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Jun 23
Kaori's Kaohsiung plant targets 2027 output for AI cooling and green energy demand
Kaori Heat Treatment held a groundbreaking ceremony for its new plant at Kaohsiung's Ciaotou Science Park on June 23. Chairman Dr. Allen Wu led the management team at the event, joined by government representatives and industry partners. Total investment in the Ciaotou Science Park plant is expected to be capped at NT$3.25 billion (approx. US$103 million), making it Kaori's largest production base, with a development scale exceeding the combined size of its existing sites.
Anthropic joined Frontier, the carbon removal procurement coalition, becoming the first AI startup to participate as surging power demand from AI data centers made corporate climate pledges harder to meet. The announcement came with Frontier securing an additional US$915 million in funding commitments, raising the coalition’s total to US$1.8 billion, according to Reuters and Bloomberg.
AbonMax Technology said on June 16 that drone revenue still accounts for only about 7% to 8% of its total sales, but the company expects more visible operating results by the end of 2026 as government procurement orders and overseas expansion begin to take effect.
Taiwan's 2026 GDP growth is on track to exceed 10% as AI demand powers the island's economy, Minister of Economic Affairs Ming-hsin Kung said, adding that this level of growth may be achieved given current trends. He pointed to stronger-than-expected exports from the AI supply chain and traditional industries such as machinery.
Semiconductor manufacturers, market analysts, and engineering departments have long tracked the clean energy transition through siloed vertical markets. For example, they will calculate individual EV sales on one spreadsheet while tracking hyperscale data center deployments on another. However, during PCIM Europe 2026 in Nuremberg, Germany, industry leaders and experts discussed and dismantled this flawed strategy.
Taiwan's drone industry is set for a major milestone in the second half of 2026, as the Industrial Technology Research Institute (ITRI) has secured qualification from the Association for Uncrewed Vehicle Systems International (AUVSI) to serve as a Green UAS certification body. The move is expected to accelerate certification for complete drones and components, helping local suppliers enter the US and global markets faster.

Taiwan has reached another milestone in its offshore wind power development, with the Ministry of Economic Affairs (MOEA) announcing that the country's offshore wind farms have recently completed installation of the 500th wind turbine, bringing total installed capacity to 4.8GW.

The US Department of Defense has expanded its list of Chinese military companies, adding major battery, electric vehicle, solar, memory, sensor, and robotics firms. The move came as Contemporary Amperex Technology Ltd. (CATL) disclosed lithium-air battery research, underscoring how Chinese companies are responding to mounting policy pressure.

Taiwanese cathode materials maker Aleees has disclosed an expansion plan to meet North American demand for lithium iron phosphate precursor materials. The move highlights Tesla's broader push to localize its battery supply chain, reduce exposure to China-linked technology and materials risks, and secure upstream capacity for electric vehicle production worldwide.

Hanwha Qcells is moving its next-generation solar technology from terrestrial markets to a lunar test platform, while also bringing a major US manufacturing site into production. The two developments underscore the company's push to link high-efficiency solar research with a larger American supply chain.

J&V Energy Technology is deepening its push into green power trading, energy storage, and overseas markets, while moving to capture new opportunities in AI energy infrastructure as artificial intelligence, semiconductors, and data centers drive sustained growth in electricity demand.
Tesla is building its own lithium iron phosphate supply chain as it seeks to compete with China's low-cost battery industry, according to clues in Aleees' public share offering prospectus and industry analysis. The move points to a broader effort to secure batteries, energy storage systems, and other long-term demand drivers while sidestepping Chinese patent barriers.