Rising demand for semiconductor wafer fabrication, memory, advanced packaging and high-end servers is driving a sharp increase in Taiwan's power consumption. Taipower estimates that the domestic semiconductor industry will consume approximately 52 billion kWh in 2026, rising to around 80 billion kWh in 2030 and 110 billion kWh in 2035, when it will account for about 30% of Taiwan's total electricity use.
ProLogium Technology is accelerating the development of non-automotive markets for its all-solid-state batteries, targeting AI data centers, aviation, and humanoid robots as electric vehicle (EV) market growth slows, according to Nikkei Asia.
Amid the global energy transition, localized supply chains, and rising demand for non-China supply chains, United Renewable Energy is working with Sino-American Silicon Products to accelerate its market expansion in Taiwan and overseas. CEO Richard Chang said the company will build on Taiwan's stable rooftop solar market while ramping up its planned 1,000MW US module plant, targeting a doubling of US revenue by 2027.
Energy Taiwan 2026 showcases an energy industry increasingly focused on integration, flexibility, and real-world deployment, as Taiwan balances its net-zero ambitions with rising electricity demand from artificial intelligence (AI), high-performance computing, and advanced manufacturing.
Taiwan's solar manufacturers are increasingly looking to the US market as slowing approvals for large-scale domestic solar projects, limited rooftop installation capacity, and competition from low-cost imports threaten the industry's long-term prospects.
The US is seeking to improve the competitiveness of domestic solar manufacturers and attract overseas investment through minimum import price requirements for solar products. However, supply chain sources cautioned that frequent changes in US policies and regulations could complicate implementation.
Energy Taiwan 2026 opened on October 14, bringing together more than 430 exhibitors across nearly 1,400 booths as the island seeks to strengthen energy resilience and accelerate decarbonization amid rising electricity demand from artificial intelligence (AI).
Southeast Asian super-app Grab is trying to ease concerns in Taiwan about its ties to China as regulators near a decision on its proposed acquisition of Foodpanda's Taiwan business.
ATE Energy International Co. Ltd. reported consolidated revenue of NT$6.667 billion (US$209.0 million) for the first three quarters of 2026, up 132.52% from a year earlier, driven by the continued progress of major energy engineering projects in the Philippines and steady recognition of engineering revenue.
Grenergy Enterprise reported consolidated revenue of NT$34.83 million (approx. US$1.09 million) for September 2026, up 66% from the previous month and 38% from a year earlier. Growth was primarily driven by rising demand for low-speed electric vehicles (LSEV), which boosted shipments of battery modules for tow tractors, as well as shipments of battery packs for garbage truck compactors.
China's rare-earth concentrate prices remain nearly 50% above year-earlier levels despite a marginal fourth-quarter increase, underscoring persistent raw material cost pressures even as downstream buyers resist higher prices.
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