The American Chamber of Commerce White Paper warns "Taiwan faces power shortages": Unstable energy supply threatens semiconductor AI development.

The U.S. Chamber of Commerce's 2025 white paper focuses on Taiwan's energy stability, warning that the lag in nuclear decommissioning and renewable energy has become a primary concern for foreign investment by threatening to impact key industries such as semiconductors and AI. (Summary: Taiwan's new system on the road: the account has not been traded for half a year to freeze "unable to withdraw and transfer", users complain about nuisance) (Background supplement: AI eliminated bamboo engineers? Huang Jen-hoon shouts "robots replace thousands of employees": eight Taiwan factories are introducing optimization) AmCham Taiwan released its annual white paper on June 10, 2025, which addresses one of Taiwan's most pressing economic challenges today: the stability of energy supply. As Taiwan phases out nuclear power and reduces coal-fired power generation, this has become a top concern for foreign investors, especially in key energy-intensive industries such as semiconductors and AI, which pose the risk of insufficient power supply. Energy Structure Transition Challenges and Industry Risks The U.S. Chamber of Commerce's 2025 white paper lists energy as a core concern. Taiwan's energy supply is facing structural challenges, mainly due to the decommissioning of the third nuclear plant (which ceased to operate completely in May 2025) and the reduction of coal-fired power generation to meet carbon reduction targets, the lack of specific plans for new large-scale baseload power, the impact of global fuel supply fluctuations on gas-fired power generation, and the delay in the schedule of some power projects, all of which have overshadowed the overall power supply stability. Taiwan's high dependence on imports, with more than 97% of its energy coming from overseas, particularly liquefied natural gas (LNG) and coal, makes Taiwan even more vulnerable to risks such as geopolitical blockades. The original target of 20% renewable energy in 2025 has been postponed to the end of 2026, and according to the Ministry of Economic Affairs, the proportion of renewable energy generation by the end of 2024 will only be about 11.6%. After the decommissioning of nuclear power, it is estimated that Taiwan will need to spend an additional $2 billion a year on liquefied natural gas by 2030, increasing pressure on energy costs. U.S. Chamber of Commerce Warning and Investment Considerations Speaking at the white paper launch, U.S. Chamber of Commerce Chairman Dan Silver said, "Energy has been ranked at the top of the investment climate by U.S. Chamber of Commerce members. Dan Silver further points out that this situation has never been seen before. He stressed that companies focus on "whether electricity can be supplied, whether pricing is transparent, and whether price changes can be notified in real time", rather than the specific type of energy. Although 90% of the surveyed members plan to maintain or expand their investment in Taiwan by 2025, the uncertainty of energy issues, especially with the increase in energy-intensive projects such as data centers due to the development of AI, has become a potential concern for enterprises operating in Taiwan. Policy recommendations to strengthen energy resilience In this regard, the US Chamber of Commerce white paper also makes a number of specific recommendations, calling on the Taiwan government to support the transition to renewable energy by strengthening policy clarity, improving administrative efficiency, and improving the electricity pricing mechanism. At the same time, it is proposed to improve the operating environment of energy developers to maintain the market competitiveness of industrial electricity prices. In the long run, efforts to stabilize power supply, promote market-oriented reforms, and develop transparent long-term planning will be key measures to strengthen Taiwan's energy security and resilience. All in all, the stability of energy supply is essential for the sustainable development of Taiwan's economy, especially its world-leading high-tech industry. The U.S. Chamber of Commerce's annual white paper once again highlights the concerns of the international business community about Taiwan's energy future and their deep expectations for a stable and predictable investment climate. How Taiwan effectively responds to energy challenges will not only affect its industrial competitiveness, but also directly affect its economic security and long-term layout. 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