Daxin Materials achieved strong gains in semiconductor materials in 2025, expanding its product lineup to 12 items. The company plans to introduce three to five new products in 2026, aiming for high double-digit growth in semiconductor material sales. Meanwhile, sales from display materials are expected to remain flat in 2026, while key raw materials could see annual revenue growth surpassing 30%.
Affected by a downturn in its display materials business and the appreciation of the New Taiwan dollar against the US dollar, BenQ Materials fell into losses in 2025. Its medical business, impacted by exchange rate fluctuations, grew only 5%. Chairman Z.C. Chen said that demand across all medical product lines is currently solid, and the company expects to return to double-digit growth in 2026.
China's leading panel maker BOE Technology Group has expressed cautious optimism about the LCD TV panel market in the first half of 2026, announcing accelerated progress on AMOLED and advanced packaging projects, according to Chinese media outlets Sina Finance and Jiwei.com.
Several major Japanese electronics firms are scaling back or ending their television businesses in 2025 and 2026, handing market share and operations to Chinese counterparts amid intense global competition and shrinking profit margins.
Taiwan's Everlight Electronics Co., Ltd. and South Korea's Seoul Semiconductor Co., Ltd. have escalated their long-running legal battle, filing fresh patent litigation in the US even as a South Korean Supreme Court ruling has handed Seoul Semiconductor a major criminal-law victory.
LG Display (LGD) announced that it has utilized Nvidia's physics artificial intelligence (AI) modeling platform PhysicsNeMo to develop a digital twin panel tool (DPS). At present, LGD is the only company in South Korea to have applied PhysicsNeMo in actual display production.
Rising DRAM and CPU prices are feeding through the display supply chain, with AUO estimating that end-product prices could increase by 10% to 30%. While LCD panel prices have firmed on tighter supply, upstream semiconductor cost inflation is reducing demand visibility for consumer electronics in 2026.
RISC-V gains traction in automotive and industrial markets despite ecosystem risks, while India's tech landscape sees heightened AI, semiconductor and smartphone activity—from Phison Electronics CEO Khein-seng Pua meeting Narendra Modi and Anthropic's trademark dispute, to Xiaomi's premium push, the launch of PRITVI-ACE by Centre for Development of Advanced Computing, expanded deep tech support, and an arbitration case between Wingtech Technology and Luxshare Precision
Memory chip shortages and soaring prices could constrain shipments of consumer electronics in 2026, including smartphones, PCs, notebooks, and TVs, while Netronix, the world's largest e-reader original design manufacturer (ODM), expects e-reader shipments to hold steady or grow 5–10% if market impacts remain manageable. Hsin-yung Lu, Netronix president, cautioned that significant retail price increases might dampen consumer demand.
Under accelerating AI-driven industrial transformation, displays are emerging as critical human-machine interfaces enabling broader intelligent applications and deeper user interaction. AUO will launch its 2026 campus recruitment program in March, with total group hiring expected to reach approximately 1,000 employees.
Due to low production efficiency and intense price competition, major panel makers like AUO, Innolux, and LG Display are selling older LCD factories. Semiconductor companies such as TSMC, Micron, ASE, and SK Hynix have shown strong interest in acquiring these high-spec cleanroom facilities to accelerate expansion amid rising AI demand.
More coverage
