Subject


AUO


2024-05-24

[News] NVIDIA’s Packaging Advancement Boosts Taiwanese Supply Chain with Emerging Opportunities in Panel-Level Fan-Out Packaging

To alleviate the capacity constraints of CoWoS advanced packaging, NVIDIA is reportedly planning to accelerate the introduction of its GB200, into panel-level fan-out packaging. According to a report from Economic Daily News, originally scheduled for 2026, this shift has been moved up to 2025, spark...

2024-01-23

[New] The Reality of Micro LED Unveiled – Infinite Opportunities, Yet Initial Capacity Demand Remains Low

Ennostar, a Taiwanese group focusing on the R&D and manufacturing of Micro LED, LED and compound semiconductor, has announced on January 19th a NTD 670 million (roughly USD 21.36 million) sale of the planned Micro LED production facility in Zhunan, Taiwan. Its subsidiary, EPISTAR, is anticip...

2023-12-04

[News] Chinese panel makers cut production to shield TV panel prices, opening opportunities for Taiwanese firms

China's top panel makers, including BOE, TCL CSOT, HKC, and CEC-CHOT, are cutting production to support TV panel prices. Speculations indicate a capacity utilization drop below 60% in the first quarter, benefiting Taiwanese panel companies like Innolux and AUO. Despite these efforts, industry source...

2023-11-21

[News] Samsung Ends Partnership with BOE! AUO Welcomes the Diversion Effect, but Capacity Challenges Loom

According to TechNews' report, due to ongoing technology infringement disputes and the uncertainty in the tense relations between China and the United States, Samsung Electronics is cutting ties with the leading Chinese display supplier BOE. They are restructuring their supply chain, and other panel...

2023-11-01

[News] AUO Reports Strong Growth in Automotive Panel Revenue and Positive Outlook for IT Panels

According to TechNews' report, during its Q3 financial briefing, AU Optronics (AUO) revealed that its automotive panel revenue has surpassed 3.3 billion NTD, with expectations to exceed 4 billion NTD for the year. This signifies a growth rate of over 20%, highlighting AUO's robust presence in the a...

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