Ennostar, Taiwan’s largest LED manufacturer, said it has entered a strategic partnership with the German epitaxy specialist Allos Semiconductors to bring 8-inch gallium nitride–on–silicon (GaN-on-Si) LED epitaxial wafers into mass production. The collaboration is aimed at accelerating the adoption of microLED displays in highly integrated applications such as augmented reality, while laying the groundwork for a future transition to 12-inch GaN-on-Si technology.

As AI chip package sizes continue to grow, warpage issues in IC substrates have become more pronounced. Capacity constraints for low-CTE fiberglass cloth, a critical material used to address warpage, are forcing end customers, including Apple, Nvidia, Google, and AWS, into increasingly intense competition for supply, industry sources said.

As businesses increasingly adopt an “Out of China” approach due to geopolitical pressures, BizLink Group’s strategic choice to establish operations in Malaysia early on offers insights into Southeast Asia’s evolving role in manufacturing. While many Taiwanese firms initially expanded into China, BizLink began with a modest three-person office in Malaysia. This decision has paid dividends as the country transitioned from a low-cost labor hub into a significant manufacturing center driven by the rise of AI, according to BizLink Group chairman Roger Liang.