LG Display (LGD) is set to participate in the Society for Information Display's (SID) Display Week 2025 with a major focus on next-generation automotive displays. Highlights include a 50% stretchable display, the world's largest 57-inch full cockpit width point-to-point (P2P) panel, and an 18-inch slidable OLED.
Silicon carbide (SiC), a critical material for electric vehicle (EV) powertrains, is under strain in the US despite protective trade policies. Initially bolstered by US President Donald Trump's first-term restrictions on SiC exports for military use and continued under former President Joe Biden's Section 301 tariffs, the US SiC industry now faces heightened scrutiny as Trump's second term promises further protections. However, industry insiders warn that domestic SiC manufacturers may not withstand market pressures long enough to benefit.
In stark contrast to the somber tone of automotive parts giant Bosch, which recently warned that the industry's "automotive drought" may drag on, Taiwan's Foxconn has taken a decisive step forward by sealing a new electric vehicle (EV) manufacturing deal with Mitsubishi Motors. The move raises questions about a possible quiet power shift from traditional tier 1 suppliers to a rising generation of tech-driven entrants.
AUO is showcasing cutting-edge microLED display technology integrated with artificial intelligence (AI) at Display Week 2025, the global industry event hosted by the Society for Information Display.
Against a backdrop of escalating geopolitical strain and unresolved trade friction, the US and China have concluded a new round of high-level negotiations, releasing a joint statement to adjust and suspend recently imposed tariffs. Though narrow in scope, the deal signals a partial de-escalation and offers markets overdue relief after months of volatility since April 2025.
Innolux Corporation's automotive display subsidiary CarUX plans to list on the US stock market, marking the Taiwanese display manufacturer's first overseas public offering.
According to an official press release, Infineon has received final approval from the German Federal Ministry for Economic Affairs to fund its new Smart Power Fab in Dresden. The company will invest EUR5 billion (approx. US$5.6 billion) to expand the site, aiming to meet demand in sectors such as renewable energy, data centers, and electromobility.
Since coming into effect on May 3, US President Donald Trump's automotive tariffs have hit the industry hard. At the same time, Taiwanese aftermarket (AM) parts suppliers are eyeing opportunities they must seize.
Bloomberg, citing unnamed sources, reported that Contemporary Amperex Technology Co. Ltd. (CATL), the world's largest battery maker, is seeking a US$1 billion loan to expand its investment in Indonesia. The funds will be used for a battery plant in Karawang, West Java, operated by CATL's joint venture. Sources familiar with the matter said financing negotiations are ongoing, and details may still change.
WT Microelectronics, a Taiwan-based IC distributor, reports that the impact of US tariffs on its operations remains minimal, as most components are exempt from such duties. WT Microelectronics chairman Eric Cheng notes that while certain sectors like smartphones, PCs, and servers have experienced accelerated inventory replenishment due to tariffs, the overall semiconductor industry is unmistakably emerging from its trough in the second quarter of 2025.
Over the past decade, Samsung Electronics executive chairman Lee Jae-Yong has leveraged global mergers and acquisitions (M&A) to transform Samsung into a "technology-first" company. Rather than pursuing large-scale deals, Lee has focused on strategic acquisitions that strengthen core technologies. These efforts have laid the foundation for Samsung's competitiveness in semiconductors, automotive electronics, AI, and display sectors.
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