The nation's flat-panel display manufacturers need to start paying attention to advanced technologies and widen their focus beyond mainstream thin-film-transistor liquid-crystal-display (TFT-LCD) technology, a Market Intelligence Center (MIC, 資策會) analyst said yesterday.
“As market followers, Taiwanese panel companies such as AU Optronics Corp (友達光電) have been moving on the right track, but they seem to be showing less interest in advanced technologies because of concern about efficiency and production capacity,” David Chen (陳賜賢), a senior industry analyst at the MIC, said at a forum in Taipei.
Chen said significant breakthroughs in new technologies such as active-matrix organic light-emitting diodes (AM-OLED) and electronic paper were introduced at the Society for Information Display Week in Los Angeles this year.
He estimated that AM-OLED technology would enter mass production three years from now, while electronic paper would take a while longer.
Taiwanese companies are among the world’s leading manufacturers of flat-panel displays, Chen said, adding that their strength lay in their speed, which enables them to immediately offer what the market needs, whereas South Korean companies such as Samsung Electronics Corp and LG Group are less flexible.
“However, unlike South Korea, the biggest weakness of the panel industry in Taiwan is the lack of manufacturing capabilities for key materials and precision equipment from upstream, as Taiwan has long been focusing on original equipment manufacturer [OEM] and original design manufacturer [ODM] markets,” Chen said.
Taiwanese firms have increased investment in the Philippines in recent years as Manila’s ties with Washington deepen and global supply chains continue to shift away from China, an expert at the Chung-Hua Institution for Economic Research (CIER, 中華經濟研究院) said yesterday. The Philippines had not been among Taiwanese investors’ top choices in Southeast Asia, CIER Taiwan ASEAN Studies Center director Kristy Hsu (徐遵慈) said at a seminar in Taipei. However, Taiwan’s investment in the country has grown significantly since the COVID-19 pandemic, reaching US $257 million last year, a high in recent years, she said. Although Taiwan’s total investment in the Philippines still lags
Intel Corp regards Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) as a longstanding partner, as the US chipmaker would continue outsourcing production of advanced chips to TSMC, Intel chief executive officer Lip-Bu Tan (陳立武) said yesterday. “I don’t look at people as competitors. I look at the collaboration... Nvidia is also, you know, a good friend,” Tan told a news conference following his keynote speech at the Computex trade show in Taipei. “It’s a very trusted partnership for us... We are a big, top customer for them, and we’re going to continue doing that,” he said, referring to TSMC, the world’s largest foundry
Artificial intelligence (AI) agents would supplant smartphones as the center of people’s digital lives, fundamentally reshaping personal devices and driving a major computing upgrade cycle, Qualcomm Inc CEO Cristiano Amon said yesterday. In his keynote speech for this year’s Computex trade show in Taipei, Amon said that the rise of "agentic AI" — AI systems capable of reasoning, planning and carrying out tasks autonomously — would transform how people interact with technology across phones, PCs, vehicles and wearable devices. Describing the technology as the next major evolution in computing, Amon said that "2026 is the year of agents.” For decades, smartphones have sat
Hon Hai Precision Industry Co (鴻海精密) yesterday said it would work with US chipmaker Intel Corp to jointly develop and deploy next-generation artificial intelligence (AI) infrastructure and intelligent computing platforms in a move to capture booming demand for AI computing systems. Hon Hai, also known as Foxconn Technology Group (富士康), said in a statement that the partnership would combine its global manufacturing scale, system integration expertise and AI data center deployment capabilities with Intel’s strengths in processor architecture, silicon technologies and software ecosystem. The companies said they plan to work on equipment used in AI data centers, including server racks powered by
RSS