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Monday 9 June 2025

2025 is the breakout year for liquid cooling despite rare earth supply challenges, says AVC President

The year 2025 is poised to be a landmark year for liquid cooling technology in electronics, with rapid growth expected through 2026 and 2027, according to Ching-Hang Shen, President of Asia Vital Components (AVC). AVC is anticipating several years of strong growth, Shen said, highlighting a turning point in the industry's adoption of liquid cooling solutions.

Friday 6 June 2025

RiTdisplay rewires its future, pivots from PMOLED displays to energy and assets

RiTdisplay Group, previously focused on PMOLED displays, is undergoing a sweeping transformation aimed at securing long-term sustainability. The company is now building momentum across three core areas: energy solutions, specialty display systems, and asset management.

Thursday 5 June 2025

URE announces layoffs amid solar power production line upgrades

Taiwan-based solar firm United Renewable Energy (URE) is expected to lay off more than 100 employees by the end of 2025 in response to global green energy market and technological transformation trends. Simultaneously, the company will continue to strengthen its two core businesses: tunnel oxide passivated contact (TOPCon) cells and energy storage.

Wednesday 4 June 2025

Innovation and sustainability dual axes: Teco initiates diversified strategic growth

Teco held its annual shareholders meeting on June 3, 2025. Chairman Morris Li stated that in the face of global economic and market uncertainties, the company would continue to adhere to a dual-axis strategy of innovation and sustainability. It aimed to deepen its energy-saving and carbon reduction initiatives and advance toward becoming a core driver of global electrification, intelligence, and green energy development.

Wednesday 4 June 2025

GUS Technology partners with TYFAST to develop high-efficiency vanadium batteries, eyes North American expansion

Taiwan-based battery manufacturer GUS Technology announced a strategic partnership on June 2, 2025, with California-based startup Tyfast Energy Corp. (TYFAST) to co-develop next-generation high-efficiency vanadium lithium-ion battery technology. The collaboration aims to meet the rising global demand for energy storage and align with accelerating national energy transition policies.

Wednesday 4 June 2025

Taiwan green power demand surges as TSMC pledges unlimited renewable purchases

Taiwan's renewable energy market is gaining momentum as corporate environmental commitments and new regulations for large power consumers drive robust demand. RE100 member companies, including TSMC, are aggressively pursuing green power procurement, creating a key growth catalyst for the sector.

Tuesday 3 June 2025

Taiwan Cement hit by battery losses and Chinese competition; turns to AI and robotics for growth

Under intense competitive pressure from plummeting battery prices and aggressive Chinese market strategies, Taiwan Cement Corporation (TCC) has yet to achieve breakeven in its battery division, sparking significant shareholder concern. At the company's annual general meeting on May 27, Chairman An-Ping Chang addressed these challenges head-on, responding candidly to investors' queries about operational hurdles, strategic investments, and market prospects.

Monday 2 June 2025

TCC shifts from high-carbon industries to green energy, focusing on AI and new energy investments

In recent years, traditional industries in Taiwan, such as petrochemicals and cement, have been severely impacted by global political and economic conditions. Taiwan Cement Corporation (TCC) chairman An-Ping Chang stated that 2025 will be a very complex year. In the first half of 2025, operational abnormalities at factories and short-term fluctuations in the Turkish currency affected business performance, making this year particularly challenging.

Wednesday 28 May 2025

The AI boom's power problem—and China's nuclear answer

As artificial intelligence (AI) rapidly reshapes the global industrial landscape, a less glamorous but increasingly urgent issue has come into focus: energy. At the heart of this revolution lies an often-overlooked truth—AI runs on power, and lots of it.

Tuesday 27 May 2025

Innolux, Delta Electronics to build first large-scale energy storage system in Southern Taiwan Science Park

Panel manufacturer Innolux has partnered with Delta Electronics to build the first large-scale energy storage system (ESS) in the Southern Taiwan Science Park, establishing an energy storage site at its seventh plant with an installed capacity of 40MW/70MWh.

Monday 26 May 2025

AI boom sparks unprecedented energy crisis threatening industry growth, warns Schneider Electric executive

The rapid expansion of artificial intelligence (AI) is fueling an unprecedented energy crisis that could fundamentally constrain the industry's growth, according to Pankaj Sharma, executive vice president for data centers at Schneider Electric. Speaking at Computex 2025, Sharma warned that AI data centers are rapidly approaching power consumption levels that dwarf traditional computing infrastructure, raising urgent questions about energy availability, environmental impact, and infrastructure readiness.

Friday 23 May 2025

Seetel establishes firm presence in energy storage AFC market in Taiwan, eyes international expansion

Seetel New Energy is a Taiwan-based battery and energy storage solutions provider whose business covers lithium battery manufacturing, smart EMS (energy management system), EPC (engineering, procurement, and construction), and maintenance services. Seetel has already established a firm presence in Taiwan's energy storage automatic frequency control (AFC) sector and is expected to expand its reach to Canada and Japan in 2026.

