国芯网[原:中国半导体论坛] 振兴国产半导体产业！ February 5, 2026 Customer Information Dear valued customers and partners. The semiconductor market is facing substantial demand upsides for some of our products, driven mostly by the deployment of Data Centers dedicated to Artificial Intelligence, causing shortages on several power switches and ICs. In order to support the growing demand, Infineon needs to make significant additional investments to pull in fab capacity. Furthermore, we are facing relevant cost increases for raw mat ...