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Oct 29, 07:44
Samsung SDI wins 1GWh US battery storage deal
Samsung SDI has signed a follow-on 1GWh contract to supply energy storage systems (ESS) to US power developer Alpha Omega Power (AOP). The batteries will be made in Indiana and delivered by the end of 2026, the latest sign that South Korean battery makers are winning US business by manufacturing locally.
Qisda President Cally Ko said future infrastructure supporting autonomous physical AI would evolve beyond simply providing connectivity and power to also deliver sensing, computing, and autonomous dispatching capabilities. She also disclosed that the company's commercial drones had already secured orders and entered production, while its quadruped robots were expected to be unveiled publicly in early 2027.
Germany is advancing a pragmatically diversified transport and energy strategy centered on renewable diesel and electricity-based sustainable aviation fuel (eSAF). As the country works to avoid over-reliance on any single energy source while maintaining energy security and grid stability, this policy shift is actively reshaping supply-chain dynamics across Europe and Taiwan.
Geothermal energy commercialization in Taiwan has taken a major step forward with a 20-plus MW corporate power purchase agreement (CPPA) from a semiconductor giant, yet for geothermal energy developers and operators, numerous obstacles still remain before it can become a stable, continuous power source.
AI server power architectures are evolving toward high-voltage distribution and point-of-load voltage conversion, according to DIGITIMES Intelligence.
Mitsubishi Electric has announced plans to carve out its distribution panel components business for factories and commercial buildings into a joint venture (JV) with Swiss power and automation giant ABB. Mitsubishi Electric will spin off the division and transfer a 51% stake to ABB. Moving forward, the Japanese conglomerate will focus on data center infrastructure and high-voltage grid applications positioned further upstream in power transmission and distribution.
Aerospace Industrial Development Corporation (AIDC) held an inauguration ceremony for its 9MW/54MWh large-scale microgrid system at its Shuinan facility in Taichung on October 22, marking the official commissioning of what the company describes as Taiwan's largest industrial behind-the-meter energy storage microgrid.
CleanMax's partnerships with Apple, Meta, and other technology companies highlight how artificial intelligence (AI) data centers are intensifying global demand for renewable power.
Taiwan and the UK deepened cooperation on offshore wind, carbon capture, and energy security at two bilateral meetings held recently in Taipei. The 21st Taiwan-UK Renewable Energy Exchange Conference brought together about 80 government, industry, and research representatives to discuss energy policy, technical practices, and collaboration on low-carbon technologies. The eighth Taiwan-UK Energy Dialogue Conference followed that afternoon.
While Tesla is expanding its ambitions in autonomous transportation and embodied AI, developments in its energy-storage business are drawing attention following a mixed set of financial results in the company's third-quarter 2026 earnings report.
Amazon plans to invest in a proposed 960MW nuclear power plant in Indiana and become its first power purchaser, securing long-term electricity for its AI data centers as it expands its nuclear energy strategy.
PCB makers are expanding sustainability efforts as artificial intelligence (AI) and high-performance computing (HPC) drive demand for higher-performance boards. Still, the industry faces obstacles in securing affordable renewable power, validating low-carbon materials, and measuring emissions across its supply chain. Industry output is expected to exceed NT$1.13 trillion (US$34.63 billion) in 2026, putting pressure on the industry to balance growth with its sustainability goals.