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Thursday 8 May 2025

Qisda delivers robust 1Q25 results amid tariff relief, eyes medical business as next growth driver

Taiwan's tech group Qisda reported solid year-over-year growth in both revenue and profit for the first quarter of 2025, driven by increased customer demand during a 90-day US tariff exemption period. While revenue growth is expected to continue into the second quarter, Chairman Peter Chen warned of rising uncertainties, including the pending expiration of the tariff waiver, currency volatility, and escalating geopolitical risks.

Thursday 8 May 2025

Innolux strengthens leadership as it accelerates transformation beyond display panels

Innolux Corporation, one of the world's leading panel manufacturers, held its annual general meeting this week. During the meeting, shareholders elected a new nine-member board, including five independent directors. Following the meeting, the board reappointed Jim Hung as Chairman and CEO, reinforcing his leadership amid a pivotal moment in the company's transformation.

Tuesday 6 May 2025

BenQ Materials pivots to premium displays, healthcare as shields against tariff and currency pressures

Taiwan-based BenQ Materials is steadily increasing its high-margin product share in its display materials portfolio, a trend expected to persist across various applications, especially in markets outside the US, according to Chairman Z.C. Chen.

Saturday 26 April 2025

HTC, AT&T partner to bring immersive XR therapy to US senior care

Taiwanese technology company HTC announced on Thursday a strategic collaboration with US telecommunications giant AT&T, healthcare innovator Mynd Immersive, and rehabilitation services leader Select Rehabilitation. The partnership aims to implement a new generation of immersive extended reality (XR) therapy programs within senior care communities across the US.

Friday 25 April 2025

Why Trump's tariffs are helping China adapt instead of hurting it

US President Donald Trump's "reciprocal tariffs" have sent shockwaves through global markets, yet may be yielding unintended consequences. His strategy, championed in his bestselling "Trump: The Art of the Deal," appears to be backfiring as China adapts and diversifies.

Thursday 24 April 2025

Taiwan's display sector a 'national security' linchpin amid US onshoring push

As the US broadens its industrial focus from semiconductors to encompass display manufacturing, Paul Peng, chairman of AUO, emphasized the importance of the display industry to national security. Peng noted that the US government's decision to prioritize the onshoring of display technology underscores its strategic significance. He called on the Taiwanese government to accord the display sector a level of importance equivalent to that given to semiconductors.

Monday 21 April 2025

BenQ Materials says tariff impact manageable

Taiwan-based polarizer maker BenQ Materials, which has diversified into the healthcare and semiconductor markets, has not seen much impact so far from the US tariff war as only a small portion of its revenue comes from the US, according to company chairman Zhien-Chi Chen.

Saturday 19 April 2025

Ennostar preps 30-inch transparent Micro LED window display for smart vehicles

Ennostar, a leading developer in compound semiconductors, showcased major advancements in Micro LED technology at Touch Taiwan 2025, with a dual focus on innovation at both the component and application levels. The centerpiece of its exhibition included a cutting-edge GemiLED platform and a transparent 30-inch automotive display now ready for mass production.

Friday 18 April 2025

Polarizer powerhouses unveil cross-sector innovations at Touch Taiwan 2025

Polarizer leaders BenQ Materials and Cheng Mei Materials Technology (CMMT) unveiled their latest material innovations at Touch Taiwan 2025, each focusing on three key application areas: semiconductors, automotive electronics, and mobile devices.

Monday 14 April 2025

Coretronic sees demand for imaging products slow amid US tariff changes

Taiwanese display solution provider Coretronic stated that demand from some customers has slowed due to the uncertainty of US reciprocal tariffs, which is expected to cause a decrease in overall shipments of imaging products in April compared with March.

Wednesday 9 April 2025

Tariff impacts on South Korean businesses: Overview of effects on home appliances, smartphones, and components

Following the announcement of the reciprocal tariff policy by US President Donald Trump, South Korean companies are thoroughly reviewing their supply chains and formulating countermeasures. Enterprises with production bases in China and Vietnam may face direct impacts, raising public concern.

Tuesday 8 April 2025

Ultra large TVs still see momentum from China's incentive policy

China's incentive program to boost consumption has triggered TV replacement demand starting in the second half of 2024. Although overall demand has slowed recently, the ultra large TV segment still sees significant momentum, with shipments possibly reaching 10 million units in 2025.

Monday 7 April 2025

LCD TV panel slowdown meets polarizer pinch amid shifting 2Q25 demand

Television brands started pulling in LCD panel orders in the fourth quarter of 2024 to get ahead of US tariffs under Donald Trump's trade policies and to benefit from China's appliance trade-in program. The frontloading continued into early 2025, making the first quarter unusually strong for what's typically a slow season.

