CATL's third-quarter revenue rose 58.58% year-over-year to CNY165.22 billion (approx. US$24.73 billion), but net profit attributable to shareholders increased just 14.54% to CNY21.25 billion. For the first nine months of 2026, revenue reached CNY442.14 billion, up 56.19%, while net profit rose 31.6% to CNY64.53 billion, according to its filing on Cninfo.
Apple announced new and expanded US supplier partnerships on October 20, 2026, including plans to commit up to US$100 million to titanium producer Perryman Company over three years and broaden its camera-technology partnership with Qnity Electronics.
The rapid advancement of energy-storage technologies in China is enabling the country to capture a formidable share of the global market, with the domestic industry continuing to post record levels of capacity growth.
Taiwan has launched its first proof-of-concept project for shifting renewable electricity through energy storage, a move that could give companies worldwide a model for managing mismatches between green-power generation and consumption. The initiative may improve renewable-energy utilization, support corporate net-zero targets, and test how grid operators handle flexible electricity demand.
China is moving to tighten oversight of technology transfers that support its companies' overseas expansion, proposing export bans and licensing requirements for artificial intelligence (AI), biomedicine, and solar manufacturing, and requiring exporters to register covered transactions immediately.
From historic trade barriers targeting solar photovoltaics to current import restrictions on new energy vehicles, the minimum import price mechanism has once again surfaced as a core policy instrument. Western governments are using it to shield domestic markets from low-priced Chinese competition.
As advances in aerospace technology lower the barriers to launching and building low-Earth orbit (LEO) satellites, emerging satellite operators worldwide are driving demand for outsourced space solar cells and modules. Supply-chain sources say the trend is creating new opportunities for Taiwan's solar industry beyond SpaceX, which is led by Tesla CEO Elon Musk.
Chinese battery giant CATL is deploying sodium-ion technology to expand into Europe's energy storage system (ESS) market. The company recently signed a strategic agreement with German system integrator Intilion to deploy up to 3GWh of energy storage projects over the next five years, drawing renewed market focus to the commercialization potential of sodium-ion batteries.
TECO Electric and Machinery participated in Energy Taiwan on October 14, showcasing its smart microgrid solutions and outlining the future development of its power and energy business group.
Delta Electronics chairman Ping Cheng said at the 2026 Global Views Leaders Forum on October 15, 2026, that the world is entering an era of electrification, with AI data centers and EVs driving electricity demand beyond available supply. Delta is expanding its focus from power consumption to an integrated microgrid architecture spanning generation, transmission, distribution, energy storage and consumption, with solid oxide fuel cells (SOFCs) and solid-state transformers (SSTs) as its key products.
The focus of the global AI race has shifted from securing advanced chips to securing access to electricity, with electrical power now becoming the deciding factor for computing capacity. As power consumption surges at AI data centers (AIDCs), conventional public grids are increasingly facing bottlenecks, and self-generation and improved grid resilience are now requirements in major data center construction projects worldwide.
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