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Friday 14 November 2025

India likely to delay green hydrogen target, pivots to domestic demand

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.

Thursday 13 November 2025

China's rare earth curbs hinder Hyundai Motor's early development

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.

Thursday 13 November 2025

Tesla seeks South Korea partnerships to launch battery production plan

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.

Thursday 13 November 2025

AI data center power consumption drives SOFC deployment in Taiwan

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.

Wednesday 12 November 2025

Buima expands green energy push with focus on smart storage systems

Buima reported steady revenue growth in October 2025 as orders for green energy and construction projects advanced. The company is accelerating its expansion into renewable energy, developing next-generation energy storage and management systems to strengthen its market position and capture international opportunities.

Tuesday 11 November 2025

AI data centers face stricter energy efficiency mandates

As AI computing demands rapidly increase, the number of GPUs in data centers continues to grow, driving electricity consumption up exponentially and making power usage effectiveness (PUE) a critical indicator for measuring data center energy efficiency. Currently, international regulations generally set 1.5 as the minimum threshold, with many countries moving toward stricter standards. Virginia even offers incentives for data centers achieving a PUE below 1.2.

Tuesday 11 November 2025

South Korean battery makers diversify strategies to capture global market

The battery industry is emerging from a downturn, shifting from losses to profits. Experts say this turnaround is not solely due to renewed electric vehicle (EV) demand but is also driven by expanding non-automotive applications.

Monday 10 November 2025

Weekly news roundup: LGES probes tech Theft; ASML pivots in China; Samsung sparks market chaos; Nexperia feud explodes

Below are the top DIGITIMES Asia stories from November 3 to November 10, 2025.

Monday 10 November 2025

Taiwan's Dynapack and AES double down on BBU production as AI energy needs surge

As artificial intelligence (AI) servers drive a revolution in power infrastructure, one critical component is quietly becoming indispensable: the back battery unit, or BBU. Increasingly, these BBUs are being equipped with Electric Double Layer Capacitor (EDLC), a shift that's already reshaping the industry.

Monday 10 November 2025

Taipower chairman highlights power supply-demand synergy and power matching as key to future development

Data center power consumption has become a critical issue as global energy demand surges due to AI computing. The Trump administration has recently pushed through major energy regulatory reforms, aimed at shortening the review period for AI data centers connecting to the grid, with the goal of maintaining competitiveness and accelerating growth in the AI sector.

Saturday 8 November 2025

Sinbon eyes strong growth with orders from AI, robotics, and smart transport sectors in 4Q26

Electronic components and solutions provider Sinbon Electronics has faced significant pressure on its growth momentum in 2025 amid global economic volatility and shifting US policies. The company's green energy business, including the solar power segment, has declined sharply, halting a 15-year streak of revenue growth. However, Sinbon chairman Joseph Wang said that with new product lines and AI industry applications ramping up production, Sinbon expects to return to positive growth in 2026. A wave of major orders starting in the fourth quarter of 2026 is set to drive even stronger expansion in 2027.

Friday 7 November 2025

China temporarily halts export controls on rare earths, graphite, and other strategic materials

China's Ministry of Commerce (MOFCOM) and the General Administration of Customs announced on November 7 that they will suspend the implementation of several export control measures that were introduced in October, particularly regarding rare earth.

Friday 7 November 2025

Chicony Power may obtain urgent high-wattage NB power supply orders if semiconductor supply stabilizes

Affected by seasonal slowdowns and fewer working days, Chicony Power Technology's revenue in October 2025 was NT$2.487 billion (approx. US$80.5 million), down 25.6% year-over-year; cumulative revenue from January to October 2025 reached NT$29.096 billion, down 5.1% year-over-year. Compared to the same period in 2024, shipments of high-wattage NB power supplies were delayed due to ongoing shortages of key semiconductor materials for some customers. As a result, the product mix leaned toward low-end traditional models, making overall revenue relatively conservative.

Thursday 6 November 2025

LGES probes alleged leak linked to India's Ola Electric

South Korean electric vehicle (EV) battery maker LG Energy Solution (LGES) is facing a major security breach involving the theft of its high-density pouch-type battery technology, which reportedly ended up in the hands of Indian electric scooter manufacturer Ola Electric. The incident has raised significant concerns about the protection of South Korea's core industrial technologies.

