Samsung Display launches 360Hz V-Stripe QD-OLED panels for 2026 ultra‑wide gaming monitors

Samsung Display has begun mass production of what it calls the world’s first 34‑inch 360Hz QD‑OLED panel with a new V‑Stripe pixel structure, and has already supplied the panels to seven global monitor manufacturers, including ASUS, MSI, and Gigabyte, since December 2025. The company’s V‑Stripe design aligns red, green, and blue sub‑pixels vertically rather than in the conventional triangular…

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MSI MPG 322UR QD-OLED X24 and MSI MAG 321UP QD-OLED X24 with DarkArmor go official

MSI MPG 322UR QD-OLED X24 and MSI MAG 321UP QD-OLED X24 are the latest additions to MSI’s lineup of 32″ 4K QD-OLED gaming monitors. Both feature a 3rd Gen panel (EL Gen 3) with 5-layer Tandem technology and VESA DisplayHDR 500 True Black certification, significantly boosting luminous efficiency and extending panel lifespan. The new monitors arrive with a suite of upgraded visual technologies…

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IC substrates and networking PCBs grow; materials and equipment face shortages

The PCB industry is making large upgrades. The largest beneficiaries of the AI boom are IC substrate makers that are part of the advanced chip packaging supply chain, such as Unimicron and Kinsus, which have gradually emerged from the oversupply bottleneck caused by large-scale post-pandemic capacity expansion. The surge in orders has spread to multiple networking and server PCB manufacturers, including Gold Circuit Electronics (CGE), Allied Circuit Co. (ACCL), and First Hi-tec, driving double-digit year-over-year growth in Taiwan’s PCB manufacturing output value in 2025.

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Baidu’s AI chip unit Kunlunxin confidentially files for Hong Kong IPO

Baidu is moving forward with plans to spin off its AI chip unit, Kunlunxin, and list it in Hong Kong, highlighting the company’s push for semiconductor self-sufficiency. On January 1, 2025, Baidu said Kunlunxin confidentially filed a listing application with the Hong Kong Stock Exchange, formally setting the stage for a potential initial public offering, though key details such as the offering size, structure, and timing remain undecided.

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Walsin Lihwa and Taya see copper price gains extend to 2026 on AI, EV, grid demand

Copper prices are expected to continue rising through 2026, driven by strong demand from AI data center construction, growth in the electric vehicle (EV) industry, and power grid modernization projects. Wire and cable manufacturers such as Taya and Walsin Lihwa stand to benefit from the international copper price surge, with market reports suggesting planned price increases for related products.

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Taiwan networking firms expect 2026 growth as AI drives switch upgrades and Wi‑Fi 7 adoption

Taiwanese networking companies are broadly optimistic about returning to growth in 2026 as an AI-driven expansion moves beyond chips and servers into network transmission layers, and Wi‑Fi 7 device penetration is expected to rise significantly. The outlook reflects rising demand for higher-capacity switches and consumer broadband upgrades.

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