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Wednesday 28 August 2024
Taiwan panel industry may need support from semiconductor industry to survive
Leading panel makers AU Optronics (AUO) and Innolux are expected to end the year in the black, boosted by non-operating income as they sell their factories to TSMC and Micron, which...
Tuesday 27 August 2024
Handset panel demand weakening in 2H24
Demand for LTPS LCD and AMOLED handset panels is expected to decelerate in the second half of 2024 with prices weakening, as handset customers start adjusting inventory, according...
Friday 23 August 2024
Rising production costs test Samsung, LG's profitability
South Korea's top TV manufacturers, Samsung Electronics and LG Electronics, are grappling with rising production costs as Chinese firms tighten their grip on the LCD...
Thursday 22 August 2024
Cheng Mei adopts cautious outlook amid uncertain panel demand in 3Q24
Cheng Mei Materials, a leading polarizer manufacturer, has reported weaker-than-expected panel demand for the third quarter. With the possibility of China adjusting its production...
Tuesday 20 August 2024
Is TSMC-Innolux FOPLP collaboration possible?
TSMC recently acquired Innolux's 5.5G LCD fab at the Southern Taiwan Science Park (STSP) for NT$17.14 billion (US$530.8 million), which includes factory buildings and associated facilities...
Monday 19 August 2024
Strategic pivot to advanced packaging driven by AI boosts revenue and growth prospects: Q&A with C Sun CEO and GM
Taiwanese equipment manufacturer C Sun, originally focused on the panel and PCB industries, has strategically pivoted toward the semiconductor sector. About fourteen years ago, C...
Friday 16 August 2024
TSMC to see CoWoS production capacity reach 60,000 wafers in 2025
The just acquired 5.5G panel fab would enable TSMC to boost its overall production capacity for CoWoS packaging to 60,000 wafers per month in 2025, with a projected increase to 70,000-80,000...
Thursday 15 August 2024
TPK reports strong 2Q24 growth, aims for breakeven in 2024 driven by energy storage systems
TPK, a leading panel manufacturer, reported a substantial improvement in its financial performance for the second quarter of 2024. The company narrowed its core business losses to...
Wednesday 14 August 2024
Polarizer panel companies focus on high-value products amid weak pull-ins for 2H24
The panel industry experienced strong demand in the first half of 2024 due to early pull-ins by end-product manufacturers. However, as end market performance fell short of expectations,...
Tuesday 13 August 2024
Taiwan display panel makers post mixed July results
Taiwan-based panel makers AU Optronics (AUO) and Innolux both saw revenues fall in July, while HannStar Display and Giantplus Technology reported strong rebounds for the month.
Monday 12 August 2024
TSMC targets CoWoS expansion with potential purchase of Innolux plant
At the close of 2023, Innolux shuttered its 5.5-generation LCD panel facility. Reports suggest that potential buyers for this plant include Micron and TSMC. Recently, TSMC has reportedly...
Monday 12 August 2024
OLED iPad supply chain shift: LGD expands as SDC rumored to scale back
Apple's first OLED iPad will feature panels supplied by LG Display (LGD) and Samsung Display (SDC). However, recent reports indicate a shift in the supply chain dynamics, with SDC...
Wednesday 7 August 2024
Taiwan based DDI makers navigate intensifying Chinese price competition
The ongoing price competition in the Chinese display driver IC (DDI) market has compelled Novatek Microelectronics and other Taiwan-based DDI suppliers to expand their target markets...
Wednesday 7 August 2024
China solidifies dominance in global panel industry with strong domestic support
In the first half of 2024, China-based panel manufacturers have secured over 50% of small and medium-sized AMOLED panel shipments, reinforcing their leading position in the industr...
Tuesday 6 August 2024
Innolux to reduce utilization rate by 5% in 3Q24 as panel demand decreases
Although Innolux just turned around in the second quarter of 2024, James Yang, President of the company, recently indicated uncertainties when looking ahead to the third quarter....
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Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research