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Friday 2 May 2025
TCL rides display market rebound to record highs as supersized panels and strategic bets pay off
With panel supply-demand conditions improving and demand for larger displays accelerating, TCL Technology's semiconductor display business is staging a strong comeback. According to...
Friday 2 May 2025
Navigating the tariff storm: AUO's strategic response and the viability of US-based manufacturing
As the global supply chain continues to reel from the tariff war ignited by US President Donald Trump, Paul SL Peng, chairman of AUO, offers a measured analysis of the situation. He...
Tuesday 29 April 2025
EDT and Nippon Seiki JV to localize India automotive LCD production
Taiwan-based panel maker Emerging Display Technologies (EDT) and Japan's Nippon Seiki signed a joint venture agreement on April 25, 2025, to establish EDT-India Private Limited, focusing...
Tuesday 29 April 2025
JDI bets on U.S. OLED production as Taiwan backs away
The US government has called on the display industry to establish production domestically. However, Taiwan's leading panel manufacturers have expressed no interest in relocating. In...
Monday 28 April 2025
FOPLP vs. CoPoS: Two rising formats in panel-level chip packaging

As the demand for advanced packaging technologies like CoWoS (Chip-on-Wafer-on-Substrate) continues to outpace supply, the semiconductor...

Sunday 27 April 2025
AmTRAN Technology faces 30% US export share amid Trump tariffs, plans strategic responses
AmTRAN Technology's shipments to the US constitute about 30% of its revenue. The company is presently benefiting from a temporary 90-day suspension of reciprocal tariffs, with only...
Friday 25 April 2025
China's BOE reclaims growth edge as global display cycle flips bullish

BOE Technology staged a strong comeback in 2024 after two years of sluggish growth, with both its LCD and OLED segments driving a sharp...

Thursday 24 April 2025
Trump signals major China tariff cuts; AUO's Peng warns 50% duties amount to decoupling
US President Donald Trump has eased his previously tough stance on China, announcing for the first time that US tariffs on Chinese imports will be "substantially lowered"—but...