Taiwan Power outlines 10-year grid expansion for AI and chip demand
Taiwan Power says Taiwan’s electricity demand is expected to grow 2.5% annually from 2026 to 2035, compared with 1.2% over the past decade, as AI and semiconductor consumption expands. The government plans to add about 26 GW of gas generation, while Taiwan Power will expand 43 substations, build 1,922 km of transmission lines and add roughly 52 GW of transformer capacity over 15 years. TechNews also reports that four gas units totaling 5.2 GW will enter service this year, with 2028–2029 identified as a critical transition period.
Taiwan Power’s plan is a large infrastructure response to electricity demand attributed to AI data centers and semiconductor expansion, combining generation additions with regional grid and substation upgrades.
隨著 AI、半導體等產業用電需求持續增加，台灣未來十年電力需求成長速度預估將較過去十年翻倍。台電今（27）日表示，2026 年至 2035 年電力需求年均成長率預估達 2.5%，高於過去十年的 1.2%。為因應新增用電需求，政府規劃未來十年新增約 26GW 燃氣機組，台電也將同步推動電網建設，確保長期供電穩定。
其中，半導體產業將成為未來用電成長的重要來源。根據台電先前公布的預估，國內半導體產業年用電量將由 2026 年約 520 億度，增加至 2035 年的 1,100 億度，成長超過一倍。隨著先進製程持續擴產，以及 AI 相關產業發展，台電將逐年滾動調整電力布局，以因應產業用電需求變化。