Chinese wind turbine manufacturer Envision Group is evaluating the establishment of a battery plant in India. As the Indian government encourages increased use of renewable energy, energy storage is increasingly being accepted as a new opportunity.

At its investor conference on November 27, 2025, Gigastorage Corporation shared details regarding its strategic shift from its early photovoltaic (PV) business toward AI computing, cooling, and personal health micro-sensing. In the HPC and AI fields, Gigastorage has invested in direct forming technology (DFT). This technique leverages the high hardness of diamond abrasives to directly machine deep, tall two-dimensional fin structures onto heat-dissipating materials, improving thermal resistance performance by approximately 20%. It overcomes the technical bottlenecks of traditional cooling solutions, allowing fins to be directly integrated into GPU modules while precisely controlling the base thickness below 0.2mm, targeting top-tier applications such as HPC and vertical AI cooling.

Amid rising global demand for green energy and geopolitical supply chain shifts, solar engineering, procurement, and construction (EPC) firm Teinco Technology is harnessing its expertise in electromechanical engineering to develop a renewable energy trading platform and enter the green energy storage market in the US. The company aims to expand its operational footprint by leveraging these two growth engines.

India's fast-expanding solar sector is entering a critical juncture as ambitious government targets, rising domestic manufacturing capacity, and weakening export demand create the conditions for both growth and consolidation.

Taiwan's recent passage of amendments to three laws has sparked significant concern among energy companies about solar power development in the country. Industry players worry the new regulations will deter investors and further delay large-scale PV power projects. Adding to the challenges, newly established private gas power companies Chung Chia Power (CCP) and Jiu-Wei Power are canceling projects amid local opposition.

The Philippines is rapidly advancing its green energy infrastructure to meet rising electricity demand driven by economic growth and data center expansion. Taiwanese energy companies highlight the Philippines' abundant sunlight and low land costs as key advantages, with strong government support for solar power, waste-to-energy (W2E), hydropower, and energy storage sectors presenting new opportunities for foreign investors.

Global net zero goals and the rapid adoption of green energy by RE100 companies have pushed Taiwan's green power market into a long-term shortage. Engineering, Procurement, and Construction (EPC) firm Teinco Technology stated that by leveraging its electromechanical background and diversified deployment strategy, the company has adopted a dual approach of strategic alliances and investments, successfully driving strong profit growth. Order visibility has now steadily extended through 2028.

Ta Ya Electric reported a 3.4% rise in consolidated revenue to NT$22.995 billion (US$731 million) for the first three quarters of 2025, driven primarily by strong demand for electric wires and cables linked to Taiwan Power Company's resilient grid project orders. The company achieved a gross profit of NT$3.245 billion with a 14.1% margin during the period.

On November 24, 2025, the Chinese Academy of Sciences (CAS) officially launched the "Burning Plasma" international scientific program at the "Future Big Science City" in Hefei, Anhui. The CAS also presented the Burning Plasma Experimental Superconducting Tokamak (BEST) research plan to the global fusion research community.

Singapore Prime Minister Lawrence Wong stated that the government is studying multiple energy options but needs to carefully evaluate each option due to the country's limited land area.

Green energy investment group J&V Energy Technology (J&V) held an earnings call on November 20, 2025, reporting consolidated revenue from energy storage engineering that generated NT$2.25 billion in the first three quarters of 2025, soaring 315% year over year, while green electricity trading and electricity sales reached NT$1.74 billion, up 116% year over year. These two main business engines have driven strong growth momentum.

US data center startup GMI Cloud recently announced plans to build an AI factory in Taoyuan, northern Taiwan, with a projected scale exceeding the current 5MW limit set by the state-run Taiwan Power Company (Taipower). Declining to comment on individual cases, Taiwpower emphasized the challenges of power infrastructure development in northern Taiwan, suggesting data centers consuming over 5MW prioritize locations in central and southern regions rich in renewable energy.

