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Oct 13, 15:34
Philippine energy transition sparks surge in Taiwan supply chain opportunities
The Philippines has, in recent years, taken a proactive stance on energy transition, aiming to increase the share of renewable energy in its domestic grid to 35% by 2030, 50% by 2040, and beyond 50% by 2050. With the massive renewable energy gap in these aggressive targets, Taiwanese firms are eagerly vying for a slice of this new, emerging market.
Pahal Solar, an Indian startup integrating artificial intelligence (AI) into solar manufacturing, plans to invest INR170 million (approx. US$1.91 million) to double its production capacity.
The global rare earth market has long been dominated by China, encompassing everything from ore extraction to separation and refining, and even magnet manufacturing. Although the US possesses rare earth resources, high costs, strict environmental regulations, and China's low-price supply led the US to virtually exit the industry after the 1990s, becoming reliant on imports from China.

South Korea's once-dominant battery manufacturers are losing their footing in the global electric vehicle (EV) supply chain, as Chinese rivals surge ahead, driven by low-cost lithium iron phosphate (LFP) technology, strategic pivots, and overwhelming production efficiency. New data shows Korea's three major battery makers—LG Energy Solution, SK On, and Samsung SDI—are ceding market share at an accelerating pace.

Taiwan's annual energy efficiency improvement rate has hit 5.1%, surpassing the international benchmark of 4%. This achievement supports the island country's goal of reaching a 20% renewable energy share by 2026, according to the Executive Yuan.
Yulon Group's mobility-as-a-service (MaaS) platform Line Go is marking two years since its brand upgrade, as the service sees steady growth with over 4.7 million users. In particular, the Line Go Taxi service has become the largest low-carbon emission fleet in Taiwan, with an accumulated driving distance in 2024 equivalent to circling the Earth about 1,367 times.
Billion Electric is partnering with major shareholder Sino-American Silicon Products (SAS) to capture a significant slice of the growing energy storage market in the semiconductor sector, as AI drives the demand for power and behind-the-meter (BTM) renewable energy. According to Billion Electric general manager Elsa Chang, 2025 marks the company's first foray into the BTM energy storage market, with further applications and business prospects going forward.
Chih-Wei Wu, deputy director general of the Energy Administration (EA) under the Ministry of Economic Affairs (MOEA), showed journalists around the Maritime Technology Innovation Center (MTIC) in Kaohsiung on October 2. Current tenants include Thunder Tiger, the Taiwan Ocean Research Institute (TORI) under the National Institute of Applied Research (NIAR), Fugro IOVTEC, Maca Tech, Lung Hwa Electronics, and GOAT Engineering.
Amid the semiconductor supply chain's ongoing push for green transformation, Sustainable Energy Solution, a renewable power sales company under the Sino-American Silicon Products (SAS) group, held a signing ceremony on October 2 with global advanced packaging and testing services supplier Amkor Technology for a 10-year corporate power purchase agreement (CPPA).
Taiwan is set to surpass South Korea in per capita GDP a year ahead of schedule, reaching the US$40,000 target by 2026. This is fueled by record-breaking exports, robust semiconductor and AI industries, and proactive energy and infrastructure initiatives. Despite global uncertainties, the island's economy demonstrates remarkable resilience and strategic foresight.
As demand for renewable energy accelerates, grid stability has become a critical challenge shaping the future of the energy storage system (ESS) market. China-based Sungrow Power Supply has positioned itself as a strong competitor to Tesla by focusing on safety and delivering fully integrated ESS solutions.
Dixon Technologies has incorporated a wholly owned subsidiary, Dixon Electrocorp Pvt. Ltd., to expand into the fast-growing battery and energy storage segment. The announcement was made through a regulatory filing on September 29, 2025, to the BSE and the National Stock Exchange of India.
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