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Taipower chair: grid, not just generation, is key to AI-era power supply

AI summary

Taipower chairman Tseng Wen-sheng said at a pre-show press conference for the 2026 Taiwan International Net Zero and Smart Energy Week that AI-driven computing demand is forcing the domestic power industry to adopt the tech sector's faster decision-making rhythm, with investment planning horizons compressed from roughly ten years to five or even three. He said future supply depends not only on whether generation capacity is sufficient but on whether the grid can deliver power to where it is needed and coordinate with renewables and storage, noting that Taiwan's computing demand may not be concentrated among large cloud providers because some companies will build their own data centers or run workloads on-premises for confidentiality. Tseng said existing resources and plans can cover industry needs, citing Taiwan's global ranking of third in 2024 and sixth in 2025 for gas-fired unit investment, while Taipower spokesperson Huang Mei-lien said reports that large users such as TSMC might be asked to fund power plants remain a conceptual discussion and do not shift supply responsibility to manufacturers.

In-depth insight

For AI compute competition, grid delivery capacity and faster power-investment timelines are becoming as important as raw generation.

曾文生盼電業加速融入科技業決策,供電關鍵點名電網

AI 帶動算力需求快速成長,電力供應成為產業競爭關鍵。台電董事長曾文生今天表示,國內電業須加快融入科技業決策速度,投資規劃從十年縮短至五年甚至三年;未來供電不只要看電源是否充足,也須確保電網能將電力送達需求端,並與再生能源及儲能設施相互配合。

2026台灣國際淨零永續展及台灣國際智慧能源週14~16日登場,今天舉行展前記者會。共同主辦單位外貿協會副秘書長周秀隆表示,今年展場共有來自丹麥、挪威、加拿大等九個國家館,現已吸引57個國家、近700位買主進行預登,盼透過此次展覽協助企業一次掌握全世界的能源趨勢。

#Taipower#Tseng Wen-sheng#TSMC#Taiwan International Smart Energy Week#Taiwan International Net Zero Summit

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