Apple’s 20th-anniversary iPhone sets off quiet display race in Korea

Apple is widely expected to mark the 20th anniversary of the iPhone in 2027 with a redesigned model, and South Korea’s two dominant display makers—LG Display (LGD) and Samsung Display (SDC)—are already positioning themselves for the project. But industry watchers in South Korea say the two companies are doing so with noticeably different levels of commitment.

Continue reading

Niching targets multi-year vapor chamber upswing, insulates margins against metal costs

Niching Industrial Corp., a supplier of semiconductor packaging and testing materials, said revenue in 2025 is likely to hit a record high, driven by rising cooling demand from AI servers and high-performance computing. Packaging and testing products are expected to grow 26% year over year, while vapor chamber products are forecast to surge up to 150%, with related revenue set to multiply this year.

Continue reading

Acer’s Highpoint Service Network lists in Taiwan, taps second growth engine

Highpoint Service Network (HSN), a multi-brand after-sales service integrator under the Acer Group, officially began trading on Taiwan’s over-the-counter (OTC) market on December 17, 2025, at an underwriting price of NT$33 (US$1.05) per share. Benefiting from economic growth rates in the Asia-Pacific region (APAC) outpacing the global average, HSN reported November 2024 revenue of NT$132 million, marking a 27.3% year-over-year increase.

Continue reading

2026 Samsung Micro RGB lineup of TVs expands with new sizes and features, will debut at CES 2025

Samsung Electronics announced an expanded Micro RGB TV lineup for 2026, introducing models in 55-, 65-, 75-, 85-, 100- and 115-inch sizes as the company pushes its next-generation display technology into a broader range of homes. The move builds on last year’s 115-inch debut and signals Samsung’s intent to make its most advanced LCD architecture available to both large living spaces and more…

Continue reading

Sapien breaks into Meta’s AR supply chain, challenging China’s grip on smart glasses components

South Korean IC design house Sapien Semiconductor is emerging as a disruptor in the global smart glasses supply chain, after reports that it will supply display backplanes for Meta’s next-generation augmented reality (AR) glasses, a development that could loosen China’s long-standing grip on key micro-display components.

Continue reading