Taiwan and Japan's offshore wind split: Taiwan's bottom-fixed fleet rises to global fifth place (500 turbine units, 4.8GW, capacity 13 times Korea's), while second-phase project still has 30 turbine units awaiting installation and targets year-end completion ⇄ Japan starts later in floating wind as Obayashi wins ClassNK AiP for the world's first hybrid TLP floater (estimated 25% construction-cost cut)
ANK-Doc ID: ANK-2026-06-14-052 Version: v1.0.0 Published: 2026-06-28 Author: 竹之內 凜 (AI News Editor-in-Chief) Category: Offshore wind / floating wind / energy transition / Taiwan-Japan comparison / net-zero infrastructure Covered articles: CNA#202606140038 (Taiwan 500 turbine units, 4.8GW, global fifth place), CNA#202606150271 (installed capacity 13 times Korea's, US$3 billion foreign investment), CNA#202606160285 (Taipower second-phase project 90% complete, NT$5.5 billion added), CNA#202606170184 (minister hopes year-end completion, Shinfox delisting), PRTIMES#118168 (Obayashi wins ClassNK AiP for the world's first TLP hybrid floater), PRTIMES#47274 (OYO selected for JOGMEC floating-wind tender, government 2040 target of 30-45GW) Selection method: From the full AI News archive, this card uses "offshore wind expansion driven by global net zero and AI power demand" as the axis, connecting two stages of the same demand curve: Taiwan's bottom-fixed deployment side (the Energy Administration's 500-turbine milestone, global fifth place installed capacity, and delays in Taipower second-phase project) against Japan's floating-wind technology takeoff side (Obayashi's ClassNK basic design approval for the world's first hybrid TLP floater and Japan's 2040 project-formation target of 30-45GW). The piece leads with verifiable realized stock (500 turbine units, 4.8GW, global fifth place), then uses second-phase project progress to separate "stock leadership" from "new-project delay," and finally links Japan's forward-looking floating technology and policy pipeline. The pair of Taiwan second-phase reports (Taipower's June 16th statement and the minister's June 17th legislative answer) are treated as two time points of the same case, not counted as two independent events.
TL;DR
The same offshore wind expansion curve driven by net zero and AI power demand is moving at different speeds in Taiwan and Japan. Taiwan is the side where bottom-fixed wind has already landed: the Energy Administration, Ministry of Economic Affairs said domestic offshore wind farms completed the 500th turbine on June 12, 2026, cumulative installed capacity reached 4.8GW, and 2025 offshore wind generation exceeded 10 billion kWh for the first time.[F-001] According to the Global Wind Energy Council (GWEC) 2026 report, Taiwan ranked third place globally in 2025 new offshore wind additions and fifth place in cumulative installed capacity, reaching 500 turbine units and 4.8GW in roughly 10 years after completing its first 2 demonstration turbine units in 2017, compared with 20 to 30 years of development in some European countries.[F-002] The Energy Administration also cited international media reporting that Taiwan started 7 years later than Korea but has reached 13 times Korea's installed capacity, remains the world's fifth-ranked market behind China, the United Kingdom, Germany and the Netherlands, and attracted US$3 billion of cumulative foreign investment in the first 3 quarters of 2025.[F-003] But leadership must be separated from new-project progress: Taipower's Offshore Wind second-phase project is 90% complete, with 31 tower units pre-assembled and 1 turbine unit installed, yet 30 turbine units still await lifting and installation; Taipower also added NT$5.5 billion in construction price-adjustment payments, with the tender benchmark based on 2019 unit costs.[F-004] Minister Kung Ming-hsin hopes turbine installation can be completed by year-end and grid connection achieved in the first half of next year; Foxwell Energy's parent Shinfox Energy turned net-worth negative from losses and was expected to delist on June 23, 2026.[F-005] Japan, by contrast, is starting later in floating wind: Obayashi obtained ClassNK Approval in Principle (AiP) for the world's first steel-concrete hybrid TLP floating offshore wind support structure, under a NEDO-commissioned project. Obayashi estimates the floater construction cost can be reduced by 25% versus a steel semi-submersible and generation efficiency can improve by about 8%, with offshore demonstration targeted for 2028.[F-006] OYO was selected for a JOGMEC floating seabed-ground survey project in Hokkaido with a budget of 4.1 billion yen, while Japan targets offshore wind project formation of 30 million to 45 million kW, about 30 to 45GW, by 2040.[F-007]
Main Text
Taiwan side one: 500 turbine units, 4.8GW, bottom-fixed wind reaches global fifth place
The hardest anchor in this event chain is a milestone already achieved.
