Touch panel maker TPK Holding announced plans to acquire a 23.83% stake in IC design firm Ilitek for NT$5.807 billion (approx. US$188 million), at NT$49.5 per share, making TPK the largest shareholder of Ilitek. The board approved signing a share transfer agreement with MagiCapital and Achi Capital, with the transaction to be settled in equivalent US dollars through offshore transfers. Completion is expected by January 2026.

C3 Labs, headquartered in Sri Lanka, has announced the establishment of a new business unit called Pixel Paper Labs, focusing on the development, design, and manufacturing of e-paper products for both local and international markets.

LCD TV panel demand is losing steam in late 2025 as China's subsidy-driven momentum fades and early shipments distort seasonal patterns, leading to weaker fourth-quarter 2025 procurement and sustained downward pressure on large-size panel prices.

The global OLED display market is fiercely competitive, becoming a key battleground for major brands. Samsung Display (SDC) and LG Display (LGD) continue to dominate the high-end panel supply chain, while brand leaders such as Asus, MSI, Samsung Electronics, LG Electronics, and Dell aggressively push technology specifications to capture market share in mid- to high-end OLED displays.

Hinge and mechanical component manufacturer Syncmold Enterprise posted weak revenue performance in the first three quarters of 2025, mainly due to geopolitical and macroeconomic uncertainties. However, the company stated that with the gradual results from new products and new customers emerging, it remains cautiously optimistic about future development.

Augmented reality (AR) glasses could become the next mainstream computing platform after smartphones. AR glasses are the core hardware of AR technology, but rely heavily on the integration of key components such as display modules, sensors, batteries, and optical lenses. The complex optical design requirements and the need to balance display quality, human visual characteristics, and device miniaturization all contribute to high total production costs. Additionally, if waveguide technology is used, costs may rise even higher.

As the fourth quarter begins, IT panel demand has entered its usual seasonal lull, with shipments expected to fall from third-quarter levels. Notebook panel prices are forecasted to soften slightly as manufacturers brace for a challenging 2026 while anticipating a potential rebound driven by AI-enabled PCs.

Apple's iPhone 17 series has surpassed sales expectations, with South Korean manufacturers dominating the supply of its crucial OLED panels. Meanwhile, China's largest panel maker, BOE Technology Group, has struggled with quality issues, disrupting its deliveries and likely forcing further cuts to its originally planned supply.

A US federal court jury in Texas has found Samsung Electronics liable for infringing patents related to OLED technology and ordered the company to pay damages totaling approximately US$191.4 million. The verdict stems from claims brought by Pictiva Displays, an Irish subsidiary of patent licensing firm Key Patent Innovations, involving Samsung's use of specified OLED patents in its consumer electronics.

Micro LED supplier PlayNitride reported a trough in operations for the second quarter of 2025, posting an after-tax net loss of NT$370 million (US$12 million) due to foreign exchange valuation losses. The company acknowledged that its performance in the first half of 2025 fell short of expectations but expects shipments to improve quarter-over-quarter through the third quarter and fourth quarter.

Leading polarizer BenQ Materials is maintaining a cautious outlook for the display sector in the fourth quarter of 2025 and first half of 2026, due to a sluggish TV market and the impact of the upcoming Lunar New Year holiday, according to Chairman Dr. ZC Chen during the company's latest earnings call.