Hengs listed on the Taiwan Innovation Board on May 22, positioning the firm to expand its solar-plus-storage and energy management services across the Asia-Pacific as corporate demand for energy self-management intensifies. Executives said the move came amid rising energy security concerns, new large-user power rules, and the launch of carbon fees in Taiwan, which have pushed industrial customers to seek in-house generation and storage solutions.
The perovskite solar cell (PSC) market is still in its early stages, and in an effort to secure leadership, five major Japanese companies have announced the establishment of the Japan Association for the Promotion of Perovskite Solar Cells (JPSC). The initiative aims to take the lead in establishing standardized product specifications, safety guidelines, and recycling protocols while promoting industry-wide adoption and preventing low-quality products from entering the market.
US President Donald Trump's trip to China with 17 business leaders thrust Tesla CEO Elon Musk and Nvidia CEO Jensen Huang back into the spotlight — as Beijing's position on Nvidia's H200 chips and China's broader AI supply chain continue to reshape the market narrative.
Kemflo, a Taiwanese water purification exporter, said it has shifted from selling filtration equipment to operating as a full-scale water resources company, driven by rising global water demand and stricter drinking-quality standards. The firm now combines in-house filter-media research and development, an international-grade laboratory, and vertical integration to supply home and commercial purification systems, filter cartridges, industrial water treatment, and activated carbon regeneration services.
Delta Electronics Chairman Ping Cheng has warned that companies failing to meet RE100 targets risk losing orders as global customers intensify demands for renewable energy compliance. His comments highlight mounting concern across Taiwan's technology sector that insufficient green power supply could become the next major constraint on the island's semiconductor and electronics industries.
Swancor Holding is continuing its push into high-value materials, with aerospace composites and AI robot-related businesses now accounting for 14% and 4% of revenue, respectively. Alongside these contributions, the company is targeting the AI server supply chain with its M8 copper-clad laminate (CCL) materials, which have already entered the customer testing phase, though shipment volumes currently remain low.
US policy tilts the market, driving buyers to US-made lithium batteries despite higher costs, with global supply chains and investment flows likely to shift as subsidies, tariffs, and tight reviews reshape where and how energy storage systems are sourced and built over the coming years, and policy uncertainty.
HDRE announced it will enter the AI compute dispatch market by building containerized compute centers paired with energy storage systems in Australia and Japan, aiming to finalize cooperation projects in the first half of 2026. The firm said it will colocate GPUs with existing storage battery sites to boost the value of power output and address permitting rules that require sufficient electricity infrastructure for new data center developments.
Taiwan intends to launch a green power spot market as early as late 2026 or early 2027 to allocate intermittent renewable generation better and reduce surplus electricity pressures on semiconductor and other energy-intensive industries, market sources said. The move aims to address mismatches between peak renewable output and corporate electricity demand that have left some power retailers holding surplus power.
GlobalWafers announced that its greenhouse gas reduction targets passed review by the Science Based Targets initiative, signaling the wafer maker has aligned its decarbonization pathway with the global 1.5°C climate goal and committed to achieving net-zero emissions across its full value chain by 2050. The approval covers both near-term and long-term targets, and the company said the moves will shape its operational and supplier strategies through the 2030s and beyond.
Indian conglomerates are accelerating efforts to develop domestic electric vehicle (EV) and battery technologies as access to Chinese know-how becomes increasingly uncertain.
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