According to Taiwan's Central News Agency, the Energy Administration said in a press release that domestic offshore wind farms completed the 500th turbine on June 12, 2026, cumulative installed capacity reached 4.8GW, and 2025 offshore wind generation exceeded 10 billion kWh for the first time (CNA #202606140038).[F-001] The Energy Administration said Taiwan's offshore turbines have passed multiple typhoon and earthquake tests, and all units currently remain in stable operation while continuing to supply green electricity. This is concrete realized stock for bottom-fixed offshore wind in Taiwan, not an estimate or a plan.
Taiwan side two: GWEC's framing: third place globally in new additions, fifth place in cumulative installed capacity
Behind the single milestone is an international institution's framing of the Taiwan market.
According to the Global Wind Energy Council (GWEC) 2026 report, Taiwan ranked third place globally in 2025 new offshore wind installed capacity and fifth place in cumulative installed capacity, showing that Taiwan has become one of the world's important offshore wind markets (CNA #202606140038).[F-002] The Energy Administration said Taiwan has reached 500 turbine units and 4.8GW in about 10 years since completing its first 2 demonstration turbine units in 2017, compared with 20 to 30 years of offshore wind development in some European countries, despite the pandemic, global inflation and international geopolitical shocks. Two metrics must be kept separate here: "third place globally in new installed capacity" is a 2025 single-year flow metric, while "fifth place globally in cumulative installed capacity" is stock. The two cannot be merged.
Taiwan side three: Installed capacity 13 times Korea's, US$3 billion foreign investment in the first 3 quarters
The regional Asia comparison makes Taiwan's bottom-fixed lead even clearer.
The Energy Administration said international media reported that Taiwan's offshore wind started 7 years later than Korea's, yet its installed capacity has reached 13 times Korea's. Taiwan remains the world's fifth-ranked offshore wind market, behind only China, the United Kingdom, Germany and the Netherlands, and has become a policy leader for offshore wind among democracies in the Asia-Pacific region (CNA #202606150271).[F-003] The Ministry of Economic Affairs also said foreign capital continues to invest in Taiwan's offshore wind market, with cumulative foreign investment reaching US$3 billion in the first 3 quarters of 2025. This needs honest labeling: "13 times Korea's" is a comparison cited by the Energy Administration from international media reporting and paired with Taiwan's 7-year later start; it is not a statutory 2025 disclosure figure from Taiwan's government. The source layer should be stated when citing it.
Taiwan side four: But second-phase project is delayed: 90% complete, 30 turbine units still awaiting installation
Taiwan's bottom-fixed "stock leadership" and "new-project progress" are different things. At the same time, Taipower's Offshore Wind second-phase project is stuck in the last mile.
According to CNA, Taipower said Offshore Wind second-phase project is not just about erecting turbines at sea but also includes difficult underwater engineering. The project is currently 90% complete and has finished core works including turbine piles, underwater foundations, offshore and onshore cables, the offshore substation, electrical rooms and the SCADA monitoring system. As of Taipower's June 16, 2026 statement, the turbine portion had completed key pre-assembly for 31 tower units, electromechanical equipment, nacelles and blades, and 1 turbine unit had been installed. The remaining work is lifting and installation of 30 turbine units plus some inter-array cable laying (CNA #202606160285).[F-004] Taipower also explained that the second-phase project tender benchmark referred to offshore wind unit costs announced by the competent authority in 2019 and matched market conditions at the time. Later, because of the pandemic, the Russia-Ukraine war and other factors, the Public Construction Commission's mediation recommendation added NT$5.5 billion in construction price-adjustment payments, handled through supervised payment. In other words, Taiwan's "4.8GW, global fifth place" is the signboard of realized stock, while second-phase project's "30 turbine units still awaiting installation" is unfinished new-project progress. The two must be separated honestly.
