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Monday 25 May 2026

AUO eyes MicroLED for short-range optical interconnects, potentially shifting data center wiring and power dynamics

MicroLED short-range optical interconnects are attracting global R&D investment for their low power consumption and high-speed modulation, and AUO has formed a supply-chain alliance to pursue chip-scale optics for scale-up networking within racks. Microsoft, among other major players, is testing the approach for AI data-center links.

Monday 25 May 2026

BOE seeks Galaxy S27 OLED panel order by undercutting Samsung Display by US$5

China-based BOE Technology Group is reportedly looking to supply OLED panels for the standard model of the Samsung Galaxy S27 smartphone by offering a price that is US$5 lower than that of Samsung Display (SDC). The development has raised concerns in the industry that South Korean panel makers will come under pressure if BOE secures supply qualification for the Galaxy S series OLED panels through lower pricing.

Friday 22 May 2026

Memory shortage reaches smartphone OLED market as shipments fall 12%

A global memory shortage is spreading into the smartphone OLED market, cutting handset production and adding pressure on display makers and their component suppliers, according to ETNews and UBI Research.

Friday 22 May 2026

AUO ditches panel era with three new business lines for next decade

Looking ahead to 2026, AUO said the global economy is stabilizing and returning to growth, but that international trade disputes and regional conflicts still pose risks. It added that the consumer electronics market is also being weighed down by AI-driven inflation and weak demand, creating more uncertainty for an industry recovery.

Monday 18 May 2026

Ilitek eyes 2Q26 ramp for OLED TDDI and auto products

Ilitek, a Taiwan-based DDI maker, said its first-quarter 2026 results were hit by seasonal softness and rising memory prices, which prompted Chinese smartphone brands to become more cautious on inventory. General manager Tai-Yuan Chen said business will recover broadly in the second quarter of 2026, with smart mobile, IT equipment, industrial control, and automotive all set to grow sequentially, while order visibility now extends into the third quarter of 2026.

Friday 15 May 2026

Everlight to build automotive LED plant in Thailand as raw material costs hit profit

Everlight Electronics said it will invest an additional US$56.5 million in its Thai subsidiary to buy land, build a plant, and add equipment, as the LED packaging firm moves to strengthen its presence in the automotive supply chain. The company also reported that first-quarter 2026 profit fell to NT$403 million (US$12.83 million), down 30.99% year on year, as higher raw material costs weighed on margins.

Monday 11 May 2026

Ennostar sees 2Q26 rebound on stronger component demand

Ennostar said its core losses narrowed significantly in the first quarter of 2026 from the previous quarter, despite the seasonally weak period for the industry, and expects a marked recovery in both revenue and shipments starting in the second quarter of 2026, driven by stronger demand for components and emerging growth in Micro LED technology.

Monday 11 May 2026

FocalTech forecasts return to growth as product mix improves

FocalTech Systems said its business is expected to bottom out in the first quarter of 2026, with a recovery already underway and a return to growth in both revenue and profitability beginning in the second quarter, according to remarks made at an investor conference on May 8.

Friday 8 May 2026

BenQ Materials bets on CPO and microLED amid optical communications push

BenQ Materials is seeing its diversification begin to pay off as it pushes into co-packaged optics (CPO) and microLED. The polarizer maker said its subsidiary Cenefom's chemical mechanical polishing (CMP) wheel has entered the Taiwan supply chain for memory chip makers and is set to begin shipments in the second half of 2026.

Friday 8 May 2026

Samsung reportedly scales back Micro LED TV push as new TV chief takes over

Samsung Electronics is reportedly scaling back its Micro LED TV business, as high production costs and limited demand weigh on the commercial prospects of the premium display technology, according to ETNews.

Tuesday 5 May 2026

AUO to highlight Micro LED, AI and ultra-low-power displays at SID Display Week 2026

Taiwan-based AUO said it will present integrated Micro LED, optics, sensing and AI display technologies at SID Display Week 2026, aiming to demonstrate transparent, interactive and energy-efficient displays for AR, smart mobility and long-duration platforms. The company announced that its exhibits will showcase how Micro LED and advanced packaging can serve as an interaction platform combining AR overlays, gaze and gesture sensing, and on-device AI inference.

Monday 4 May 2026

Taiwanese Micro LED suppliers race to tap optical links for AI data centers

Micro LED is emerging as a potential contender in AI optical communications as the industry shift toward "optical replacing copper" gathers pace.

Thursday 30 April 2026

South Korea's OLED share rebounds to 68.7% in 2025

South Korea's global OLED market share increased by 1.5pp to 68.7% in 2025, marking its first rise in a decade and drawing widespread attention. According to Chosun Biz, the Korea Display Industry Association (KDIA) cited Omdia data showing South Korean companies regained ground in the OLED sector after years of decline.

