Tandem OLED clears key automotive qualification hurdle, wider adoption expected after 2030

LCD panels still account for more than 90% of automotive display shipments, but OLED has now crossed a critical qualification threshold in the sector. That progress stems from advances in Tandem OLED technology, which have significantly improved lifetime and reliability. As validation data accumulates and production costs decline, industry researchers expect automotive OLED adoption to accelerate after 2030.

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Elite Material posts record 2Q result on strong AI-related demand

Elite Material Co. said booming demand for advanced materials used in AI hardware kept its factories fully loaded in the second quarter of 2026, lifting revenue and profit to record levels. The Taiwan-based copper-clad laminate (CCL) maker expects tight production, broad customer demand, and expanding capacity to support growth across global markets over the coming year.

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AUO sells two plants in two days and expects up to NT$17.7 billion gain

AUO said it moved to accelerate asset monetization in Taiwan by selling another factory on July 30 after announcing a separate disposal. The display maker agreed to sell its C5E plant and related facility infrastructure in Kaohsiung’s Lujhu district to Advanced Semiconductor Engineering (ASE) for NT$6.3 billion (US$193.6 million) before tax, with an estimated disposal gain of about NT$4.28 billion.

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Realtek, Elan, and Parade set the tone for PC chip demand

As the second half of the year begins, major Taiwanese IC design firms including Realtek Semiconductor, Elan Microelectronics, and Parade Technologies are holding earnings briefings this week to outline market conditions for the traditional peak season. Because the three companies hold key positions in the PC chip market, their comments are being watched as a barometer for PC chip demand in the second half of the year.

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Silicon Motion posts record Q2 revenue and 2026 sales growth over 100%

NAND controller maker Silicon Motion Technology reported record second-quarter 2026 revenue of US$451 million, up 32% quarter-on-quarter and 127% from a year earlier, as profit and margins also hit new highs. The company said third-quarter revenue will rise another 15% to 20% sequentially, and full-year 2026 revenue is set to reach a new record, with growth of more than 100% year-on-year.

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