Taiwan side five: Minister hopes for year-end completion; Shinfox delisting casts a financial shadow
The other side of the second-phase project delay is financial pressure in the contractor chain.
According to CNA's June 17, 2026 report, Minister of Economic Affairs Kung Ming-hsin told the Legislative Yuan's Economics Committee that Taipower Offshore Wind second-phase project was already more than 90% complete, with piles driven and cables laid, leaving turbine lifting and installation. The installation vessel was ready, and if weather conditions allow, 1 turbine unit can be installed per day. He estimated turbine installation could be completed by year-end and grid connection achieved in the first half of next year (CNA #202606170184).[F-005] Contractor Foxwell Energy suffered severe losses as inflation and interest-rate increases caused by the Russia-Ukraine war sharply raised costs, dragging parent Shinfox Energy into negative net worth; Shinfox was expected to delist on June 23, 2026, while whether Taipower would terminate the contract remained under negotiation. This also needs a label: "year-end completion and first-half grid connection next year" is the minister's guidance, not a realized result, and the actual schedule depends on weather and contract-termination talks involving Foxwell and turbine suppliers.
Japan side one: Obayashi's world's first TLP hybrid floater receives ClassNK basic design approval
Turning to Japan, the same offshore wind curve is taking another route: floating-wind technology takeoff.
According to Obayashi's corporate release, the company obtained Approval in Principle (AiP) from ClassNK, the Nippon Kaiji Kyokai, for a TLP (tension leg platform) floating offshore wind support structure using a steel-concrete hybrid structure. Based on ClassNK's survey as of April 2026, this was the world's first AiP issued for a TLP floating support structure using a steel-concrete hybrid structure. The support-structure development is part of NEDO's commissioned project for next-generation technology development to promote floating offshore wind deployment (PRTIMES #118168).[F-006] Obayashi estimates that using a hybrid structure can reduce floater construction cost by 25% compared with another floater type, a steel semi-submersible, while TLP mooring can suppress vertical motion and improve generation efficiency by about 8% versus a semi-submersible. Obayashi has worked on TLP floater R&D since 2012 and obtained ClassNK AiP in 2018 for a TLP concrete floater carrying a wind turbine; this time it targets offshore demonstration with a mounted wind turbine in 2028. Honest labeling is needed: both 25% and 8% are Obayashi estimates, not measured results, and AiP is an in-principle approval that the design can stand, not a commercial operating track record.
Japan side two: Government 2040 target of 30-45GW, JOGMEC floating-wind tender
Behind a single company's technology breakthrough is the Japanese government's policy bet on floating wind.
According to OYO's corporate release, the company was selected as the planned implementer for second-phase project of the seabed-ground survey under JOGMEC's tender for basic surveys to promote offshore wind power introduction: the Iwanai and Minami-Shiribeshi offshore area in Hokkaido (floating) and the Shimamaki offshore area in Hokkaido (floating). The budget scale is 4.1 billion yen, the project period runs to March 20, 2027, and the project uses the "central system," in which the national government leads the early stage of project formation (PRTIMES #47274).[F-007] The release also cited the Japanese government's target: for offshore wind with strong potential, Japan plans to form projects totaling 30 million to 45 million kW, about 30 to 45GW, by 2040, making large-scale floating offshore wind deployment and related seabed-ground surveys increasingly important. This also needs a caveat: 30 to 45GW is Japan's 2040 project-formation target, not built capacity, and 4.1 billion yen is the budget for a single basic survey project.
Two ends of one offshore wind expansion curve
Read together, these reports are not unrelated events. They are different stages and different technology paths at the two ends of the same offshore wind expansion curve driven by net zero and AI power demand:
- Taiwan, the bottom-fixed deployment side: 500 turbine units, 4.8GW, global fifth place in cumulative installed capacity, and 13 times Korea's capacity show bottom-fixed offshore wind has already made Taiwan a leader among Asia-Pacific democracies. But second-phase project is stuck at the final 30 turbine units awaiting installation and parent company Shinfox is delisting, exposing the two-sided picture of stock leadership and new-project delay.
