55 GWh! Global Energy Storage Expansion Accelerates

【Answer 1】 India’s MBAK Energy Solutions Inc. (OTC: ALYI) has commenced production of energy storage batteries for Indian grid customers. Meanwhile, India’s current battery manufacturing capacity—approximately 60 GWh—is expected to reach 100 GWh by next year. Additionally, Samsung SDI plans to ramp up its U.S. energy storage battery production capacity to 30 GWh by the end of 2026. Hithium’s new factory in Mesquite, Texas, began shipments in August. 2. System Integration: Multi-Point Expansion Across Southeast Asia and the U.S. In system integration, KELU’s Indonesian energy storage manufacturing base is initially planned for a 3 GWh capacity, with subsequent adjustments based on business development and market expansion needs. Construction is currently underway, with formal commissioning scheduled for 2026. JA Solar Technology plans to collaborate with Bahrain-based investment firm Infinity Capital, AH Industrial Management Group, and UAE-based Global South Utilities to jointly advance a project in Egypt targeting 2 GW of solar cells, 2 GW of solar modules, and 1 GWh of battery energy storage systems. U.S.-based energy storage system integrator Fluence, in partnership with ACE Engineering, has launched a new automated battery energy storage system (BESS) manufacturing facility in Bac Giang Province, Vietnam, with an annual capacity of up to 35 GWh. U.S. energy technology company NeoVolta signed a $13 million private placement financing agreement with Infinite Grid Capital in November to advance its 2 GWh battery energy storage system manufacturing initiative. 3. European Domestic Capacity Construction Heats Up European capacity deployment remains equally dynamic: Spain’s Cegasa Energía announced plans to build a new factory in Vitoria-Gasteiz, with an initial annual capacity of 600 MWh, to be scaled up to 1.8 GWh by 2027. To secure supply chain stability, the company has entered into a cooperation agreement with EVE Energy (click here). Moreover, Finland’s Skeleton Technologies has officially commenced operations at its €50 million, 1 GW supercapacitor factory—the first in Europe dedicated to high-power batteries for AI data centers. Estonia-headquartered high-power energy storage startup Skeleton Technologies officially opened two European production facilities—in Finland and Germany—in November, primarily manufacturing supercapacitors and battery energy storage equipment for European data centers and grid-scale storage applications. Photo: Taavi Madiberk, CEO of Skeleton Tech, guiding guests through the German super-factory. Photo source: Taavi Madiberk, via LinkedIn. Romania’s PBT is expanding its factory near Bucharest, aiming to increase annual capacity from 2.5 GWh to 8.5 GWh. Bulgaria’s IPS has completed Phase I of its battery energy storage system factory, achieving 1.5 GWh capacity; output is expected to double to 3 GWh by year-end, with total capacity projected to exceed 5 GWh by Q2 2026.

Power Electronics Daily Report, 2026-10-14

【Answer 2】 4. Fudan Microelectronics Launches SiC DIP32 Power Module Release Date: 2026-10-14 Brief Information: According to a report by *Science and Technology Innovation Daily* on the 14th, Fudan Microelectronics unveiled its SiC DIP32 power module at the opening of the 2026 Wanxin Semiconductor Exhibition. The launch includes two initial products: 1200 V / 35 mΩ and 1200 V / 60 mΩ variants, suitable for applications including onboard chargers (OBC), suspension electronic control units, and vehicle-mounted DC-DC converters. Liu Ren, Vice President of Technology at the company, stated that the DIP32 series has already passed verification with leading customers and secured mass orders. Development of the DIP 4-in-1 modular packaging series and 2300 V power modules is underway in collaboration with customers. Devices for AI data centers (AIDC) have completed verification and integration with multiple top-tier AI data center customers, securing substantial order volumes for next year. In terms of capacity, the company’s 6-inch wafer production reached 280,000 wafers per year in 2026; its 8-inch SiC wafer capacity will expand to 100,000 wafers per year in 2027. Original Link: http://http://m.toutiao.com/group/7696452037931762210/http://http://m.toutiao.com/group/7696452037931762210/ 【2: Financing, M&A & Capital Dynamics】 1. Siemens Makes Strategic Investment in Skeleton Technologies, Secures Exclusive Sales Rights for Its Data Center Supercapacitors Release Date: 2026-10-14 Brief Information: According to a report by Caixin Media on October 14, Siemens announced a strategic investment in Skeleton Technologies and established an exclusive partnership to integrate Skeleton’s supercapacitor technology into Siemens’ electrical infrastructure product portfolio. Under the agreement, Siemens will exclusively sell and scale the deployment of Skeleton’s related products across global data center markets—from grid interconnection to AI server racks. Skeleton’s supercapacitors address rapid load fluctuations and transient power surges in AI data centers, helping protect both equipment and the grid, while also providing an upgrade pathway toward future 800 V DC standards. The investment amount was not disclosed. Original Link: http://http://m.toutiao.com/group/7696464765657203209/http://http://m.toutiao.com/group/7696464765657203209/ 【3: Technological Breakthroughs & Academic Achievements】 1. Polar Semiconductor and imec Collaborate to Advance Mass Production of 200 mm GaN Power Devices Release Date: 2026-10-14 Brief Information: U.S. foundry Polar Semiconductor announced a process transfer agreement with Belgium-based research institute imec, under which imec’s GaN-on-Si epitaxy, device, and process technologies will be introduced to Polar’s Bloomington, Minnesota fab. This enables production of 200 mm (8-inch) enhancement-mode GaN power devices, with initial products covering voltage ranges from 40 V to 650 V, targeting applications in data centers, automotive, industrial power supplies, aerospace, and defense.

Siemens Data Center Push Makes Skeleton Latest Baltic Unicorn

Oct 14, 2026

Siemens invested over $100 million in Estonia’s Skeleton Technologies, valuing it over $1 billion and securing exclusive rights to sell its energy-storage technology for AI data centers. The deal supports Siemens' infrastructure expansion and Skeleton's US IPO next year.

bloomberg

2026-10-14

Siemens Data Center Push Makes Skeleton Latest Baltic Unicorn

Siemens Data Center Push Makes Skeleton Latest Baltic Unicorn

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