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Jul 28, 07:50
Energy storage unicorn expands in Baotou as China's industry chain accelerates integration
Inner Mongolia HyperStrong Technology is a major production subsidiary established by Beijing HyperStrong Technology in Baotou, Inner Mongolia. Its development offers a useful case study as competition intensifies among China's battery energy storage system integrators.
China's National Development and Reform Commission (NDRC) and the National Energy Administration (NEA) on the 23rd released the 15th Five-Year Plan for Renewable Energy Development, setting out renewable energy targets for 2030 and, for the first time, requiring new data centers to be planned together with renewable power projects to raise the share of green electricity use.
Taiwan's electric vehicle market is moving more slowly than expected as long-stagnant subsidies leave buyers with a difficult choice between internal combustion engine, hybrid electric, and battery electric vehicle models. According to PG Union, the delay reflects both a softer economy and a broader shift in consumer decision-making as purchase options become more complex.
Sino-American Silicon Products (SAS) and United Renewable Energy (URECO) announced that they will jointly invest in establishing a solar module manufacturing company in the US, with plans to build a solar module plant with an annual capacity of 1 gigawatt (GW) to meet the surging power demand from artificial intelligence (AI) data centers.
Ainos said its AI Nose platform has collected more than 613 million industrial odor data points, with most of the readings coming from semiconductor manufacturing sites. The AI odor-sensing startup, backed by Advanced Semiconductor Engineering (ASE), said the expanding rollout is accelerating real-world data collection and strengthening its Smell Language Model as it builds a long-term Smell Intelligence Network.
Taiwan's Ministry of Environment has proposed changes to its carbon fee regulations that would give first-time regulated high emitters more time to prepare compliance plans and allow some firms to use early project credits against carbon fees. The revisions come as the island's carbon pricing system begins taking effect and businesses adjust to new reporting, verification and payment requirements.
As AI computing drives surging electricity demand and heat generation, Taiwan's government-funded Industrial Technology Research Institute (ITRI) brought together government officials and industry executives on July 21 for its "Semiconductor and AI Computing Sustainable Competitiveness Forum" to explore energy-saving solutions for AI infrastructure and semiconductor manufacturing.

China is dismantling the tax shelter that helped build the world's largest battery industry, and the move looks less like a one-off revenue measure than the opening of a broad campaign to force consolidation across its clean-energy supply chains — with consequences that reach from Chinese carmakers to global energy-storage buyers.

Taiwan's semiconductor supply chain is facing mounting pressure to secure enough green electricity as Apple and Google push suppliers to meet net-zero requirements. The strain is rippling from end customers to foundries such as TSMC and then through upstream and downstream vendors, raising fresh concerns over the island's ability to provide affordable and sufficient clean power.

Taiwan's solar manufacturers are looking beyond the island for growth as China's oversupplied solar sector keeps prices low, local approvals in Taiwan slow project rollouts, and global energy markets stay volatile. Their push highlights risks for global clean-power buyers, who still face cost pressure, grid constraints, and shifting technology priorities.

Taiwan lawmakers and Pegatron chairman Tung Tzu-hsien are stepping up calls for nuclear power to strengthen the island's energy resilience, while Academia Sinica said it currently lacks an in-house nuclear power research program but remains open to working with outside research teams.
South Korea's plan to develop a semiconductor cluster in the Honam region (Jeolla Province) is facing mounting scrutiny over whether the area can support the enormous energy and infrastructure requirements of advanced memory manufacturing.