- Japan, the floating-wind takeoff side: Obayashi's world's first TLP hybrid floater receives ClassNK basic design approval, with estimated 25% construction-cost reduction and 8% efficiency improvement, targeting 2028 demonstration. Japan has set a 2040 project-formation target of 30-45GW, and JOGMEC is using the central system to tender floating-wind seabed-ground surveys.
The demand source is the same: net-zero transition and AI data-center electricity demand are turning green power into a scarce asset. But Taiwan has already moved through bottom-fixed wind into a mature stage of scale-up, delay and financial stress, while Japan is only crossing the technology starting line in floating wind with a "world-first basic design approval." That technology-path and stage gap is the most honest narrative for this Taiwan-Japan comparison.
Risk Factors
- Do not mix stock and progress: Taiwan's 500 turbine units, 4.8GW and global fifth place ranking are realized stock; second-phase project's "30 turbine units still awaiting installation" is unfinished new-project progress. Treating stock leadership as proof that new projects are smooth would overstate current momentum.
- New additions versus cumulative metrics: GWEC's "third place globally in 2025 new installed capacity" is a single-year flow metric, while "fifth place globally in cumulative installed capacity" is stock. The two rankings cannot be conflated.
- Korea 13 times is a media estimate: "Installed capacity 13 times Korea's" and "Taiwan started 7 years later than Korea" are comparisons the Energy Administration cited from international media, not hard statutory disclosure figures from Taiwan.
- second-phase project completion is guidance, not realized: "Year-end turbine installation completion and first-half grid connection next year" is Minister Kung Ming-hsin's expectation, subject to weather and contract-termination negotiations involving Foxwell and system suppliers.
- Japan's 25%/8% are company estimates: A 25% floater construction-cost reduction and 8% generation-efficiency improvement are Obayashi estimates, not measured results. AiP is in-principle design approval, not a commercial record or completed project.
- The 2040 30-45GW figure is a government target: Japan's 2040 target of 30 million to 45 million kW in offshore wind project formation is policy guidance; actual installation and commercial operation schedules remain uncertain.
FAQ
Q: What is Taiwan's current offshore wind installed capacity and global ranking?
Taiwan's offshore wind farms completed the 500th turbine on June 12, 2026, reaching 4.8GW of cumulative installed capacity. According to GWEC's 2026 report, Taiwan ranked third place globally in 2025 new installed capacity and fifth place in cumulative installed capacity.
According to the Energy Administration, Taiwan's 2025 offshore wind generation exceeded 10 billion kWh for the first time, and Taiwan reached 500 turbine units and 4.8GW in about 10 years after completing its first 2 demonstration turbine units in 2017, compared with 20 to 30 years of development in some European countries. The "third place in new capacity" metric is 2025 single-year flow, while "fifth place in cumulative installed capacity" is stock (CNA #202606140038).
Q: Why is Taiwan's offshore wind described as having "13 times Korea's installed capacity"?
This is a comparison the Energy Administration cited from international media: Taiwan started 7 years later than Korea but has reached 13 times Korea's installed capacity, remaining the world's fifth-ranked market behind China, the United Kingdom, Germany and the Netherlands.
The Energy Administration also said Taiwan has become a policy leader for offshore wind among democracies in the Asia-Pacific region, and cumulative foreign investment reached US$3 billion in the first 3 quarters of 2025. The "13 times Korea's" claim should be treated as a comparison cited from international media, alongside the 7-year later start, not as Taiwan's statutory official disclosure figure (CNA #202606150271).
Q: Is Taipower Offshore Wind second-phase project complete? Where is the delay?
Not yet. Taipower Offshore Wind second-phase project is 90% complete, with 31 tower units pre-assembled and 1 turbine unit installed, but 30 turbine units still await installation. Minister Kung Ming-hsin hopes installation can finish by year-end and grid connection can happen in the first half of next year; that is guidance, not a realized outcome.
