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Thursday 15 January 2026

As AI data centers expand, Seetel rides a surge in energy storage demand

As the global race to build ever-larger artificial intelligence models accelerates, the reliable operation of AI data centers has emerged as a decisive factor in the competition for computing power. Seetel, a Taiwan-based energy solutions provider, is seeking to capitalize on this demand by offering end-to-end EPC services—spanning planning, engineering, construction, testing, and operations—to deliver customized power and energy storage solutions tailored to AI data center infrastructure.

Thursday 15 January 2026

Taiwan's Holtek sees surge in MCU sales, launches compact energy and fire-safety units

After navigating a turbulent year of US-China tariffs, Taiwanese microcontroller (MCU) maker Holtek Corp. closed 2025 with a full-year revenue of NT$3.058 billion (US$96 million), up 22.2% from the previous year. The company said it sees growth opportunities in behind-the-meter energy storage and lithium battery fire-safety solutions, with plans to roll out medium- and small-power portable storage units for the residential market, as well as compact energy-storage fire-safety products already validated with multiple clients.

Wednesday 14 January 2026

China tech restrictions complicate Reliance battery cell plans

Reports that Reliance Industries has paused plans to manufacture lithium-ion battery cells have reignited debate over India's clean-energy ambitions, highlighting technology bottlenecks even as the conglomerate insists its net-zero strategy and investment roadmap remain firmly on track.

Wednesday 14 January 2026

Ola Electric enters residential energy storage market with Shakti BESS launch

EV manufacturer Ola Electric has rolled out Ola Shakti, a residential battery energy storage system (BESS), from its gigafactory in the Krishnagiri district of Tamil Nadu, marking the company's formal entry into India's residential energy storage market and an expansion beyond its core automotive business, according to ANI, PV Magazine, and the Economic Times.

Wednesday 14 January 2026

China's new export trio drives 2025 trade growth

China's total trade in goods reached CNY45.47 trillion (approx. US$6.51 trillion) in 2025, marking a 3.8% year-over-year increase and setting a new record, the General Administration of Customs announced on January 14. Exports rose 6.1% to CNY26.99 trillion, while imports edged up 0.5% to CNY18.48 trillion, maintaining China's status as the largest merchandise trader globally.

Wednesday 14 January 2026

Darfon Energy Tech acquires Hitron to boost edge AI and industrial power solutions

Darfon is actively expanding into the energy and high-end niche application markets. Its subsidiary focused on new energy solutions, Darfon Energy Tech, announced on January 12, 2026, that its board approved a cash acquisition of up to NT$540 million (approx. US$17.1 million) for 100% equity in Hitron. This move reportedly aims to integrate both companies' power supply technology strengths and further expand their footprint in edge AI, industrial control, and medical application markets.

Wednesday 14 January 2026

South Korea's fusion energy future questioned with sole focus on magnetic confinement fusion

South Korea's exclusive focus on magnetic confinement fusion technology has raised concerns about its position in the evolving global fusion energy landscape, as other advanced countries pursue dual development paths that combine magnetic and laser nuclear fusion. Experts warn that this singular strategy could limit the nation's competitiveness in next-generation energy solutions.

Tuesday 13 January 2026

China's EV industry faces a state-mandated reset as energy caps take effect

As 2026 begins, China has put into force the world's first mandatory national standard governing energy consumption for electric vehicles, drawing a sharp new line for an industry that has expanded at breakneck speed for more than a decade.

Monday 12 January 2026

Taiwan UPS specialist powers AI and semiconductor demand surge into 2026

Changs Ascending Enterprise Co. (CAEC) reported strong shipments of its next-generation lithium iron phosphate (LFP) UPS battery systems for semiconductor fabs, driven by rising demand for high-end uninterruptible power supply (UPS) solutions. Its subsidiary Grenergy Enterprise Co. also secured new orders in emerging applications such as electric vehicles (EVs) and automated guided vehicles (AGVs), supporting CAEC's improved operating performance in 2025.

Monday 12 January 2026

Global AIDC boom drives shift in energy storage market as China dominates lithium battery industry

The surge in global artificial intelligence data centers (AIDCs) revealed at CES 2026 highlights a pivotal shift in energy consumption patterns. From autonomous vehicles to smart healthcare, these technologies increasingly depend on robust energy infrastructure, transforming traditional power supply dynamics. The growth of energy storage systems (ESS) now surpasses electric vehicle (EV) batteries, marking a new chapter in the energy transformation landscape.

Monday 12 January 2026

Taiwan's CyberPower shifts focus to AI-driven data center power as sales dip

CyberPower Systems, a Taiwanese maker of uninterruptible power supply systems, said its revenue declined modestly in December 2025 and for the full year 2025, as changes in US tariff policy and customer inventory adjustments weighed on shipments.

Sunday 11 January 2026

Jabil expands data center business with Hanley Energy acquisition

Jabil, a major global manufacturer and supply-chain contractor, has completed the purchase of Hanley Energy Group, a company that specializes in power and energy-management systems for data centers, underscoring how electricity — not chips — is becoming one of the scarcest resources in the age of artificial intelligence.

