Taiwanese solar module maker TSEC is aiming to reposition itself amid ongoing geopolitical realignments. In remarks on October 29, 2025, TSEC executive vice president William Liao noted that the company has launched a flexible plan for global expansion of its world-leading wind-resistant module technology. Starting in 2026, TSEC aims to transform its shipment structure by leveraging two key opportunities, namely the battery shortage in the US, and specialized demand in Japan.
The global AI race enters a new phase in 2025, shifting focus from advanced cloud algorithms and high-performance computing chips to the coldest yet most critical physical constraint: electricity. Analysis firm Goldman Sachs highlights that power provision is fast becoming the "physical limit" for AI development.
Energy systems worldwide are undergoing a shift from conventional power generation and transmission frameworks, toward multinational collaboration driven by AI technology. During remarks on October 29, 2025, GreenRock Energy chairman Eden Yeh outlined the company's strategic blueprint for Asia: using its autonomous AI platform as the core, the company will leverage its financial strength and system integration capabilities to expand its operational scale in 2026, aiming to become a key energy system integrator spanning Taiwan, Southeast Asia, and Japan.
Taiwan's renewable energy development has hit headwinds in recent years, with 2025 likely marking a slowdown in growth. HD Renewable Energy (HDRE) noted that despite policy and installation setbacks, surging electricity demand from AI and high-tech industries continues to drive strong long-term demand for energy storage.
After a lengthy regulatory review, Linde LienHwa Group has officially introduced Taiwan's first hydrogen-powered truck, marking a significant step toward hydrogen mobility on the island. Yet despite advances in technology and vehicle manufacturing readiness, the industry continues to struggle with an incomplete policy and testing framework. Taiwan's hydrogen sector, insiders say, stands at a crossroads: strong on technology and vehicles, but weak on regulation, infrastructure, and market incentives.
US President Donald Trump has ended his six-day trip to Asia.
Taiwan Perovskite Solar Corp. (TPSC) demonstrated its full vertical integration across materials, processes, modules, equipment, and applications at Energy Taiwan 2025 under the theme "Perovskite NEXT: Linking the Future‧Perovskite." Collaborating with 14 partners from Taiwan and the US, the company highlighted the accelerating development and maturing landscape of Taiwan's perovskite solar ecosystem.
The global solar industry is undergoing a technological transformation as the industry has shifted from PERC cells to TOPCon processes. The technology upgrade that was expected to boost gross margins has instead triggered a wave of severe losses due to intense price competition and overcapacity among Chinese giants.
China's next phase of technology strategy is injecting fresh uncertainty into global supply chains, signalling a new round of strategic recalibration across industries worldwide.
Since its debut in 2009, Nvidia's GTC has been held in San Jose, California. Over the years, the conference has expanded to Japan, China, Taiwan, Germany, and other countries as technology and markets have evolved. The main highlight remains CEO Jensen Huang's two-hour keynote speech. This year, however, Nvidia held an additional event in Washington, DC, sparking speculation about Huang's next moves for the industry.
Taiwan's semiconductor industry is sounding the alarm. The Taiwan Semiconductor Industry Association (TSIA) has issued a rare public warning about critical power shortages that threaten the island's chip manufacturing dominance. The message is clear: without immediate action, Taiwan risks losing its competitive edge in the global semiconductor race.
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