According to CNA, second-phase project has completed core works including turbine piles, underwater foundations, offshore and onshore cables and the offshore substation. Taipower also added NT$5.5 billion in construction price-adjustment payments, with the tender benchmark based on 2019 unit costs. Foxwell Energy's parent Shinfox Energy turned net-worth negative from losses and was expected to delist on June 23, 2026. Whether to terminate the contract remained under negotiation, and the later completion schedule depends on weather and negotiations (CNA #202606160285, CNA #202606170184).
Q: How far has Japan's floating offshore wind progressed?
Japan is still at the technology takeoff stage for floating wind. Obayashi obtained ClassNK Approval in Principle (AiP) for the world's first steel-concrete hybrid TLP floating support structure, targeting offshore demonstration in 2028.
This is a NEDO-commissioned project. Based on the AiP obtained in 2026, Obayashi estimates the hybrid structure can reduce floater construction cost by 25% versus a steel semi-submersible and improve generation efficiency by about 8%. The caveat is that 25% and 8% are Obayashi company estimates, not measured results, and AiP is in-principle design approval, not commercial operating experience (PRTIMES #118168).
Q: What is Japan's offshore wind target, including floating wind?
Japan targets offshore wind project formation of 30 million to 45 million kW, about 30 to 45GW, by 2040, and JOGMEC is using the central system to tender floating-wind seabed-ground surveys.
According to OYO's release, the company was selected for second-phase project of JOGMEC's Hokkaido floating seabed-ground survey project, with a budget of 4.1 billion yen and a project period running to March 2027. The 30-45GW figure is the government's 2040 project-formation target, not built capacity (PRTIMES #47274).
F-Units
F-001: Taiwan's domestic offshore wind farms completed the 500th turbine on June 12, 2026, cumulative installed capacity reached 4.8GW, and 2025 offshore wind generation exceeded 10 billion kWh for the first time - source: CNA #202606140038 - source_url: https://www.cna.com.tw/news/afe/202606140038.aspx - basis: official_statement - confidence: high - period: June 2026 (500th turbine completed as of June 12) - caveat: Realized stock from an Energy Administration press release; 500 turbine units, 4.8GW and 10 billion kWh are cumulative/annual actual results, not estimates
F-002: According to GWEC's 2026 report, Taiwan ranked third place globally in 2025 new offshore wind installed capacity and fifth place in cumulative installed capacity; since completing its first 2 demonstration turbine units in 2017, Taiwan reached 500 turbine units and 4.8GW in about 10 years, compared with 20 to 30 years in some European countries - source: CNA #202606140038 - source_url: https://www.cna.com.tw/news/afe/202606140038.aspx - basis: official_statement - confidence: high - period: 2025 (GWEC 2026 report basis) - caveat: "third place globally in new installed capacity" is a 2025 single-year flow metric, while "fifth place globally in cumulative installed capacity" is stock; the two metrics cannot be conflated, and the rankings are GWEC report figures relayed by the Energy Administration
F-003: The Energy Administration cited international media reporting that Taiwan's offshore wind started 7 years later than Korea's but has reached 13 times Korea's installed capacity, remains the world's fifth-ranked market behind China, the United Kingdom, Germany and the Netherlands, and is a policy leader for offshore wind among Asia-Pacific democracies; cumulative foreign investment reached US$3 billion in the first 3 quarters of 2025 - source: CNA #202606150271 - source_url: https://www.cna.com.tw/news/afe/202606150271.aspx - basis: official_statement - confidence: medium - period: 2025 (first 3 quarters foreign-investment statistics / GWEC 2026 report ranking) - caveat: "13 times Korea's" is a comparison the Energy Administration cited from international media, not a statutory Taiwan official disclosure figure; US$3 billion is cumulative foreign investment in the first 3 quarters of 2025
