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- AUO hits 16-year high on NVIDIA glass-substrate talk: three keys to the panel shift
On Sept. 30 Taiwan's panel stocks grabbed the spotlight as AUO and Innolux both closed limit-up, with AUO at NT$38.55 — an roughly 16.5-year high — after a Sept. 24 Korean-media report said NVIDIA is evaluating glass substrates for next-generation AI chip packaging, a claim NVIDIA has not confirmed. Most analysts' price targets for AUO sit at NT$22.5–35.2, meaning the stock has run past most valuation models. The report lays out three keys: Chinese makers BOE, TCL CSOT and HKC are halting lines for 5–7 days over the National Day holiday, cutting utilization from about 82% to the low 70s and issuing price-hike notices that state no amount; AUO is rumored to be selling its L5C and L7A fabs to TSMC for about US$1.2 billion (roughly NT$38 billion), unconfirmed by both sides and complicated by HP and Samsung supply arrangements; and new businesses such as glass substrates, CPO and Micro LED remain in sampling and validation, with Yole projecting the glass-core substrate market at only "hundreds of millions of dollars" by 2030 and chairman Paul Peng saying maturity is two to three years away.
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