Riding the tailwind of trade-in policies: Polarizer makers see a surge in last-minute orders

In the first half of 2024, aggressive stockpiling by terminal manufacturers led to an early depletion of demand, resulting in a lackluster peak season for the display panel industry. This downturn significantly impacted Taiwanese polarizer suppliers, such as BenQ Materials and Cheng Mei Materials Technology, which reported revenue declines due to sluggish market conditions.

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US CHIPS Act boosts ICT technology to new heights

Following the passage of significant legislation such as the CHIPS and Science Act (CHIPS Act) and the Inflation Reduction Act (IRA) in 2022, the United States has intensified its efforts to contain China through technology policy. In addition to subsidizing domestic chip production, the United States is also focusing on funding advanced technology R&D, which will enhance the depth and breadth of information and communication technology (ICT) in the country, thereby widening the technological gap with China.

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Bright future ahead: advanced packaging takes center stage as traditional OSAT providers pivots

AI-driven demand has propelled TSMC’s revenue growth in the latter half of 2024. As advanced packaging margins approach those of chip manufacturing, traditional OSAT providers face mounting pressure to pivot and compete effectively. This underscores the critical role of advanced packaging in driving sustainable growth and maintaining industry leadership.

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LG bets big on B2B commercial displays and EV charging solutions

LG Electronics’ Business Solutions (BS) division plans to nearly double its revenue in the B2B market to KRW 10 trillion (US$7.4 billion) by 2030, focusing on commercial displays and electric vehicle (EV) charging solutions. Despite selling LG Display’s (LGD) Chinese LCD factory, the company assures that this will not significantly affect its operations, thanks to its supply chain diversification strategy.

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AMD targets Nvidia with HBM-powered AI accelerator as Samsung’s HBM business eyes revival

Samsung Electronics’ high-bandwidth memory (HBM) division, which has been struggling to regain competitiveness, is now glimpsing a potential revival. With AMD’s latest AI accelerator leveraging Samsung’s HBM3E modules, analysts predict the collaboration could provide the boost Samsung needs to strengthen its presence in the expanding AI memory market.

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