DIGITIMES Sustainability news

Jul 21

China's solar slump deepens, raising warning signs for energy storage and electric vehicles

China's solar industry is still trapped in a painful shakeout after three straight years of losses across much of the supply chain, according to first-half reports from leading companies. Persistent overcapacity, weak downstream demand, and rising overseas barriers have left the sector under pressure, while investors are watching for signs that similar problems could spread to energy storage and new energy vehicles.

Power and water constraints cast doubt on South Korea's Honam memory cluster, experts say

Jul 21

Taiwan launches AI- and IoT-powered smart heat protection network, starting with Tainan pilot

Jul 21

LGES accelerates sodium-ion battery plans while CATL secures early ESS lead

Jul 21

Oracle's New Mexico data center reportedly hits cost overruns

Jul 20

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ESGTaiwan chip supply chain faces tighter green power pressure from Apple and Google

Jul 22, 08:55

Taiwan's semiconductor supply chain is facing mounting pressure to secure enough green electricity as Apple and Google push suppliers to meet net-zero requirements. The strain is rippling from end customers to foundries such as TSMC and then through upstream and downstream vendors, raising fresh concerns over the island's ability to provide affordable and sufficient clean power.

GREEN ENERGYAnalysis: Why Taiwan solar makers' overseas push is hitting a cloudy patch

Jul 22, 08:35

Taiwan's solar manufacturers are looking beyond the island for growth as China's oversupplied solar sector keeps prices low, local approvals in Taiwan slow project rollouts, and global energy markets stay volatile. Their push highlights risks for global clean-power buyers, who still face cost pressure, grid constraints, and shifting technology priorities.

GREEN ENERGYTaiwan nuclear debate heats up as Academia Sinica leaves door open to research

Jul 22, 08:33

Taiwan lawmakers and Pegatron chairman Tung Tzu-hsien are stepping up calls for nuclear power to strengthen the island's energy resilience, while Academia Sinica said it currently lacks an in-house nuclear power research program but remains open to working with outside research teams.

ENERGY STORAGEBeyond Taipower: AI, semiconductors, and overseas grids reshape Taiwan's electromechanical supply chain

Jul 20

Taiwan's heavy-electrical and electromechanical industry is entering a new growth phase as demand expands beyond its long-standing reliance on Taiwan Power (Taipower). While Taipower's grid modernization remains the sector's foundation, semiconductor investments, AI data center construction, and overseas infrastructure projects are creating multiple growth drivers. At the same time, project-based business models are making revenue recognition increasingly uneven despite record order backlogs.

GREEN ENERGYTaiwan's 2027 tech budget rises 6.2% to NT$176.8 billion, targeting AI and space

Jul 17

Taiwan plans to increase its technology budget by 6.2% in 2027 to accelerate investment in artificial intelligence (AI), space technology and net-zero innovation. The move is also meant to strengthen long-term industrial competitiveness through closer collaboration with the private sector.

GREEN ENERGYSOFC gains traction in AI data centers, opening three paths for Taiwan suppliers

Jul 17

As AI ushers in an era in which computing capacity increasingly translates directly into power demand, energy has become the foundational layer of the "five-layer cake" framework outlined by Nvidia CEO Jensen Huang. While hyperscale cloud providers are accelerating construction of AI data centers, power infrastructure is emerging as a critical factor determining how quickly those facilities can come online.

ENERGY STORAGEGotion High-Tech expects 1H26 profit to more than triple on market gains and expansion

Jul 16

Gotion High-Tech said its first-half earnings are set to rise sharply, a result that could matter for battery investors and electric-vehicle supply chains worldwide. The Chinese maker cited stronger sales, product upgrades, overseas expansion, and gains from stock investments, while warning the figures are still preliminary and unaudited.

ESGFoxconn advances decarbonization, targeting RE50 for Taiwan production base by 2030

Jul 16

Foxconn Technology Group is stepping up energy-saving measures, green-power procurement, and supply chain decarbonization, with its factories in Taiwan targeting RE50 by 2030. The move comes as global brands such as Apple and Google increase pressure on suppliers to use renewable energy and cut emissions.

GREEN ENERGYHuawei's US$11B clean energy business turns Brazil into its next growth engine

Jul 15

Huawei Technologies is becoming an increasingly important supplier to the global energy transition, expanding beyond telecommunications into solar inverters, battery storage, and electric vehicle charging.

ENERGY STORAGEBuima lifts June revenue as battery modules and energy storage demand grows

Jul 15

Buima said that its June 2026 revenue continued to rise on stronger green energy business and battery backup unit (BBU) module shipments, with sales the second quarter and first half of 2026 holding steady. The company said demand for low-Earth-orbit satellites, energy storage systems (ESS), and distributed energy remained strong, supporting its outlook for the rest of the year.

GREEN ENERGYNam Liong posts strong Q2 as high-value materials drive growth

Jul 15

Nam Liong Global Corporation reported consolidated revenue of NT$245 million (US$8.4 million) for June 2026, down 2.56% from the previous month but up 21.66% year over year, reflecting mid-year inventory adjustments by some customers and normal seasonal shipment patterns. Second-quarter revenue reached NT$743 million, rising 23.73% sequentially and 17.07% from a year earlier. Revenue for the first half totaled NT$1.343 billion, up 8.87% year over year.

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