FitTech shifts from LED to optical communications, eyes InP relief

FitTech is pivoting away from the crowded LED market into optical communications, with outsourced chip testing and sorting orders set to rise month by month from the third quarter as a shortage of indium phosphide (InP) materials that had constrained shipments in the first half of 2026 gradually eases. The company said it has already secured outsourced orders from at least two major customers, while downstream customers have recently raised their 2027 order outlook.

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Acer Asia units post double-digit growth on strong AI orders

Acer’s Asia operations posted double-digit revenue growth at three subsidiaries in the first half of 2026, led by Altos Computing, Acerpure, and Highpoint Service Network. Altos is seeing particularly strong demand for AI servers, prompting Acer’s president of Pan-Asia Pacific operations Andrew Hou to say the unit will need to double its headcount to meet customer demand.

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TSMC’s Germany fab draws Leipzig University rector to Taiwan

TSMC’s investment in a fab in Germany’s Free State of Saxony has drawn close attention from across Europe. Eva Ins Obergfell, Rector of Leipzig University, one of Germany’s leading universities, recently visited Taiwan and toured National Taiwan University and National Tsing Hua University, among others, to explore ideas for research cooperation. Experts said Taiwan and Germany had opportunities to build long-term partnerships in quantum sensing technology, semiconductor materials processes and cross-border biomedical research.

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Black Sesame, Horizon Robotics unveil China’s smart driving chip race

China’s intelligent driving market continues to surge, with Black Sesame Technologies and Horizon Robotics both reporting solid top-line revenue growth for the first half of 2026. Highlighting the rapid commercialization curve, Horizon Robotics announced on September 3 that cumulative mass production of its Journey series smart driving processors surpassed 15 million units—signaling that competition in China’s automotive IC sector is shifting from raw computing battles to large-scale mass deployment and market penetration.

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Interview: California companies highlight synergy between the state and Taiwan

This year’s SEMICON Taiwan saw companies worldwide flock to Taipei to learn new industry developments and score potential business opportunities. Many came from elsewhere in Asia, but some came from as far as California, where business leaders highlighted the complementary relationship between the state’s research and start-up ecosystem and Taiwan’s manufacturing capabilities.

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