CHIPS Act – Display Daily

An Open Letter to the Secretary of Defense and Some Hard Truths About the US Display Industry

by Barry Young

This is time to prepare for future display technology that may not be available if we wait too long.

Tags:China| CHIPS Act| LCD| OLED| showcase

AI Bans on China Could Hurt Display Industry

by Omid Rahmat

There is a lot of uncertainty around smartphone and IT product sales even as Chinese companies take advantage to solidify their positions in their home market.

The US Doesn’t See Displays as Critical to National Security, Yet

by Omid Rahmat

The immediate threat, if there is any, is to certain advanced technologies like compound semiconductors or nanomaterials which may be designated as critical to national security and subject to stricter restrictions on foreign expansion and joint research.

Tags:CHIPS Act| Manufacturing| MicroLED| NanoLED| showcase

China Clarifies Stance on iPhone Use Among Officials

by Emory Kale

The remarks by the Foreign Ministry have led some observers to infer that while there may not be a formal ban, there could be informal advisories against the use of iPhones for official business.

Tags:China| CHIPS Act| iPhone

Collaboration as a Key Strategic Measure of Display Industry Prowess

by Omid Rahmat

The display industry is outgrowing the focus on panels.

Tags:China| CHIPS Act| Manufacturing

Who Gets the Finger in US-China Supply Chain Cold War

by Omid Rahmat

Stay close to your partners and work around the politics.

Tags:China| CHIPS Act| Supply Chain

Huawei Rebounds From US Sanctions With Smartphone Growth

by Shawnee Blackwood

Huawei’s smartphone business saw shipments grow by 76.1% YoY.

Tags:CHIPS Act| financials| Huawei| Smartphones

The EU Goes Slow on US China Tech Sector Investment Bans

by Omid Rahmat

Not everyone is convinced by US bans and sanctions on investment in China’s tech sector.

Tags:China| CHIPS Act| India| Semiconductors| USA

Navigating Complexities: The US-China Tech Investment Landscape

by Omid Rahmat

While the emphasis is on specific technology sectors for now, the broader implications could reshape investment strategies and global technology dynamics.

Tags:China| CHIPS Act| showcase| USA

China’s Ban on Critical Metals Exports Sends Shockwaves Through Display Industry

by Emory Kale

We may be facing shortages and price rises across a range of consumer electronics goods in the short term.

ASML Reports Rise in Q2 Orders Driven by Demand for Chip-Making Machines in China

by Shawnee Blackwood

ASML’s deep ultraviolet (DUV) lithography machines, used for producing advanced semiconductors, faced higher demand than supply, further bolstering the company’s order books.

Tags:ASML| CHIPS Act| Photolithography| Semiconductors

China-US Tensions Will Materially Impact Display Industry

by Omid Rahmat

With an upcoming US election, it is unlikely that tensions will ease with implications for all tech sectors, including displays.

Tags:China| CHIPS Act| Manufacturing| Materials