Following South Korea's shocking announcement to invest US$350 billion in the US, with 90% of the profits staying in the US, Nvidia and AMD reportedly have agreed to pay 15% of their chip sales revenue from China to the US government. This equally astonishing arrangement secures export licenses from the US government for Nvidia's H20 and AMD's MI308 chips shipping to China.
South Korean battery equipment manufacturers are positioning themselves to benefit from India's accelerating push into advanced battery production, with Tata Group's battery subsidiary Agratas emerging as a major potential customer.
After six months of inactivity, China’s solar industry associations and national authorities reimposed price and production limits in mid-July 2025. This decision sent shockwaves through the global supply chain and caused a significant rebound in prices.
The National Science and Technology Council (NSTC) Southern Taiwan Science Park (STSP) Bureau has recently approved investment applications from three companies: Yalixin, Mega Sunergy, and Nalco Water.
With the rapid development of the global AI industry, demand for high-performance computing and GPU resources continues to rise, and the global AI data center market is expanding rapidly. The South Korean government and private enterprises are accelerating their efforts to secure technological sovereignty and industrial competitiveness in the AI era.
With rising demand for server and gaming NB power supplies, Chicony Power reported second-quarter 2025 revenue of NT$9.13 billion (US$304.5 million), an 8.2% increase from NT$8.442 billion in the first quarter. However, due to exchange rate fluctuations, operating profit dropped to NT$559 million, down 2.7% quarterly.
Smart energy brand HD Renewable Energy's (HDRE) business footprint covers Taiwan, Japan, Australia, and the Philippines, with an overseas total target capacity reaching 6GW. As the group rapidly expanded its scale, HDRE announced an organizational upgrade on August 5, 2025.
Giga Storage announced a partnership with electric bus manufacturer Tron-e on August 5, 2025, to co-develop the Xinpu Tron-e Smart Industrial Park. This initiative marks Giga Storage's strategic diversification efforts while the company expands into renewable energy and high-efficiency cooling technologies for AI and high-performance computing (HPC) applications.
Amid US sanctions on China, South Korean battery production has attracted significant attention. With LG Energy Solution (LGES) recently securing a large contract for lithium iron phosphate (LFP) batteries, the company is officially entering competition with Chinese manufacturers. However, in a global market without sanctions, South Korean firms still face challenges related to pricing and technological capabilities when competing against their Chinese counterparts.
Since early 2025, Taiwan's real estate and auto markets have been sluggish, with car sales in a prolonged downturn. Though the government once set ambitious electric vehicle (EV) adoption targets under its 2050 net-zero carbon roadmap—including EVs accounting for 10% of all new car sales and 20% of motorcycles by 2025—those goals have since been quietly softened. As of 2024, Taiwan has fallen significantly short: EVs represented just 8.3% of new car sales and electric scooters 10.5%.
Cities worldwide are advancing toward the vision of net-zero emissions by 2050. In Taiwan, from the Ministry of Transportation and Communications (MOTC) to local government transportation departments, efforts are fully underway to promote electric vehicles (EVs), electrification of public transport, charging station deployments, station management, intelligent traffic management systems, and green logistics. Pilot programs and innovative strategies have been launched with the aim of integrating transportation energy management, data governance, and policy tools across various sectors.
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