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Jun 18, 07:49

Interview: MicroLED and SiPh eye 3.2T AI data race

The AI wave is rapidly reshaping the global semiconductor supply chain, and that upheaval is opening a new growth chapter for Taiwan's LED industry. As Taiwan's LED makers move away from the price wars of the consumer market, Nvidia's push to upgrade AI transmission standards to 1.6T, 3.2T, and beyond is exposing the physical limits of copper wiring, making scale-up the first battlefield in the competition between photons and electrons. Micro LED's high bandwidth and heat resistance position it as a key technology for the 3.2T-plus optical communications era.

Snap unveils Specs AR glasses as AI wearables market expands

Jun 17

BOE starts production at China's first 8.6G AMOLED line

Jun 17

Huawei raises end-consumer product prices from July

Jun 17

Netronix's supply-chain discipline cushions memory shortages amid rising color e-book reader demand

Jun 16

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DISPLAY PANEL3Q26 LCD TV panel market cools as small sizes lead decline

Jun 16

Global LCD TV panel prices have entered a new round of adjustment after the FIFA World Cup and China's 618 Shopping Festival stocking demand faded, with 32-inch and 43-inch panels leading declines in June. The shift signals a cyclical turning point with broad implications for manufacturers, retailers, and consumers worldwide.

DISPLAY PANELVisionox pushes ViP OLED commercialization as China's flexible OLED utilization slumps

Jun 15

Chinese OLED panel maker Visionox is accelerating the commercialization of its proprietary Visionox intelligent Pixelization (ViP) technology even as utilization rates at China's flexible OLED fabs continue to decline amid weaker smartphone demand and lingering inventory pressure.

DISPLAY COMPONENTSTaiwan's UBright broadens beyond optical films with push into semiconductors, passives and smart acoustics

Jun 15

Taiwan-based UBright Optronics is accelerating its transformation from an LCD optical film specialist into a diversified technology supplier, expanding into semiconductor materials, passive components and smart acoustics. The new businesses are expected to begin generating revenue in 2026 as product certifications advance, but the company has not yet offered guidance on their revenue impact.

DISPLAY PANELTaiwan's screen giants look beyond LCDs for their next act

Jun 14

The demand boost that came from World Cup-related television purchases and China's annual "618" shopping festival is beginning to fade, exposing a familiar challenge for Taiwan's display industry: how to grow when the panel cycle turns against it.

DISPLAY SYSTEMAver South Korea push signals a broader bid for direct sales, local service, and higher-end AV demand

Jun 12

Global video solutions provider Aver is accelerating its expansion in South Korea, planning to formally establish a local subsidiary in June 2026 to meet rising demand from companies and educational institutions. The move could strengthen its access to corporate collaboration, professional AV, and hybrid learning markets.

LEDLG Display and Tianma strike patent license deal, end OLED, LCD dispute

Jun 12

LG Display (LGD) has settled OLED- and LCD-related patent disputes with China-based Tianma Microelectronics, including cases in the US, and signed a patent licensing agreement. LGD could begin recognizing licensing revenue as early as the second quarter of 2026.

DISPLAY SYSTEMCoretronic sees June shipments rebound after May revenue rises

Jun 12

Coretronic reported consolidated revenue of about NT$3.243 billion for May 2026, up 2% from April and 6% from a year earlier, supported by shipment growth in its imaging and energy-saving product businesses.

LEDEverlight sees weak 1H26 profits, with Thailand expansion and cost cuts central to 2H26 recovery

Jun 12

LED packaging maker Everlight Electronics said first-quarter 2026 earnings fell to NT$0.91 (US$0.03) per share from NT$1.32 a year earlier, reflecting a sharp increase in metal raw material prices. Chairman Yin-Fu Ye said the company is leaning on cost optimization, manufacturing improvements, and a new Thailand plant to restore profitability later in the year.

DISPLAY SYSTEMWorld Cup demand and advertising economics keep TV prices stable despite rising memory costs

Jun 10

Global TV shipments rose 6% year-over-year to 50.3 million units in the first quarter of 2026, driven by retailer inventory build-ups ahead of the FIFA World Cup and resilient consumer demand outside China, according to market research firm Omdia.

DISPLAY PANELApple's OLED MacBook push raises stakes for BOE and Samsung display race

Jun 10

Apple's anticipated adoption of OLED screens in MacBook Pro models is set to lift demand for notebook panels, as Samsung Display and BOE prepare to begin mass production of 8.6-generation OLED panels.

DISPLAY COMPONENTSLargan targets CPO multilayer stacking with first FAU pilot line

Jun 10

Lens maker Largan Precision held its shareholders' meeting on June 9, where chairman Adam Lin, long known for his terse public remarks, appeared relaxed and offered unusually detailed views on the industry, technology, and Largan's own operations. His comments showed clear optimism toward the company's development of fiber array units (FAUs).

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Interview: MicroLED and SiPh eye 3.2T AI data race

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