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Aug 25
Energy law amendments lift AI data center storage demand in Taiwan
AI data centers will increasingly rely on energy storage because of its fast response and grid impact mitigation capabilities, according to Recharge Power, a Taiwan-based battery energy storage system integrator (BESSI) which has seen overseas project revenue gradually bearing fruit. In Taiwan, the energy storage market has also received a major boost following amendments to the Energy Administration Act requiring heavy users to strengthen their electricity self-sufficiency.
The Taiwan-based National Synchrotron Radiation Research Center (NSRRC), supported by top scientists including Nobel chemistry laureate Yuan-tseh Lee, held a celebration event on August 25 to mark the 10th anniversary of the Taiwan Photon Source (TPS).
Taiwan's circular economy has entered a new stage as the Ministry of Economic Affairs (MOEA) said the sector's output has surpassed NT$1 trillion (US$31.4 billion), while calling for AI and related technologies to help narrow the pay and working-conditions gap with the semiconductor industry. The ministry made the remarks on August 25 at a joint press conference for the 2026 Taiwan Circular Economy Week with the Ministry of Environment, Ministry of Agriculture, Ministry of the Interior, and the Public Construction Commission.
Eva Air and AIT Worldwide Logistics have signed a memorandum of understanding to launch a green transport program that will use sustainable aviation fuel from Formosa Petrochemical for Microsoft cloud equipment shipments. The Taiwan-based collaboration is expected to reduce Microsoft's Scope 3 emissions by 15,000 tonnes in its first year.
India is preparing a new capex-based subsidy scheme to support domestic polysilicon manufacturing, as the government seeks to reduce import dependence and build a more integrated solar supply chain.

The US International Trade Commission (USITC) has opened a trade investigation into certain cylindrical batteries and related products. This case could affect battery supply chains spanning Asia, Europe, and North America. The move adds uncertainty for manufacturers, automakers, and consumers worldwide who depend on imported energy-storage components.

As AI develops rapidly, data centers are driving equally rapid growth in electricity demand. The stability of future energy supplies will directly determine whether AI computing capacity can continue to expand.
Iris Optronics, a manufacturer of cholesteric liquid crystal display (ChLCD) e-paper, announced upgrades to its Infinity solar-powered ChLCD e-paper series, including a mass-producible 31.5-inch large-format outdoor commercial display. It has also developed an embedded perovskite-powered ChLCD e-paper solution for indoor commercial display applications.
China has introduced the world's first national standards for automotive solid-state batteries, setting off market speculation that most of the country's more than 320 players may ultimately fail to meet the new bar. The rules tighten definitions, safety testing, and mass-production expectations, shifting competition from concept claims to engineering proof and industrial readiness.
LG Energy Solution has officially kicked off production of energy storage batteries at its nearly US$2 billion battery facility in Lansing, Michigan. The long-planned plant, originally announced in 2022 as a joint venture with General Motors, was eventually acquired entirely by LG Energy Solution in 2025 after GM scaled back its EV strategy.
Ongoing Middle East conflicts and surging natural gas prices are piling pressure on Taiwan's power supply costs, with Taiwan Power Company (Taipower) estimating its full-year fuel expenses will swell by over NT$120 billion (approx. US$3.8 billion). The utility noted that volatile international oil and gas prices are exacerbating cost pressures for an economy heavily dependent on imported energy.
Taiwan's Tatung held an earnings call on August 18, during which company president Sung-pin Chang stated that the group's self-built artificial intelligence (AI) data center proof of concept (PoC) has entered the manufacturing stage, with units being sent to project sites for testing starting this month. The overall build is expected to be completed in September 2026, with further results related to its AIDC revealed at a later time. The group also announced it has successfully secured an order from an edge AI customer.