The global power equipment supply chain is facing a transformer shortage due to the unrelenting AI data center construction and demand for renewable energy. Delivery times for key equipment have been significantly extended, with some large transformers requiring as long as 24 months. This not only tests grid resilience but also creates challenges for major tech firms urgently seeking new power capacity.

Taiwan has set a goal for 30% of its energy to come from renewable sources by 2030, but the solar power sector is encountering mounting policy and public pressure that could slow its growth. After the Legislative Yuan passed three legal amendments regarding new solar power developments, foreign investors and local developers alike are concerned that the tighter regulations will increase uncertainty and hinder development in the solar industry in 2026.

Linde LienHwa, Taiwan's largest industrial gas supplier, opened two hydrogen refueling stations with CPC Corporation as the government prepares new incentives to build out hydrogen infrastructure and support early pilot projects. The LLH Tree Valley Demonstration Hydrogen Refueling Station in Tainan and CPC's Nanzih station in Kaohsiung are the first facilities of their kind to enter operation in Taiwan and are expected to anchor the country's initial hydrogen mobility trials.

As the end of 2025 approaches, Tesla has returned to the solar market and relaunched its residential solar leasing business. Active across renewable energy, AI, autonomous driving, and robotics, Tesla is making a major push before the Trump administration removes the 30% residential solar tax credit under the Inflation Reduction Act (IRA) at the end of the year. It is betting on an upcoming rush of early purchases.

Taiwan's offshore wind sector has crossed a pivotal threshold as Walsin Energy Cable System (WECS), a subsidiary of Walsin Lihwa Group, has officially inaugurated its submarine cable plant in Kaohsiung. The launch completes the last major segment of the nation's offshore wind supply chain—spanning turbines, underwater foundations, and maritime engineering—now fully integrated with domestic submarine cable production.

The SEMICON Japan 2025 exhibition is set to take place in Tokyo from December 17 to 19, 2025, with Topco Scientific (TSC) and its Japanese subsidiary Shunkawa participating alongside nine semiconductor suppliers from Taiwan, the US, and Japan. Together, they will showcase critical materials and equipment covering semiconductor front-end processing, power modules, and advanced packaging, as well as integrated solutions for smart energy-saving monitoring systems.

Taiwan's major castings supplier Yeong Guan Energy Technology Group, a key producer of components for wind turbines, machine tools, and heavy industrial equipment, is deepening its presence in China's rapidly expanding wind power market while advancing its Southeast Asia strategy. The company is set to complete its new Thailand plant by late 2025, with mass production scheduled to begin in 2026.

J&V Energy Technology's subsidiary Greenet, Taiwan's leading green electricity retailer, officially launched a 20-year green power wheeling agreement with telecommunications giant Chunghwa Telecom (CHT) on December 5, 2025. The deal runs from 2027 to 2047, with a total volume of 4.6 billion kilowatt-hours (kWh), marking CHT's largest green energy partnership to date and establishing a benchmark for net-zero transformation in Taiwan's ICT industry.

Facing intensifying carbon-reduction pressures, traditional steelmaker POSCO Holdings has partnered with South Korean high-temperature water electrolysis firm Enforus to accelerate the domestic development of viable clean hydrogen production. Enforus aims to leverage advanced solid oxide electrolyzer cell (SOEC) technologies to meet rising market demands over the coming decade.

In a strategic move aligned with global trends, TCC Group Holdings (formerly Taiwan Cement Corporation) Chairman Nelson An-ping Chang is steering the group's sustainable growth by positioning new energy as its "fourth leg." Balancing environmental responsibility with investor returns, TCC aims to establish a business philosophy that is sustainable, measurable, and inheritable.

Taiwan Power Company (Taipower) has sought to integrate private-sector energy storage and generation facilities into the energy transition process since the launch of its electricity trading platform in 2022, according to company vice president Chin-chung Wu. Speaking at the 2025 Nordic Taiwan Sustainable Energy Forum, held on December 3, 2025, in Taipei, Wu highlighted that the platform aims to support Taiwan's energy transition with speed, quality, and cost effectiveness. According to the latest data, more than 1,650 MW of energy storage capacity is already part of Taipower's ancillary services, with an additional 3 GW of storage projects under construction or in the planning phase.

WiseChip Semiconductor general manager Wen-Qin Ye stated that overall operations have suffered from macroeconomic conditions and tariff impacts, falling short of expectations. However, the company has stabilized operations through inventory management and strengthened organizational efficiency, while actively developing new products. By diversifying its business, the company aims to pursue profitability and hopes that new applications in 2026 will contribute to revenue.

Denmark's state-owned power and gas operator Energinet has revised its green energy connection review process, aiming to improve the integration of green energy into its power grid and address grid bottlenecks. The company has recently shifted from a first-come-first-served queue system to an evaluation based on project readiness.

Taiwan's semiconductor industry's rush to secure green electricity has created market distortions that threaten the competitiveness of traditional industries, forcing companies like TCC Group Holdings to shoulder hidden carbon costs while chipmakers dominate renewable energy access.

Facing rapid growth in renewable energy, increased grid dispatch pressures, and decarbonization demands from hard-to-electrify industries like refining and petrochemicals, South Korea is combining existing nuclear power plants with water electrolysis technology to achieve a low-carbon, stable, and large-scale hydrogen supply. Korea Hydro & Nuclear Power (KHNP) has moved beyond basic research and, with government support, has begun verification projects.

Hydrogen power is expected to play a pivotal role in South Korea's smart grid as the country unveils its updated Nationally Determined Contribution (NDC) carbon reduction targets for 2035. Yet with resources and investments lagging behind other leading competitors, South Korea will need to reassess the role of hydrogen energy in sectors spanning power generation and transportation to heavy industry, if the country aims to see tangible results from advancing hydrogen power.

Trumpf, a key supplier of semiconductor equipment components with close partnerships with industry giants such as ASML Holding and Taiwan Semiconductor Manufacturing Company (TSMC), officially launched its new regional plasma power technology center in Taoyuan, northern Taiwan, on November 28. The facility aims to strengthen customer connections, reduce service response times, lower carbon footprints, and extend equipment lifecycles through refurbishment services.

Power demands of AI servers are boosting growth in the power semiconductor market. However, Taiwan's advanced carbon materials have long relied on imports, and China's recent graphite export restrictions have once again emphasized the importance of localized supply chains.

As AI computing power surges exponentially, electricity has become a critical strategic resource for the tech industry. With traditional power supply models struggling to meet the rapidly growing demand from data centers, US tech giants are transforming from mere consumers into active investors and traders in energy.

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.