08
Sep
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.
08
Sep
BYD weighs US$1B car-carrier order to support surging EV exports
BYD is extending its global expansion beyond factories and sales networks into ocean transport, building greater control over the car-carrier capacity needed to support rapidly rising overseas electric vehicle exports.
08
Sep
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.
08
Sep
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.
08
Sep
SST market grows 32% as global players race to secure position
As AI server computing power and per-rack power density continue to rise, traditional 54VDC power architectures are hitting bottlenecks such as excessive current, higher copper usage, and greater transmission losses. This is pushing next-generation AI data center power designs toward 800V high-voltage direct current (HVDC).
08
Sep
South Korea’s UBATT targets 500 Wh/kg lithium-metal batteries for drone and defense markets
South Korean battery startup UBATT is targeting aerospace and defense applications such as drones and unmanned aerial vehicles (UAVs) with high-energy-density lithium-metal batteries, aiming at applications that require 400–500 Wh/kg or more and are difficult for conventional lithium-ion batteries to serve.
08
Sep
Innolux, AUO take display technology into AI chips with FOPLP, glass substrates, Micro LED CPO
AI demand is accelerating advanced packaging and high-speed optical interconnect development, pushing Taiwan display makers Innolux and AUO deeper into the semiconductor supply chain.
08
Sep
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.
08
Sep
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.
08
Sep
India’s IndieSemiC targets 3 to 5 million Wi-Fi camera modules as local CCTV rules spur demand
Indian chip design company IndieSemiC is targeting shipments of 3 to 5 million locally made Wi-Fi modules in FY27-28, betting that security requirements for CCTV equipment will encourage camera makers to replace imported connectivity modules with products sourced in India.