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- News
2025/11/10
Introduction to the Speed to Power Initiative
The U.S. Department of Energy’s Grid Deployment Office officially launched the “Speed to Power” initiative on September 18, 2025. The program aims to accelerate the development and construction of large-scale power generation and transmission infrastructure to help the United States maintain its leadership in the global AI race while meeting the rapidly growing demand for affordable and reliable electricity. This article provides a brief overview of the initiative’s background, followed by a detailed explanation of its objectives and current progress—including clearly defined financial and technical support measures, such as substantial budget allocations and interregional transmission projects. It also outlines future outlooks and potential risks.
- Industry
2025/10/2
What is a Small Modular Reactor (SMR)? A New Solution to AI’s Energy Bottleneck?
As the global demand for decarbonization and energy security rises, the strategic importance of nuclear power has become increasingly prominent. SMRs—characterized by quicker construction timelines, flexibility, and enhanced safety—are now regarded as one of the most promising energy solutions for the United States in the future. This article outlines the technical background of Small Modular Reactors (SMRs), their potential applications, and the current and foreseeable risks. It also provides an overview of the companies involved at each stage of the SMR value chain—from upstream mining and midstream design and development, to downstream services and nuclear waste management.
- Industry
2025/8/22
What is the Stargate Project? What are the challenges? Which Taiwanese concept stocks might be involved?
As artificial intelligence continues to emerge as a global development trend, the U.S. government officially announced in 2025 the launch of the “Stargate” AI infrastructure initiative, jointly led by OpenAI and SoftBank. This article outlines the project’s short-, mid-, and long-term objectives, introduces the key participating partners, compares AI development strategies across major countries, and concludes with an analysis of potential opportunities for Taiwanese companies. The Stargate initiative carries significant strategic and industrial implications. If its core stakeholders can resolve internal conflicts and effectively execute capital and resource allocation, the project has the potential to become a benchmark for global AI infrastructure advancement.
- Financials
2024/10/18
Introduction to Taiwan Carbon Exchange
The Taiwan Carbon Exchange was inaugurated last year and officially launched carbon credit trading this year, enabling companies to reduce emissions through the transfer and trading of carbon credits, thereby promoting domestic carbon reduction. Carbon credits, carbon fees, and carbon taxes are all carbon pricing tools; carbon credits allow companies to trade emissions quotas, while carbon fees and taxes are charged based on emissions volume. Taiwan's carbon credit market is currently focused on voluntary transactions. Key beneficiary stocks include companies in carbon offset forestry, green energy production, carbon capture, and carbon auditing. As the world advances toward net-zero emissions, these related industries are expected to see growth opportunities.
- Industry
2024/10/18
Taiwan Industry 101: Introduction to Green Energy
As global climate change intensifies and countries actively promote net-zero carbon emission policies, Taiwan has also set its goal for net-zero emissions by 2050 into the Climate Law, bringing the green energy industry into focus. The green energy supply chain can be divided into three parts: upstream developers and general contractors, midstream power generation and energy storage companies, and downstream electricity retailers. As the green energy industry continues to take shape, its future growth potential is substantial.
