Infineon COO Alexander Gorski said the company is balancing in-house production, outsourcing, and global expansion as supply-chain resilience becomes a key customer requirement. In an exclusive interview with DIGITIMES at SEMICON Taiwan 2026, he also discussed chip shortages and progress at Infineon's new Dresden fab.
Venture capital firm a16z recently hosted investor Gavin Baker and a16z partner David George for a discussion on Nvidia's competitive position. Baker argued that CEO Jensen Huang has built a formidable moat around a strategy of being "vertically integrated but horizontally open."
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).
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.
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.
The US-China space race is broadening beyond rocket launches and crewed lunar missions into a growing array of strategic arenas, including lunar resources, low-Earth-orbit (LEO) satellite constellations, space computing and military capabilities in orbit.
Accton Technology reported on September 7 that August consolidated revenue reached NT$40.873 billion, a record high and the first time the network equipment maker has exceeded NT$40 billion in monthly sales. The result was up 59.42% from the same period in 2025, while cumulative consolidated revenue through the end of August climbed to NT$246.004 billion, also a record for that period.
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.
Taiwan's traditional manufacturers are warning that the island's growth story is widening a long-running labor gap, as semiconductor and AI server demand lifts the economy even as factories struggle to hire and retain skilled workers. In the auto supply chain, where smart vehicle electronics are increasingly essential, companies say the workforce shortage is becoming a structural risk.
Acer has landed a nearly US$200 million tablet order from the state of Uttar Pradesh in India, underscoring the company's growing public-sector business in one of its fastest-expanding markets. Acer Pan-Asia Pacific operations president Andrew Hou said India revenue exceeded US$700 million in 2025 and could top US$800 million in 2026 as the company moves closer to a US$1 billion revenue target.
Taiwan plans to deepen its role in global technology supply chains as demand for AI chips, advanced packaging, and memory tightens worldwide. A new policy agenda aims to bolster semiconductor output, expand AI deployment, and strengthen resilience in industries that affect manufacturers, investors, and consumers across regions.
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