Innolux, AUO say geopolitical and raw-material shocks are supporting short-term panel demand while clouding 2026 outlook

Rising geopolitical risks and surging raw-material prices are prompting panel makers to accelerate purchasing and adjust their strategies, supporting short-term demand but creating uncertainty for the second half of 2026. Taiwan’s Innolux and AUO told attendees that pre-orders, inflation expectations, and energy risks are reshaping supply chains and product focus across markets.

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ASE leads US$3.4B advanced testing push in Renwu

Global OSAT leader ASE continued its expansion into advanced processes as its subsidiary ASE Test held a groundbreaking ceremony on April 10, 2026, at the Renwu Industrial Park. ASE collaborated with WinWay and Horng Terng Automation (HTA) to jointly invest in building a high-end semiconductor testing service industrial park that will provide wafer and chip testing services.

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Analysis: Taiwan’s March supply chain data makes the AI acceleration case better than any earnings call

Taiwan’s listed AI hardware companies collectively generated $69.7 billion in March 2026 revenue across 13 supply-chain segments — up 63% year-over-year — offering the most comprehensive single-month snapshot yet of where global AI infrastructure spending is actually flowing. The table below covers 49 companies from TSMC’s silicon foundry all the way down to the rail kits that slide servers into racks. Read together, the numbers tell a story that goes well beyond any single company’s earnings call.

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2026 Samsung The Frame Pro LS03HW series is launched in the U.S. with Glare-Free Neo QLED and VAC

Samsung has launched its 2026 The Frame Pro LS03HW series in the U.S. This is the brand’s next‑generation evolution of its popular lifestyle TV line, elevating the concept of a television that doubles as a gallery‑grade art display. The new series, available in even more sizes, blends Samsung’s latest Neo QLED 4K technology with a refined design and upgraded Art Mode experience aimed at consumers…

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