J&V Energy Technology is deepening its push into green power trading, energy storage, and overseas markets, while moving to capture new opportunities in AI energy infrastructure as artificial intelligence, semiconductors, and data centers drive sustained growth in electricity demand.

Tesla is building its own lithium iron phosphate supply chain as it seeks to compete with China's low-cost battery industry, according to clues in Aleees' public share offering prospectus and industry analysis. The move points to a broader effort to secure batteries, energy storage systems, and other long-term demand drivers while sidestepping Chinese patent barriers.

The Industrial Technology Research Institute (ITRI) has announced the signing of an authorization, assessment, and service agreement with the Association for Uncrewed Vehicle Systems International (AUVSI) for the "Green Uncrewed Aircraft Systems" (Green UAS) program. Taiwan will become an AUVSI-recognized third-party assessment body and the first overseas accredited Green UAS evaluation organization outside the US, opening a direct path for Taiwanese companies to obtain certification and enter the US market.

Taiwan's green energy industry is emerging from more than two decades of boom, retreats, and shakeouts with a different strategic focus. What began as a contest in hardware manufacturing has become a test of industrial sovereignty, financial discipline, and geopolitical adaptation.

The AI arms race is shaping up to be much more than a competition for computing power, with factors such as power supply, grid resilience, and carbon credits all playing a part in the ever-escalating battle.

AI holds enormous potential to benefit the environment, but it simultaneously consumes massive amounts of water and energy. One generative AI data center can use up to 5 million gallons of water a day, and AI as a whole draws as much power as 100,000 households. A single AI query can use up to 1,000 times more electricity than a traditional Google search. The result is an urgent paradox: AI is becoming one of the most sophisticated tools ever built to combat climate change, yet it is also one of the fastest-growing strains on the planet's resources.

TPK Holding, a Taiwan-based touch panel manufacturer facing weakening demand in its core business, has been pivoting aggressively into new growth areas in 2026 — from semiconductor packaging to, now, clean energy infrastructure. The company's latest move takes it to Europe.

Sino-American Silicon Products (SAS) held its shareholders meeting on May 26 and completed a full board overhaul, with founder Mingguang Lu stepping down as a director and Hsiu-lan Hsu being re-elected chairwoman. Lu will continue supporting the group as honorary chairman as SAS deepens its generational transition and diversified growth strategy.

The global solar industry remains trapped in a low-price competition ruled by Chinese manufacturers, but geopolitical shifts are creating new opportunities for differentiated players. GlobalWafers Chairwoman Doris Hsu stated after the company's shareholder meeting on May 26 that the company has successfully expanded its solar products into diversified applications across marine, terrestrial, and aerospace sectors through specialized solar technologies. Hsu explained that three main factors give reason for a significant portion of GlobalWafers' solar cell shipments to be exported to the US market.

Taiwan-based Daxin Materials posted stronger revenue and profitability in 2025 as rapid growth in semiconductor materials offset a still-cautious display market recovery, with AI- and HPC-driven demand emerging as the company's primary growth engine.