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Dec 8, 10:12
Exclusive: Tesla Powerwall orders triple in Taiwan amid growing power supply concerns
Taiwan's escalating electricity supply challenges have sparked a sharp rise in demand for home energy storage solutions, with orders for Tesla's Powerwall reportedly tripling in 2025. Consumers and businesses alike are turning to residential battery systems as grid instability and outages increasingly disrupt daily life and operations.
In a strategic move aligned with global trends, TCC Group Holdings (formerly Taiwan Cement Corporation) Chairman Nelson An-ping Chang is steering the group's sustainable growth by positioning new energy as its "fourth leg." Balancing environmental responsibility with investor returns, TCC aims to establish a business philosophy that is sustainable, measurable, and inheritable.
Taiwan Power Company (Taipower) has sought to integrate private-sector energy storage and generation facilities into the energy transition process since the launch of its electricity trading platform in 2022, according to company vice president Chin-chung Wu. Speaking at the 2025 Nordic Taiwan Sustainable Energy Forum, held on December 3, 2025, in Taipei, Wu highlighted that the platform aims to support Taiwan's energy transition with speed, quality, and cost effectiveness. According to the latest data, more than 1,650 MW of energy storage capacity is already part of Taipower's ancillary services, with an additional 3 GW of storage projects under construction or in the planning phase.
The rising demand for AI servers is driving rapid growth in data center power consumption. Low-carbon energy technologies such as fuel cells and energy storage batteries are seen as key advantages for Taiwan's supply chain.
Facing the modern trade environment and supply chain restructuring in the Donald Trump 2.0 era, industry players have many approaches to respond. At the DIGITIMES Tech Forum on December 3, 2025, DIGITIMES deputy director Tom Lo and analyst Chou Yen shared that, whether from a policy or supply chain perspective, the market in 2025 has already shown clear nonlinear changes.
WiseChip Semiconductor general manager Wen-Qin Ye stated that overall operations have suffered from macroeconomic conditions and tariff impacts, falling short of expectations. However, the company has stabilized operations through inventory management and strengthened organizational efficiency, while actively developing new products. By diversifying its business, the company aims to pursue profitability and hopes that new applications in 2026 will contribute to revenue.
Denmark's state-owned power and gas operator Energinet has revised its green energy connection review process, aiming to improve the integration of green energy into its power grid and address grid bottlenecks. The company has recently shifted from a first-come-first-served queue system to an evaluation based on project readiness.
Taiwan's semiconductor industry's rush to secure green electricity has created market distortions that threaten the competitiveness of traditional industries, forcing companies like TCC Group Holdings to shoulder hidden carbon costs while chipmakers dominate renewable energy access.
Facing rapid growth in renewable energy, increased grid dispatch pressures, and decarbonization demands from hard-to-electrify industries like refining and petrochemicals, South Korea is combining existing nuclear power plants with water electrolysis technology to achieve a low-carbon, stable, and large-scale hydrogen supply. Korea Hydro & Nuclear Power (KHNP) has moved beyond basic research and, with government support, has begun verification projects.
Taiwan Cement (TCC) has begun to see results from its expansion through acquisitions in Europe and Africa, with the company now holding a 50% market share in Portugal and accumulating more than 2 million tons of carbon credits. Although the EU has postponed the implementation of the Carbon Border Adjustment Mechanism (CBAM) to 2027, TCC chairman An-ping Chang has stressed that corporations need to prepare beforehand to comply with future regulations.
Hydrogen power is expected to play a pivotal role in South Korea's smart grid as the country unveils its updated Nationally Determined Contribution (NDC) carbon reduction targets for 2035. Yet with resources and investments lagging behind other leading competitors, South Korea will need to reassess the role of hydrogen energy in sectors spanning power generation and transportation to heavy industry, if the country aims to see tangible results from advancing hydrogen power.
Shinkong Synthetic Fibers Corporation (SSFC) told investors on November 28 that it is navigating a challenging operating environment marked by raw material price volatility, Chinese product dumping, and shifting US tariff policies. The company said it is countering these pressures through diversified product development, rising contributions from its optoelectronics segment, and accelerating growth at subsidiary Shinsol Advanced Chemicals.
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