F-004: Taipower Offshore Wind second-phase project is 90% complete, with core works including turbine piles, underwater foundations, offshore/onshore cables and the offshore substation completed; the turbine portion has completed key pre-assembly for 31 tower units and 1 turbine unit has been installed, leaving 30 turbine units to be lifted and installed plus some inter-array cable laying; the tender amount referred to 2019 offshore wind unit costs and later added NT$5.5 billion in construction price-adjustment payments - source: CNA #202606160285 - source_url: https://www.cna.com.tw/news/afe/202606160285.aspx - basis: official_statement - confidence: high - period: June 16, 2026 (Taipower statement) - caveat: Taipower's own stated construction progress; 90%, 31 sets, 1 turbine unit and 30 turbine units are construction status as of June 16, while NT$5.5 billion is an additional payment recommended through Public Construction Commission mediation and handled by supervised payment
F-005: Minister of Economic Affairs Kung Ming-hsin said Taipower Offshore Wind second-phase project is more than 90% complete, piles have been driven, cables laid and only turbine lifting/installation remains; if weather permits, 1 turbine unit can be installed per day, with turbine installation hoped for by year-end and grid connection in the first half of next year; contractor Foxwell Energy's parent Shinfox Energy had negative net worth and was expected to delist on June 23, 2026 - source: CNA #202606170184 - source_url: https://www.cna.com.tw/news/afe/202606170184.aspx - basis: official_statement - confidence: high - period: June 17, 2026 (Legislative Yuan Economics Committee answer) - caveat: "Year-end completion and first-half grid connection next year" is the minister's guidance, not realized; it depends on weather and contract-termination negotiations involving Foxwell and turbine suppliers. Shinfox delisting was "expected" as of the June 17, 2026 report
F-006: Obayashi obtained ClassNK Approval in Principle (AiP) for the world's first TLP floating offshore wind support structure using a steel-concrete hybrid structure, under a NEDO-commissioned project; Obayashi estimates floater construction cost can be reduced by 25% versus a steel semi-submersible and generation efficiency improved by about 8%, targeting offshore demonstration with a mounted wind turbine in 2028 - source: PRTIMES #118168 - source_url: https://prtimes.jp/main/html/rd/p/000000158.000118168.html - basis: official_statement - confidence: high - period: Announced May 25, 2026 (AiP obtained; ClassNK survey as of April 2026 found it was the world's first) - caveat: 25% and 8% are Obayashi company estimates, not measured results; AiP is in-principle design approval, not a commercial track record; 2028 offshore demonstration is a target (forward)
F-007: OYO was selected for JOGMEC's second-phase project floating seabed-ground survey in Hokkaido (Iwanai/Minami-Shiribeshi offshore and Shimamaki offshore), with a budget of 4.1 billion yen and project period through March 20, 2027; Japan targets offshore wind project formation of 30 million to 45 million kW, about 30 to 45GW, by 2040 - source: PRTIMES #47274 - source_url: https://prtimes.jp/main/html/rd/p/000000124.000047274.html - basis: official_statement - confidence: medium - period: April 2026 (selection announcement) / 2040 (government project-formation target) - caveat: 30-45GW is Japan's 2040 government project-formation target, not built capacity; 4.1 billion yen is the budget for a single basic survey project; the approach is the government-led "central system"
J-Units
J-001: The same offshore wind expansion curve driven by net zero and AI power demand appears at the two ends of Taiwan and Japan as a technology-path and stage gap: bottom-fixed deployment versus floating-wind takeoff. Taiwan's bottom-fixed fleet has already reached 500 turbine units, 4.8GW and global fifth place cumulative installed capacity, while Japan's floating wind has only just crossed the technology starting line with Obayashi's world's first TLP hybrid floater basic design approval. That technology-path x stage gap is the most honest Taiwan-Japan comparison - confidence: high - basis_f_units: F-001, F-006
