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.

The Industrial Technology Research Institute (ITRI) has announced the signing of an authorization, assessment, and service agreement with the Association for Uncrewed Vehicle Systems International (AUVSI) for the "Green Uncrewed Aircraft Systems" (Green UAS) program. Taiwan will become an AUVSI-recognized third-party assessment body and the first overseas accredited Green UAS evaluation organization outside the US, opening a direct path for Taiwanese companies to obtain certification and enter the US market.

Touchscreen panel maker GIS Holding announced on World Environment Day, June 5, that it will join the RE100 initiative and aim to source 100% green power across its global operations by 2040. The firm outlined short-, medium-, and long-term plans to expand renewable energy use, and said executives disclosed a mix of measures to reach the target.

Taiwan Semiconductor Manufacturing Company (TSMC) held its shareholders meeting on June 4, during which CEO C.C. Wei addressed recent talk surrounding its employee bonus system. He opened the meeting by preemptively clarifying the issue, saying there are misconceptions in the public discussion.

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.

The AI arms race is shaping up to be much more than a competition for computing power, with factors such as power supply, grid resilience, and carbon credits all playing a part in the ever-escalating battle.

AI holds enormous potential to benefit the environment, but it simultaneously consumes massive amounts of water and energy. One generative AI data center can use up to 5 million gallons of water a day, and AI as a whole draws as much power as 100,000 households. A single AI query can use up to 1,000 times more electricity than a traditional Google search. The result is an urgent paradox: AI is becoming one of the most sophisticated tools ever built to combat climate change, yet it is also one of the fastest-growing strains on the planet's resources.

Taiwan-based Daxin Materials posted stronger revenue and profitability in 2025 as rapid growth in semiconductor materials offset a still-cautious display market recovery, with AI- and HPC-driven demand emerging as the company's primary growth engine.

DIGITIMES analyst Sabrina Yu warned that artificial intelligence data centers face four major energy challenges — rising GPU thermal design power, a new high-voltage direct current architecture, persistent grid bottlenecks, and intensifying sustainability and carbon-emissions pressure on operators — prompting cloud service providers to increasingly rely on behind-the-meter power.

Jin Lian Cheng (JLC) the lead-acid battery processing subsidiary under Ming Fu Group, Taiwan's largest end-of-life vehicle processing company, has recently entered the uninterruptible power supply (UPS) lead-acid battery recycling market for major semiconductor manufacturers in Taiwan by leveraging its legal licensing advantages and cross-generational precision smelting technologies. The company's total lead extraction rate is expected to rise from its previous 50–55% to 85%, with a further increase to 98% targeted by the second half of 2027.

Looking ahead to 2026, AUO said the global economy is stabilizing and returning to growth, but that international trade disputes and regional conflicts still pose risks. It added that the consumer electronics market is also being weighed down by AI-driven inflation and weak demand, creating more uncertainty for an industry recovery.

BenQ Qisda Group will participate in COMPUTEX 2026 under the theme "AI In Action," showcasing how artificial intelligence (AI) is being applied in real-world deployments. BenQ Qisda will bring together group companies to showcase a comprehensive AI portfolio ranging from computing infrastructure to industry solutions.

Kemflo, a Taiwanese water purification exporter, said it has shifted from selling filtration equipment to operating as a full-scale water resources company, driven by rising global water demand and stricter drinking-quality standards. The firm now combines in-house filter-media research and development, an international-grade laboratory, and vertical integration to supply home and commercial purification systems, filter cartridges, industrial water treatment, and activated carbon regeneration services.

Delta Electronics Chairman Ping Cheng has warned that companies failing to meet RE100 targets risk losing orders as global customers intensify demands for renewable energy compliance. His comments highlight mounting concern across Taiwan's technology sector that insufficient green power supply could become the next major constraint on the island's semiconductor and electronics industries.

GlobalWafers announced that its greenhouse gas reduction targets passed review by the Science Based Targets initiative, signaling the wafer maker has aligned its decarbonization pathway with the global 1.5°C climate goal and committed to achieving net-zero emissions across its full value chain by 2050. The approval covers both near-term and long-term targets, and the company said the moves will shape its operational and supplier strategies through the 2030s and beyond.

AU Optronics (AUO) chairman and group CEO Paul Peng said the panel maker generated more than NT$101.6 billion (US$3.23 billion) in circular economy benefits from 2018 to 2025, with output now exceeding investment. Speaking at the company's 30th anniversary celebration, he said AUO started early on energy saving, water conservation and resource recycling after recognizing in 2003 that the display industry is highly energy- and water-intensive.

Apple said it is increasing investment in renewable energy and water sustainability projects globally, including new solar and water initiatives in India, as the company pushes toward its goal of becoming carbon neutral across its entire value chain by 2030.

Taiwan Cement Corporation (TCC) Group Holdings is evaluating a listing in Europe as it expands its low-carbon cement and green energy businesses across the region. Europe already accounted for 44% of the company's 2025 sales, surpassing Taiwan and other parts of Asia. TCC chairman Nelson An-ping Chang said the company is assessing the move but did not disclose a timetable or details.

As Taiwan's energy transition enters a critical phase, the stability of power supply and the quality of renewable energy infrastructure have become key industry concerns. While numerous solar engineering, procurement, and construction (EPC) providers operate in the market, only a handful offer fully integrated capabilities. Hengs Technology stands out for its comprehensive approach, extending beyond solar EPC to include AI-driven data management, as well as expansion into energy storage EPC and EV charging infrastructure. Chairman Heng-Hao Chou stated that Hengs currently holds more than NT$7.6 billion (US$239.6 million) in orders, which are expected to be gradually recognized as revenue over the next two to three years. The company has set clear targets for 2026, aiming to deploy more than 100MW of solar capacity during the year.

Driven by rapid growth in the AI and semiconductor industries, green electricity demand is expected to reach 40 billion kWh by 2030. As fixed-bottom wind turbine installations gradually approach saturation, future development is expected to shift toward floating wind turbines in deep-water areas. Renewable energy has become a key factor supporting major corporate investments, while also enhancing Taiwan's energy independence and national security.

Taiwan-based air conditioner and commercial laundry machine distributor Up Young Cornerstone plans to focus its 2026 operations on two core strategies: group upgrades, and the development of brands and channels. The company aims to deepen its existing air conditioning and commercial laundry businesses while further integrating agency and proprietary brand resources, advancing toward a diversified business model that supports a target of double-digit revenue growth for the year.

Industrial PC maker Advantech announced on March 27 a strategic investment via a wholly owned subsidiary in energy solution provider Intelligent Cloud Plus (ICP). The goal: jointly develop standardized, replicable integrated solutions for the power and energy automation market. The move comes as comprehensive solutions grow increasingly important in the competitive edge AI landscape.

Every advanced chip leaves behind a chemical trail. The solvents, acids, and sludge generated in semiconductor fabrication are growing faster than the fabs themselves — and for most of the world, they remain an expensive, hazardous liability. In Taiwan, one company has turned that problem into a business.

Japan's 25th Smart Energy Week is taking place in Tokyo, where HD Renewable Energy (HDRE) showcased three major solutions: energy storage integration, electricity trading, and charging operations. The company stated that its target in the Japanese market is to develop 3 GW, and that its Helios 50MW storage project in the Hokkaido region has already begun trading on the electricity market.