Asia's AI infrastructure buildout is turning electricity into a new supply chain constraint. As demand for data storage, compute power, high-performance memory, servers, and advanced semiconductor manufacturing accelerates, governments and technology companies are under pressure to secure not only more power, but cleaner and more reliable power.
CATL has launched CATL TENER Sodium, a utility-scale sodium-ion energy storage system aimed at moving the technology from pilot projects into commercial grid infrastructure.
Optical film and nano-coating materials developer Victory For Technology (VFT) is focusing on three key areas — AI and semiconductor processes, foldable displays, and key new-energy materials — as it deepens R&D and product deployment to capture emerging opportunities in the global supply chain.
Kaori Heat Treatment held a groundbreaking ceremony for its new plant at Kaohsiung's Ciaotou Science Park on June 23. Chairman Dr. Allen Wu led the management team at the event, joined by government representatives and industry partners. Total investment in the Ciaotou Science Park plant is expected to be capped at NT$3.25 billion (approx. US$103 million), making it Kaori's largest production base, with a development scale exceeding the combined size of its existing sites.
Chinese Premier Li Qiang will attend Summer Davos 2026, to be held from June 23 to 25 in Dalian, Liaoning province. The forum, formally the Annual Meeting of the New Champions, will feature a speech by Li. Ahead of the event, Li visited Dalian on June 22 to inspect local heavy industry and advanced equipment manufacturers, signaling China's continued policy support for advanced manufacturing.
TECO Electric & Machinery's Australia unit, Billion Watts, and Tun Green Power announced a strategic partnership to develop the Seaspray solar and battery energy storage project in Victoria, Australia, and formed a local joint venture to pursue follow-on investments, according to the partners. The partners said the move marks their formal entry into the Australian renewable energy market and the beginning of planning for a second set of projects.
Anthropic joined Frontier, the carbon removal procurement coalition, becoming the first AI startup to participate as surging power demand from AI data centers made corporate climate pledges harder to meet. The announcement came with Frontier securing an additional US$915 million in funding commitments, raising the coalition’s total to US$1.8 billion, according to Reuters and Bloomberg.
Taiwan's CPC Corporation said Qatari liquefied natural gas shipments could begin arriving in Taiwan from early September 2026, as the US and Iran move toward an agreement to reopen the Strait of Hormuz, though key details of the arrangement remain unclear.
China Airlines will lower cargo fuel surcharges from July 1 after international oil prices eased following a US-Iran memorandum signed June 17 that raised prospects for renewed shipping through the Strait of Hormuz.
AbonMax Technology said on June 16 that drone revenue still accounts for only about 7% to 8% of its total sales, but the company expects more visible operating results by the end of 2026 as government procurement orders and overseas expansion begin to take effect.
Taiwan's 2026 GDP growth is on track to exceed 10% as AI demand powers the island's economy, Minister of Economic Affairs Ming-hsin Kung said, adding that this level of growth may be achieved given current trends. He pointed to stronger-than-expected exports from the AI supply chain and traditional industries such as machinery.
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