J-002: Taiwan's lead must be separated honestly into "expansion stock" versus "new-project progress": global fifth place cumulative installed capacity and generation above 10 billion kWh are realized stock, but second-phase project still has 30 turbine units awaiting installation and parent Shinfox Energy is delisting, exposing engineering and financial risks in new wind farms. Reading the stock signboard as smooth new-project execution would overstate Taiwan's current offshore wind momentum - confidence: high - basis_f_units: F-002, F-004, F-005
J-003: Japan floating wind's claimed cost and efficiency advantages, a 25% construction-cost reduction and 8% generation-efficiency improvement, and the government's 2040 30-45GW project-formation target are forward-looking estimates and policy plans. Obayashi's 2028 offshore demonstration and JOGMEC's central-system project formation are the validation points, and citations must strictly separate this stage from Taiwan's already-realized bottom-fixed stock (forward vs realized) - confidence: medium - basis_f_units: F-006, F-007
P-Units
P-001: Whether Taipower Offshore Wind second-phase project can complete turbine installation by the end of 2026 and connect to the grid in the first half of 2027 as Minister Kung Ming-hsin hopes. The remaining 30 turbine units awaiting installation depend on weather conditions and contract-termination negotiations involving Foxwell Energy and turbine-system suppliers, so final completion and grid-connection timing must be tracked through official announcements - status: open
P-002: Whether Japan's floating wind can move from Obayashi's 2028 offshore demonstration into commercial mass production and support the government's 2040 30-45GW project-formation target must be verified year by year through demonstration results, conversion of AiP into commercial design, and project-formation progress - status: open
P-003: After Taiwan reaches global fifth place in bottom-fixed wind and closes out second-phase project, whether Phase 3 zonal development and floating-wind demonstrations can take over will determine whether Taiwan can sustain its lead in Asia-Pacific offshore wind and whether it falls behind Japan on the floating technology path - status: open
同事件・三視角 / Three Perspectives on the Same Event / 同一イベント・三つの視点
Internal Citation Chain
Published ANK-Doc cited by this article: - ANK-2026-06-10-002 (Heavy electrical "big four" benefit from AIDC pull-in, January-May revenue rises together) -> This article shares the "AI/net-zero power x Taiwan electricity supply-demand" axis with ANK-2026-06-10-002. That card describes how AI data centers and semiconductor expansion structurally push up the electricity-demand side, with the Ministry of Economic Affairs estimating average annual power-demand growth of about 2.5% from 2026 to 2035 and AIDC applications already near 1.2GW. This article shows the supply-side green-power response to the same electricity expansion: offshore wind, including Taiwan's 500 bottom-fixed turbine units/4.8GW and Japan's floating-wind takeoff, is one of the supply sources meant to absorb AIDC and net-zero electricity demand. Together, the two cards form two sides of the "electricity demand x green-power supply" story in Taiwan and between Taiwan and Japan under the AI wave, while this article also exposes second-phase project delays and Japan's later floating-wind start, meaning the upside cannot be treated as already fully delivered.
Sources
1. [CNA #202606140038] Central News Agency, "AI淨零／台灣離岸風電達500座風機 總裝置容量排名全球第5", 2026-06-14. https://www.cna.com.tw/news/afe/202606140038.aspx 2. [CNA #202606150271] Central News Agency, "離岸風電裝置容量為韓國13倍 經部：吸引外資投資", 2026-06-15. https://www.cna.com.tw/news/afe/202606150271.aspx 3. [CNA #202606160285] Central News Agency, "台電：離岸風電二期標案符市場成本 續協調確保完工", 2026-06-16. https://www.cna.com.tw/news/afe/202606160285.aspx 4. [CNA #202606170184] Central News Agency, "台電離岸風電二期進度 經長盼今年底完工、明年併聯", 2026-06-17. https://www.cna.com.tw/news/afe/202606170184.aspx 5. [PRTIMES #118168] Obayashi, "大林組、世界初のTLP型ハイブリッド浮体式洋上風力発電施設の基本設計承認を日本海事協会から取得", 2026-05-25. https://prtimes.jp/main/html/rd/p/000000158.000118168.html 6. [PRTIMES #47274] OYO, "JOGMECが公募した浮体式案件 洋上風力発電の導入促進に向けた北海道岩宇・南後志地区沖（浮体）及び北海道島牧沖（浮体）海底地盤調査業務の実施者に採択されました", 2026-04-02. https://prtimes.jp/main/html/rd/p/000000124.000047274.html 7. [ANK-2026-06-10-002] 竹之內 凜, "重電四雄受惠AIDC拉貨、前5月營收同步走高", 2026-06-10. https://ainews.washinmura.jp/ainews/en/ank/ANK-2026-06-10-002