Taiwan’s power infrastructure is under strain as AI demand rises, with power stability and supply chain trends emerging as factors affecting Japanese companies’ investment decisions.
Power demand from AI data centers and semiconductor plants is surging in Taiwan, with nationwide electricity consumption in 2035 expected to increase by approximately 28% year on year. To ensure a stable power supply, BCP measures including the introduction of green power and energy storage are being given priority, taking into account delays in the development of substations and transmission and distribution networks, as well as differences in self-sufficiency rates between regions.
Micron is expanding HBM production at four sites in Taiwan, but supply is expected to remain tight through 2027-28 due to delays in equipment deliveries and severe labor shortages.
傑智環境科技’s orders for VOC treatment equipment for TSMC’s Kumamoto plant drove a 53.4% year-on-year increase in consolidated revenue in 2025 to TWD 1.031 billion, a record high. The company plans to accelerate its expansion into Southeast Asian markets, leveraging technology that achieves a recycling rate of more than 90%.
Although production value in the specialty chemicals industry rose 19.9% year on year in Q2 2026, reflecting the impact of higher crude oil prices, the recovery in actual demand remains sluggish. The shift away from commoditized products and toward low-carbon materials has become urgent.