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Nov 5
Nvidia US$10B deal elevates South Korea to third in GPU stockpile for physical AI push
Nvidia has built a massive AI infrastructure project with the South Korean government, and local enterprises will now adopt Nvidia's next-generation RTX Pro 6000 Blackwell server-version GPU. During the Asia-Pacific Economic Cooperation (APEC) summit in Gyeongju in 2025, Nvidia announced plans to supply 260,000 GPUs to the country, a deal worth US$10 billion.
C3 Labs, headquartered in Sri Lanka, has announced the establishment of a new business unit called Pixel Paper Labs, focusing on the development, design, and manufacturing of e-paper products for both local and international markets.
China's Ministry of Commerce (MOFCOM) has launched its largest recruitment campaign in nearly a decade, planning to add approximately sixty new officials in 2026. According to a MOFCOM announcement, the Bureau of Industry Security, Import and Export Control plans to recruit at least five new staff members in 2026, the highest number since 2022. Despite the current US-China trade war truce, MOFCOM's rare earth control division continues its expansion.
Taiwan's overall scooter market reached 64,723 units in October 2025, up 1.65% from September's 63,670 units and a 1.15% increase compared to 63,981 units in October 2024. Market data shows Sanyang Motor (SYM) sold 28,091 scooters in October, securing the top spot with a 43.4% market share.
South Korean electric vehicle (EV) battery maker LG Energy Solution (LGES) is facing a major security breach involving the theft of its high-density pouch-type battery technology, which reportedly ended up in the hands of Indian electric scooter manufacturer Ola Electric. The incident has raised significant concerns about the protection of South Korea's core industrial technologies.
Amid the global energy transformation driven by AI data centers, electric vehicle fleets, and ESG regulations, Taiwan's Seetel New Energy is emerging as a leading player in energy storage system design, manufacturing, and operations.
As the global push for net-zero emissions and energy transition gathers pace, energy saving and carbon reduction have become central to corporate competitiveness. With carbon fees now in place and mounting pressures on power stability and green electricity demand, manufacturers are moving beyond single equipment adoption toward comprehensive solutions that integrate diagnostics, storage, green power procurement, and microgrid systems.
Au Optronics (AUO) is accelerating its expansion in the smart energy sector, unveiling integrated "storage-first" and "solar-plus-storage" solutions at Energy Taiwan 2025. Partnering with its subsidiaries AET SustainTek and StarShining Energy, along with 21 ecosystem partners, AUO is positioning itself at the forefront of Taiwan's evolving post-grid energy storage landscape.
Taiwanese solar module maker TSEC is aiming to reposition itself amid ongoing geopolitical realignments. In remarks on October 29, 2025, TSEC executive vice president William Liao noted that the company has launched a flexible plan for global expansion of its world-leading wind-resistant module technology. Starting in 2026, TSEC aims to transform its shipment structure by leveraging two key opportunities, namely the battery shortage in the US, and specialized demand in Japan.
The global AI race enters a new phase in 2025, shifting focus from advanced cloud algorithms and high-performance computing chips to the coldest yet most critical physical constraint: electricity. Analysis firm Goldman Sachs highlights that power provision is fast becoming the "physical limit" for AI development.
Energy systems worldwide are undergoing a shift from conventional power generation and transmission frameworks, toward multinational collaboration driven by AI technology. During remarks on October 29, 2025, GreenRock Energy chairman Eden Yeh outlined the company's strategic blueprint for Asia: using its autonomous AI platform as the core, the company will leverage its financial strength and system integration capabilities to expand its operational scale in 2026, aiming to become a key energy system integrator spanning Taiwan, Southeast Asia, and Japan.
Taiwan's renewable energy development has hit headwinds in recent years, with 2025 likely marking a slowdown in growth. HD Renewable Energy (HDRE) noted that despite policy and installation setbacks, surging electricity demand from AI and high-tech industries continues to drive strong long-term demand for energy storage.