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Nov 6, 16:00

Vivo and BYD formalize alliance: Why automakers must capitalize on smartphone integration over proprietary apps

Mobile technology giant Vivo and new energy vehicle leader BYD have officially signed a comprehensive strategic cooperation agreement, marking a major milestone in smart mobility.

SDC sees weak 2027 panel demand, eyes foldables for profit

Nov 6, 10:20

Commentary: Marvell's Lumentum deal holds a lesson for smartphone makers on supply chain integration

Nov 6, 01:32

HP names former GSK chief Emma Walmsley as CEO

Nov 5

Apple's iPhone Duo and touchscreen MacBook could accelerate OLED TDDI adoption

Oct 23

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PC & NOTEBOOKTI targets next semiconductor supercycle as humanoid robots surge

Nov 6, 00:36

Humanoid robots require at least US$2,000 worth of semiconductors per unit—twice the content of an EV—and could drive the next semiconductor supercycle, Texas Instruments (TI) said. The company is expanding capacity for the next wave of demand rather than the current boom, according to William Feng, TI's Taiwan and South Asia sales and applications general manager.

PC & NOTEBOOKFlexium eyes 2027 breakthrough as PTFE enters mass production in 2028

Nov 5

Flexium Interconnect chairman Walter Cheng said the company has emerged from the toughest operating downturn of the past two years and expects AI orders for smart glasses and infrastructure to accelerate in 2027, which is also expected to lower consumer electronics revenue to below 50%. The flexible printed circuit (FPC) maker expects its polytetrafluoroethylene (PTFE) products to enter mass production in 2028 and is targeting a return to profitability in the first quarter of 2027.

PC & NOTEBOOKChicony Power profit hit by notebooks in Q3 2026

Nov 5

Chicony Power Technology Co. reported weaker quarterly results in the third quarter of 2026 as slowing notebook demand and severe memory shortages among customers weighed on performance. The power supply maker expects AI servers and communications power supplies to drive growth in the fourth quarter, while low-Earth-orbit (LEO) satellite products are positioned as a key growth engine for 2027.

DISPLAYSAUO's microLED setback in smartwatches, comeback in Peugeot cockpit

Oct 29

French automaker Peugeot has unveiled the all-electric RCZ Vision concept sports car with two transparent microLED displays in the cockpit, supplied by AUO. The screens showcase a new-generation vehicle interior by serving as the driver information display and center console screen.

PC & NOTEBOOKAsus notebook shipments hold steady as commercial PCs offset gaming decline

Oct 29

The global notebook market faces steep cost increases for key components including memory and processors, but Asus is keeping annual shipments relatively stable through its commercial PC and high-value product strategies. According to the notebook supply chain, Asus' 2026 notebook shipments are expected to remain broadly flat or decline 1.3% from 2025, as commercial notebooks and Chromebooks grow 27% and 9%, respectively, offsetting declines in consumer and gaming notebooks.

DISPLAYSBOE struggles with glass breakage at US$9.4 billion OLED plant as it seeks Apple iPad orders

Oct 14

China's BOE has spent approximately six months trying to resolve recurring glass substrate breakage at its Gen 8.6 OLED plant in Chengdu, raising concerns about production stability as the display maker seeks approval to supply panels for Apple's iPads.

DISPLAYSChina OLED buildout lifts Korean equipment sales as backlogs grow

Aug 27

Chinese panel makers' investment in next-generation OLED production is beginning to translate into reported sales at South Korean equipment suppliers, with several vendors posting sharp first-half revenue gains and large order backlogs providing further visibility as new Chinese fabs move through installation and ramp-up.

China OLED buildout lifts Korean equipment sales as backlogs grow

Aug 27

DISPLAYSSamsung Display resumes A7 construction as foldable demand rebounds

Aug 25

Samsung Display has resumed construction at its second campus in Asan, South Chungcheong Province, reviving a long-dormant OLED project just as the foldable smartphone market is expected to swing from a weak first half of 2026 to a stronger second half.

Samsung Display resumes A7 construction as foldable demand rebounds

Aug 25

Korean display makers step up OLED patent push as China narrows technology gap

Aug 21

Korean display makers are stepping up patent licensing and cross-border enforcement as Chinese rivals have sharply narrowed the technology and market-share gap in OLED since 2020, just as competition expands into higher-value panels for notebooks and monitors.

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