The rapid expansion of AI data centers in the US is placing growing pressure on conventional power grids, as their substantial and highly variable electricity requirements strain available supply in certain regions. Power shortages have even delayed the construction of some AI data center projects.

Delta Electronics showcased its on-site solid oxide fuel cell (SOFC) power generation solution at Energy Taiwan 2026, alongside its first physical solid-state transformer (SST) product.

Delta Electronics unveiled its prefabricated solid-state transformer (SST) DC power solution at Energy Taiwan 2026 on October 14, targeting power efficiency, deployment speed and supply resilience in AI data centres, AI factories and energy-intensive manufacturing. The system integrates SSTs, DC/DC converters and control technology.

Rising carbon-fee pressure is accelerating efforts to decarbonize Taiwan's energy-intensive industries, prompting Linde LienHwa Industrial Gases Group to promote oxygen-enriched and pure oxygen combustion technologies that can substantially reduce fuel consumption and emissions. At the 2026 Net-Zero Taiwan and Energy Taiwan exhibitions, held October 14–16 at the Taipei Nangang Exhibition Center, the company is also highlighting hydrogen applications and energy management solutions to support industrial efficiency and energy resilience.

Rising demand for semiconductor wafer fabrication, memory, advanced packaging and high-end servers is driving a sharp increase in Taiwan's power consumption. Taipower estimates that the domestic semiconductor industry will consume approximately 52 billion kWh in 2026, rising to around 80 billion kWh in 2030 and 110 billion kWh in 2035, when it will account for about 30% of Taiwan's total electricity use.

ProLogium Technology is accelerating the development of non-automotive markets for its all-solid-state batteries, targeting AI data centers, aviation, and humanoid robots as electric vehicle (EV) market growth slows, according to Nikkei Asia.

Energy Taiwan 2026 showcases an energy industry increasingly focused on integration, flexibility, and real-world deployment, as Taiwan balances its net-zero ambitions with rising electricity demand from artificial intelligence (AI), high-performance computing, and advanced manufacturing.

LG Energy Solution (LGES) is reportedly restructuring its energy storage system (ESS) battery equipment supply chain after major partner Daejin Machinery entered financial difficulties and began court-led rehabilitation proceedings. LGES is transferring some orders to existing equipment suppliers while seeking new partners to reduce the risk of supply disruptions.

Taiwan's Energy Management Act is undergoing its first major revision in nearly a decade, driving businesses to reassess self-generation and energy storage systems (ESS) as the market shifts from equipment installation alone toward returns, safety, and long-term operations.

ATE Energy International Co. Ltd. reported consolidated revenue of NT$6.667 billion (US$209.0 million) for the first three quarters of 2026, up 132.52% from a year earlier, driven by the continued progress of major energy engineering projects in the Philippines and steady recognition of engineering revenue.

Formosa Smart Energy, an energy affiliate of Taiwan's Formosa Plastics Group, said global cloud service providers have approached it about building AI data centers at the group's industrial sites, seeking to leverage existing power infrastructure, surplus electricity and available land.

Electricity demand from semiconductor manufacturing, memory production, advanced packaging, and server assembly is rising rapidly, fueling reports that Taiwan Power Company (Taipower) is seeking financial contributions from major industrial customers, including TSMC, to support dedicated power plant development.

Grenergy Enterprise reported consolidated revenue of NT$34.83 million (approx. US$1.09 million) for September 2026, up 66% from the previous month and 38% from a year earlier. Growth was primarily driven by rising demand for low-speed electric vehicles (LSEV), which boosted shipments of battery modules for tow tractors, as well as shipments of battery packs for garbage truck compactors.

Tun Green Power partnered with Foxconn, Billion Watts, NoonSpare Energy Technology, and Rich Electric to develop behind-the-meter energy storage systems (ESS) using Taiwan-made lithium battery cells. The companies signed a cooperation agreement in Taiwan on October 12, 2026, targeting mass production and deliveries in the first half of 2027, with a deployment goal of 100 megawatt-hours (MWh) as corporate customers seek more options for localized storage equipment.

As geothermal energy prepares to enter Taiwan's semiconductor renewable electricity market, the most immediate question is how much each kilowatt-hour (kWh) will cost compared with solar, wind, and conventional power generation.

Taiwan's geothermal energy market could be approaching a major breakthrough as the semiconductor industry seeks new sources of reliable renewable electricity amid surging AI-driven power demand.

The rapid expansion of AI infrastructure is driving demand for higher power and voltage levels, pushing power semiconductor development toward greater efficiency, higher power density, and tighter integration.

Changs Ascending said orders tied to semiconductor customers' new plant construction, equipment arrivals, and project acceptance schedules were gradually fulfilled and recognized as revenue, lifting consolidated revenue to NT$79.2 million (approx. US$2.49 million) in September 2026, up 92% from a month earlier and 14% from a year earlier.

As the demand for green energy surges in parallel with order volumes and production capacity, scheduling for energy storage systems has become a critical technology to solve the problem of excess power for major tech firms, according to Kelsey Kuan, general manager of HD Renewable Energy subsidiary Star Trade. In an interview with DIGITIMES, Kuan also highlighted the rising technological barriers for electricity sellers, as the business now requires AI forecasting, transfer matching, energy storage, and integrated renewable-energy capabilities.

As in-orbit AI computing, Earth observation, and defense missions expand rapidly, satellites are demanding more power, turning energy supply into an emerging challenge for the growing space economy.

Amazon and Constellation Energy signed a 20-year power purchase agreement that will supply 690 MW from the Calvert Cliffs nuclear plant in Maryland. The deal was announced as AI and cloud computing continue to drive higher electricity demand, prompting hyperscale tech companies to secure long-term, zero-emission power.

Tighter green supply-chain requirements are driving demand for energy investment and infrastructure, while companies also face the challenge of matching power generation and consumption needs with operating costs and net-zero goals. Although global venture capital markets have entered a correction in recent years and climate tech investment growth has slowed, industry players say sustainability remains a long-term business trend, despite short-term swings, such as geopolitics delaying net-zero timelines.

Microsoft is expanding AI and cloud infrastructure in Australia, while Google has announced a Christmas Island connectivity hub amid reports of a proposed data center there. Australia's abundant renewable energy resources could create opportunities across the supply chain, including green steel, ammonia, and hydrogen.

Taiwan energy management startup NextDrive said that it has secured the No. 1 market share in Japan's home energy management system (HEMS) segment and has received key support from the Tokyo Stock Exchange for three straight years, adding momentum to its Japan IPO plans.