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Saturday 11 July 2026
TV panel prices fall in July as weak demand expected to hit 3Q26

The global LCD TV panel market moved into a down cycle in July after prices held flat in the second quarter of 2026. With pre-build...

Saturday 11 July 2026
Amtran posts 13% 1H26 revenue growth citing product mix shift
Amtran Technology reported a June 2026 consolidated revenue of NT$2.5 billion (US$78.0 million), up 23% from a year earlier, as the Taiwanese display and peripherals maker said its...
Friday 10 July 2026
Ennostar's stake sale in Global Communication Semiconductors could lift 2Q results

Ennostar's planned gain from selling Global Communication Semiconductors shares may help the Taiwanese company return to profit in...

Wednesday 8 July 2026
Apple reportedly broadens iPad OLED driver supply, chipping at Samsung's grip as foldables enlarge the pie
Apple's supply chain for OLED display driver ICs (DDI) — the chips that control how a screen's pixels light up — is diversifying, loosening Samsung's exclusive hold on...
Wednesday 8 July 2026
Genius Electronic Optical June sales rise as mobile phone price impact appears limited
Genius Electronic Optical (GSEO) reported consolidated revenue of NT$1.739 billion (approx. US$54.3 million) for June, up 6.77% from NT$1.629 billion in May.
Wednesday 8 July 2026
Kinko Optical sales jump 73% as smart glasses push takes shape
Kinko Optical reported June revenue of NT$430 million (approx. US$13.39 million) on July 7, up 5.89% from May and 73.31% from a year earlier.
Wednesday 8 July 2026
Ennostar and Everlight turn up growth in 2Q26
LED makers Ennostar and Everlight both posted year-over-year, month-over-month, and quarter-over-quarter revenue growth in June and in the second quarter of 2026, as the industry entered...
Tuesday 7 July 2026
Apple foldable to lift OLED TDDI demand

While the overall mobile market outlook for the second half of 2026 is not especially strong, foldable phones are drawing attention...

Friday 3 July 2026
Apple plans five iPhone launches to capture market share amid component shortages

Apple is reportedly planning to launch at least five new models by this time next year, with the company expanding its foldables' production...

Friday 3 July 2026
China's polarizer makers seek price hikes as material bottlenecks bite

Chinese polarizer film suppliers are seeking higher prices from panel makers after raw-material and logistics costs rose in the second...

Thursday 2 July 2026
AUO pushes AI-era transformation with executive reshuffle, launch of innovation institute
Taiwanese optoelectronics specialist AUO announced organizational adjustments and senior executive appointments on July 1 as it continues to advance its business transformation. The...
Thursday 2 July 2026
BOE, Chinese panel makers' chip push tightens the squeeze on South Korea

China's display makers, led by BOE Technology (BOE), are pushing deeper into semiconductors, with BOE advancing glass substrates, and...

Thursday 2 July 2026
GIS pivots to semiconductors and optics as memory shortages hit touch demand

Touch module maker General Interface Solution Holding (GIS) said the second half of 2026 will be more challenging as global memory...

Wednesday 1 July 2026
LCD TV panel makers face a softer peak season as demand weakens and costs climb
Liquid-crystal-display (LCD) TV panel makers face a muted peak season in the second half of 2026, as weaker demand, rising material costs, and looser supply-demand conditions put pressure...
Tuesday 30 June 2026
PlayNitride expects 2H26 to outperform 1H26, driven by displays and AI glasses
PlayNitride reported revenue of NT$238 million (approx. US$7.5 million) in the first five months of 2026, down 41% year-over-year. The microLED company said stronger custom design...