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2026-05-08

[Insights] Early May Panel Prices: TV Gains Slow; MNT Hike Momentum Moderates, NB Flat

.TV Entering May, signs of weakening overall demand have begun to emerge as some brand customers started adjusting orders, although demand for larger-size panels remains better than for smaller sizes. Panel makers have also begun implementing 3- to 5-day production adjustments during the Labor ...

2026-05-08

[News] Samsung Electronics Announced Suspension of Home Appliance Sales in China

On May 6, Samsung Electronics China Website announced that, in response to rapidly changing market conditions and following careful evaluation, the company has decided to cease sales of all home appliance products in China, including televisions and monitors. The product categories affected by th...

2026-05-07

[News] GlobalFoundries Reportedly Sees Silicon Photonics Revenue Doubling in 2026, Passing $1B by 2028

As major foundries including TSMC and Samsung accelerate their push into silicon photonics, specialty chipmaker GlobalFoundries continues to build steady momentum. According to the Investing.com transcript, management increasingly views silicon photonics as a core growth engine, expecting revenue to...

2026-05-07

[News] SK hynix 10% Profit-Sharing Turns Double-Edged on Record Earnings: KRW 600M Payouts Signal Cost Pressure

As SK hynix delivered another record-setting quarter amid surging memory prices, the company reported a striking 72% operating margin in 1Q26, with operating profit rising more than fivefold. Against this backdrop of strong earnings, attention is increasingly turning to its high-cost employee compen...

2026-05-07

[News] TSMC Hints at Potential Further U.S. Expansion; Industry Sources Reportedly See Up to US$250B Investment

As TSMC continues expanding its U.S. footprint, comments from Cliff Hou, TSMC Senior Vice President and Deputy Co-COO, have caught industry attention. According to Commercial Times, Hou said at the 2026 SelectUSA Investment Summit that the company “is prepared for growth from any new business oppo...

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