March 2, 2026-Taipower revealed its 2026 outlook today. The Company will adhere to its mission of ensuring a stable power supply, with a focus on three key topics: future electricity demand trends, developing and enhancing power facility infrasturcture, and urban planning for the semiconductor industry. A Taipower representative emphasized that electricity is a city’s competitive power. As the global AI and semiconductor industries swiftly develop, each region is vying to attract factories. When selecting locations, these industries will prioritize cities that support power plant construction, thus, future urban planning should support enhanced energy development and energy systems.
Taiwan-US tariff fluctuations spur industrial development; energy consumption expected to increase by 5 million kWh by 2030.
Due to new developments in Taiwan-US tariff policies, aligned with the expanded production needs of Taiwan’s AI sector (including related OEM, memory, seals, packaging, and server industry chains), Taipower estimates that energy consumption will increase by over 5 million kWh by 2030. Over the next decade (from 2026 to 2035), growth of energy needs for Taipower's systems will accelerate noticeably, with the average annual growth more than double that of the previous decade. To satisfy future energy needs and aid in Taiwan's industrial development, Taipower will continue to examine the supply and demand circumstances for its systems and plans to expand the promotion of energy R&D and grid construction.
In response to energy needs, Taipower is fully investing in energy R&D and grid construction, aiming to support all sectors of society.
In terms of energy sources, a total of four units will be successively brought online this year: Hsinta's new gas-fired No. 2 and No. 3 units, and Taichung's new No. 1 and No. 2 units. In the future Taipower will install units with a total capacity of over 5.2 million kWh while simultaneously investing in demonstration work at an unprecedented scale. Meanwhile, the grid faces structural transformation and upgrade challenges. For example, energy consumption by AI data centers is comparable to that of the semiconductor industry; however, the buildings are much smaller in volume than those of the average large manufacturing plant. Data centers can be built in metropolitan areas; however, their energy consumption density far exceeds anything seen before, creating a challenge for existing grid systems. Therefore, electricity resources and proper pairing of facilities are key factors for relevant industries and regional economic growth. Taipower hopes that the public will support its comprehensive investment in necessary infrastructure construction.
Taipower signs agreement with Westinghouse Technology; manufacturer officially stationed at No. 3 Nuclear Plant for safety check.
With regard to nuclear energy, Taipower's No. 3 Nuclear Plant has completed the initial steps of its plan to restart operations, and the plan will be submitted to the Nuclear Safety Commission (NSC) before the end of March, as scheduled. As for the self-implemented safety check of the No. 3 Nuclear Plant; on January 15 of this year, Taipower signed a memorandum of understanding with the US Westinghouse Company (the original designer of the No. 3 Nuclear Plant). Westinghouse Company has agreed to provide technical assistance and necessary support for the NSC inspection. Moreover, the official procurement agreement was finalized and took effect on February 13. Technical personnel from Westinghouse will be gradually stationed at the No. 3 Nuclear Plant to begin relevant work. Taipower will also adhere to its strict professionalism of treating nuclear safety as the top priority.
Electricity is a city's competitive power! Industrial strategies and urban planning must prioritize considerations of power infrastructure.
The semiconductor industry is turning to regions with ample power supplies, and AI data centers are being built in places with a resilient power grid. When selecting sites, semiconductor plants and AI data centers prioritize the consideration of cities that support the construction of power plants, establishing an optimal balance of computing power and electricity supply. Furthermore, urban planning is not just about building roads, but also about planning powerlines. It is therefore recommended that future urban planning incorporate the consideration of power infrastructure such as water, electricity, and other basic support lines, as well as space for power substations and other key installations. A Taipower representative emphasized that electricity is a city's competitive power: The more plentiful a region's energy sources and the more resilient its power grid, the greater the capability to ensure a stable power supply and attract industrial investments, thereby enhancing the city's competitive power and promoting regional economic development.
Spokesperson: Chief Administrator Huang Mei-Lin
Phone: (02)2366-6271; 0922-696-383
E-mail: u030573@taipower.com.tw
Contact Person: Department of System Planning Director I Hsu-Chuan
Phone: (02) 2366-6890; 0963-700-600
E-mail: u494500@taipower.com.tw
Contact Person: Department of Nuclear Power Generation Director Lin Chih-Pao
Phone: (02) 2366-7040; 0921-210-506
E-mail: u808941@taipower.com.tw