At the AWS re:Invent conference, an appearance by an Apple representative highlighted two key issues. It underscored the ongoing challenge of insufficient computing resources for major AI developers. Additionally, it suggested a new competitive landscape for companies that have invested in developing their high-end cloud chips in response to the growing market demand for increased computing power.

The European Union is tightening its subsidy rules for green hydrogen production, effectively barring products with substantial Chinese involvement. The move reflects lessons learned from past challenges with Chinese competition, particularly in the solar energy sector, and aligns with strategies adopted by the US and Japan to counter Beijing’s industrial dominance.

Innolux Corporation’s mass production of fan-out panel-level packaging (FOPLP) has been postponed to the first half of 2025, as shifting demand and complex verification processes impede progress. Chairman and CEO Jin-Yang Hung stressed the need for Taiwan’s manufacturing industry to embrace cross-domain applications and innovation to redefine its value chain role.

面板双虎11月营收出炉，友达（2409）11月营收回到232.57亿元、月增11.4％，群创（3481）11月合并营收达188.07亿元、月增11.3％。