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Friday 12 June 2026

Hanwha Qcells expands from US solar manufacturing into lunar testing, highlighting supply-chain and technology implications

Hanwha Qcells is moving its next-generation solar technology from terrestrial markets to a lunar test platform, while also bringing a major US manufacturing site into production. The two developments underscore the company's push to link high-efficiency solar research with a larger American supply chain.

Friday 12 June 2026

J&V Energy moves into AI data center power infrastructure to tap Taiwan's AI electricity boom

J&V Energy Technology is deepening its push into green power trading, energy storage, and overseas markets, while moving to capture new opportunities in AI energy infrastructure as artificial intelligence, semiconductors, and data centers drive sustained growth in electricity demand.

Thursday 11 June 2026

Foxconn, Brookfield deepen Vietnam push with 1GW renewables plan

Foxconn and Brookfield Asset Management announced on June 9, 2026, that they will jointly invest in and develop up to 1GW of renewable energy projects in Vietnam, seeking to secure stable green power for Foxconn's manufacturing operations and supply-chain partners.

Thursday 11 June 2026

DIGITIMES Insight: Power, not chips, is now the binding constraint for AI data centers

During COMPUTEX 2026 and Nvidia GTC Taipei, energy once again dominated the AI data center conversation — only this time the question was not whether enough electricity existed, but whether it could arrive on time, arrive clean, and sustain 24/7 carbon-free operations.

Monday 8 June 2026

China launches prefabricated power hub to speed data centers, cut costs

China has launched what state media described as the world's first prefabricated computing-power hub, a modular power system designed to shorten data-center construction times and reduce land and infrastructure costs as demand for computing capacity rises.

Friday 5 June 2026

GIS Holding pledges 100% green power across global sites by 2040

Touchscreen panel maker GIS Holding announced on World Environment Day, June 5, that it will join the RE100 initiative and aim to source 100% green power across its global operations by 2040. The firm outlined short-, medium-, and long-term plans to expand renewable energy use, and said executives disclosed a mix of measures to reach the target.

Thursday 4 June 2026

Taiwan's green energy industry shifts from manufacturing race to resilience strategy

Taiwan's green energy industry is emerging from more than two decades of boom, retreats, and shakeouts with a different strategic focus. What began as a contest in hardware manufacturing has become a test of industrial sovereignty, financial discipline, and geopolitical adaptation.

Wednesday 3 June 2026

Delta Electronics bets on microgrids in push for AI-powered energy management

The AI arms race is shaping up to be much more than a competition for computing power, with factors such as power supply, grid resilience, and carbon credits all playing a part in the ever-escalating battle.

Tuesday 2 June 2026

Commentary: Will AI sink or save the planet?

AI holds enormous potential to benefit the environment, but it simultaneously consumes massive amounts of water and energy. One generative AI data center can use up to 5 million gallons of water a day, and AI as a whole draws as much power as 100,000 households. A single AI query can use up to 1,000 times more electricity than a traditional Google search. The result is an urgent paradox: AI is becoming one of the most sophisticated tools ever built to combat climate change, yet it is also one of the fastest-growing strains on the planet's resources.

Friday 29 May 2026

Taiwan's Panel maker TPK bets on UK energy storage boom with Sumitomo and GRID tie-up

TPK Holding, a Taiwan-based touch panel manufacturer facing weakening demand in its core business, has been pivoting aggressively into new growth areas in 2026 — from semiconductor packaging to, now, clean energy infrastructure. The company's latest move takes it to Europe.

Thursday 28 May 2026

SAS succession complete as founder Mingguang Lu exits board amid diversified growth

Sino-American Silicon Products (SAS) held its shareholders meeting on May 26 and completed a full board overhaul, with founder Mingguang Lu stepping down as a director and Hsiu-lan Hsu being re-elected chairwoman. Lu will continue supporting the group as honorary chairman as SAS deepens its generational transition and diversified growth strategy.

Wednesday 27 May 2026

GlobalWafers expands into space, drones, marine applications; uses specialized solar tech to avoid China's low-price competition

The global solar industry remains trapped in a low-price competition ruled by Chinese manufacturers, but geopolitical shifts are creating new opportunities for differentiated players. GlobalWafers Chairwoman Doris Hsu stated after the company's shareholder meeting on May 26 that the company has successfully expanded its solar products into diversified applications across marine, terrestrial, and aerospace sectors through specialized solar technologies. Hsu explained that three main factors give reason for a significant portion of GlobalWafers' solar cell shipments to be exported to the US market.

Wednesday 27 May 2026

Sino-American Silicon taps AI to tackle Taiwan's green power crunch

Sino-American Silicon Products (SAS) is turning to AI-based power management as Taiwan's green-power shortage persists, and electricity demand from advanced chipmaking and AI data centers continues to rise.

Wednesday 27 May 2026

Hiwin opens Italy HQ, bridging Europe to global markets

Taiwanese machinery component maker Hiwin has officially opened its new headquarters in Agrate Brianza for its Italian subsidiary, saying the site will serve as a key hub connecting Europe with global markets and strengthening its international service network. Chairman Eddie Chuo said that Hiwin Italy is not only an operating base, but also a critical bridge for broader regional integration.

