Tata Power plans to establish India's largest solar wafer and ingot manufacturing facility with a capacity of 10GW, CEO and managing director Praveer Sinha said on November 11, 2025. The move will mark the company's entry into the upstream segment of the solar value chain, completing its presence across the entire manufacturing ecosystem.

Analysts believe Tesla is shifting from battery-buying to battery-making, as its procurement team is reportedly in active communication with South Korean suppliers of cathode materials, anode materials, and copper foil for batteries. This reflects Tesla pursuing vertical integration to boost profitability and establish a self-contained ecosystem. According to the Korea Economic Daily, Tesla has also discussed orders with a South Korean copper foil manufacturer, with supply expected to begin in 2026.

Gogoro's operational fundamentals have improved significantly, and its success was reflected in its financial results for the third quarter of 2025. By prioritizing its focus strategy, Gogoro has laid a strong foundation to achieve profitability in its energy business by 2026, generate free cash flow by 2027, and reach profitability in its vehicle business by 2028.

Energy Taiwan 2025 concluded on October 31, 2025, with one key takeaway being that the massive power demand from AI data centers is driving the deployment of emerging low-carbon energy solutions with solid oxide fuel cells (SOFC). With characteristics such as distributed generation, on-site power supply, and self-consumption, SOFCS may be a solution to address data center power gaps.

Weak market conditions and the impact of European summer holidays drove down stainless steel sales volume and prices in the third quarter of 2025. Taiwan-based cable and stainless steel supplier Walsin Lihwa has reported that its stainless steel business revenue in the third quarter of 2025 fell 17% compared to the same period in 2024.

As AI computing demands rapidly increase, the number of GPUs in data centers continues to grow, driving electricity consumption up exponentially and making power usage effectiveness (PUE) a critical indicator for measuring data center energy efficiency. Currently, international regulations generally set 1.5 as the minimum threshold, with many countries moving toward stricter standards. Virginia even offers incentives for data centers achieving a PUE below 1.2.

The battery industry is emerging from a downturn, shifting from losses to profits. Experts say this turnaround is not solely due to renewed electric vehicle (EV) demand but is also driven by expanding non-automotive applications.

The Taiwan Association of Machinery Industry (TAMI) is celebrating its 80^th anniversary amid one of the most turbulent economic periods in history. Despite global challenges, Taiwan's machinery industry still achieved a solid 6.6% year-on-year growth in the first three quarters of 2025.

AI-related products have become a key growth engine for Taiwan's economy, being a major driver of Taiwan's exports in 2024 and boosting investment in 2025. However, as companies continue to increase their AI investments by hundreds of billions or even trillions of US dollars annually, revenues have yet to rise proportionally. Experts recommend closely monitoring US CSP trends, as any reduction in procurement could directly impact Taiwan's tech exports.

Electronic components and solutions provider Sinbon Electronics has faced significant pressure on its growth momentum in 2025 amid global economic volatility and shifting US policies. The company's green energy business, including the solar power segment, has declined sharply, halting a 15-year streak of revenue growth. However, Sinbon chairman Joseph Wang said that with new product lines and AI industry applications ramping up production, Sinbon expects to return to positive growth in 2026. A wave of major orders starting in the fourth quarter of 2026 is set to drive even stronger expansion in 2027.