
China's display makers, led by BOE Technology (BOE), are pushing deeper into semiconductors, with BOE advancing glass substrates, and a 12-inch wafer fab reportedly slated to begin mass production in the second half of 2026. Industry analysts say China is extending display technologies built up with strong government backing into semiconductors as the US tightens restrictions, adding pressure on South Korea's chip and panel industries.
Touch module maker General Interface Solution Holding (GIS) said the second half of 2026 will be more challenging as global memory shortages weaken end-market demand, compounded by the planned year-end closure of Sharp subsidiary Sakai Display Products' (SDP) large-size display panel plant.
HKC Corporation has debuted on the Shenzhen Stock Exchange main board, cementing a three-way leadership structure in China's display panel industry alongside BOE and TCL CSOT while securing fresh capital to expand OLED, oxide semiconductor, and Mini LED technologies.
Optical film and nano-coating materials developer Victory For Technology (VFT) is focusing on three key areas — AI and semiconductor processes, foldable displays, and key new-energy materials — as it deepens R&D and product deployment to capture emerging opportunities in the global supply chain.
Among the highlights of COMPUTEX 2026 was a color-changing e-paper concept car jointly developed by BMW and E Ink Holdings. With its surreal, sci-fi appearance, the vehicle drew the attention of tech enthusiasts in droves.