Tuesday 26 May 2026

Recharge Power to list and partner with J&V to pursue millisecond-response storage for AI data centers

J&V Energy Technology announced the launch of a subsidiary focused on supercomputing. It said its system-level energy storage unit, Recharge Power, will list on the emerging stock board on May 27 as the two firms target energy storage infrastructure for AI computing centers. The move responds to rising GPU power demands and aims to capture growth from the convergence of AI and energy in Taiwan and abroad.

Monday 25 May 2026

Geopolitics and AI push US energy storage to record-breaking quarter

The US energy storage industry achieved its most successful first quarter of 2026 to date, driven by surging AI computing demands and growing concerns over fossil fuel reliability. According to the US Energy Storage Market Outlook (ESMO) second quarter 2026 report published by the Solar Energy Industries Association (SEIA) and Benchmark Mineral Intelligence, developers deployed 9.7 gigawatt-hours (GWh) of new storage capacity in the first quarter of 2026. This represents a 32% increase year-over-year, reflecting the sector's resilience within the domestic clean energy supply chain despite a strained political environment.

Monday 25 May 2026

Topco and Bloom Energy install Taiwan's first on-site SOFC low-carbon data center power system

Topco Energy Service, a Topco Group unit, and Bloom Energy installed a 2.6MW solid oxide fuel cell on-site power system at a Taiwan IC design firm's Miaoli data center, creating what they called the nation's first data center using a distributed low-carbon generation model. The project began with a 1.3MW phase that entered service in January 2026 and reached full 2.6MW capacity in June, with the developers saying the installation can generate about 21.6 million kilowatt-hours annually.

Saturday 23 May 2026

Hengs lists on Taiwan Innovation Board to scale solar-plus-storage across Asia-Pacific

Hengs listed on the Taiwan Innovation Board on May 22, positioning the firm to expand its solar-plus-storage and energy management services across the Asia-Pacific as corporate demand for energy self-management intensifies. Executives said the move came amid rising energy security concerns, new large-user power rules, and the launch of carbon fees in Taiwan, which have pushed industrial customers to seek in-house generation and storage solutions.

Saturday 23 May 2026

Japan's five major companies form PSC battery alliance to lead next-gen solar market

The perovskite solar cell (PSC) market is still in its early stages, and in an effort to secure leadership, five major Japanese companies have announced the establishment of the Japan Association for the Promotion of Perovskite Solar Cells (JPSC). The initiative aims to take the lead in establishing standardized product specifications, safety guidelines, and recycling protocols while promoting industry-wide adoption and preventing low-quality products from entering the market.

Friday 22 May 2026

Japan, South Korea deepen energy ties: LNG, supply chains and AI security top summit agenda

Japan and South Korea have agreed to deepen cooperation on energy security and supply chain resilience, placing crude oil, petroleum products, LNG, and critical industrial materials at the centre of a wider effort to manage geopolitical shocks from the Middle East to North Korea.

Friday 22 May 2026

AUO ditches panel era with three new business lines for next decade

Looking ahead to 2026, AUO said the global economy is stabilizing and returning to growth, but that international trade disputes and regional conflicts still pose risks. It added that the consumer electronics market is also being weighed down by AI-driven inflation and weak demand, creating more uncertainty for an industry recovery.

Thursday 21 May 2026

China uses iron-fist policies to expel inefficient TOPCon capacity from solar supply chain

China's top-down policies are creating a tech elimination battle in its solar supply chain. Because of severe oversupply in the mainstream N-type tunnel oxide passivated contact (TOPCon) technology, combined with intensifying internal competition and price-cutting wars, the overall solar industry is on a downfall. For TOPCon companies suffering long-term losses and struggling to survive, the Chinese government has directly ordered local governments to "prohibit bailouts," therefore accelerating industry reshuffling and the elimination of inefficient production capacity.

Thursday 21 May 2026

Exclusive: TOPCon faces funding cuts while HJT and BC receive government support

As China's solar market enters a downfall, market sources indicate that China's central government is reshaping the industry landscape through an aggressive dual-track strategy. On one hand, authorities continue tightening funding for the mainstream tunnel oxide passivated contact (TOPCon) technology. On the other hand, they are launching targeted national-level support measures for higher-efficiency next-generation technologies such as heterojunction (HJT) and back-contact (BC).

Wednesday 20 May 2026

Tatung boosts North American renewables push with transformer wins and mass-production play

Tatung announced at the IEEE PES T&D 2026 exhibition in Chicago that it has expanded its North American footprint with a mix of large-transformer contracts and mass-production orders for the US renewables and data-center markets. The company said it secured a 345 kV order for a US renewable energy site with delivery slated for mid-2027 and additional solar project orders that will ship between 2026 and 2027, positioning Tatung as a supplier across both long-cycle and fast-turn segments.

Wednesday 20 May 2026

Commentary: Musk, Huang, and H200—Nvidia's last chip in China

US President Donald Trump's trip to China with 17 business leaders thrust Tesla CEO Elon Musk and Nvidia CEO Jensen Huang back into the spotlight — as Beijing's position on Nvidia's H200 chips and China's broader AI supply chain continue to reshape the market narrative.

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