Thursday 8 January 2026

China's cheap lithium batteries reshape the global AI data center landscape amid rising US tariffs

At CES 2026, amidst the spotlight on AI breakthroughs such as autonomous vehicles and humanoid robots, a crucial battle simmers quietly in the global AI data center (AIDC) industry. This competition shifts the focus from algorithms and chip performance to the backbone of AI infrastructure: reliable and affordable energy supply. Chinese-made lithium batteries, particularly lithium iron phosphate (LFP) cells, have become a decisive factor in this evolving contest.

Thursday 8 January 2026

China's price war pushes AI data center energy storage to breaking point

CES 2026 highlighted a wide range of AI applications, but the core driver remains the large-scale buildout of global AI data centers (AIDC). Energy storage systems are shifting from a policy-driven supporting role to indispensable infrastructure for the AI era. In China, extreme price competition is placing the sector under a critical test of safety and quality.

Wednesday 7 January 2026

CES 2026: ProLogium Technology and Germany's FEV Group unveil advanced solid-state battery module

ProLogium Technology said it will co-exhibit with engineering services provider FEV Group at the Consumer Electronics Show (CES) in Las Vegas in January 2026, where the two companies plan to present a concept next-generation electric vehicle (EV) battery module based on ProLogium's superfluidized all-inorganic solid-state lithium ceramic battery technology.

Wednesday 7 January 2026

Johor seeks to attract Gotion High-tech for EV battery manufacturing hub

Johor, Malaysia, is pursuing a deal with Chinese battery manufacturer Gotion High-tech to build a lithium battery factory, aiming to establish itself as a key center for electric vehicle (EV) and energy storage battery production. Johor State Minister Onn Hafiz Ghazi recently led a delegation to China, engaging with executives from Gotion High-tech, BytePS, Alibaba Group Holding Ltd., and other firms.

Tuesday 6 January 2026

CES 2026: ProLogium unveils new solid-state lithium ceramic battery platform

ProLogium Technology, a developer of lithium ceramic solid-state batteries, marked its 20th anniversary at CES 2026 by unveiling its proprietary "Superfluidized All-Inorganic Solid-State Lithium Ceramic Battery" technology. The company also introduced a new generation of electric vehicle (EV) battery modules and outlined plans to extend the platform into applications including electric construction machinery, e-bikes, humanoid robots, and energy storage systems (ESS) for AI data centers.

Saturday 3 January 2026

Commentary: When the grid can't keep up with the algorithm

Artificial intelligence continues to be the central force behind the upcoming productivity revolution. Yet in the US, foundational energy constraints threaten to stall progress. The primary obstacle is not a shortage of semiconductor chips or inadequate computing capacity. It is a more fundamental resource: electricity. Increasing demand from AI data centers (AIDCs) is straining the nation's electric grid. It is testing the limits of social tolerance.

Wednesday 31 December 2025

Tatung eyes AI data centers and new energy opportunities in 2026

Tatung held an extraordinary shareholders meeting on December 30, where its board was comprehensively reshuffled with nine directors (including three independents), and non-compete restrictions on the newly elected directors were lifted.

Monday 29 December 2025

Infineon outlines AI power trends toward vertical supply and DC microgrids

Infineon is leveraging its technological strengths to expand into cutting-edge applications in AI data centers and robotics. The company is currently collaborating with Nvidia to develop power systems for next-generation AI racks, featuring direct current (DC) voltages up to 800V.

Monday 29 December 2025

South Korea's PNT secures first China copper foil order, expands into battery materials

South Korean PNT has secured its first mass-production order for battery copper foil in China, marking a strategic expansion beyond its core battery equipment business into materials and strengthening its foothold in the Chinese market.

Friday 26 December 2025

Taiwan's energy transition at risk as solar grid connections see historic low, foreign divestment

Taiwan's energy transition is facing unprecedented challenges. In 2025, domestic solar power grid connection capacity plunged to an all-time low, squeezed by the dual pressures of policy instability and tightening regulations. Industry leaders warn that if the current administrative stalemate continues, achieving 2026 policy targets will be unrealistic, risking not only a single sector downturn but also international doubts about Taiwan's energy resilience as a whole.

Wednesday 24 December 2025

Softstar rebrands as Star Fusion Group in major pivot toward chips and power tech beyond gaming

On December 23, 2025, Softstar Entertainment held an extraordinary shareholders' meeting to approve its official name change to Star Fusion Group, signaling a decisive transformation into a technology- and energy-focused conglomerate. Chairman David Tu said the group now employs around 3,600 people across 11 subsidiaries and more than 30 affiliated companies, spanning gaming, semiconductors, cybersecurity, dining, third-party payments, and heavy electrical equipment.

Wednesday 24 December 2025

Energy storage, EV electronics to drive Taiwan's Wanshih’s next growth phase

As trade tensions between the US and China intensify, accompanied by tighter technology restrictions, Wanshih Electronic says it is doubling down on precision manufacturing as the cornerstone of its innovation strategy while reshaping its global footprint to navigate mounting geopolitical risk.

Wednesday 24 December 2025

China's battery and energy storage firms lead, fueled by AI-driven power demand surge

The rapidly increasing electricity demand from global artificial intelligence (AI) data centers is placing significant pressure on power grids worldwide. Chinese battery, energy storage, and transformer manufacturers are well-positioned to benefit from their technological expertise, cost efficiency, and rapid delivery capabilities. As data center operators seek solutions to upgrade aging power infrastructure, the reliance on Chinese suppliers is growing sharply.

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