The global race toward microLED mass production is heating up, with both Taiwanese and Chinese manufacturers accelerating efforts to carve out leading positions in the next-generation display technology market. While Taiwanese companies were early movers, Chinese players have also been ramping up their investments significantly in both speed and scale - particularly around microLED in package (MIP) products, which are expected to enter mass production between late 2025 and early 2026. These advancements are poised to drive growth in high-end display applications, including ultra-bright commercial displays larger than 90 inches.

At AUO's annual shareholder meeting on May 28, a small shareholder referenced a quote from the late Chi Mei Group founder Wen-lung Hsu: The display panel is a once-in-a-century industry. That once-promising era may be fading. Nevertheless, how does AUO Chairman Paul Peng see the industry's future?

Following years of trailing its competitors and facing mounting skepticism, Google appeared to turn a corner at this year's I/O developer conference. Unlike previous events where the tech giant labored to explain the power of its AI models—often to the detriment of product clarity—this year's showcase offered a focused, product-forward strategy that resonated with both developers and market watchers.