Aleees Invests NT$1 Billion to Expand for Tesla, AI Storage Demand

Aleees (5227) makes lithium iron phosphate (LFP) battery materials, with precursor materials forming a critical link in the cathode-material supply chain. As the United States moves to reduce Chinese involvement in its supply chains, the company has ended a licensing arrangement with a subsidiary of Israel Chemicals Ltd. (ICL) and returned to in-house manufacturing. Rising power and backup requirements from AI data centers have also made solar-plus-storage an important solution in North America.

Aleees announced at its June 25, 2026, shareholders’ meeting that it had secured a long-term order from a U.S. customer for 100,000 tons of precursor materials. The contract value was not disclosed, and the company also completed a board election. Aleees plans to finish installing equipment at its new southern Taiwan plant by the end of 2026, begin trial production in January 2027 and start shipments in July. North American orders are expected to contribute about NT$700 million in revenue in 2027 and more than NT$3 billion in 2028. The company aims to regain its position as North America’s largest supplier and return its core business to profitability in 2028.