Taiwan Is Creating an Offshore Wind Industry to Fuel Its Semiconductor Factories

“It’s like constructing a building in a place that is constantly shaking and completely unpredictable.”

Taiwan’s semiconductor sector expects its energy needs to grow eightfold by 2028, mostly because of AI demand, and the island is building a dozen offshore wind farms over the next decade to keep the fabs running. The submarine cable sector alone generated $5.77 billion last year, up 51% from pre-pandemic levels. Meanwhile, China is openly developing undersea cable-cutting technology. Taiwan is building critical energy infrastructure in contested waters while its primary geopolitical threat announces plans to sabotage exactly that kind of infrastructure. Good luck with that.