Tuesday 1 April 2025

Corning launches Gorilla Glass Ceramic with Motorola as exclusive debut partner

Corning, a well-established US manufacturer known for its expertise in glass substrates, has launched a new product called Gorilla Glass Ceramic. This innovative glass-ceramic material is both transparent and highly durable, specifically designed to enhance the resilience of mobile devices significantly.

Thursday 27 March 2025

TCL CSOT's Guangzhou plant acquisition threatens Korean DDI suppliers

TCL China Star Optoelectronics Technology (TCL CSOT) is taking over LG Display's (LGD) LCD factory in Guangzhou, China, which may affect the LCD display driver IC (DDI) orders of South Korean IC design house LX Semicon.

Saturday 22 March 2025

China's Micro OLED surge as South Korea fears falling behind

Micro OLED technology development in China has accelerated, driven by substantial government subsidies to enhance display manufacturing. Chinese firms are now increasing investments in mass-production equipment to meet rising demand, with Sidtek set to open its third Micro OLED factory in Mianyang, Sichuan province.

Thursday 20 March 2025

Korean DDI supplier LX Semicon sees over 50% of sales from China due to strong demand from BOE

South Korean IC design house LX Semicon saw more than 50% of its 2024 revenue come from the Chinese market because of increased shipments to panel maker BOE Technology.

Friday 14 March 2025

Netronix soars in e-book reader market with strong growth and strategic expansions

The color e-book reader has received a strong market response after its launch, and Netronix continues to receive follow-up orders. The number of orders from January to September 2025 has already surpassed the total number of orders for the entire year of 2024. Netronix has predicted that 2025 will mark the era of intense competition in the e-book reader market, with the rise of a new golden age on the horizon.

Friday 14 March 2025

BOE scales up COB production in Zhuhai as MLED sector enters a high-growth era

On March 10, BOE Technology Group celebrated the mass production launch of its MLED (Mini/Micro LED) displays at Zhuhai BOE MLED Technology. The event, themed "Illuminating the Future, Mass Production Begins," welcomed over 50 international clients from the US, Europe, Japan, South Korea, and Southeast Asia, highlighting BOE's expanding footprint in the global MLED market.

Thursday 13 March 2025

U-Best seizes foldable market opportunities with HC materials and advances AR optical films

U-Best Innovative Technology is positioning itself to capitalize on the burgeoning market for foldable smartphones. The company anticipates strong demand for flexible hard coating (HC) materials and is leveraging this technology in its optical film products. Having already commenced shipments, U-Best is engaged in discussions with additional clients, potentially unlocking new market opportunities.

Thursday 13 March 2025

E Ink eyes expansion as demand for large-format displays surge

E Ink, a dominant player in electronic paper technology, has designated 2025 as the "Year of Large-Size Color E-Paper," signaling a strategic pivot toward the burgeoning market for expansive displays and marking a transformative phase for the company.

Monday 10 March 2025

India roundup: Taiwanese firms step up panel and server collaboration with Indian counterparts

Himax, PSMC and Tata partner to boost India's semiconductor ecosystem

Friday 7 March 2025

E Ink's optimistic 2025 outlook with strong growth in ESL, IoT, and color e-paper

E Ink CEO Johnson Lee acknowledged the seasonal slowdown in the first quarter, citing weaker demand for electronic paper products, particularly in consumer electronics and electronic shelf labels (ESLs). However, he framed this period as a strategic opportunity for the company to recalibrate. Looking ahead to 2025, Lee projected strong demand for Internet of Things (IoT) applications, including ESLs, digital signage, and consumer electronics. He expects steady growth throughout the year.

Thursday 6 March 2025

Tariff war has prompted swift migration of E-paper supply chain out of China

Since President Donald Trump took office, his tariff policies have undergone significant fluctuations, with the latest adjustment raising the tariff on Chinese imports to 20%. The move, which comes amid ongoing tensions over China's inability to curb the flow of illegal drugs into the US, has prompted a swift migration of the electronic paper supply chain out of China as companies seek to mitigate the impact of rising costs.

Thursday 27 February 2025

Daxin Materials boosts semiconductor focus with product expansion

Daxin Materials is making strides in the semiconductor industry by launching five new products in 2024, increasing its production lineup to nine. This expansion is significant as revenue from this sector has surpassed 10% for the first time. The company plans to introduce three to five more products by 2025.

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