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May 28
The AI boom's power problem—and China's nuclear answer

As artificial intelligence (AI) rapidly reshapes the global industrial landscape, a less glamorous but increasingly urgent issue has come into focus: energy. At the heart of this revolution lies an often-overlooked truth—AI runs on power, and lots of it.

BP's lubricants subsidiary Castrol is entering the data center cooling market as artificial intelligence workloads strain traditional air-based systems. Speaking at Computex 2025, CEO Michelle Jou outlined the company's expansion into liquid cooling technologies ahead of an anticipated surge in power densities to 150 kilowatts by 2027.
Global sales of hydrogen fuel cell vehicles (FCVs) declined for the second consecutive year in 2024, highlighting the ongoing challenges in developing the hydrogen mobility market. In Taiwan, stringent regulations and complex approval procedures have delayed the launch of hydrogen refueling stations by state-owned CPC Corp and private gas supplier Linde LienHwa, prompting industry stakeholders to call for regulatory relaxation to accelerate adoption.

Iris Optronics, a pioneer in cholesteric liquid crystal display technology, has partnered with Porrima to integrate its full-color ePaper display into the Porrima P111—a cutting-edge, zero-emission vessel engineered for sustainable maritime exploration.

Seetel New Energy is a Taiwan-based battery and energy storage solutions provider whose business covers lithium battery manufacturing, smart EMS (energy management system), EPC (engineering, procurement, and construction), and maintenance services. Seetel has already established a firm presence in Taiwan's energy storage automatic frequency control (AFC) sector and is expected to expand its reach to Canada and Japan in 2026.
Win Win Precision Technology is positioning itself as a key enabler for semiconductor manufacturers while accelerating support for clients' global localization strategies. The Taiwan-based company expects its solar module business to reach breakeven by the second quarter after shaking off pressure from Chinese low-price competition that peaked in mid-2024.
China has rapidly emerged as a global powerhouse in hydrogen energy, demonstrating strong capabilities across the entire supply chain—from production and storage to transport and fuel cell vehicle manufacturing. However, industry observers warn that the sector could soon face the same overcapacity and cutthroat price competition that once plagued the solar and wind industries.
Infineon Technologies and Nvidia announced a collaboration to develop 800-volt DC power architectures for artificial intelligence (AI) data centers, as the industry confronts exponential growth in energy consumption that threatens to outpace current infrastructure capabilities.
US President Donald Trump's aggressive tariff policies have prompted countries worldwide to vie for priority negotiation opportunities. Among them, the UK was the first to secure a trade agreement with the US, covering sectors such as automobiles, steel, and aluminum. Julian Hetherington, director of Automotive Transformation at Advanced Propulsion Centre (APC) UK, recently visited Taiwan's industry sector and shared insights exclusively with DIGITIMES, revealing the secrets behind the UK-US consensus.
Taiwan has officially marked the end of nuclear power with the decommissioning of the No. 2 reactor at Maanshan Nuclear Power Plant in May 2025. Renewables have now become the core element in Taiwan's energy policy and the focus of industrial investments, as the island seeks to fill its energy gap and move toward carbon neutrality.
Taiwan officially ended its commercial nuclear power generation on May 17, 2025, with the decommissioning of Unit 2 at the Maanshan Nuclear Power Plant in the Pingtung county. The move marks a pivotal moment in the government's drive for a "non-nuclear homeland," shifting the island's energy landscape. With nuclear power now phased out, fossil fuels are set to take center stage in Taiwan's energy future.
Google has recently ramped up its procurement in Taiwan's renewable energy sector, securing solar, offshore wind, and geothermal power in rapid succession. The moves mark a significant vote of confidence in the island's green energy market and reflect the tech giant's ambition to power its global operations entirely with carbon-free energy by 2030.
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