Wednesday 5 November 2025

Jabil to acquire Hanley Energy for US$725M in data center power move

Jabil said on November 4 that it has agreed to acquire Hanley Energy Group. The Ireland- and US-based company provides energy management and critical power systems for data centers. The deal is valued at about US$725 million in cash plus up to US$58 million in contingent payments tied to future revenue performance.

Tuesday 4 November 2025

Samsung SDI reportedly in talks with Tesla for US-based energy storage batteries

Samsung SDI is reportedly negotiating with Tesla to supply batteries for energy storage systems, aiming to leverage rising demand from AI data centers and renewable energy projects in North America.

Sunday 2 November 2025

Energy storage demand surges, driving new growth for Taiwan’s power technology sector

Amid the global energy transformation driven by AI data centers, electric vehicle fleets, and ESG regulations, Taiwan's Seetel New Energy is emerging as a leading player in energy storage system design, manufacturing, and operations.

Sunday 2 November 2025

Taiwan energy firms shift from equipment to integrated solutions in net-zero push

As the global push for net-zero emissions and energy transition gathers pace, energy saving and carbon reduction have become central to corporate competitiveness. With carbon fees now in place and mounting pressures on power stability and green electricity demand, manufacturers are moving beyond single equipment adoption toward comprehensive solutions that integrate diagnostics, storage, green power procurement, and microgrid systems.

Saturday 1 November 2025

AUO pushes integrated solar-storage solutions amid surging post-grid demand

Au Optronics (AUO) is accelerating its expansion in the smart energy sector, unveiling integrated "storage-first" and "solar-plus-storage" solutions at Energy Taiwan 2025. Partnering with its subsidiaries AET SustainTek and StarShining Energy, along with 21 ecosystem partners, AUO is positioning itself at the forefront of Taiwan's evolving post-grid energy storage landscape.

Saturday 1 November 2025

U.S. AI boom hits power bottleneck, unlocking billion-dollar openings for Taiwan suppliers

The global AI race enters a new phase in 2025, shifting focus from advanced cloud algorithms and high-performance computing chips to the coldest yet most critical physical constraint: electricity. Analysis firm Goldman Sachs highlights that power provision is fast becoming the "physical limit" for AI development.

Friday 31 October 2025

Linde LienHwa drives Taiwan into the hydrogen era with first fuel cell truck

After three years of regulatory reviews and industry coordination, Linde LienHwa Group on October 29 unveiled Taiwan's first hydrogen-powered truck at the 2025 Energy Taiwan and Net Zero Taiwan Expo, signaling a significant step toward commercial hydrogen mobility. The company also announced plans to launch its first hydrogen refueling stations, developed in partnership with CPC Corporation, by the end of 2025, a move aimed at laying the groundwork for a domestic hydrogen infrastructure network.

Friday 31 October 2025

Panasonic cuts fiscal 2025 profit forecast amid weak US EV battery market

Panasonic Holdings has revised down its operating profit forecast for fiscal year 2025 by 13.5%, primarily due to reduced profitability in its energy business segment that includes electric vehicle (EV) battery operations. The company supplies batteries to automakers such as Tesla.

Friday 31 October 2025

HDRE pivots to Japan, Australia energy storage as Taiwan market stalls

Taiwan's renewable energy development has hit headwinds in recent years, with 2025 likely marking a slowdown in growth. HD Renewable Energy (HDRE) noted that despite policy and installation setbacks, surging electricity demand from AI and high-tech industries continues to drive strong long-term demand for energy storage.

Thursday 30 October 2025

Lite-On projects double growth in 4Q25, eyes full-year rebound

Lite-On Technology expects to return to a growth trajectory in 2025 while simultaneously accelerating its global capacity expansion, according to company president Anson Chiu. The company has experienced steady growth since the first quarter of the year, seeing year-over-year and quarter-over-quarter revenue growth in the third quarter of 2025.

Thursday 30 October 2025

Solar supplier Motech targets high-margin niches with differentiated technology

The global solar industry is undergoing a technological transformation as the industry has shifted from PERC cells to TOPCon processes. The technology upgrade that was expected to boost gross margins has instead triggered a wave of severe losses due to intense price competition and overcapacity among Chinese giants.

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