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Aug 18
Nvidia swaps credit support for exclusive chip sales in OpenAI's Ohio data center campus

Nvidia has reached a deal with OpenAI to provide up to US$105 billion in credit guarantees for the AI startup's upcoming 8GW data center campus in Ohio. The support will help OpenAI to secure a lease from SB Energy, while Nvidia will be the facility's exclusive chip supplier.

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.

South Korea is looking beyond semiconductors and artificial intelligence for its next generation of strategic industries, naming seven technology fields it plans to cultivate over the next 10 to 20 years.

Global auto sales in the first half of 2026 show Toyota still firmly in first place, while the gap between No. 2 Volkswagen and No. 3 Hyundai Motor has narrowed sharply. Volkswagen's heavy dependence on China has dragged sales lower, while Hyundai has held up through diversified geopolitical exposure, local production, and a flexible product mix. Market attention is now turning to whether Hyundai is on the verge of overtaking Volkswagen for the No. 2 spot.

HD Renewable Energy (HDRE) reported first-half 2026 consolidated revenue of NT$3.078 billion (approx. US$95.7 million), along with gross profit of NT$758 million, a gross margin of 24.63%, and operating profit of NT$112 million. The Taiwanese energy group said some second-quarter transactions were delayed, pushing recognition of several 2MW battery storage projects in Japan into the third quarter.
Taiwan has approved more than 1,000 Employment Gold Cards for finance professionals as the government broadens its push to attract overseas talent and develop Taiwan into an Asian asset-management center.

J&V Energy Technology said its first-half 2026 results were lifted by growing energy storage projects and green power trading, with consolidated revenue reaching NT$3.498 billion (US$108.74 million). The Taiwan-based renewable energy group said gross profit rose 67% year over year to NT$570 million, while operating profit increased 195% to NT$109 million.

Century Iron and Steel Industrial (CIS) and Century Wind Power (CWP) held a joint investor conference on August 13. Driven by a significant increase in the revenue contribution from offshore wind foundation engineering, procurement and construction (EPC) projects beginning in 2026, CWP said it expects revenue to reach new highs in both 2026 and 2027, with profit in 2026 also poised to set a record.

Taiwan's ocean-related industries generated NT$1.5108 trillion in 2024, according to reports presented to the Cabinet on the 13th by the National Science and Technology Council and the Ocean Affairs Council. The latest figures showed how offshore wind and marine engineering helped drive growth in the country's blue economy.
Porsche has broken away from parent Volkswagen Group's carbon pool and teamed up with China's Xpeng, reflecting growing pressure on mainstream automakers to comply with emissions standards as they shift to multi-powertrain strategies and seek to avoid steep EU penalties.

The "Net Zero City: International Carbon Capture and Storage (CCS) Technology Seminar on New Low-Carbon Power Solutions for AI and Semiconductor Industries," jointly hosted by the Taiwan-US Carbon Capture, Utilization and Storage Industries Promotion Alliance (TUCA) and the Taiwan Institute of Economic Research (TIER), convened on August 12 in Kaohsiung. The event focused on leveraging Carbon Capture, Utilization, and Storage (CCUS) technologies to support the low-carbon transition of the semiconductor and AI sectors amid surging electricity demand.

Taiwan began charging companies for carbon emissions in 2026 as part of its push toward net-zero by 2050, with the initial filing deadline closing June 1. A total of 461 regulated factories and 240 companies have paid in full, generating NT$4.97 billion (US$154 million) in carbon fees, with the semiconductor industry paying the most: 45%, or NT$2.2 billion. The Ministry of Environment (MOENV) is also advancing a pilot phase for the emissions trading scheme (ETS) as Taiwan works to align with international carbon markets.