Foxconn is accelerating its push into electric vehicles and energy storage batteries, launching its Foxtron plant in Kaohsiung and investing in talent, automation, and supply chain development as it works to build Taiwan's first gigafactory-level battery industry and expand its global footprint.

Amid the global RE100 movement and intensifying net-zero transition, electricity has shifted from a basic utility to a strategic resource shaping national competitiveness and geopolitical positioning. Yet Taiwan's domestic solar industry is being pushed toward collapse by internal regulatory constraints that function as self-imposed roadblocks.

The 35th Taiwan-Japan Modern Engineering and Technology Symposium opened in Taipei on November 17, with experts highlighting that Taiwan's future economic growth faces challenges from extreme climate events, geopolitical conflicts, US tariff uncertainties, and constraints on critical material supplies. Among these, extreme drought poses the most severe threat to Taiwan's industries, especially the water-intensive semiconductor sector.

Taiwan's solar industry is facing a severe setback due to amendments to three key laws: the Environmental Impact Assessment Act, the Act for the Development of Tourism, and the Geology Act. Large-scale solar projects will be comprehensively impacted, possibly causing green energy supply to stall and forcing Taiwan's semiconductor sector, critical to national security, into unprecedented strategic dilemmas under RE100 commitments.

South Korea is seeking to expand renewable energy capacity to 100GW by 2030 as part of its accelerated decarbonization plans, with solar power positioned as a central pillar. Yet solar deployment has slowed in recent years, and industry estimates suggest the country will add only around 3GW of new capacity annually through 2028, half the level required to stay on track for 2030 targets. The gap reflects longstanding structural challenges, including limited land availability, grid bottlenecks, and persistent local resistance.

Electric power equates to national strength. This principle now drives geopolitical dynamics as the global energy transition evolves into a silent market strategy battle.

The rise of electric vehicles may seem unstoppable, yet two obstacles continue to constrain the market: charging access and driving range. Increasingly, automakers are turning to solar photovoltaic (PV) energy as a way to supplement an EV's battery. In one of the latest examples, Mercedes-Benz has introduced an almost imperceptible thin solar coating on its Vision Iconic concept car—an ultra-slim layer that harvests sunlight without altering the vehicle's appearance.

Despite surging global demand for solar energy, South Korean manufacturers are seeing export volumes contract as China deepens its dominance over upstream silicon wafer and module production. Industry experts caution that rising domestic consumption alone will not revive local manufacturing unless supported by protective measures and mandatory local-sourcing requirements.

With the global race toward net-zero intensifying, Taiwan's energy strategy now stands at a critical crossroads. An amendment to the Environmental Impact Assessment Act, currently under review in the Legislative Yuan, is drawing fierce concern from industry groups, who argue the proposal could create a self-inflicted "legislative barrier" that jeopardizes Taiwan's energy security, semiconductor supply chain, and the livelihoods of millions.

The development of the hydrogen energy industry has been driven by demand from application sectors, including scenarios ranging from hydrogen vehicles to power usage. Although global hydrogen vehicle sales have declined over the past two years, Japan has remained committed to promoting hydrogen fuel cell commercial vehicles and even expanding trials of natural gas-hydrogen blended combustion power generation.

Some of India's export-oriented green hydrogen projects are expected to face delays due to global policy uncertainties, potentially pushing the country's clean fuel production target beyond its original timeline, according to a senior government official who spoke on November 11, 2025.

Plastic injection molding giant Fu Chun Shin (FCS) reported positive year-on-year revenue growth for October 2025, driven by demand from automotive components, ICT, semiconductor, and sports industry customers. New technology deployments in the premium sports sector are beginning to reap benefits, with supercritical fluid physical foaming equipment seeing increased shipments.

Tata Power plans to establish India's largest solar wafer and ingot manufacturing facility with a capacity of 10GW, CEO and managing director Praveer Sinha said on November 11, 2025. The move will mark the company's entry into the upstream segment of the solar value chain, completing its presence across the entire manufacturing ecosystem.