Driven by rapid growth in the AI and semiconductor industries, green electricity demand is expected to reach 40 billion kWh by 2030. As fixed-bottom wind turbine installations gradually approach saturation, future development is expected to shift toward floating wind turbines in deep-water areas. Renewable energy has become a key factor supporting major corporate investments, while also enhancing Taiwan's energy independence and national security.
A green energy startup from Taiwan is heading to Silicon Valley with an unconventional argument: the most valuable layer in the energy transition may not be more solar panels, but the AI dispatch layer that sits between generation and consumption.
Chinese officials have held early-stage discussions on potential restrictions on exports of advanced solar panel manufacturing equipment and technology to the US, Reuters reported, citing five people familiar with the matter. The reported move remains under consideration and has not been finalized, underscoring that it is still at a preliminary and potentially fluid policy stage.
China is preparing to shift the focus of its energy strategy from building power plants to transforming how energy is consumed, as leaders seek to reduce reliance on imported fuels and strengthen national security.
India's push to build a domestic advanced manufacturing ecosystem is facing renewed pressure from China's tightening control over critical technologies, particularly in the battery and electric vehicle (EV) supply chain, according to Bloomberg.
Japan dominates the global market for semiconductor equipment and materials — a strategic chokepoint that its neighbors and partners have long sought to learn from, not just rely on. Taiwan, home to the world's most advanced chip fabrication ecosystem, has spent years building closer ties with Tokyo in materials science. Now, that partnership is entering a more ambitious phase.
AUO has announced that its Board of Directors has approved a restructuring plan for its energy business's organization and investment framework, aiming to consolidate internal and external energy-related resources within the group. By corporatizing the energy business into a more specialized and focused platform, AUO seeks to enhance operational efficiency and market competitiveness.
Rising geopolitical tensions between the US and Iran in late February 2026 drove a sharp rally in global crude oil and petrochemical feedstock prices, including ethylene and propylene, lifting prices across the petrochemical chain. Against expectations of potential supply disruptions, customers moved quickly to rebuild inventories, boosting first-quarter revenues for Taiwan's major petrochemical producers, according to earnings releases on April 10.
A blockage of the Strait of Hormuz following conflict between the US and Iran is raising energy supply risks for Southeast Asia, with import-dependent economies most exposed. If the conflict continues, the region's recent gains from supply chain shifts could begin to erode.
EVE Energy, one of China's largest battery makers, has reported strong profit growth expectations for the first quarter of 2026, as rising demand for energy storage — fueled in part by the expansion of artificial intelligence infrastructure — continues to reshape the industry.
As concerns over energy security converge with the push for low-carbon transition, energy storage has emerged as a central arena in the global energy shift—and China's companies are moving quickly to claim a larger role.
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