Jin Lian Cheng Resources completed an upgrade to its desulfurization production line as demand increased for lead-acid battery recycling tied to high-spec uninterruptible power supply (UPS) systems used by semiconductor plants. The Taiwanese waste lead-acid battery processor said the upgrade restored normal operations while improving sulfur oxide treatment, real-time monitoring, and environmental management.

Over the past half-year, multinational companies and semiconductor suppliers have pressed the government to reduce surplus power conditions. To increase the flexibility of green power transfer and matching, Taiwan Power (Taipower) has planned to launch Sandbox 3.0 in October 2026, which market watchers expect will help address TSMC's surplus electricity issue and add flexibility to Taiwan's renewable energy market.

As semiconductor and AI infrastructure expansions elevate Taiwan's strategic profile on the global stage, mandates for a "green chip" supply chain are intensifying pressure on major manufacturers to scale up renewable energy adoption. An investigation by RE100 reveals that Taiwanese enterprises face prohibitive green power costs and severe supply constraints, leaving the island ill-equipped to satisfy its rapidly expanding industrial power demand.

As AI server computing power and per-rack power density continue to rise, traditional 54VDC power architectures are hitting bottlenecks such as excessive current, higher copper usage, and greater transmission losses. This is pushing next-generation AI data center power designs toward 800V high-voltage direct current (HVDC).

China's power battery industry has reported robust growth through the first seven months of 2026, driven by rising demand across both electric vehicles and stationary energy storage applications. According to the latest data from the Ministry of Industry and Information Technology of the People's Republic of China (MIIT), cumulative sales of power batteries reached 790.4 gigawatt-hours (GWh) between January and July, representing a 37.1% year-over-year increase.

As global net-zero efforts accelerate, major technology companies are setting increasingly ambitious renewable energy targets. TSMC has pledged to reach RE60 by 2030 and RE100 by 2040.

As AI computing power surges, the energy consumption of AI servers has become a major bottleneck that must be solved. The issue is spreading from chips into power delivery systems as Nvidia's AI racks ramp up, rapidly pushing up the power draw of a single AI rack.

Fusion energy, often referred to as an artificial sun, has become a central focus of global sustainable energy development in recent years. However, despite nearly 70 years of worldwide R&D, commercial fusion power remains unrealized. This is primarily due to several critical technical hurdles, including heating plasma to over 100 million°C and maintaining stable long-term operation, developing materials resistant to high-energy neutrons, tritium breeding, and ensuring overall system reliability. These challenges underscore that fusion power relies not on a single breakthrough, but on a highly integrated system engineering effort.

Reports that Samsung SDI's procurement team recently visited the Chinese production facilities of battery material maker Tinci Materials have drawn significant attention within China's industry. As Samsung SDI prepares to initiate mass production of all-solid-state batteries in the second half of 2027, its supply chain strategy and upcoming moves are rapidly becoming a major focal point in the Chinese market.

AUO Group's AET Corporation (AET), formed in September 2025 through the merger of AUO Envirotech and AUO Digitech, is expanding across the semiconductor supply chain and has reportedly entered the ecosystem of Taiwan Semiconductor Manufacturing Company (TSMC). After the merger, AET's core operations turned profitable in 2025, and the company is targeting a full-year profit in 2026.