The global solar industry faces an impending "solar eclipse" in 2025 as oversupply worsens and demand shows signs of fatigue. Motech General Manager Cheng-Hsien Yeh likened the company to a "missile boat," emphasizing agility over scale to navigate market turbulence.

India launched an incentive scheme to support local production of lithium batteries amid an EV trend in 2021. However, all the approved applicants failed to begin production to avail of the benefits after nearly four years.

Jabil Inc. has unveiled its 2024 Sustainability Progress Report, showcasing its significant advancements in meeting its five-year sustainability objectives. The report underscores Jabil's achievements in cutting operational greenhouse gas emissions, reducing waste sent to landfills, and contributing to the well-being of the communities where its employees reside and work.

In 2022, lithium battery shortages for electric vehicles (EVs) and energy storage reached a peak. Tesla CEO Elon Musk urged global investment in lithium refining, calling it a "money printer" and touting guaranteed profits for those who entered the market.

Despite ongoing inventory adjustments in the bicycle-related market impacting contributions from the green energy sector, Darfon has managed to maintain a gross margin of over 18% in 2024 through internal restructuring. Looking ahead to 2025, as inventory levels stabilize and AIoT-related businesses continue to grow, the company remains cautiously optimistic, anticipating the year to mark a turning point for recovery.

It is becoming increasingly difficult for Chinese lithium battery manufacturers to navigate the constant changes to US tariff policy made by US President Donald Trump. These policy shifts are also complicating component procurement for American energy storage system (ESS) vendors as well.

Delta Electronics anticipates that overall group revenue will be good in the first half of 2025, outperforming the same period in 2024, driven by continuous AI-related demand. The outlook for the second half is less clear due to various uncertain factors in the market; however, AI-related revenue is expected to continue growing.

Apacer Technology Inc. provides metal manufacturers with customized high-precision defect detection equipment and automated integration services. The company continues to expand its service scope, now covering proactive smart disaster prevention, ESG energy monitoring, and industrial IoT (IIoT) visualization management to drive intelligent factory upgrades.

Taiwan's renewable energy ambitions are facing mounting hurdles, as regulatory and logistical challenges slow the rollout of solar photovoltaic (PV) and offshore wind projects. The Ministry of Economic Affairs (MOEA) has lowered its renewable energy generation target from 20% to 15% by the end of 2025. However, even this reduced goal appears increasingly unattainable, with renewables accounting for just 12% of Taiwan's total electricity generation as of 2024.

Zhen Ding Technology Group (ZDT) is accelerating its global expansion and recently broke ground on its new Taiwan headquarters in Taoyuan. Set for completion by late 2028, the facility is positioned to become a key hub for Taiwan's PCB industry.

In recent years, China Steel Chemical Corporation (CSCC) has undergone a significant transformation, placing a strong emphasis on the research and development of advanced carbon materials. The company is particularly optimistic about the rising demand for energy storage solutions, spurred by innovations in compound semiconductor technology and the expansion of data centers. In line with this strategic shift, the board of directors recently approved two major Z projects—plans to build state-of-the-art production facilities for isotropic graphite and advanced carbon materials. With an investment totaling over NT$1.4 billion (approx. US$42.6 million), the facilities are expected to begin production in the first quarter of 2027.