ITH OLED, T-Con ramps position 3Q26 revenue to defy market headwinds

Driven by a recovery across smartphone, notebook, industrial control, and automotive applications, ITH Corporation, the parent company of Ili Technology (Ilitek), posted solid revenue results in the second quarter of 2026. However, its gross margin took a hit of about 8.1 percentage points after it recognized a one-time liability provision because wafer starts fell short of volumes reserved under an agreement with a supplier.

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South Korea telcos pass KRW1 trillion in first-half AI data center revenue

South Korea’s three major telecom operators generated more than KRW1 trillion (approx. US$706 billion) in combined artificial intelligence data center revenue in the first half of 2026, as demand for AI computing lifted utilization across their facilities. The companies are now expanding capacity in stages, with carriers saying they want to secure customer demand before committing to larger investments.

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