DIGITIMES Sustainability news

Jul 21, 10:40

China's solar slump deepens, raising warning signs for energy storage and electric vehicles

China's solar industry is still trapped in a painful shakeout after three straight years of losses across much of the supply chain, according to first-half reports from leading companies. Persistent overcapacity, weak downstream demand, and rising overseas barriers have left the sector under pressure, while investors are watching for signs that similar problems could spread to energy storage and new energy vehicles.

Power and water constraints cast doubt on South Korea's Honam memory cluster, experts say

Jul 21, 13:42

Taiwan launches AI- and IoT-powered smart heat protection network, starting with Tainan pilot

Jul 21, 11:41

LGES accelerates sodium-ion battery plans while CATL secures early ESS lead

Jul 21, 07:53

Oracle's New Mexico data center reportedly hits cost overruns

Jul 20

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ENERGY STORAGEBeyond Taipower: AI, semiconductors, and overseas grids reshape Taiwan's electromechanical supply chain

Jul 20

Taiwan's heavy-electrical and electromechanical industry is entering a new growth phase as demand expands beyond its long-standing reliance on Taiwan Power (Taipower). While Taipower's grid modernization remains the sector's foundation, semiconductor investments, AI data center construction, and overseas infrastructure projects are creating multiple growth drivers. At the same time, project-based business models are making revenue recognition increasingly uneven despite record order backlogs.

GREEN ENERGYTaiwan's 2027 tech budget rises 6.2% to NT$176.8 billion, targeting AI and space

Jul 17

Taiwan plans to increase its technology budget by 6.2% in 2027 to accelerate investment in artificial intelligence (AI), space technology and net-zero innovation. The move is also meant to strengthen long-term industrial competitiveness through closer collaboration with the private sector.

GREEN ENERGYSOFC gains traction in AI data centers, opening three paths for Taiwan suppliers

Jul 17

As AI ushers in an era in which computing capacity increasingly translates directly into power demand, energy has become the foundational layer of the "five-layer cake" framework outlined by Nvidia CEO Jensen Huang. While hyperscale cloud providers are accelerating construction of AI data centers, power infrastructure is emerging as a critical factor determining how quickly those facilities can come online.

ENERGY STORAGEGotion High-Tech expects 1H26 profit to more than triple on market gains and expansion

Jul 16

Gotion High-Tech said its first-half earnings are set to rise sharply, a result that could matter for battery investors and electric-vehicle supply chains worldwide. The Chinese maker cited stronger sales, product upgrades, overseas expansion, and gains from stock investments, while warning the figures are still preliminary and unaudited.

ESGFoxconn advances decarbonization, targeting RE50 for Taiwan production base by 2030

Jul 16

Foxconn Technology Group is stepping up energy-saving measures, green-power procurement, and supply chain decarbonization, with its factories in Taiwan targeting RE50 by 2030. The move comes as global brands such as Apple and Google increase pressure on suppliers to use renewable energy and cut emissions.

GREEN ENERGYHuawei's US$11B clean energy business turns Brazil into its next growth engine

Jul 15

Huawei Technologies is becoming an increasingly important supplier to the global energy transition, expanding beyond telecommunications into solar inverters, battery storage, and electric vehicle charging.

ENERGY STORAGEBuima lifts June revenue as battery modules and energy storage demand grows

Jul 15

Buima said that its June 2026 revenue continued to rise on stronger green energy business and battery backup unit (BBU) module shipments, with sales the second quarter and first half of 2026 holding steady. The company said demand for low-Earth-orbit satellites, energy storage systems (ESS), and distributed energy remained strong, supporting its outlook for the rest of the year.

GREEN ENERGYNam Liong posts strong Q2 as high-value materials drive growth

Jul 15

Nam Liong Global Corporation reported consolidated revenue of NT$245 million (US$8.4 million) for June 2026, down 2.56% from the previous month but up 21.66% year over year, reflecting mid-year inventory adjustments by some customers and normal seasonal shipment patterns. Second-quarter revenue reached NT$743 million, rising 23.73% sequentially and 17.07% from a year earlier. Revenue for the first half totaled NT$1.343 billion, up 8.87% year over year.

GREEN ENERGYChina rare-earth price dip ends seven-quarter rally, tight supply keeps magnets in focus

Jul 14

China's largest rare-earth suppliers have cut their third-quarter 2026 concentrate transfer price for the first time in eight quarters, offering limited relief to magnet makers after a prolonged cost surge while leaving the broader supply-demand imbalance largely intact.

GREEN ENERGYLeadsun pursues strategic partnerships as Xiangyin targets top-tier power retail status

Jul 13

Taiwanese renewable energy developer Leadsun Greentech said that as global supply chains continue to move toward net-zero carbon emissions and RE100 commitments, and Taiwan's semiconductor and high-tech industries actively expand, green electricity has become a critical resource for corporate growth.

ENERGY STORAGEMalaysia solar firms rush to secure stock before China tax breaks end

Jul 10

Malaysia's renewable energy market is expected to keep expanding in 2026 as data center construction and rising solar adoption support demand, while Chinese policy changes are already reshaping procurement plans. According to TNGlobal and Nanyang Siang Pau, local solar and storage firms are responding to higher costs and a looming end to key export tax rebates in China.

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