Indian conglomerates are accelerating efforts to develop domestic electric vehicle (EV) and battery technologies as access to Chinese know-how becomes increasingly uncertain.
Taiwan Power Company (Taipower) is entering a new wave of generation system installations at its Tunghsiao, Talin, and Hsinta Phase II plants. New president Kuo Tien-Ho, who took office on May 11, 2026, said 13 gas-fired combined-cycle units are scheduled to come online over the next 10 years to meet surging electricity demand from AI and other emerging technologies.
China has stepped up export scrutiny of solar photovoltaic equipment, extending controls beyond heterojunction tools to most key production equipment and supply-chain sources, sources said. The tightened reviews, tied to preparations for US President Donald Trump's upcoming trip to China, are intended to increase Beijing's leverage in future negotiations, industry sources added.
As Europe accelerates the build-out of infrastructure for battery electric vehicles (EVs), the region has become one of the world's most strategically important and fiercely competitive markets for charging networks.
AU Optronics (AUO) chairman and group CEO Paul Peng said the panel maker generated more than NT$101.6 billion (US$3.23 billion) in circular economy benefits from 2018 to 2025, with output now exceeding investment. Speaking at the company's 30th anniversary celebration, he said AUO started early on energy saving, water conservation and resource recycling after recognizing in 2003 that the display industry is highly energy- and water-intensive.
Power Win said it is expanding its lithium battery recycling business as demand from energy storage and electric vehicles (EVs) surges and geopolitical tensions elevate scarce metals into strategic assets. The company is also targeting Southeast Asia for technology exports and moving deeper into EV and AI asset recovery.
As tensions between the US and Iran heighten global energy supply concerns, Taiwan's plan to restart the Kuosheng and Maanshan Nuclear Power Plants has drawn fresh attention. Although the Maanshan plant has yet to pass safety inspections, Taiwan Power (Taipower) has reportedly considered preordering fuel rods in advance — a move Pegatron chairman Tzu-hsien Tung supports to avoid a power supply gap, particularly as Taiwan seeks to sustain economic growth amid the ongoing AI arms race.
Apple said it is increasing investment in renewable energy and water sustainability projects globally, including new solar and water initiatives in India, as the company pushes toward its goal of becoming carbon neutral across its entire value chain by 2030.
Taiwan's expanding semiconductor and AI-related industries have driven up electricity demand, prompting officials and researchers to call for the faster deployment of energy storage and virtual power plants to fill gaps left by the slow pace of natural gas plant construction.
Power Win Taiwan, Taiwan's largest domestic lithium-ion battery processor with more than an 80% market share, said it is building a technical moat around its self-developed safe discharge technology to capture strategic value from retired batteries as global demand for critical metals rises. The company announced its electrolyte conductive discharge system, combined with precision dismantling and downstream refinement, has secured certifications and commercial partnerships with major original equipment manufacturers across smartphones and automotive sectors.
Taiwan Power Company, or Taipower, submitted a restart plan for Nuclear Power Plant No. 3 to the Nuclear Safety Commission in March 2026, while recent reports indicated the utility has been in talks with original equipment supplier Westinghouse over nuclear fuel procurement.
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