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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...

Thursday 7 May 2026
From market leader to exit: Samsung pulls out of China's home appliances market

Samsung Electronics' decision to withdraw from China's home appliance market marks the end of a long and gradual erosion of its once-dominant...

Thursday 7 May 2026
Amtran shifts to higher-value products and posts double-digit revenue gains
Amtran Technology reported consolidated revenue of NT$2.348 billion (US$74.85 million) in April, up about 14.3% from NT$2.055 billion a year earlier, as its product-mix transformation...
Wednesday 6 May 2026
AI networking surge pushes Lumentum to record growth

The fiscal third quarter of 2026 results from Lumentum Holdings offered one of the clearest signals yet that a powerful new cycle in artificial...

Wednesday 6 May 2026
India approves new semiconductor and Mini/Micro LED projects
India's latest approvals could expand global display and chip sourcing as the country adds Mini/Micro LED GaN fabrication and large-scale packaging capacity. Global manufacturers and...
Wednesday 6 May 2026
Largan April revenue rises 24% annually; May pull-in remains strong
Largan Precision on May 5 reported its self-calculated April consolidated revenue at NT$5.4 billion (US$169.7 million), down 1% from the previous month but up 24% from the same period...
Wednesday 6 May 2026
TV panel prices stall as China cuts output to defend prices
The LCD TV panel market has shifted sharply from aggressive stocking to defensive procurement as global sports-event demand fades, pre-stocking cycles for China's 618 shopping festival...
Tuesday 5 May 2026
E Ink to launch major e-paper zone at COMPUTEX with 40 partners
E Ink Holdings is making its COMPUTEX debut in 2026 with a 1,170 square-meter showcase featuring 40 ecosystem partners. The e-paper industry zone will demonstrate color e-paper and...
Tuesday 5 May 2026
TCL reportedly in talks to sell majority stake in India display plant
China's TCL Electronics is reportedly in advanced discussions to sell a majority stake in its Indian display manufacturing business. The move underscores accelerating localization...