AI data center power consumption drives SOFC deployment in Taiwan

Energy Taiwan 2025 concluded on October 31, 2025, with one key takeaway being that the massive power demand from AI data centers is driving the deployment of emerging low-carbon energy solutions with solid oxide fuel cells (SOFC). With characteristics such as distributed generation, on-site power supply, and self-consumption, SOFCS may be a solution to address data center power gaps.

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Research insight: TASA’s dual satellite strategy positions Taiwan for global space market entry

As SpaceX’s low-Earth orbit (LEO) satellites reshape global communications, Taiwan is accelerating its push into the space industry. According to a recent DIGITIMES report on NTN convergence, the Taiwan Space Center (TASA) is advancing dual tracks in “cubesat” and “communications satellite” programs, aiming to cultivate domestic system integration (SI) capabilities. The goal is to enable Taiwanese firms to move beyond producing individual components and subsystems toward full satellite design and mission planning, laying the groundwork for future international expansion.

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Column: Quantum communication races toward commercialization despite unresolved challenges

Quantum communication, which uses phenomena such as entanglement to enable highly secure data transmission via photons, is set for significant expansion. Market forecasts estimate the sector will reach around US$1.2 billion in 2024 and continue growing at an annual rate approaching 30% through 2035. Early applications like Quantum Key Distribution (QKD) and quantum networks are already being adopted in industries, despite obstacles such as high costs and the absence of standardized protocols.

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Renault reportedly shifting from Valeo to in-house development for rare-earth-free motors

As the global automotive industry accelerates its shift toward electrification, the reliance on rare earth elements for electric vehicle (EV) permanent magnet motors has become a critical challenge. China currently controls about 70% of global rare earth mining and 85% of refining capacity. With Beijing imposing stricter export controls and enacting two rounds of export restrictions in 2025, automakers worldwide are urgently seeking alternative materials and new supply sources.

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Foxconn hits US$32B in AI server sales, eyes strong 4Q25 growth on rack demand

Foxconn said at its November 12, 2025, earnings briefing that the AI sector remains in high-growth mode, driven by surging demand for computing power and large-scale production of next-generation AI racks. The company expects AI rack shipments to jump 300% quarter-over-quarter in the third quarter of 2025, with total AI server revenue already exceeding NT$1 trillion (US$32.2 billion) ahead of schedule.

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