Apple plans OLED touch MacBook Pro with Samsung Display as sole panel supplier
Apple is developing a new MacBook Pro with OLED touch panels and is expected to rely solely on Samsung Display for the screens, according to South Korean media reports citing industry sources. The 14-inch and 16-inch models are said to be targeted for a launch in late 2026 or 2027.
Display industry earnings season shifts spotlight from panel prices to transformation strategies
Taiwan’s display supply chain enters second-quarter earnings season this week, with Coretronic reporting results on July 28, followed by AUO and Radiant Opto-Electronics (ROEC) on July 30 and BenQ Materials (BMC) on July 31.
Panel makers reject 10% polarizer price increase as China suppliers retreat
Automotive chip demand surges in 2Q26 on EV reset
Automotive chip demand surprised to the upside in the second quarter of 2026, with industry players saying the market could stay hot in the second half as new EV architectures become clearer and customers rebuild inventories. The strongest signal came from Texas Instruments (TI), which said the strength in automotive chips was completely unexpected.
Taiwan lawmakers clash over NT$210B drone procurement bill
Taiwan’s Legislative Yuan began a clause-by-clause review on July 27 of the Executive Yuan’s draft Special Act for the Procurement of Domestically Developed Defense Unmanned Systems, but ruling and opposition lawmakers remained divided over the proposed procurement framework.
Google TPU surge and Meta capacity push fuel CSP capex wave
UMT posts record revenue in 1H26 on growing LEO satellite demand
CXMT’s record IPO and Apple talks collide with US curbs as DRAM tightens
AI-driven demand is tightening the global memory market just as China’s leading DRAM producer, ChangXin Memory Technologies, or CXMT, accelerates capacity expansion after a record IPO.