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Samsung Plans $200 billion Investment

by Bob Raikes

What They Say Samsung is to boost its investment plans to a total of $206 billion over the next three years, creating 40,000 new jobs and will include Samsung Display according to the Korea …

Tags:Forecasts| Investment| Samsung| Semiconductors| TSMC

Near half of Korean display equipment makers report loss in Q2

by Bob Raikes

What They Say The Elec reported that nearly half of South Korean equipment makers (13 or 30) have recorded operating losses in Q2 2021 because of conservative investment spending by Samsung Display and LG …

Tags:Financial Data| Investment| Korea| OLED Fabs

riegel scalatw

Stratacache Delayed on MicroLED Because of Covid

by Bob Raikes

What They Say Sixteen-nine.net interviewed Chris Riegel, CEO of Stratacache. After getting through the general business content (which highlights the changes that Riegel has made in reducing the Scala channel to have fewer and …

Tags:Investment| MicroLED| Stratacache| USA

LGD to Increase pOLED Capacity with a $2.8 billion Investment

by Bob Raikes

What They Say LG Display said in a regulatory filing yesterday that it has decided to boost its capacity for flexible OLEDs (which it calls pOLEDs) by investing $2.8 billion. Reports in Korea suggests …

Tags:Financial Data| Investment| LG Displays (LGD)

Will Nanosys Go Public?

by Peter Palomaki

Perhaps it’s not news to some of you, since our trusted editor Bob pointed out last week that Nanosys has been rumored to be exploring an option to go public via a SPAC. I …

Tags:Investment| Mergers & Acquisitions| Nanosys| Quantum Dots

Links Week Commencing 2nd August 2021

by Bob Raikes

Every week we see some articles that don’t really need comment or are just plain interesting. Here are a few from the first part of this week. Panasonic’s first OLED TVs with HDMI 2.1 …

Tags:Desktop Monitors| Forecasts| HDMI| HFR - High Frame Rate| Iiyama| Investment| Large LCD Supply| Panasonic| Retail| TVs (TV Sets)

Nanosys Is in Talks to Go Public Via GigInternational1 SPAC

by Bob Raikes

What They Say Nanosys is planning to go for an IPO via a SPAC, GigInternational1 Inc according to a report by Bloomberg, unconfirmed by either company at press time. Gigainternational1 was set up in …

Tags:Investment| Nanosys

Links Week Commencing 26th July 2021

by Bob Raikes

Every week we see some articles that don’t really need comment or are just plain interesting. Here are a few from the first part of this week. LG launches new 2021 8K and 4K …

Tags:Desktop Monitors| Investment| LG Electronics (LGE)| Microsoft| Mixed Reality| Oculus VR| Panasonic| Smartphones| TVs (TV Sets)| V-Nova| Xiaomi

LG Paju proc

LG Display to restart spending in Apple OLED line next month

by Milos Pavlovic

What They Say The Elec reports that LG will restart spending on its E6-3 line in Paju shortly as it looks to boost capacity to meet demand for flexible smartphone OLEDs from Apple. The …

Tags:Apple| Investment| LG Displays (LGD)| OLED Fabs| Production

HannStar Display to expand LCD panel capacity

by Bob Raikes

What They Say Digitimes reported that Hannstar is to invest around $600 million in boosting the capacity of its 5G fab which was established in 2005. The capacity is around 130-140K substrates/month but this …

Tags:Hannstar (Hannspree)| Investment| LCD Fabs| Litigation| Taiwan

Porotech Could be Disruptive

by Bob Raikes

We published an article on Porotech’s technology, which could be important for microLED at the end of last year. Now the firm has some more investment and we caught up with CEO Tongtong Zhu …

Tags:Investment| Manufacturing| Materials| MicroLED

Get Ready for Years of Chaos in Container Shipping

by Bob Raikes

What They Say Bloomberg Opinion (no fee) has an interesting interview with a shipping specialist that summarised the problems in shipping at the moment. Some nuggets from the talk: After years of over-investment and …

Tags:China| Investment| Pricing| Transport