Taiwan-based optical lens maker Zhong Yang Technology is benefiting from redirected orders from Europe and the US as customers seek alternatives to China-made components, a shift the company expects to drive sharp growth in its drone lens business through 2027.
A Chinese equipment maker has sold OLED production tools directly to LG Display for the first time, a small order that gives a Chinese supplier a foothold in a production network long served by Korean equipment makers.
Samsung Electro-Mechanics (SEMCO) is reportedly pulling forward the start-up of its first overseas multilayer ceramic capacitor (MLCC) plant, a move that underscores how an AI-driven scramble for the tiny components is reshaping pricing and investment across the industry.
