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AUO targets major revenue contribution from optical engines, glass core substrates within 2 to 3 years
What happened
AUO is accelerating its strategic push into optical communications and advanced semiconductor packaging, establishing optical engines and glass core substrates (GCS) as its two primary technological pillars. According to AUO chairman and CEO Paul Peng, these technologies are still in their early phases, specific operational targets have yet to be finalized, but they are projected to make significant contributions to overall revenue within two to three years. The source does not state the cause.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
optical enginesglass core substrates (GCS)
AUO
AUOoptical communicationsadvanced semiconductor packagingoptical enginesglass core substratesrevenue target
Source and time
Source: DigiTimes Asia · 10/30/2026 · View original source
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