Amazon and Constellation Energy signed a 20-year power purchase agreement that will supply 690 MW from the Calvert Cliffs nuclear plant in Maryland. The deal was announced as AI and cloud computing continue to drive higher electricity demand, prompting hyperscale tech companies to secure long-term, zero-emission power.
China's next-generation fusion programme has entered a new engineering phase with the formal opening of the campus for the Burning Plasma Experimental Superconducting Tokamak (BEST) and the start of critical main-device assembly in Hefei, Anhui.
The global solar module market is undergoing a significant geographic shift in 2026. China remains the world's largest source of module demand, but its share of global shipments is set to fall below 40%, down 12 percentage points year-over-year, while Europe and India continue to gain ground.
The US has unilaterally announced South Korea's investment package in the US, including Alaska LNG development and the construction of eight large nuclear power plants. Seoul had previously listed those two projects as issues to be negotiated later, but Washington has already presented them as a done deal.
As power infrastructure is now widely regarded as the foundation of a nation's strength, Taiwan is accelerating investment in gas-fired generation, green energy and energy storage. Premier Cho Jung-tai has outlined a medium- to long-term electricity plan, which will extend Taiwan's offshore wind expansion timetable to 2039.
Taiwan's Resource Circulation Administration (RECA), under the Ministry of Environment, has launched an upgraded version of its Circular Redesign Center, with Environment Minister Peng Chi-Ming outlining plans to build a more comprehensive circular economy ecosystem through a top-down approach.
LG Electronics has expanded its push into the AI data center cooling market through cooperation with Microsoft, SK Enmove, and overseas heating, ventilation, and air conditioning (HVAC) partners. The moves come as demand for data center cooling rises with the rapid buildout of AI infrastructure in the US, South Korea, and other markets.
Posco Future M signed a large lithium iron phosphate (LFP) cathode materials supply contract with SK On for 2027 to 2029, in a deal worth about KRW1.1 trillion (US$810 million). The agreement expands the South Korean materials maker's role in battery supply for energy storage systems (ESS) and electric vehicles.
As electricity demand from AI data centers and the semiconductor industry climbs rapidly, Blade Hydrogen Green Technology is tapping industrial byproduct hydrogen and mixed-hydrogen fuel cell technology to turn waste hydrogen into power and support low-carbon electricity supplies for AI data centers (AIDCs) and other sites. The startup has expanded its fuel cell power equipment from 30kW to 150kW and has installed a cumulative 1.65MW of generating capacity in Taiwan.
Solar cell manufacturer and systems integrator United Renewable Energy (URE) is still awaiting a final decision on the location of its US solar module plant, a joint venture with Sino-American Silicon Products (SAS), although production has now been set to begin in the third quarter of 2027. The upcoming US plant is expected to lift overseas revenue in its solar power business, which accounts for 70% of the company's total revenue; overseas sales currently account for roughly 20% of revenue in this segment and could double in 2027 amid strong demand. Moreover, the company is actively developing and testing solar power products for use in low Earth orbit (LEO) satellites with an eye on future growth, according to company chairman Sam Hong.
AUO has set out its EPS 2030 sustainability goals, expanding beyond factory energy saving and carbon reduction to applications including smart mobility, smart healthcare, smart retail, smart manufacturing, and low-carbon digital transformation. The company outlined 31 sustainability targets in total and said it has already achieved all 10 of its 2025 EPS goals, with a 100% completion rate.
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