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May 12, 12:15

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 the quarter.

E Ink eyes 25% growth in 2026 on surface push

May 12, 14:43

Fitipower eyes 2Q26 growth on OLED DDI ramp

May 12, 13:52

Himax targets 2026 rebound on auto DDI and AI glasses momentum

May 12, 08:41

Samsung reportedly offers above-law severance in China while monitor sales linger

May 11

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LEDEnnostar sees 2Q26 rebound on stronger component demand

May 11

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 recovery in both revenue and shipments starting in the second quarter of 2026, driven by stronger demand for components and emerging growth in Micro LED technology.

DISPLAY COMPONENTSGSEO reports strong growth as it expands into new markets

May 11

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 company pushes into new application markets beyond its traditional business.

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

May 8

The LCD TV panel inventory replenishment cycle is nearing its end, but LCD monitor panel prices are expected to extend gains in May as production cuts and line closures in Taiwan and South Korea continue to tighten industry supply.

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.

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

May 8

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, according to ETNews.

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.

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