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    Commentary: WF6 supply tightens as CXMT moves into overseas markets
    10h 59min ago
    TSMC builds PLP supply chain to challenge Samsung in advanced packaging
    10h 59min ago
    Apple Siri AI rollout may lift DRAM demand for Samsung and SK Hynix
    10h 59min ago
    Google seeks faster InP substrate expansion as supply chain security outweighs price
    10h 59min ago
    WF6 prices surge as Japanese plants shut and AI demand tightens supply
    10h 59min ago
    SpaceX’s $2 trillion valuation faces questions over AI profits and China supply chain
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    NEWS TAGGED DISPLAYS + PHOTONICS
    Thursday 14 May 2026
    Sharp delays Kameyama LCD shutdown as losses mount
    Sharp is delaying the shutdown of its Kameyama No. 2 LCD plant to December from August, as customer demand has held up stronger than expected ahead of the planned production halt.
    Tuesday 12 May 2026
    E Ink eyes 25% growth in 2026 on surface push
    E Ink expects its operations to keep growing in 2026, with chairman Johnson Lee saying the e-paper maker sees revenue growth of 20-25% as applications expand across e-readers, e-notebooks,...
    Tuesday 12 May 2026
    Fitipower eyes 2Q26 growth on OLED DDI ramp
    Fitipower said revenue grew quarter-over-quarter in the first quarter of 2026, driven by electronic shelf labels (ESL), EPD, and other chip products such as T-Con, and the Taiwan DDI...
    Tuesday 12 May 2026
    Innolux shares surge on reports of potential TSMC FOPLP partnership
    Unlike AUO, which remained in the red in the first quarter of 2026, Innolux returned to operating profitability, posting net income of NT$1.79 billion (approx. US$56.9 million) for...
    Tuesday 12 May 2026
    Himax targets 2026 rebound on auto DDI and AI glasses momentum
    Himax Technologies said its revenue and profit in the first quarter of 2026 both came in at the upper end of its original financial forecasts, and it expects operations to trend higher...
    Monday 11 May 2026
    Ennostar sees 2Q26 rebound on stronger component demand
    Ennostar said its core losses narrowed significantly in the first quarter of 2026 from the previous quarter, despite the seasonally weak period for the industry, and expects a marked...
    Monday 11 May 2026
    Samsung reportedly offers above-law severance in China while monitor sales linger
    Samsung Electronics is offering severance packages above China's statutory requirements while restructuring parts of its consumer electronics business in the country, signalling a...
    Monday 11 May 2026
    GSEO reports strong growth as it expands into new markets
    Genius Electronic Optical (GSEO), the Taiwanese optical lens manufacturer known for supplying high-end smartphone camera components, reported strong revenue growth in April as the...
    Friday 8 May 2026
    LCD monitor panel prices climb again: BOE, TCL CSOT tighten supply amid Taiwan, South Korea cuts

    The LCD TV panel inventory replenishment cycle is nearing its end, but LCD monitor panel prices are expected to extend gains in May as...

    Friday 8 May 2026
    BenQ Materials bets on CPO and microLED amid optical communications push
    BenQ Materials is seeing its diversification begin to pay off as it pushes into co-packaged optics (CPO) and microLED. The polarizer maker said its subsidiary Cenefom's chemical mechanical...
    Friday 8 May 2026
    HannStar pivots to automotive, reflective displays after US$333 million factory sale
    Taiwan panel maker HannStar Display, which posted losses in 2025, is repositioning its 2026 strategy around Generation 5.3 α-Si production, targeting full-capacity utilisation...
    Friday 8 May 2026
    Samsung reportedly scales back Micro LED TV push as new TV chief takes over
    Samsung Electronics is reportedly scaling back its Micro LED TV business, as high production costs and limited demand weigh on the commercial prospects of the premium display technology,...
    Friday 8 May 2026
    Analysis: Samsung's China appliance exit signals Chinese brands' upmarket march
    Samsung Electronics remains one of the global capital market's major beneficiaries of the AI memory boom, with its market value briefly surpassing US$1 trillion in May. Yet another...
    Friday 8 May 2026
    AUO tops US$3 billion in circular economy value
    AU Optronics (AUO) chairman and group CEO Paul Peng said the panel maker generated more than NT$101.6 billion (US$3.23 billion) in circular economy benefits from 2018 to 2025, with...
    Friday 8 May 2026
    PlayNitride pivots to MicroLED optical interconnects as Samsung TV strategy shifts

    MicroLED applications are expanding across automotive, wearable, and display markets, but the sector is facing mounting pressure. Following...

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    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook