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AUO selects glass substrate specs for semiconductor processes, not size rivalry
What happened
AUO Chairman and CEO Paul Peng stated that the company is tailoring its glass core substrate specifications specifically to semiconductor process requirements rather than competing with Innolux on panel dimensions. AUO aims to leverage its glass-processing expertise to supply critical components and technologies to outsourced semiconductor assembly and test (OSAT) leaders such as ASE Technology Holding and Powertech Technology. This reflects the company's stated plan; the source provides no specific capacity figures, investment amounts, or timelines.
Impact and signal
Medium impactImpact score: 58/100
Affected components and suppliers
glass core substrate
AUO
glass substratesemiconductor processOSATspecification strategy
Source and time
Source: DigiTimes Asia · 10/20/2026 · View original source
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