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Monday 4 August 2025
Tariff relief? Taiwan's lens makers are watching something else
Taiwan's optics sector is cautiously optimistic after temporary tariffs were announced, with most firms saying current rates align with expectations. Ability Opto-Electronics Technology...
Monday 4 August 2025
Innolux starts mass production of FOPLP, eyes monthly shipments surge by 2H25
Taiwanese display maker Innolux has officially entered volume production of its fan-out panel-level packaging (FOPLP) technology, a cornerstone of its broader transformation strategy...
Monday 4 August 2025
How will Taiwan's panel giants adapt to the 20% tariffs?
On July 31, 2025, US President Donald Trump signed an executive order slapping Taiwan with a 20% reciprocal tariff. Taiwanese President William Lai stated that this is a "temporary"...
Monday 4 August 2025
Innolux edges past HKC in global LCD TV panel race, 1H25 shipments reshuffle rankings
Early panel procurement, fueled by US tariffs and China's "trade-in" incentives, drove up global LCD TV panel shipments and total shipment area in the first half of 2025. Taiwan's...
Saturday 2 August 2025
Samsung Display loses foldable OLED top spot to BOE; 1Q25 revenue rises 2% on non-phone demand
Global overall OLED panel revenue saw modest year-over-year growth in the first quarter of 2025, buoyed by rising demand across emerging segments such as augmented reality glasses,...
Friday 1 August 2025
AUO reorganizes top team; Paul Peng, Frank Ko to co-lead groupwide strategy

AU Optronics (AUO) posted second-quarter 2025 revenue of NT$69.24 billion (approx. US$2.31 billion), marking a 4.0% decline from...

Thursday 31 July 2025
Taiwan's Coretronic sees mixed Q325 outlook on tariff uncertainty, currency volatility
Coretronic Corporation expects a divergence in performance across its two core product segments in the third quarter of 2025, with energy-saving solutions projected to rebound while...
Thursday 31 July 2025
Samsung chip operating profit plunges 90% amid memory inventory and low foundry utilization

Samsung Electronics announced its official financial results for the second...

Thursday 31 July 2025
BOE acquires half of Apple's MacBook LCD orders, displacing LG Display
BOE Technology is on track to surpass LG Display (LGD) as Apple's top MacBook LCD panel supplier in 2025, marking a significant shift in Apple's display sourcing as the company edges...
Tuesday 29 July 2025
Taiwan panel players set for investor conference amid weak 3Q25 outlook
Taiwanese panel players are prepared for their Investor conferences, with Coretronic to be the first to host, followed by AUO, BenQ Materials, Innolux, and Cheng Mei Materials Technology...
Monday 28 July 2025
LG Display's large-size OLEDs lead turnaround for full-year profit
LG Display (LGD) has announced that it will ship around 6.5 million large-size OLED TVs and monitors in 2025, a year-over-year increase of 14.04%. With the depreciation of equipment...
Monday 28 July 2025
Darwin Precisions expects 50% revenue growth by 2026 via underdog startups
Darwin Precisions, a subsidiary of AUO Group, is actively expanding into the biomedical field while maintaining steady development in the backlight module sector. Chairman Michael...
Monday 28 July 2025
Samsung's marketing of 'non-self-emissive MicroLED' sparks confusion over flagship TVs
To secure its market leadership, Samsung Electronics has positioned MicroLED technology as the exclusive feature for its flagship models. However, Samsung reportedly plans to market...
Saturday 26 July 2025
Samsung reportedly eyes carbon fiber for next-gen foldables as titanium tariff risks mount
Samsung Electronics is reportedly evaluating titanium and carbon fiber-reinforced plastic (CFRP) as potential materials for the backplate of its 2026 flagship foldable, the Galaxy...
Friday 25 July 2025
Innolux deployments with Pioneer acquisition

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