TSMC's earnings call for the third quarter of 2023 underscored a core message: "AI is Real." As AI demand surges, the expansion of data centers has become crucial. Nvidia CEO Jensen Huang highlighted that data centers will evolve into next-generation computing units, forming a virtualized network for AI computation.

HD Renewable Energy (HDRE) announced an investment of NT$932 million (US$29.66 million) for a 9.7% stake in Australian electricity retailer ZEN Energy, marking its entry into the Australian power market. Approved at its October 7 board meeting, the investment sets the stage for joint ventures in energy storage, solar-storage projects, and infrastructure, combining HDRE's system integration capabilities with ZEN's expertise in Australian power trading for future international expansion.

Panasonic's battery manufacturing division has found a silver lining in the growing demand for data center energy systems, offsetting the impact of slowing electric vehicle (EV) sales. The division reported strong financial results despite challenges in the EV market.

Following the US Department of Treasury's expansion of the CHIPS and Science Act subsidies to include solar-grade silicon ingots and wafers, South Korean solar giants Hanwha Qcells and OCI Holdings are expected to gain billions of Korean won in added US support.

As Donald Trump secures a second term as US president, market observers are closely monitoring the potential impact of his economic policies on the technology sector. With Republican control of both chambers of Congress strengthening his mandate, Trump's ability to implement his agenda faces few legislative hurdles.

Following the victory of Donald Trump and the Republican Party in the US presidential and congressional elections, major changes are anticipated when the new administration takes office. Chief among these changes is the likely rescinding of unspent funds under the Inflation Reduction Act (IRA), which could significantly impact the renewable energy, energy storage, and electric vehicle (EV) sectors.

Winbond and Sino-American Silicon Products' green energy unit, Sustainable Energy Solution, approved a major renewable power purchase agreement on November 5, aiming to accelerate net-zero ambitions. This move also marks Taiwan's first instance of an electricity retailer delivering offshore wind power directly to domestic firms.

Transitioning to net-zero emissions by 2050 presents a major challenge for Taiwan and many countries alike, demanding extensive changes to energy infrastructure, industrial practices, and consumer behavior. Taiwan's National Science and Technology Council (NSTC) has adopted an "ecosystem" approach to unify the energy supply chain, enabling practical applications of hydrogen energy, marine energy, energy storage, grid integration, and carbon capture solutions.

Toyota Motor Chairman Akio Toyoda and Hyundai Motor Group Chairman Euisun Chung's historic first public meeting in South Korea has sparked speculation about potential collaboration between the world's top automakers. The leaders met at a joint "Hyundai N x Toyota GAZOO Racing" event, where Toyoda, speaking in Korean, referenced their earlier private meeting in Japan and hinted at future partnership opportunities.

TSMC is actively working on a green recycling system as part of its electronic-grade chemical recycling program. The company continues to collaborate with suppliers to explore the utilization of tetramethylammonium hydroxide (TMAH) waste liquid. This follows the development of its first electronic-grade product, cyclopentanone, which was introduced in 2023.

South Korea, one of the world's most nuclear-reliant nations, has seen nuclear power generation reach historic highs for two consecutive years. Under President Yoon Suk-yeol's administration, the nation has leaned into nuclear energy, driven by surging global energy costs and mounting pressure to achieve carbon neutrality. This shift positions nuclear energy as a critical component of South Korea's power mix, with plans to boost nuclear power exports and foster a skilled workforce to support the industry.