Electronic components and solutions provider Sinbon Electronics has faced significant pressure on its growth momentum in 2025 amid global economic volatility and shifting US policies. The company's green energy business, including the solar power segment, has declined sharply, halting a 15-year streak of revenue growth. However, Sinbon chairman Joseph Wang said that with new product lines and AI industry applications ramping up production, Sinbon expects to return to positive growth in 2026. A wave of major orders starting in the fourth quarter of 2026 is set to drive even stronger expansion in 2027.

Nvidia has built a massive AI infrastructure project with the South Korean government, and local enterprises will now adopt Nvidia's next-generation RTX Pro 6000 Blackwell server-version GPU. During the Asia-Pacific Economic Cooperation (APEC) summit in Gyeongju in 2025, Nvidia announced plans to supply 260,000 GPUs to the country, a deal worth US$10 billion.

Since beginning his second term, US President Donald Trump has repeatedly used tough rhetoric in both domestic and foreign policy, signing numerous controversial executive orders. Following a meeting with Chinese President Xi Jinping at the APEC summit, Trump and Xi agreed to suspend the port fees on Chinese-made ships and Chinese shipowners for one year.

Jabil said on November 4 that it has agreed to acquire Hanley Energy Group. The Ireland- and US-based company provides energy management and critical power systems for data centers. The deal is valued at about US$725 million in cash plus up to US$58 million in contingent payments tied to future revenue performance.

Samsung SDI is reportedly negotiating with Tesla to supply batteries for energy storage systems, aiming to leverage rising demand from AI data centers and renewable energy projects in North America.

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.

Amid the global energy transformation driven by AI data centers, electric vehicle fleets, and ESG regulations, Taiwan's Seetel New Energy is emerging as a leading player in energy storage system design, manufacturing, and operations.

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.

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.

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.

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.