Taiwan's EV charging industry remains in a fiercely competitive, fragmented phase, according to Blockcert chairman Chang Chung-I. While charging stations may appear to offer an unattended business model, their operations involve numerous complexities that operators often discover only after sites go live, and a lack of operational management experience can result in substantial costs.

STMicroelectronics (ST) recently shared its perspective on balancing AI growth with sustainability during a press conference in Taiwan. The company emphasized that controlling carbon emissions from AI data centers depends largely on internal rack design rather than simply building facilities in countries with high renewable energy adoption.

Song Chuan Precision said on September 8 that its second-quarter 2026 revenue and gross margin hit record highs, as demand for AI server power supplies, energy storage, and EV charging all rose at the same time. The company also benefited from a richer product mix tilted toward higher-margin new-energy products, lifting second-quarter consolidated revenue and gross margin to record levels and swinging net profit back into the black from a year earlier.

As global net-zero efforts accelerate, major technology companies are setting increasingly ambitious renewable energy targets. TSMC has pledged to reach RE60 by 2030 and RE100 by 2040.

As AI computing power surges, the energy consumption of AI servers has become a major bottleneck that must be solved. The issue is spreading from chips into power delivery systems as Nvidia's AI racks ramp up, rapidly pushing up the power draw of a single AI rack.

Fusion energy, often referred to as an artificial sun, has become a central focus of global sustainable energy development in recent years. However, despite nearly 70 years of worldwide R&D, commercial fusion power remains unrealized. This is primarily due to several critical technical hurdles, including heating plasma to over 100 million°C and maintaining stable long-term operation, developing materials resistant to high-energy neutrons, tritium breeding, and ensuring overall system reliability. These challenges underscore that fusion power relies not on a single breakthrough, but on a highly integrated system engineering effort.

Reports that Samsung SDI's procurement team recently visited the Chinese production facilities of battery material maker Tinci Materials have drawn significant attention within China's industry. As Samsung SDI prepares to initiate mass production of all-solid-state batteries in the second half of 2027, its supply chain strategy and upcoming moves are rapidly becoming a major focal point in the Chinese market.

AUO Group's AET Corporation (AET), formed in September 2025 through the merger of AUO Envirotech and AUO Digitech, is expanding across the semiconductor supply chain and has reportedly entered the ecosystem of Taiwan Semiconductor Manufacturing Company (TSMC). After the merger, AET's core operations turned profitable in 2025, and the company is targeting a full-year profit in 2026.

SB Energy, the data center and power infrastructure company under SoftBank Group, filed for an IPO with the US Securities and Exchange Commission (SEC) on September 1, planning to list under the ticker "SBE" on Nasdaq and Nasdaq Texas. The deal could value the company at more than US$50 billion, while Nvidia's promised US$1.5 billion investment has emerged as the most prominent backing for the offering.

Macronix (MXIC) said in its latest sustainability report for 2025 that greenhouse gas emissions fell 19.8% from 2024 and 32% from the business-as-usual (BAU) baseline, beating its original 20% reduction target. The memory chip maker also said it invested about NT$780 million (approx. US$24.66 million) in environmental, safety, and health initiatives in 2025.