The shift toward 800V high-voltage direct current (HVDC) power architectures in AI data centers is driving a surge in demand for power semiconductors, boosting shipments for Taiwanese lead frame suppliers SDI Corporation and Jih Lin Technology and raising expectations for double-digit revenue growth in 2026.
India is advancing its technology and semiconductor ambitions through new fab projects, packaging facilities, data center investments, and industry partnerships. However, analysts say the next phase of the India Semiconductor Mission will depend on addressing weaknesses in equipment, materials, supply chains, talent, and R&D, as the country seeks to convert investment momentum into a sustainable semiconductor ecosystem and broader digital manufacturing growth.
Samsung Electro-Mechanics is emerging as another beneficiary of the AI data center buildout, as demand for high-end capacitors and package substrates pushes parts of its component business closer to full capacity.
Liteon Technology is positioning 2026 as a reset year after marking its 50th anniversary in 2025, as the company pushes deeper into AI data center power systems and begins developing silicon photonics products.
