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.
The 2025 Energy Taiwan and Net-Zero Taiwan trade show will be held starting October 29, featuring more than 450 companies from home and abroad, including exhibitors from the UK, Belgium, Denmark, and the Netherlands, showcasing the latest wind power technologies. Given that Taiwan produces 90% of the world's advanced semiconductors, energy autonomy is crucial for supply chain resilience.
As the world accelerates toward net-zero carbon goals in 2025, the contest for control over future energy supply has reached a boiling point. At the center of this struggle lies the solar power industry, dominated by China's photovoltaic (PV) supply chain, which accounts for more than 80% of global production.
As AI data center energy consumption continues to surge, Nvidia has introduced a high-voltage direct current (HVDC) architecture aimed at reducing overall power usage in AI computing infrastructure. Meanwhile, US-based Bloom Energy has presented a supporting solution that uses fuel cells to supply 800V DC directly to servers, integrating carbon capture and combined heat and power (CHP) systems to recycle waste heat and boost efficiency, potentially cutting operational costs by about 15%.
On the morning of October 28, 2025, Japanese Prime Minister Sanae Takaichi and US President Donald Trump signed two important agreements during their meeting at the Akasaka Palace in Tokyo. According to Nikkei and Jiji Press, given the deteriorating security environment in East Asia, both leaders agreed that the Japan-US alliance should be strengthened.
Driven by global net-zero ambitions and the rapid rise of AI computing, electricity has evolved from basic infrastructure into a strategic resource shaping national competitiveness in high-tech industries. As a critical hub of the global semiconductor supply chain, Taiwan now faces an unprecedented "power siege."
AI data centers are putting tremendous pressure on the US's already fragile power infrastructure. In addition to Nvidia CEO Jensen Huang and Tesla CEO Elon Musk, multiple Wall Street investment banks and industry organizations have recently warned that the US power grid faces increasing risks of blackouts and rising electricity prices.
On October 26, US President Donald Trump attended the ASEAN Summit in Kuala Lumpur, Malaysia, where the US and Malaysia signed a trade agreement and a memorandum of understanding (MOU) on critical mineral supply cooperation.
As Energy Taiwan and Net-Zero Taiwan 2025 open on October 29, Beijing has completed its second wave of export restrictions on lithium batteries and rare-earth materials. This move has jolted global clean-energy supply chains and forced industries worldwide to prepare for another round of structural reshuffling.
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