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Wednesday 17 June 2026

PCIM 2026: How high-voltage infrastructure is unifying AI and e-mobility sectors

Semiconductor manufacturers, market analysts, and engineering departments have long tracked the clean energy transition through siloed vertical markets. For example, they will calculate individual EV sales on one spreadsheet while tracking hyperscale data center deployments on another. However, during PCIM Europe 2026 in Nuremberg, Germany, industry leaders and experts discussed and dismantled this flawed strategy.

Monday 15 June 2026

CATL maps three-stage battery strategy as US blacklist grows

The US Department of Defense has expanded its list of Chinese military companies, adding major battery, electric vehicle, solar, memory, sensor, and robotics firms. The move came as Contemporary Amperex Technology Ltd. (CATL) disclosed lithium-air battery research, underscoring how Chinese companies are responding to mounting policy pressure.

Saturday 13 June 2026

Tesla-linked expansion by Taiwan's Aleees underscores shifts in global battery supply chains

Taiwanese cathode materials maker Aleees has disclosed an expansion plan to meet North American demand for lithium iron phosphate precursor materials. The move highlights Tesla's broader push to localize its battery supply chain, reduce exposure to China-linked technology and materials risks, and secure upstream capacity for electric vehicle production worldwide.

Friday 12 June 2026

Tesla's US-made LFP battery push faces China's scale advantage

Tesla is building its own lithium iron phosphate supply chain as it seeks to compete with China's low-cost battery industry, according to clues in Aleees' public share offering prospectus and industry analysis. The move points to a broader effort to secure batteries, energy storage systems, and other long-term demand drivers while sidestepping Chinese patent barriers.

Thursday 11 June 2026

Aleees reportedly wins long-term Tesla order as LFP supply chain shifts

A reported long-term order from Tesla could give Taiwan's Aleees a bigger role in global lithium-ion supply chains as electric vehicle and energy storage makers seek alternatives to China-linked materials. The deal may support new production capacity, reshape sourcing patterns, and influence future battery supply for global markets.

Thursday 11 June 2026

Transsion turns from Africa phones to energy storage, but the harder fight is just starting

Transsion Holdings, Africa's long-time "king of mobile phones," is turning to energy storage as smartphone profits weaken. The question is whether its African channel empire can become a real energy business, or whether it will become just another low-margin hardware extension.

Thursday 11 June 2026

DIGITIMES Insight: Power, not chips, is now the binding constraint for AI data centers

During COMPUTEX 2026 and Nvidia GTC Taipei, energy once again dominated the AI data center conversation — only this time the question was not whether enough electricity existed, but whether it could arrive on time, arrive clean, and sustain 24/7 carbon-free operations.

Thursday 4 June 2026

Formosa Chemicals moves into AI data center materials and DUV photoresist precursors

Formosa Chemicals & Fibre Corp. announced plans to expand into high-value semiconductor and AI data center materials and will debut these businesses at COMPUTEX TAIPEI 2026. The company said it has shipped a high-RTI flame-retardant polycarbonate material for backup battery modules and cooling fans since 2025, is developing deep ultraviolet photoresist precursor materials, and is advancing a high-purity low-carbon hydrogen project to support semiconductor fabs.

Thursday 4 June 2026

Taiwan's green energy industry shifts from manufacturing race to resilience strategy

Taiwan's green energy industry is emerging from more than two decades of boom, retreats, and shakeouts with a different strategic focus. What began as a contest in hardware manufacturing has become a test of industrial sovereignty, financial discipline, and geopolitical adaptation.

Thursday 28 May 2026

SAS succession complete as founder Mingguang Lu exits board amid diversified growth

Sino-American Silicon Products (SAS) held its shareholders meeting on May 26 and completed a full board overhaul, with founder Mingguang Lu stepping down as a director and Hsiu-lan Hsu being re-elected chairwoman. Lu will continue supporting the group as honorary chairman as SAS deepens its generational transition and diversified growth strategy.

Tuesday 26 May 2026

Recharge Power to list and partner with J&V to pursue millisecond-response storage for AI data centers

J&V Energy Technology announced the launch of a subsidiary focused on supercomputing. It said its system-level energy storage unit, Recharge Power, will list on the emerging stock board on May 27 as the two firms target energy storage infrastructure for AI computing centers. The move responds to rising GPU power demands and aims to capture growth from the convergence of AI and energy in Taiwan and abroad.

Monday 25 May 2026

Geopolitics and AI push US energy storage to record-breaking quarter

The US energy storage industry achieved its most successful first quarter of 2026 to date, driven by surging AI computing demands and growing concerns over fossil fuel reliability. According to the US Energy Storage Market Outlook (ESMO) second quarter 2026 report published by the Solar Energy Industries Association (SEIA) and Benchmark Mineral Intelligence, developers deployed 9.7 gigawatt-hours (GWh) of new storage capacity in the first quarter of 2026. This represents a 32% increase year-over-year, reflecting the sector's resilience within the domestic clean energy supply chain despite a strained political environment.

