Legal advisors at Baker McKenzie said buyers should assess whether acquisition targets can withstand power and fuel supply disruptions. (Photo: Monte Jade Association)
Geopolitical disruption and tightening supply chains are pushing Taiwanese companies to rethink how they evaluate overseas investment. Energy has moved to the center of that conversation.
At the 2026 Taiwan Overseas Investment Forum, co-hosted by Baker McKenzie and the Monte Jade Association in Taipei, legal advisers and corporate executives outlined how deal strategy is evolving and what Taiwanese companies should watch across Vietnam, Thailand, and Malaysia.
Unlock the full article to explore three key takeaways:
- Energy resilience has entered M&A due diligence: buyers are now assessing whether acquisition targets can withstand power and fuel supply stress.
- Vietnam's PDP-8 is broadly seen as a durable policy commitment, but rooftop solar regulations and storage rules matter more for manufacturers than headline capacity targets.
- Thailand's BOI and Eastern Economic Corridor incentives are drawing hyperscale data center investment from Microsoft, Amazon, Google, and others; in Malaysia, Johor's data center boom is pulling semiconductor and energy industries into a tighter value chain.
