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Jul 17, 07:56
SOFC gains traction in AI data centers, opening three paths for Taiwan suppliers
As AI ushers in an era in which computing capacity increasingly translates directly into power demand, energy has become the foundational layer of the "five-layer cake" framework outlined by Nvidia CEO Jensen Huang. While hyperscale cloud providers are accelerating construction of AI data centers, power infrastructure is emerging as a critical factor determining how quickly those facilities can come online.
Buima said that its June 2026 revenue continued to rise on stronger green energy business and battery backup unit (BBU) module shipments, with sales the second quarter and first half of 2026 holding steady. The company said demand for low-Earth-orbit satellites, energy storage systems (ESS), and distributed energy remained strong, supporting its outlook for the rest of the year.
Nam Liong Global Corporation reported consolidated revenue of NT$245 million (US$8.4 million) for June 2026, down 2.56% from the previous month but up 21.66% year over year, reflecting mid-year inventory adjustments by some customers and normal seasonal shipment patterns. Second-quarter revenue reached NT$743 million, rising 23.73% sequentially and 17.07% from a year earlier. Revenue for the first half totaled NT$1.343 billion, up 8.87% year over year.

China's largest rare-earth suppliers have cut their third-quarter 2026 concentrate transfer price for the first time in eight quarters, offering limited relief to magnet makers after a prolonged cost surge while leaving the broader supply-demand imbalance largely intact.

Taiwanese renewable energy developer Leadsun Greentech said that as global supply chains continue to move toward net-zero carbon emissions and RE100 commitments, and Taiwan's semiconductor and high-tech industries actively expand, green electricity has become a critical resource for corporate growth.
Malaysia's renewable energy market is expected to keep expanding in 2026 as data center construction and rising solar adoption support demand, while Chinese policy changes are already reshaping procurement plans. According to TNGlobal and Nanyang Siang Pau, local solar and storage firms are responding to higher costs and a looming end to key export tax rebates in China.

Taiwan's completion of its national E10 gasoline standard gives the island a firmer basis for bioethanol-blended fuels, with implications beyond its borders as governments seek cleaner transport options, greater energy security, and lower emissions. However, industry support alone may not be enough without public trust and clearer policy planning.

Taiwan's energy choices matter well beyond the island because they affect semiconductor supply chains, advanced manufacturing, and the stability of electricity-intensive industries serving global markets. Pegatron chairman Tzu-Hsien Tung said Taiwan should reassess nuclear power as a practical tool for resilience, cost control, and decarbonization, rather than depend too heavily on imported natural gas.
Taiwan's largest waste battery processor, Power-Win Technology, reported stronger first-half momentum as rising waste battery volumes, higher recycled-material prices, and more electric-vehicle (EV) recycling projects lifted demand. The trend underscores a broader opportunity for investors and industries tied to the global shift toward electrification and energy storage.
Ruihe Carbon is expanding its rooftop solar holdings and moving into low-carbon hydrogen as it looks to reshape backup power for Taiwan's technology sector.
Driven by the global energy transition and the rapid development of emerging applications such as artificial intelligence (AI) and low Earth orbit (LEO) satellites, demand for renewable energy continues to rise.
Grab Holdings Limited (NASDAQ: GRAB) announced that Uber Technologies CEO Dara Khosrowshahi has resigned from its board of directors, effective July 6, 2026, as the Singapore-based ride-hailing and delivery company works to close its proposed US$600 million acquisition of foodpanda's Taiwan business from Delivery Hero.