Taipower Company(TPC), looking ahead to 2026, continues its mission of ensuring stable power supply, focusing on three major issues: "future power growth trends, power infrastructure development and strengthening, and urban layout for the semiconductor industry." TPC emphasized that electricity is a city's competitive advantage. With the booming global AI semiconductor industry, efforts to establish factories and future urban planning should support power source development and power system strengthening. Industry site selection should also prioritize cities that support power plant construction.

Under the new Taiwan-US tariff regulations, and in line with the expansion needs of Taiwan's semiconductor and AI sectors (including wafer foundry, memory, packaging, and server-related supply chains), TPC estimates that additional electricity consumption will exceed 5GW by 2030. Over the next decade (2026-2035), TPC's system electricity demand will accelerate significantly, with the average annual increase more than double that of the past 10 years. To meet future electricity demand and support Taiwan's industrial development, TPC continues to review the system's supply and demand situation and plans to expand power source development and grid construction.

On the power source side, four generating units—Hsinta Gas Power Plant Units 2 and 3, and Taichung Power Plant Units 1 and 2—will be put into operation this year. In the future, units with a total installed capacity of 5.2GW will simultaneously be put into trial operation, an unprecedented scale. On the grid side, it faces structural transformation and upgrading challenges. TPC cites the example of AI data centers, whose electricity consumption is comparable to that of the semiconductor industry, but whose factory size is much smaller than that of typical large factories. While they can be built in metropolitan areas, this will result in a much higher local electricity density than before, posing a challenge to the existing grid. Therefore, the proper allocation of power resources and facilities is a key factor for the development of related industries and regional economies. TPC hopes for public support for its full investment in related construction.

Regarding nuclear energy issues, TPC explained that the restart plan for the Maanshan Nuclear Power Plant has been preliminarily completed and will be submitted to the Nuclear Safety Council by the end of March as scheduled. Regarding the Maanshan Nuclear Power Plant's independent safety inspections, TPC signed a memorandum of understanding with Westinghouse (the original design manufacturer of the Maanshan Nuclear Power Plant) on January 15th of this year, agreeing to provide technical service assistance and necessary support for the Nuclear Safety Council's review. The formal procurement contract was awarded and became effective on February 13th. Westinghouse's technical personnel will gradually enter the Maanshan Nuclear Power Plant to carry out related work, and TPC will maintain the highest level of attention to nuclear safety and operate with utmost rigor.

The semiconductor industry should develop in areas with abundant power supply, and AI computing power should be deployed in locations with strong power grids. When selecting sites for semiconductor and AI computing centers, priority should be given to cities that support the construction of power plants, establishing an optimal "computing power and electricity" coordination model with the power supply side. Furthermore, "urban planning should not only build roads, but also power lines," suggesting that future urban plans should incorporate power infrastructure, pre-planning for basic lifeline lines such as water and electricity, as well as critical facilities like substations. TPC emphasizes that electricity is a city's competitive advantage; a more abundant regional power supply and a stronger power grid ensure stable power supply, which is more conducive to industrial investment, strengthens urban competitiveness, and boosts regional economic development.