Thursday 30 April 2026

China Electric manufacturing bets on AI to revive growth

More than 70 years after its founding, China Electric Manufacturing Corporation has built a steady market position under its "TOA" lighting brand. Now, the company is turning to artificial intelligence in an effort to revive growth.

Monday 27 April 2026

Apple's OLED transition tests backlight makers, with 2027 seen as turning point

Adoption of OLED by Apple is becoming inevitable, with Radiant Opto-Electronics Corp. (ROEC) chairman Justin Wang expecting the most visible impact to emerge by 2027.

Monday 27 April 2026

Everlight ramping up in optical communications, supported by automotive and invisible light

As global companies race to capture opportunities in AI optical communications and co-packaged optics (CPO), Taiwanese LED and optoelectronics firms are actively transforming and entering the field. Everlight Electronics, a leading LED packaging company, has also begun low-profile positioning, considering investments in related startups and leveraging its strengths in high-end optocouplers to play a key role in optical signal transmission and coupling.

Wednesday 22 April 2026

Brightek posts March loss as Nantong plant ramps up in 2H26

LED packaging maker Brightek reported consolidated revenue of NT$161 million (US$5.1 million) in the first quarter of 2026, down 9.7% year on year, impacted by the transition period at its new Nantong plant in Jiangsu, China, which began operations at the end of 2025. The company posted a net loss after tax of NT$3.95 million for March alone, widening its losses from the same month last year, with a loss per share of NT$0.06.

Tuesday 21 April 2026

Global OLED shipments to hold steady in 2026 as memory cost inflation reshapes smartphone demand

Counterpoint Research expects overall OLED panel shipments to be flat year-over-year in 2026, a shift that tightens smartphone supply, boosts demand for premium and IT applications, and signals cost-driven portfolio changes for manufacturers worldwide.

Monday 20 April 2026

SDC's 8.6-gen OLED approaches 90% yield, expected to supply 2 million panels to Apple in 2026

According to industry sources cited by The Elec, Samsung Display's (SDC) 8.6G OLED line has recently surpassed an 85% yield rate, approaching the industry's "golden yield" threshold of 90%. The initial ramp-up of the line has stabilized, and sample production is currently underway. Mass production expected to begin in June–July 2026. The panels are slated for Apple's 14-inch and 16-inch MacBook Pro models, with shipments potentially reaching around 2 million units in 2026.

Monday 20 April 2026

MSP+ eyes 2026 growth with new Yangmei plant, advances in Micro LED and CPO

Micraft System Plus (MSP+), a supplier of mass transfer and laser technology equipment, will officially open its new Yangmei factory in northern Taiwan in May 2026, significantly boosting production capacity for large-scale G4.5 and above laser devices. The company expects to benefit from the ramp-up of Micro LED equipment shipments, driving full-year revenue and profit growth while strategically positioning itself within the AI supply chain.

Sunday 19 April 2026

CFIUS kills Sanan's bid for Lumileds, adding to Chinese LED giant's mounting troubles

Chinese LED giant Sanan Optoelectronics has abandoned its US$239 million bid to acquire Lumileds, the Dutch high-end LED maker, after the deal was blocked on national-security grounds by the Committee on Foreign Investment in the United States (CFIUS).

Saturday 18 April 2026

VLSI TSA 2026 explores quantum architecture and AI healthcare innovations

The 2026 International Symposium on VLSI Technology, Systems and Applications (VLSI TSA) kicked off on April 14, gathering over 800 semiconductor professionals worldwide. The conference focused on next-generation core areas including GenAI inference acceleration, wafer-level computing, and terahertz wireless communication, while also delving into quantum computer system architectures and extending the reach of semiconductors to AI-driven cardiac analysis and other smart healthcare applications.

Saturday 18 April 2026

bEMC advances Micro LED optical transmission with key POC validation

The surge in AI data center demand is rapidly accelerating the need for high-speed data transmission, prompting LED manufacturers to target opportunities in optical communications. best-Epitaxy Manufacturing's (bEMC) CEO Evan Wu said the company has focused on data transmission since its inception and recently began proof-of-concept (POC) testing with a leading cloud service provider (CSP). Their short-distance Micro LED transmission currently reaches speeds of 4Gbps, aiming to achieve 8Gbps per chip in 2026.

Friday 17 April 2026

Samsung's VD division reviews China strategy as local rivals gain ground

Rumors of a restructuring of Samsung Electronics's China operations are gaining momentum, with reports suggesting potential scaling back—or even partial withdrawal—from several business lines, including home appliances, televisions, and monitors.

Friday 17 April 2026

Taiwan's TPK profit jumps more than 20-fold on investment gains and chip exposure

TPK Holding reported a sharp rebound in profitability for the first quarter of 2026, driven by new semiconductor investments and favorable one-off gains.

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