Material analysis expert MSScorps poised for profit growth in AI, silicon photonics, and CPO markets

With the recent surge in AI, silicon photonics, and co-packaged optics (CPO), combined with TSMC’s advancements in cutting-edge processes, Taiwan’s materials analysis leader MSScorps is set to capitalize on these growing markets. Chairman Chi-lun Liu projects the company will return to its 2023 profit levels by 2025 and expects an even stronger performance in 2026.

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PlayNitride sees growth in 2H24 with rising capacity and utilization rates

As Micro LED applications gain traction, PlayNitride is set for robust growth in the latter half of 2024. August marked a milestone with a record revenue of NT$184 million (US$5.89 million). The company has steadily increased its chip-on-carrier (CoC) production capacity, with utilization rates now surpassing 70% to 80%. Further contributions from turnkey engineering services and equipment sales are expected to propel the company toward breakeven by year-end.

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兆驰股份:拟将显示相关业务的整体运营权集中至深圳晶显

为实现公司显示业务的研、产、销一体化,进一步强化各业务板块的管理效能,提高运营效率,并满足公司长远的战略发展目标,公司拟对现有的显示业务进行垂直整合,拟将显示相关业务的整体运营权集中至深圳晶显,通过统一的战略规划与执行,实现资源的高效配置与利用。

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