The focus of the global AI race has shifted from securing advanced chips to securing access to electricity, with electrical power now becoming the deciding factor for computing capacity. As power consumption surges at AI data centers (AIDCs), conventional public grids are increasingly facing bottlenecks, and self-generation and improved grid resilience are now requirements in major data center construction projects worldwide.
TSEC is focusing its overseas expansion on Japan's rooftop solar market and expects Taiwan's solar installations to recover in 2027 from a market low point. For the Taiwan-based solar manufacturer, building a solar plant in the US remains an important direction, but it is not an immediate priority, as the company monitors the uncertainty around the US Minimum Import Price (MIP) policy.
The rapid expansion of AI data centers in the US is placing growing pressure on conventional power grids, as their substantial and highly variable electricity requirements strain available supply in certain regions. Power shortages have even delayed the construction of some AI data center projects.
Delta Electronics showcased its on-site solid oxide fuel cell (SOFC) power generation solution at Energy Taiwan 2026, alongside its first physical solid-state transformer (SST) product.
Star Shining Energy Holdings (SSEH) acquired Star Shining Enetek Corporation (Enetek), a spin-off of AUO's energy business, on October 1, 2026, combining power generation assets with engineering and technology capabilities. The acquisition extends SSEH's business beyond solar into geothermal power, industrial waste heat recovery, energy storage and corporate self-generation.
Delta Electronics unveiled its prefabricated solid-state transformer (SST) DC power solution at Energy Taiwan 2026 on October 14, targeting power efficiency, deployment speed and supply resilience in AI data centres, AI factories and energy-intensive manufacturing. The system integrates SSTs, DC/DC converters and control technology.
Rising carbon-fee pressure is accelerating efforts to decarbonize Taiwan's energy-intensive industries, prompting Linde LienHwa Industrial Gases Group to promote oxygen-enriched and pure oxygen combustion technologies that can substantially reduce fuel consumption and emissions. At the 2026 Net-Zero Taiwan and Energy Taiwan exhibitions, held October 14–16 at the Taipei Nangang Exhibition Center, the company is also highlighting hydrogen applications and energy management solutions to support industrial efficiency and energy resilience.
ProLogium Technology is accelerating the development of non-automotive markets for its all-solid-state batteries, targeting AI data centers, aviation, and humanoid robots as electric vehicle (EV) market growth slows, according to Nikkei Asia.
Taiwan's solar manufacturers are increasingly looking to the US market as slowing approvals for large-scale domestic solar projects, limited rooftop installation capacity, and competition from low-cost imports threaten the industry's long-term prospects.
Energy Taiwan 2026 opened on October 14, bringing together more than 430 exhibitors across nearly 1,400 booths as the island seeks to strengthen energy resilience and accelerate decarbonization amid rising electricity demand from artificial intelligence (AI).
LG Energy Solution (LGES) is reportedly restructuring its energy storage system (ESS) battery equipment supply chain after major partner Daejin Machinery entered financial difficulties and began court-led rehabilitation proceedings. LGES is transferring some orders to existing equipment suppliers while seeking new partners to reduce the risk of supply disruptions.
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