Monday 25 May 2026

Exclusive: G2 Lithium battery rivalry heats up—US taps 4th-gen LFP to crack China's patent wall

The US is shifting from ternary batteries used in electric vehicles (EVs) toward lithium iron phosphate (LFP) batteries for both energy storage and automotive applications. This is one tactic the US is using to circumvent Chinese patents. However, fourth-generation LFP technology is also subject to China's lithium battery export restrictions.

Saturday 23 May 2026

Hengs lists on Taiwan Innovation Board to scale solar-plus-storage across Asia-Pacific

Hengs listed on the Taiwan Innovation Board on May 22, positioning the firm to expand its solar-plus-storage and energy management services across the Asia-Pacific as corporate demand for energy self-management intensifies. Executives said the move came amid rising energy security concerns, new large-user power rules, and the launch of carbon fees in Taiwan, which have pushed industrial customers to seek in-house generation and storage solutions.

Saturday 23 May 2026

Japan's five major companies form PSC battery alliance to lead next-gen solar market

The perovskite solar cell (PSC) market is still in its early stages, and in an effort to secure leadership, five major Japanese companies have announced the establishment of the Japan Association for the Promotion of Perovskite Solar Cells (JPSC). The initiative aims to take the lead in establishing standardized product specifications, safety guidelines, and recycling protocols while promoting industry-wide adoption and preventing low-quality products from entering the market.

Friday 22 May 2026

China's tech grip forces India's renewable energy ambitions into structural dependence on Beijing's battery supply chains

Reliance's pivot from domestic manufacturing to component procurement reveals the geopolitical constraints reshaping India's clean energy transition and raising questions about supply chain resilience in critical infrastructure.

Friday 22 May 2026

Japan, South Korea deepen energy ties: LNG, supply chains and AI security top summit agenda

Japan and South Korea have agreed to deepen cooperation on energy security and supply chain resilience, placing crude oil, petroleum products, LNG, and critical industrial materials at the centre of a wider effort to manage geopolitical shocks from the Middle East to North Korea.

Thursday 14 May 2026

Exclusive: US energy storage market rushes to buy domestic made batteries as restrictions on China tightens

US policy tilts the market, driving buyers to US-made lithium batteries despite higher costs, with global supply chains and investment flows likely to shift as subsidies, tariffs, and tight reviews reshape where and how energy storage systems are sourced and built over the coming years, and policy uncertainty.

Thursday 14 May 2026

HDRE to deploy containerized AI compute at Australian and Japanese storage sites

HDRE announced it will enter the AI compute dispatch market by building containerized compute centers paired with energy storage systems in Australia and Japan, aiming to finalize cooperation projects in the first half of 2026. The firm said it will colocate GPUs with existing storage battery sites to boost the value of power output and address permitting rules that require sufficient electricity infrastructure for new data center developments.

Wednesday 13 May 2026

Indian firms step up EV battery development amid China technology concerns

Indian conglomerates are accelerating efforts to develop domestic electric vehicle (EV) and battery technologies as access to Chinese know-how becomes increasingly uncertain.

Monday 11 May 2026

Nan Pao targets semiconductor specialty materials as revenue hits record for April

Nan Pao Resins Chemical Group said April revenue rose 15.0% year on year to NT$2.285 billion (US$72.77 million), a record for the month, while cumulative revenue for January to April 2026 reached NT$8.122 billion, up 7.7% from the same period in 2025. The company attributed the monthly gain to raw material price swings and customer expectations of price increases, which prompted earlier order placements and stockpiling. A spokesperson added that Nan Pao accelerated new product development and won new customers during the period.

Monday 11 May 2026

Taiwan, Germany extend joint EV battery R&D to 2029

Taiwan and Germany signed a Science and Technology Arrangement (STA) in 2023 to promote joint research in semiconductors, hydrogen energy, artificial intelligence (AI), and other fields. Officials from Taiwan's National Science and Technology Council (NSTC) recently attended a lithium battery cooperation workshop in Dresden, Germany, where both sides confirmed continued support for a bilateral advanced battery research and development program from 2026 to 2029.

Monday 11 May 2026

Taiwan's EV charging companies find Europe's real opportunity in energy trading

As Europe accelerates the build-out of infrastructure for battery electric vehicles (EVs), the region has become one of the world's most strategically important and fiercely competitive markets for charging networks.

Friday 8 May 2026

Power Win builds lithium battery circular economy with SEA push

Power Win said it is expanding its lithium battery recycling business as demand from energy storage and electric vehicles (EVs) surges and geopolitical tensions elevate scarce metals into strategic assets. The company is also targeting Southeast Asia for technology exports and moving deeper into EV and AI asset recovery.

Thursday 7 May 2026

Taiwan delays in gas plants drive push for energy storage and virtual power plants

Taiwan's expanding semiconductor and AI-related industries have driven up electricity demand, prompting officials and researchers to call for the faster deployment of energy storage and virtual power plants to fill gaps left by the slow pace of natural gas plant construction.

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