Power demands of AI servers are boosting growth in the power semiconductor market. However, Taiwan's advanced carbon materials have long relied on imports, and China's recent graphite export restrictions have once again emphasized the importance of localized supply chains.

As AI computing power surges exponentially, electricity has become a critical strategic resource for the tech industry. With traditional power supply models struggling to meet the rapidly growing demand from data centers, US tech giants are transforming from mere consumers into active investors and traders in energy.

Chinese wind turbine manufacturer Envision Group is evaluating the establishment of a battery plant in India. As the Indian government encourages increased use of renewable energy, energy storage is increasingly being accepted as a new opportunity.

At its investor conference on November 27, 2025, Gigastorage Corporation shared details regarding its strategic shift from its early photovoltaic (PV) business toward AI computing, cooling, and personal health micro-sensing. In the HPC and AI fields, Gigastorage has invested in direct forming technology (DFT). This technique leverages the high hardness of diamond abrasives to directly machine deep, tall two-dimensional fin structures onto heat-dissipating materials, improving thermal resistance performance by approximately 20%. It overcomes the technical bottlenecks of traditional cooling solutions, allowing fins to be directly integrated into GPU modules while precisely controlling the base thickness below 0.2mm, targeting top-tier applications such as HPC and vertical AI cooling.

Amid rising global demand for green energy and geopolitical supply chain shifts, solar engineering, procurement, and construction (EPC) firm Teinco Technology is harnessing its expertise in electromechanical engineering to develop a renewable energy trading platform and enter the green energy storage market in the US. The company aims to expand its operational footprint by leveraging these two growth engines.

Taiwan's recent passage of amendments to three laws has sparked significant concern among energy companies about solar power development in the country. Industry players worry the new regulations will deter investors and further delay large-scale PV power projects. Adding to the challenges, newly established private gas power companies Chung Chia Power (CCP) and Jiu-Wei Power are canceling projects amid local opposition.

The Philippines is rapidly advancing its green energy infrastructure to meet rising electricity demand driven by economic growth and data center expansion. Taiwanese energy companies highlight the Philippines' abundant sunlight and low land costs as key advantages, with strong government support for solar power, waste-to-energy (W2E), hydropower, and energy storage sectors presenting new opportunities for foreign investors.

Global net zero goals and the rapid adoption of green energy by RE100 companies have pushed Taiwan's green power market into a long-term shortage. Engineering, Procurement, and Construction (EPC) firm Teinco Technology stated that by leveraging its electromechanical background and diversified deployment strategy, the company has adopted a dual approach of strategic alliances and investments, successfully driving strong profit growth. Order visibility has now steadily extended through 2028.

Taiwan's energy storage industry struggles with internal policy and structural issues, while the US faces supply chain disruptions and tariff uncertainties. Both markets encounter unique hurdles limiting the growth of lithium battery-based large-scale energy storage projects, which are essential for power grid stability.

On November 24, 2025, the Chinese Academy of Sciences (CAS) officially launched the "Burning Plasma" international scientific program at the "Future Big Science City" in Hefei, Anhui. The CAS also presented the Burning Plasma Experimental Superconducting Tokamak (BEST) research plan to the global fusion research community.

South Korean battery maker SK On has restructured its investment portfolio by exchanging shares with Chinese battery firm EVE Energy, resulting in SK On acquiring full ownership of its Jiangsu-based joint venture SKOJ and divesting its entire stake in the Guangdong-based EUE factory. This move aims to enhance operational efficiency amid challenges in the EV market.

Green energy investment group J&V Energy Technology (J&V) held an earnings call on November 20, 2025, reporting consolidated revenue from energy storage engineering that generated NT$2.25 billion in the first three quarters of 2025, soaring 315% year over year, while green electricity trading and electricity sales reached NT$1.74 billion, up 116% year over year. These two main business engines have driven strong growth momentum.

US data center startup GMI Cloud recently announced plans to build an AI factory in Taoyuan, northern Taiwan, with a projected scale exceeding the current 5MW limit set by the state-run Taiwan Power Company (Taipower). Declining to comment on individual cases, Taiwpower emphasized the challenges of power infrastructure development in northern Taiwan, suggesting data centers consuming over 5MW prioritize locations in central and southern regions rich in renewable energy.

Foxconn is accelerating its push into electric vehicles and energy storage batteries, launching its Foxtron plant in Kaohsiung and investing in talent, automation, and supply chain development as it works to build Taiwan's first gigafactory-level battery industry and expand its global footprint.

Amid the global RE100 movement and intensifying net-zero transition, electricity has shifted from a basic utility to a strategic resource shaping national competitiveness and geopolitical positioning. Yet Taiwan's domestic solar industry is being pushed toward collapse by internal regulatory constraints that function as self-imposed roadblocks.

Two newly constructed data centers in Santa Clara, California, have yet to begin operations because of insufficient power supply from the local grid. The facilities, developed by Digital Realty and Stack Infrastructure, offer a combined capacity of approximately 100MW but remain largely unused, highlighting ongoing energy constraints in the region.

China's AI boom is entering a new phase as investors shift from high-valuation chip and pure-AI stocks to the infrastructure that keeps AI running, namely power, metals, cooling, storage, and grid-scale hardware. The move reflects concern over inflated tech valuations and recognition that data-center growth is driving lasting demand for electricity and materials.

Despite surging global demand for solar energy, South Korean manufacturers are seeing export volumes contract as China deepens its dominance over upstream silicon wafer and module production. Industry experts caution that rising domestic consumption alone will not revive local manufacturing unless supported by protective measures and mandatory local-sourcing requirements.

Microsoft has activated its data center in Atlanta, Georgia, connecting it with another Fairwater project data center in Wisconsin. This will support OpenAI and its own LLM training, using two-story buildings and liquid cooling to improve energy efficiency.

With the global race toward net-zero intensifying, Taiwan's energy strategy now stands at a critical crossroads. An amendment to the Environmental Impact Assessment Act, currently under review in the Legislative Yuan, is drawing fierce concern from industry groups, who argue the proposal could create a self-inflicted "legislative barrier" that jeopardizes Taiwan's energy security, semiconductor supply chain, and the livelihoods of millions.

Some of India's export-oriented green hydrogen projects are expected to face delays due to global policy uncertainties, potentially pushing the country's clean fuel production target beyond its original timeline, according to a senior government official who spoke on November 11, 2025.

Hyundai Motor is reportedly grappling with shortages of Chinese-made permanent magnets, a key component in electric and hybrid vehicle motors, as Beijing's export controls on rare earth materials begin to ripple through South Korea's auto industry.

Analysts believe Tesla is shifting from battery-buying to battery-making, as its procurement team is reportedly in active communication with South Korean suppliers of cathode materials, anode materials, and copper foil for batteries. This reflects Tesla pursuing vertical integration to boost profitability and establish a self-contained ecosystem. According to the Korea Economic Daily, Tesla has also discussed orders with a South Korean copper foil manufacturer, with supply expected to begin in 2026.

Energy Taiwan 2025 concluded on October 31, 2025, with one key takeaway being that the massive power demand from AI data centers is driving the deployment of emerging low-carbon energy solutions with solid oxide fuel cells (SOFC). With characteristics such as distributed generation, on-site power supply, and self-consumption, SOFCS may be a solution to address data center power gaps.