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May 11, 11:13

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 calibrated retreat rather than a broader China exit.

Ennostar sees 2Q26 rebound on stronger component demand

May 11, 12:20

GSEO reports strong growth as it expands into new markets

May 11, 08:11

LCD monitor panel prices climb again: BOE, TCL CSOT tighten supply amid Taiwan, South Korea cuts

May 8

Samsung reportedly scales back Micro LED TV push as new TV chief takes over

May 8

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DISPLAY PANELBenQ Materials bets on CPO and microLED amid optical communications push

May 8

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 polishing (CMP) wheel has entered the Taiwan supply chain for memory chip makers and is set to begin shipments in the second half of 2026.

DISPLAY PANELHannStar pivots to automotive, reflective displays after US$333 million factory sale

May 8

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 and sell-through while expanding into automotive specialty displays and niche applications for its ECO Vision Display (EVD) technology.

DISPLAY SYSTEMAnalysis: Samsung's China appliance exit signals Chinese brands' upmarket march

May 8

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 part of the company's business is rapidly shrinking in China.

DISPLAY PANELAUO tops US$3 billion in circular economy value

May 8

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 output now exceeding investment. Speaking at the company's 30th anniversary celebration, he said AUO started early on energy saving, water conservation and resource recycling after recognizing in 2003 that the display industry is highly energy- and water-intensive.

DISPLAY COMPONENTSPlayNitride pivots to MicroLED optical interconnects as Samsung TV strategy shifts

May 8

MicroLED applications are expanding across automotive, wearable, and display markets, but the sector is facing mounting pressure. Following Sony Honda Mobility's cancellation of the Afeela 1 electric vehicle (EV) project, MicroLED adoption in automotive displays has suffered a setback. At the same time, reports that Samsung may scale back its MicroLED TV business are raising fresh concerns over PlayNitride's 2026 growth outlook.

DISPLAY SYSTEMFrom market leader to exit: Samsung pulls out of China's home appliances market

May 7

Samsung Electronics' decision to withdraw from China's home appliance market marks the end of a long and gradual erosion of its once-dominant position, one that has unfolded even as the company posts record profits globally.

DISPLAY SYSTEMAmtran shifts to higher-value products and posts double-digit revenue gains

May 7

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 gained traction, the company announced. Cumulative consolidated revenue for the first four months of 2026 reached NT$8.17 billion, up 10.7% from NT$7.38 billion in the same period of 2025.

DISPLAY COMPONENTSAI networking surge pushes Lumentum to record growth

May 6

The fiscal third quarter of 2026 results from Lumentum Holdings offered one of the clearest signals yet that a powerful new cycle in artificial intelligence (AI) infrastructure is underway and that the bottleneck is no longer computing power, but the networks that connect it.

DISPLAY PANELIndia approves new semiconductor and Mini/Micro LED projects

May 6

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 buyers may see new sourcing options as India deepens its production capabilities for displays, power devices, and automotive components.

DISPLAY PANELLargan April revenue rises 24% annually; May pull-in remains strong

May 6

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 in 2025. For the first four months of 2026, consolidated revenue reached NT$20.9 billion, an 11% increase from the same period in 2025.

DISPLAY PANELTV panel prices stall as China cuts output to defend prices

May 6

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 wind down, and end-market demand loses momentum. TV brands are now focusing on inventory control and buying only as needed, while Chinese panel makers are trimming production to support prices.

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