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Sep 21
China sets first national perovskite solar testing standard

China has introduced its first national standard for perovskite photovoltaics, a move that could improve how solar performance is measured and compared worldwide. The new rules are likely to support industry transparency, help investors assess progress more accurately, and speed commercialization by reducing inconsistencies in testing data across markets.

Taiwan will launch a pilot emissions trading scheme (ETS) by the end of 2026 to help semiconductor and technology manufacturers align with international systems. Ministry of Environment adviser and former deputy environment minister Wen-Chen Shih said the ETS design must address three key areas.

International conflicts, shifting trade rules, and rising carbon costs are forcing companies worldwide to rethink investment plans and supply chains. The EU has proposed extending free carbon allowances for sectors covered by its Carbon Border Adjustment Mechanism (CBAM), while tightening decarbonization expectations, underscoring how climate policy and geopolitics are becoming increasingly linked for global industry.

DIGITIMES Intelligence observes that discussions at the semiconductor sustainability and energy forum during SEMICON Taiwan 2026 centered on two questions: whether Taiwan will have enough electricity to support continued semiconductor expansion driven by AI, and whether that electricity will come from renewable sources.

Star Shining, an AUO Group affiliate, signed an IPO advisory agreement with Cathay Securities on September 15, formally starting its capital markets process in Taiwan. The renewable energy developer said it is targeting a listing in 2028 after building and managing 676MW of renewable energy capacity.

Slowing EV growth in North America, tariffs, and policy restrictions are pushing automakers and battery suppliers to repurpose idle capacity. At the same time, surging power demand and grid volatility from generative AI data centers are lifting demand for battery energy storage systems (BESS), making energy storage a key diversification market alongside defense, drones, and humanoid robots.

Vice Minister of Taiwan's Ministry of Economic Affairs (MOEA) Chien-hsin Lai recently led a delegation to Beijing, China, to attend the 16th APEC Energy Ministerial Meeting (EMM). Amid the rapid development of artificial intelligence (AI) and high-tech industries and a shifting global energy landscape driven by ongoing geopolitical changes, Lai outlined Taiwan's approach to achieving stable power supplies to support industrial development.

Panasonic Energy, the battery unit of Panasonic Holdings, is betting big on energy storage for AI data centers as demand for backup batteries from AI data centers surges. The company said it will keep energy storage systems (ESS) as a core growth driver and flex investment plans to match market demand.

Taiwan's carbon fee has officially taken effect, marking a major step in the country's efforts to reduce greenhouse-gas emissions, while the government is preparing to introduce an emissions trading system (ETS) in the coming years. Environment Minister Chi-ming Peng said Taiwan's current mechanism is closer to a carbon tax, with a fixed price designed to provide stability and encourage companies to cut emissions.
Australia introduced a liquefied natural gas reserve policy aimed at prioritizing domestic supply, while producers warned the rules could pressure prices if the market becomes oversupplied. The changes, scheduled to take effect on January 1, 2028, were reported by Bloomberg and Reuters as the government moved to secure gas for local buyers in the world's second-largest LNG exporting nation after Qatar.
Electricity demand from AI data centers and other high-tech industries is pushing governments and large cloud service providers to focus more on grid stability and backup supply. In Taiwan, amendments to the Energy Management Act marked the first major overhaul in nearly 10 years and added requirements that could reshape how enterprises plan new plants, expansions, and power infrastructure.
A worldwide nuclear comeback, fueled by artificial intelligence data centers and semiconductor demand, is tightening supply chains and labor markets just as Taiwan considers restarting idle reactors.