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TrendForce’s latest panel industry analysis projects that continued capacity consolidation will materially alter supply shares by 2028. Innolux and AUO’s combined supply of LCD monitor panels is forecast to drop below 10%. Their share of LCD notebook

2026-08-03

TrendForce’s latest panel industry analysis projects that continued capacity consolidation will materially alter supply shares by 2028. Innolux and AUO’s combined supply of LCD monitor panels is forecast to drop below 10%. Their share of LCD notebook panels is expected to decline to around 20%. Supply of LCD TV panels is projected to stay near 22% owing to sustained profitability. Recent capacity pullbacks and asset recycling among Taiwanese panel makers are cited as key variables likely to reshape global LCD TV, monitor and notebook panel supply-demand.

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2026-08-03

Korea Exchange activated a sidecar mechanism on the KOSDAQ index, suspending program trading for 5 minutes.

Korea Exchange activated a sidecar mechanism on the KOSDAQ index, suspending program trading for 5 minutes.
2026-08-03

August 3 — Counterpoint Research reports Q2 2026 global smartphone revenue rose 7% YoY to a Q2 record $109 bln, even as shipments declined. ASPs climbed 17% YoY to $400, supported by consumer migration to high-end segments and rising storage costs th

August 3 — Counterpoint Research reports Q2 2026 global smartphone revenue rose 7% YoY to a Q2 record $109 bln, even as shipments declined. ASPs climbed 17% YoY to $400, supported by consumer migration to high-end segments and rising storage costs that prompt Android OEMs to broadly raise prices.
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