Yageo eyeing transition into IDM
Yageo has been steadily evolving over the last 5-10 years, deliberately investing in new company groupings through M&A and private equity investments.
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May
31
May
AUO business transformation seeks to lower regular panel sales to 70% of overall revenue
AUO is transforming its business structure, aiming to lower regular display panel sales to below 70% of overall company revenue in 2025, according to company chairman Paul Peng.
31
May
Oversupply of polarizers likely to remain until 2025
Due to the continuous expansion of production capacity in China, the polarizer industry is facing a problem of oversupply that exceeds even the demand for panel productions.
31
May
TrueLight aims for double-digit revenue growth, TMC lays out two-pronged strategy
Photomask company Taiwan Mask Corporation (TMC) has acquired four seats on optical component manufacturer TrueLight’s board, during the latter company’s board of directors election.
31
May
IC distributor Supreme upbeat about 2Q24
Supreme Electronics, which mostly sells memory chips, is optimistic about its operations in the second quarter of 2024, noting a seasonal increase in demand for handsets and PCs, as well as ongoing server demand strength.
31
May
WPG chairman shares insights into M&A and industrial holding strategies
Merger and acquisition (M&A) transactions in Taiwan grew 12% year-on-year in 2023 to 131 cases and may continue hitting another new high in 2024. Simon Huang, chairman of WPG and chairman of Taiwan Industrial Holding Association, shared his insights on a 2024 Taiwan M&A and Private Equity Council Forum panel on May 29, saying that seeking common ground while respecting differences is the key to M&A success.
31
May
Mitsubishi Electric, Aisin form automotive parts company to counter China’s low-cost attack
Mitsubishi Electric, its subsidiary Mitsubishi Electric Mobility, and automotive components supplier Aisin recently announced they will establish a joint venture to make next-generation car parts. The move, which will accelerate R&D speed, is a response to the cost reduction trend driven by China’s low-cost EVs.
31
May
Magic Leap宣布与谷歌达成合作协议
据路透社报道，当地时间5月30日，增强现实（AR）初创公司Magic Leap宣布与谷歌同意建立战略技术合作伙伴关系。谷歌发言人证实了这一消息。
31
May
华夏幸福：参投的河北新型显示产业发展基金拟减资6亿元
5月30日，华夏幸福(600340.SH)公告，公司与维信诺（002387）科技股份有限公司(“维信诺”)、知合资本管理有限公司(“知合资本”)等共同出资的河北新型显示产业发展基金(有限合伙)(“显示基金”)拟减资6亿元，并向各合伙人实施同比例现金分配。
31
May
伯恩光学车载玻璃项目二期，预计今年三季度完工
目前，伯恩光学正在推进建设车载项目二期，预计今年三季度完工，届时将成为全球最大的智能汽车盖板、应用界面和模组代工方案供应商之一，年产量达3000万片。