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Friday 7 November 2025
Chicony Power may obtain urgent high-wattage NB power supply orders if semiconductor supply stabilizes
Affected by seasonal slowdowns and fewer working days, Chicony Power Technology's revenue in October 2025 was NT$2.487 billion (approx. US$80.5 million), down 25.6% year-over-year; cumulative revenue from January to October 2025 reached NT$29.096 billion, down 5.1% year-over-year. Compared to the same period in 2024, shipments of high-wattage NB power supplies were delayed due to ongoing shortages of key semiconductor materials for some customers. As a result, the product mix leaned toward low-end traditional models, making overall revenue relatively conservative.
Thursday 6 November 2025
China bolsters rare earth export controls with major hiring push
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.
Thursday 6 November 2025
Taiwanese electric scooter sales below government goals
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.
Monday 3 November 2025
India's solar industry reconfigures amid steep US tariffs on imported modules
Indian solar manufacturers are scrambling to protect their US business after Washington imposed a 50% tariff on solar modules and cells imported from India, a move that has sharply disrupted one of the country's fastest-growing export sectors.
Sunday 2 November 2025
Taiwan energy firms shift from equipment to integrated solutions in net-zero push
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.
Saturday 1 November 2025
AUO pushes integrated solar-storage solutions amid surging post-grid demand
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.
Saturday 1 November 2025
Taiwan solar maker pushes storm-proof technology and niche strategy in U.S. and Japan markets
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.
Saturday 1 November 2025
U.S. AI boom hits power bottleneck, unlocking billion-dollar openings for Taiwan suppliers
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.
Saturday 1 November 2025
AI-driven energy integration gains momentum across Taiwan, Japan, and Southeast Asia
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.
Friday 31 October 2025
HDRE pivots to Japan, Australia energy storage as Taiwan market stalls
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.
Friday 31 October 2025
Taiwan's hydrogen truck debut marks progress; points to policy hurdles still ahead

After a lengthy regulatory review, Linde LienHwa Group has officially introduced Taiwan's first hydrogen-powered truck, marking a significant step toward hydrogen mobility on the island. Yet despite advances in technology and vehicle manufacturing readiness, the industry continues to struggle with an incomplete policy and testing framework. Taiwan's hydrogen sector, insiders say, stands at a crossroads: strong on technology and vehicles, but weak on regulation, infrastructure, and market incentives.

Thursday 30 October 2025
Trump concludes Asia tour with rare earth and tech deals
US President Donald Trump has ended his six-day trip to Asia.
Thursday 30 October 2025
TPSC unveils Taiwan's largest perovskite solar window
Taiwan Perovskite Solar Corp. (TPSC) demonstrated its full vertical integration across materials, processes, modules, equipment, and applications at Energy Taiwan 2025 under the theme "Perovskite NEXT: Linking the Future‧Perovskite." Collaborating with 14 partners from Taiwan and the US, the company highlighted the accelerating development and maturing landscape of Taiwan's perovskite solar ecosystem.
Thursday 30 October 2025
Solar supplier Motech targets high-margin niches with differentiated technology
The global solar industry is undergoing a technological transformation as the industry has shifted from PERC cells to TOPCon processes. The technology upgrade that was expected to boost gross margins has instead triggered a wave of severe losses due to intense price competition and overcapacity among Chinese giants.
Thursday 30 October 2025
China's 15th Five-Year tech doctrine to tilt global industry balance

China's next phase of technology strategy is injecting fresh uncertainty into global supply chains, signalling a new round of strategic recalibration across industries worldwide.

Wednesday 29 October 2025
Taiwan semiconductor industry demands govt action over imminent energy crisis
Taiwan's semiconductor industry is sounding the alarm. The Taiwan Semiconductor Industry Association (TSIA) has issued a rare public warning about critical power shortages that threaten the island's chip manufacturing dominance. The message is clear: without immediate action, Taiwan risks losing its competitive edge in the global semiconductor race.
Wednesday 29 October 2025
Taiwan's green energy growth exceeds expectations, boosting industrial resilience
The 2025 Energy Taiwan and Net-Zero Taiwan trade show will be held starting October 29, featuring more than 450 companies from home and abroad, including exhibitors from the UK, Belgium, Denmark, and the Netherlands, showcasing the latest wind power technologies. Given that Taiwan produces 90% of the world's advanced semiconductors, energy autonomy is crucial for supply chain resilience.
Wednesday 29 October 2025
Trump's barriers reshape solar power sector; Chinese exits create US-Taiwan resurgence

As the world accelerates toward net-zero carbon goals in 2025, the contest for control over future energy supply has reached a boiling point. At the center of this struggle lies the solar power industry, dominated by China's photovoltaic (PV) supply chain, which accounts for more than 80% of global production.

Wednesday 29 October 2025
Bloom Energy offers 800V DC power solutions for AI data centers
As AI data center energy consumption continues to surge, Nvidia has introduced a high-voltage direct current (HVDC) architecture aimed at reducing overall power usage in AI computing infrastructure. Meanwhile, US-based Bloom Energy has presented a supporting solution that uses fuel cells to supply 800V DC directly to servers, integrating carbon capture and combined heat and power (CHP) systems to recycle waste heat and boost efficiency, potentially cutting operational costs by about 15%.
Tuesday 28 October 2025
US-Japan summit signs rare earths deal and promises golden age alliance
On the morning of October 28, 2025, Japanese Prime Minister Sanae Takaichi and US President Donald Trump signed two important agreements during their meeting at the Akasaka Palace in Tokyo. According to Nikkei and Jiji Press, given the deteriorating security environment in East Asia, both leaders agreed that the Japan-US alliance should be strengthened.
Tuesday 28 October 2025
Power crunch threatens Taiwan's semiconductor supply chain
Driven by global net-zero ambitions and the rapid rise of AI computing, electricity has evolved from basic infrastructure into a strategic resource shaping national competitiveness in high-tech industries. As a critical hub of the global semiconductor supply chain, Taiwan now faces an unprecedented "power siege."
Tuesday 28 October 2025
Trump turns a blind eye to US's AI power grid problem
AI data centers are putting tremendous pressure on the US's already fragile power infrastructure. In addition to Nvidia CEO Jensen Huang and Tesla CEO Elon Musk, multiple Wall Street investment banks and industry organizations have recently warned that the US power grid faces increasing risks of blackouts and rising electricity prices.
Monday 27 October 2025
US and Malaysia strike deal to secure rare earth supply chain
On October 26, US President Donald Trump attended the ASEAN Summit in Kuala Lumpur, Malaysia, where the US and Malaysia signed a trade agreement and a memorandum of understanding (MOU) on critical mineral supply cooperation.
Monday 27 October 2025
Taiwan turns China's export curbs into a test of industrial resilience

As Energy Taiwan and Net-Zero Taiwan 2025 open on October 29, Beijing has completed its second wave of export restrictions on lithium batteries and rare-earth materials. This move has jolted global clean-energy supply chains and forced industries worldwide to prepare for another round of structural reshuffling.

Monday 27 October 2025
TSMC’s Cliff Hou calls for a stronger Taiwan chip ecosystem to turn crisis into advantage
The Taiwan Semiconductor Industry Association (TSIA) held its annual meeting on October 23. Chairman and Taiwan Semiconductor Manufacturing Company (TSMC) senior vice president and co-COO Cliff Hou emphasized that despite the challenges and changes in 2025, Taiwan's semiconductor industry continues to demonstrate strong resilience, adding that Taiwan's manufacturing sector remains a global leader, while its IC design output holds steady as the world's second largest.