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Aug 14, 09:27
Porsche exits Volkswagen carbon pool, joins Xpeng
Porsche has broken away from parent Volkswagen Group's carbon pool and teamed up with China's Xpeng, reflecting growing pressure on mainstream automakers to comply with emissions standards as they shift to multi-powertrain strategies and seek to avoid steep EU penalties.

The "Net Zero City: International Carbon Capture and Storage (CCS) Technology Seminar on New Low-Carbon Power Solutions for AI and Semiconductor Industries," jointly hosted by the Taiwan-US Carbon Capture, Utilization and Storage Industries Promotion Alliance (TUCA) and the Taiwan Institute of Economic Research (TIER), convened on August 12 in Kaohsiung. The event focused on leveraging Carbon Capture, Utilization, and Storage (CCUS) technologies to support the low-carbon transition of the semiconductor and AI sectors amid surging electricity demand.

Solar and energy storage systems provider Hengs Technology reported a strong rebound in the first half of 2026, with revenue rising as large engineering, procurement, and construction (EPC) projects entered their peak revenue-recognition period. The company said the momentum that began in the second quarter was driven by progress on major solar and storage contracts in Taiwan and overseas.
China's solar industry may be nearing a turning point after more than two years of price warfare, with major polysilicon producers drawing a line under below-cost sales.

AI-driven power demand is surging, and Delta Electronics Chairman Ping Cheng said microgrids and energy resilience are becoming the next key battleground for AI data centers and the broader electrification push. Speaking at the Delta Sustainable AI Summit, he said that, for the first time in 2026, global electrification and net-zero emissions will be discussed at the same level during UN climate talks, making Delta's business transformation path clearer.

The South Korean government has proposed adding small modular reactors (SMRs) to its national strategic-technology tax incentive program, a move backed by the country's nuclear industry. In a recent statement issued on behalf of its 561 member companies, the Korea Atomic Industrial Forum noted that the move would help reduce the financial burden on companies investing in R&D and equipment and lay the groundwork for a domestic SMR supply chain and global market expansion.

Ina Energy said it plans to add 80MW of new solar grid capacity over the next two to three years as corporate power purchase agreements (CPPAs) become a larger part of its business. The Taiwanese renewable energy developer said the long-term contracts have helped build steadier cash flow as it continues to develop solar and solar-plus-storage projects.

Hotai Motor's all-round mobility services unit, Hotai Leasing, will officially launch its public listing on August 11. Hotai Leasing posted NT$2.7 billion (US$83.8 million) in consolidated revenue for July 2026, up 7.0% from the same period in 2025, reflecting strong profitability and a solid financial position.

South Korean solar polysilicon supplier OCI Holdings is capitalizing on its increasingly scarce position as a non-China supplier, benefiting not only from growing solar demand from US AI data centers but also from a supply partnership with SpaceX that is extending its reach from terrestrial solar projects into space applications.
Hiwin, a major precision motion components maker, has accelerated its sustainability transformation in recent years and achieved two major milestones: it was included in the DJSI Emerging Markets Index in both 2024 and 2025, and in May 2026 it was ranked in the top 1% globally in the S&P Sustainability Yearbook. That makes it one of the highest-rated companies in Taiwan and the world in the machinery and electrical equipment sector.
AI infrastructure, memory supply, advanced packaging and US-China tech restrictions led this week's industry agenda. Below are the most-read DIGITIMES stories from the week of August 3-10, 2026.

Driven by global net-zero commitments and China's "dual carbon" goals of peaking carbon emissions before achieving carbon neutrality, Inner Mongolia is rapidly transforming from a traditional resource-based economy into a strategic hub for renewable energy and AI computing infrastructure.