Thursday 22 May 2025

Infineon, Nvidia target 800-Volt power systems as AI energy demands surge

Infineon Technologies and Nvidia announced a collaboration to develop 800-volt DC power architectures for artificial intelligence (AI) data centers, as the industry confronts exponential growth in energy consumption that threatens to outpace current infrastructure capabilities.

Wednesday 21 May 2025

NextDrive rises in Japan’s battery market

Japan's behind-the-meter energy storage market is entering a period of significant policy benefits. Driven by subsidy programs and residential demand, the market is rapidly heating up with simultaneous growth in applications and distribution channels. Taiwan-based energy IoT platform provider NextDrive has strategically positioned itself ahead of this trend, recently announcing partnerships with leading Japanese home energy storage brand Choshu Industry (CIC) and Hanwha Japan, boosting its market share ranking to third place with plans to challenge for second place in 2025.

Tuesday 20 May 2025

GE Vernova and Formosa join forces on hybrid power, LFP battery systems

Formosa Smart Energy Tech, a subsidiary of Formosa Plastics Group, has signed a memorandum of understanding (MOU) with GE Vernova to form a strategic alliance focused on hybrid power and energy storage systems. The partnership aims to combine Formosa's lithium iron phosphate (LFP) battery expertise with GE Vernova's global experience in gas-fired power and energy storage technologies.

Monday 19 May 2025

The US offers to help Taiwan explore new nuclear options

Amid rising energy demands driven by artificial intelligence (AI) and data infrastructure, major US tech companies are increasingly turning to nuclear energy—including next-generation options like small modular reactors (SMRs). Now, the US is signaling it's ready to help Taiwan explore similar technologies—if the island is willing.

Sunday 18 May 2025

Taiwanese startup launches AI-powered green energy trading platform

Thingnario has unveiled an AI-agent-powered platform that streamlines green energy procurement for electricity retailers in Taiwan's evolving power market. The system integrates large language models with Taiwan Power Company's (Taipower) smart meter infrastructure to automate processes from demand assessment to billing settlement.

Wednesday 14 May 2025

Flex doubles European power capacity with new Poland facility to meet AI-driven data center demand

Flex's Critical Power division, Anord Mardix, is expanding its European critical power operations through a significant investment in a new facility in southern Poland. The site, located in Bielsko-Biała, will double the company's regional capacity for power products to 1.2 million square feet, as demand surges for AI-driven data center infrastructure.

Wednesday 14 May 2025

Huawei, Keppel strike energy pact to power low-carbon data centers

Huawei International and Keppel Ltd.'s Infrastructure Division have entered a non-binding memorandum of understanding (MOU) to jointly develop renewable energy solutions, particularly in photovoltaic (PV) and battery energy storage systems (BESS).

Tuesday 13 May 2025

Europe considers ban on Chinese solar inverters, citing cybersecurity concerns

Europe is grappling with growing concerns over the cybersecurity risks posed by Chinese-made photovoltaic inverters, prompting discussions about restricting high-risk suppliers from connecting to its power systems. The debate mirrors the 2019 US ban on Huawei solar inverters, which cited potential remote control threats to the power grid, particularly during wartime.

Tuesday 13 May 2025

Ace Energy to unveil upgraded PowerGlow platform at Computex 2025

Qisda Group's subsidiary Ace Energy participated in the annual technology event Computex 2025, showcasing its latest upgraded PowerGlow cloud energy management platform, making the first public unveiling of the enhanced system.

Monday 12 May 2025

CATL starts taking investor orders for world's biggest listing this year

Contemporary Amperex Technology Co. Ltd. (CATL) has started taking investor orders for a Hong Kong stock offering that is likely to be the world's biggest listing this year.

Monday 12 May 2025

CATL reportedly seeks US$1 billion loan to boost Indonesia battery plant investment with HK IPO plans ongoing

Bloomberg, citing unnamed sources, reported that Contemporary Amperex Technology Co. Ltd. (CATL), the world's largest battery maker, is seeking a US$1 billion loan to expand its investment in Indonesia. The funds will be used for a battery plant in Karawang, West Java, operated by CATL's joint venture. Sources familiar with the matter said financing negotiations are ongoing, and details may still change.

Friday 9 May 2025

Taiwan's heavy electrical industry eyes long-term opportunities in US grid upgrades

At the annual Berkshire Hathaway shareholder meeting, Warren Buffett stressed the importance of an "intelligent energy policy" for the US. As the US energy market enters a critical transition phase, Berkshire Hathaway Energy (BHE) will be investing approximately US$14.7 billion over the next three years in power transmission and distribution infrastructure, accounting for more than 45% of its total capex. This signals an acceleration in the US toward an era of smart grids that integrate renewable energy and energy storage systems.

Tuesday 6 May 2025

Mining influence: Taiwan's critical moves in the global rare earth chess game

As the Ukraine-Russo war reaches a stalemate in peace talks, the United States is actively promoting agreements on rare earth elements (REEs) with Ukraine. This move underscores the critical importance of these elements in global geopolitics and technological competition. This article analyzes the strategic value of Rare earth elements (REEs), the context of the China-US rivalry, and Taiwan's strategies for addressing these challenges.

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