Sinica president James Liao stated that as a maritime nation, Taiwan is the perfect place for multi-faceted marine research and development.

Ørsted announced that the first turbine of the Greater Changhua 2b and 4 offshore wind farms has successfully connected to Taipower's grid and begun generating electricity. This 920 MW project represents a groundbreaking achievement as the world's first offshore wind farm specifically designed to supply green electricity to TSMC.

Reliance Industries, led by billionaire Mukesh Ambani, expects its much-anticipated clean energy gigafactories in Jamnagar, Gujarat, to become operational over the next four to six quarters.

Chinese solar manufacturers have orchestrated sharp price increases across the industry supply chain after reporting widespread losses, with government backing for production curbs aimed at halting a destructive pricing war.

China's leading solar manufacturers are signaling fresh production and pricing restrictions reminiscent of late 2024 measures, according to supply chain sources. Beijing has already cut export tax rebates on solar cells to 9% from 13% in a bid to halt overseas dumping. Market participants now expect that authorities may eliminate rebates entirely within six months.

Santi Renewable Energy, a subsidiary of Taiwan's North-Star Petroleum, has approved a resolution to spin off its energy storage business group and establish a new company, Chiayou Renewable Energy.

President Donald Trump hailed more than US$92 billion in investments in artificial intelligence and energy infrastructure during a visit to Pennsylvania, highlighting his efforts to bolster US competitiveness in the AI field.

Taiwan's photovoltaic industry association dismissed public concerns about toxic liquid leakage from solar panels damaged by Typhoon Danas, saying the public is confusing solar cells with household batteries.

China Northern Rare Earth and Inner Mongolia Baotou Steel Union — two of China's top rare earth producers — announced a price hike for third-quarter 2025 rare earth concentrates to CNY19,109 (approx. US$2,665) per ton, excluding tax. The new rate reflects a 14.14% increase compared with the same period in 2024.

Sino-American Silicon Products Group (SAS) said that international solar cell demand is picking up steam even as Taiwan's domestic market struggles with project delays over the past two years.

South Korea's LG Energy Solution (LGES) posted a significantly stronger operating profit in the second quarter of 2025, ending a streak of six consecutive quarters of losses and highlighting improved company fundamentals. Operating income rose 152% year-over-year to KRW492.2 billion (approx. US$355 million), despite a 9.7% decrease in revenue to KRW5.56 trillion. Data from financial platform FnGuide showed that LGES's sales were 2.9% below analysts' consensus estimates, while its operating profit surpassed forecasts by 56.3%.

General Electric's power unit GE Vernova said a new 1.3-gigawatt gas-fired unit at Taiwan Power Co.'s Hsingta plant began commercial operations, marking a shift away from coal generation on the island.