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Mar 23
Taiwan's Hai Long 3 wind farm installs first turbine, marking milestone for local supply chain
Taiwan's Hai Long Offshore Wind Project announced on March 20 that the first wind turbine at the Hai Long 3 wind farm has been successfully installed offshore. The turbine nacelle was locally assembled in Taichung, Taiwan, by Siemens Gamesa, in collaboration with nine domestic suppliers — including Swancor Highpolymer, Shihlin Electric and Engineering (SEEC), and Walsin Lihwa — demonstrating significant progress in localizing wind power components such as blade resins, transformers, and cables.
The Government of India, through the Central Electricity Authority (CEA), has released the National Generation Adequacy Plan (2026-27 to 2035-36), detailing a comprehensive roadmap to ensure a reliable and sustainable power supply for the next decade. The plan addresses the projected peak electricity demand of 459 GW and an annual energy requirement of 3,365 billion units (BU) by 2035-36.
The upcoming SelectUSA investment summit is approaching, and Taiwanese firms are expected to be a major presence as they seek to integrate more closely with the US market. As the Taiwanese government continues encouraging its companies to "go east" by investing in the US to drive business growth, many firms are eager to seize this opportunity to better understand the American market and how to manage local supply chains.
At the Nvidia GTC 2026 conference, CEO Jensen Huang emphasized that power delivery and liquid cooling will become core elements requiring co-design. He said that future AI racks and AI factories must integrate power and thermal systems into a unified infrastructure framework.
Japan's 25th Smart Energy Week is taking place in Tokyo, where HD Renewable Energy (HDRE) showcased three major solutions: energy storage integration, electricity trading, and charging operations. The company stated that its target in the Japanese market is to develop 3 GW, and that its Helios 50MW storage project in the Hokkaido region has already begun trading on the electricity market.

Shinkong Synthetic Fibers Corporation (SSFC) is accelerating its transformation into AI, semiconductors, biotechnology, and optical films, positioning itself as an advanced materials supplier for next-generation industries.

Rapid growth in global electric vehicle (EV) and energy storage demand is accelerating shifts in the battery industry landscape. South Korea's three major battery makers, LG Energy Solution (LGES), SK On, and Samsung SDI, are facing pressure from Chinese competitors whose advantages in production capacity, cost, and market share continue to expand. At Inter Battery 2026, the Korean companies highlighted their respective technological strengths as they seek to maintain competitiveness.
Sino-American Silicon Products Inc. (SAS) outlined its strategy for the emerging space solar market during an investor conference on March 11. Chairwoman Doris Hsu said the company is focusing on technologies that mitigate radiation exposure and extreme temperature cycles that degrade solar cell performance in orbit.

The Formula One (F1) season opened in Australia with a spectacle that was meant to inaugurate a new technological era. Instead, it quickly became a showcase of dominance by one team.

The US and Chile have agreed to begin talks on cooperation in rare earths and other critical minerals, as Washington seeks to strengthen supply chains and reduce reliance on China for strategic materials used in advanced technologies.

The rapid growth of artificial intelligence (AI) and data centers is driving a sharp rise in global electricity demand, renewing interest in nuclear power as a source of reliable, carbon-free energy. Yet while governments in the US and Europe are trying to revive their nuclear sectors, structural challenges—including aging workforces, fragile supply chains, and project delays—are complicating those efforts.

The large-scale bombings and attacks launched by the US and Israel against Iran have caused significant civilian casualties. With Iran carrying out retaliatory actions, the conflict could trigger a global energy crisis.