Lianyou Metals, a rare metal recycling and smelting company, expects steady growth in sodium tungstate and battery-grade cobalt sulfate shipments in the second half of 2025 as international customers increasingly adopt recycled materials to meet ESG requirements.
China's solar manufacturing industry, commanding over 90% of the global market, is undergoing another round of disruption, driven by intensifying geopolitical pressure and abrupt policy shifts. Supply chain sources at the SNEC Photovoltaic (PV) Power Expo in Shanghai report that average capacity utilization among Chinese producers has plunged below 50%, reflecting a deepening crisis.
Amid rising tariffs and cooling global demand, Robert Bosch GmbH is realigning its Taiwan strategy, focusing on local integration, aftermarket support, and scalable driver-assistance technologies to navigate a softening automotive landscape.
China Steel Chemical Corporation (CSCC) held its 2025 annual shareholders meeting on June 17, addressing significant operational and strategic shifts amid a challenging market environment. The company outlined plans to complete a new research and development building by the end of 2025 and an expansion project targeting its carbon materials division by the close of 2026.
The rapid growth of the global generative AI industry has sharply increased electricity demand, straining national power grids and energy security worldwide. South Korea faces particular challenges in maintaining a stable power supply amid rising consumption. President Lee Jae-myung's recent energy policies addressing this issue have drawn significant attention domestically.
Artificial intelligence's surge in computing demands is reshaping global energy consumption patterns, with AI data centers requiring six times more electricity than traditional facilities. This shift is accelerating investments in power infrastructure and renewable energy deployment worldwide, creating new opportunities for Taiwan's heavy electrical equipment manufacturers.
Formosa Smart Energy Tech has officially commenced operations of its pilot production line for all-solid-state lithium batteries, marking a significant milestone in the company's development of next-generation battery technologies. The initiative was developed in collaboration with the Battery Research Center of Green Energy at Ming Chi University of Technology and represents a key step in Taiwan's efforts to strengthen its position in the global energy storage sector.
The US Senate has proposed a complete phase-out of tax credits for solar and wind energy, as part of amendments to Donald Trump's proposed "One Big Beautiful Bill Act." However, as renewable energy industry insiders point out, most US-based manufacturers have paused operations since Trump returned to office, adopting a wait-and-see approach amid ongoing uncertainties.
Hot melt adhesives maker Nan Pao Resins Chemical Group is transitioning its product line from conventional solvent-based adhesives to water-based products, as part of the company's sustainability efforts. The company has established 28 facilities across seven regions worldwide to ensure proximity with its clients, since adhesives must be tailored to the specific manufacturing needs of each plant. By developing new eco-friendly products, Nan Pao has managed to both increase its unit prices and secure new orders, and has thus maintained a growth trajectory even as most shoe brands reduce production.
Amazon Web Services (AWS), the cloud computing arm of Amazon, has announced an expansion of its partnership with RWE Group, a major German energy company. The collaboration extends beyond their existing power purchase agreements (PPAs) focused on renewable energy, with AWS now supporting RWE's efforts to develop predictive models using artificial intelligence (AI) and cloud computing technologies. This move exemplifies the growing reliance of the energy and technology sectors on AI to optimize operations and anticipate electricity consumption patterns.
Amid rapid global advances in artificial intelligence and digital transformation, concerns have mounted regarding the soaring energy consumption of the information and communications technology (ICT) industry. The prevailing assumption has been that the exponential growth in data volumes and AI computing power would lead to a proportional rise in electricity usage. However, a recent white paper from Ericsson, titled "The evolution of ICT energy: Telecom, data centers, and AI," challenges this perspective.
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