Taiwan-based polarizer maker BenQ Materials is pushing to prepare for microLED and OLED products, eyeing the business opportunities from the emergence of microLED application, according to company president Ray Liu.

Shih-Jye Cheng, chairman of ChipMOS, a leading memory packaging and testing company, announced that the company's first-quarter revenue is expected to experience modest declines, primarily due to fewer working days and seasonal adjustments. This dip will affect both memory and driver IC sales.

The e-paper industry is rapidly expanding due to technological advances and broader application possibilities. While smart retail propels the electronic shelf label (ESL) segment, the education sector's growing appetite fuels the rise of e-paper tablets. Trends toward colorization and larger display sizes are significantly enhancing the appeal of e-paper devices across markets.

Driven by the demand for semiconductors, mini-LED, and micro-LED technologies, Everlight Chemical saw robust revenue performance in its electronic chemicals segment throughout 2024. Even with fewer working days in January 2025, the company anticipates continued growth in electronic chemicals, supported by sustained semiconductor demand. Market expectations suggest that Everlight Chemical will maintain its momentum in 2025.

Ennostar faced a loss in the fourth quarter due to inventory adjustments and the off-peak season but expects similar results in the first quarter of 2025 despite fewer working days, according to chairman Paul Peng.

The rise of AI-powered glasses in 2025 is injecting fresh momentum into the recovering consumer electronics market. However, as Chinese brands drive a cost war in smart eyewear, Taiwan's component suppliers face a strategic crossroads: compete on price or carve out niches in high-end technology.

Apple recently unveiled the iPhone 16e, its first budget iPhone model that features an OLED display. Analysts now speculate that Samsung Display (SDC), once less invested in the affordable iPhone market, may expand its supply, while LG Display (LGD) is betting on strong sales of the iPhone 16e to help drive a much-needed recovery for its business.

AUO's multi-year dual-axis transformation strategy has begun showing tangible results. The company has reorganized its operations into three core business pillars, preparing for their eventual incorporation as independent Business Groups (BGs). This restructuring aims to provide greater visibility into each pillar's financial performance while optimizing their operational systems for enhanced efficiency.

FocalTech Systems exceeded fourth-quarter revenue expectations, buoyed by record shipments of OLED touch chips as the technology gains traction across devices from smartphones to tablets.

Fueled by strong demand from mobile phone and security control (SEC) clients, TSMC's optical component manufacturing subsidiary, VisEra, reported a robust performance in the fourth quarter of 2024. This surge helped propel the company's full-year revenue to surpass the NT$10 billion (approx. US$305.51 million) milestone, setting a new record in its history.

Leading LED manufacturer Ennostar plans to boost its value-driven applications by increasing its stake in Prolight Opto from 53.69% to full ownership. This decision is part of the company's "3+1" strategy, focusing on automotive, advanced displays, smart sensing, and lighting/optical communications sectors.