The recent meeting between US President Donald Trump and his Chinese counterpart Xi Jinping has eased tensions between the two countries, de-escalating rare earth export controls and soybean trade barriers. It remains uncertain whether Trump will come up with other threats when dealing with China. But for Taiwan, the speculation about the US sacrificing the island nation in return for better ties with China has not materialized. Neither has the US taken concrete steps to impose semiconductor tariffs under Section 232 of the Trade Expansion Act. Taiwan’s manufacturing sector may gain momentum over the next two months if geopolitical and economic conditions remain stable.

11月3日消息，10月31日，和辉光电（688538）公告，上海和辉光电股份有限公司（以下简称“公司”）于2025年10月29日召开第二届董事会第十七次会议，审议通过了《关于募投项目延期的议案》，同意公司对首次公开发行股票募集资金投资项目（以下简称“募投项目”）“第六代AMOLED生产线产能扩充项目”达到预定可使用状态的时间进行延期，延期时间9个月。

11月3日消息，据韩媒，LG Display（LGD)正在考虑投资IT用中尺寸6代（1500×1800㎜）有机发光二极管（OLED）面板生产线。

近日，位于无锡市锡山经济技术开发区的三月科技综合技术研发中心暨新型光电材料高端生产基地项目正式开业，为全区光电信息产业发展注入新动能。