Taiwan's low-carbon energy solution provider United Renewable Energy (URE) announced on October 20 a new senior management structure, initiating an upgraded corporate governance and operational transformation phase. The changes aim to enhance the company's agility and innovation in decision-making amid intense market competition.

China's rare earth exports plunged in September 2025, reflecting deepening tensions between Beijing and Washington as the world's dominant supplier of strategic minerals tightens its grip on resources essential to electric vehicles, defense equipment, and advanced technologies.

To support the development of Samsung and SK Hynix's Yongin Semiconductor Cluster, the South Korean government has promoted a nationwide "energy expressway" to increase renewable energy infrastructure. However, the initiative has faced criticism for lacking consultation, increasing inequalities, and proving inefficient. Some experts have argued that the entire Yongin project should be halted and that the national power transmission policy should be restructured.

Gigastorage has taken a significant step forward in its clean energy strategy. Its wholly owned subsidiary, GEG, has signed a three-year corporate power purchase agreement (CPPA) with Taiwan Cooperative Bank, marking a milestone in the company's effort to expand its green electricity business. Under the deal, Giga Energy will supply six million kilowatt-hours of renewable energy beginning in 2025.

Foxconn has officially rebranded its energy storage business in China as Fox EnerStor, marking a key milestone in its expansion across the new energy sector. The upgraded brand will debut on October 21, 2025, at the Zhengzhou Airport Economic Zone, where the company will unveil a suite of all-scenario energy storage system solutions designed for industrial and commercial applications.

Jabil announced a significant leadership transition on October 16, stating that Executive Chairman Mark T. Mondello and two other directors will not seek re-election to the board. The departures are scheduled for the company's annual stockholder meeting in January 2026.

The Taiwan Innotech Expo (TIE) opened on October 16, spotlighting over 1,000 innovative technologies with a strong focus on AI. The event continues the theme of major 2025 exhibitions by emphasizing Taiwan's critical role in the global technology value chain.

On October 9, 2025, China's Ministry of Commerce issued its No. 61 and No. 62 notices, expanding export controls on rare earths. The scope now extends from raw materials to equipment, technology, and assemblies containing rare earth elements. Additionally, the notices include extraterritorial application mechanisms.

LG Energy Solution (LGES) reported preliminary financial results for the third quarter of 2025, posting an operating profit of KRW 601.3 billion (approx. US$423 million), up 34.1% year-over-year and surpassing market expectations. Despite reduced customer demand following the US removal of electric vehicle (EV) tax credits, LGES's expanding energy storage system (ESS) business successfully offset the impact.

The global AI wave is driving rapid expansion of data centers worldwide, with server computing density and power consumption rising in tandem. According to the International Energy Agency (IEA), global data center electricity demand could double by 2030, while load growth from AI training and inference may far exceed current expectations.

Tensions are flaring yet again between China and the US. China has reportedly made plans to impose export controls on certain lithium batteries, key anode and cathode materials, and manufacturing equipment starting November 8, 2025. If China enforces the controls, consumer electronics like notebooks will be significantly impacted. However, data center Battery Backup Unit (BBU) systems primarily use Japanese and Korean cells, making the impact there relatively limited.