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    Exclusive: AI-driven demand and chip price hikes raise fears of another car chip shortage
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    NEWS TAGGED INNOLUX
    Tuesday 14 July 2026
    Treading the market slowdown: IT panel demand cools as Taiwan display makers pivot to AI

    As early inventory stocking by brand customers winds down, China's 618 Shopping Festival delivers weaker-than-expected sales, and LCD...

    Tuesday 14 July 2026
    Innolux 1H26 revenue hits 5-year high on auto, advanced packaging
    Taiwanese panel manufacturer Innolux reported unaudited consolidated revenue of NT$21.7 billion (approx. US$675.4 million) for June 2026, up 5.1% from the previous month and 17.25%...
    Thursday 18 June 2026
    FOPLP race heats up as Innolux reportedly teams with TSMC
    As AI chip technology advances, larger chip sizes and heterogeneous integration packaging are driving bigger package dimensions, pushing semiconductor makers to adopt FOPLP over FOWLP...
    Tuesday 16 June 2026
    TSMC reportedly teams with Ibiden, Innolux to push CoPoS, glass substrates

    TSMC is accelerating its advanced packaging roadmap for AI chips, expanding CoWoS capacity while publicly disclosing new progress in...

    Tuesday 2 June 2026
    Display to semiconductor: Panel makers weaponize large glass substrates for FOPLP

    Introduction

    Saturday 30 May 2026
    Innolux turns to packaging, smart cockpits in higher-margin push
    Innolux plans to accelerate its transformation in 2026, with chairman and CEO Jim Hung pointing to three priorities: advanced semiconductor packaging, smart cockpits, and higher-margin...
    Monday 18 May 2026
    Innolux reshuffles leadership, changes corporate director representatives
    Innolux's leadership reshuffle signals shifts in governance and strategic focus that could affect partners and supply chains worldwide, as the panel maker reassigns top executives...
    Friday 15 May 2026
    Panel makers cool in April 2026, pivot to CPO and FOPLP
    After the early pull-forward effect from customers began to fade, Taiwan's panel makers have started to show signs of slower operating momentum. Weaker demand for consumer electronics...
    Tuesday 12 May 2026
    Innolux shares surge on reports of potential TSMC FOPLP partnership
    Unlike AUO, which remained in the red in the first quarter of 2026, Innolux returned to operating profitability, posting net income of NT$1.79 billion (approx. US$56.9 million) for...
    Wednesday 29 April 2026
    Analysis: Taiwan's two major panel makers enter semiconductor packaging; CPO and FOPLP become key
    Optical communication technology is shifting from traditional pluggable optics toward co-packaged optics (CPO) architectures. Advanced packaging technologies are extending from wafer-level...
    Monday 27 April 2026
    Innolux enters leading tier of advanced packaging with new RDL and TGV technology
    Innolux is expanding into the advanced semiconductor packaging sector, leveraging display technology as its core platform to accelerate integration with semiconductor and IoT technologies...
    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...
    Thursday 16 April 2026
    ASE Holdings to acquire Innolux Fab 5 for US$460 million

    ASE Holdings has secured Innolux's Fab 5, with the company announcing on April 15 that its semiconductor unit's board had approved the...

    Tuesday 14 April 2026
    Panel makers lift 1Q26 sales on early orders; demand outlook turns cautious
    Front-loaded orders, fewer February working days, and a low base lifted Taiwanese panel makers' March revenue. In the first quarter of 2026, Innolux, GiantPlus, and Hannstar Display...
    Monday 13 April 2026
    Taiwan panel makers keep sub-7.5G lines, pivot to flexible capacity strategy
    BOE former chairman Wang Dongsheng once predicted that panel production lines below Generation 7.5 would eventually be phased out following the end of the industry's oligopolistic...
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