TSMC's acquisition of AUO plant reshapes panel supply chain

Taiwan Semiconductor Manufacturing Co. (TSMC) is acquiring AUO Corp.'s second Taichung plant for NT$38.8 billion (approximately US$1.2 billion) pre-tax, a move that is triggering a realignment of the global LCD TV panel supply landscape. As AUO's L7A fab gradually phases out its production of 43-inch and 50-inch panels, Innolux, BOE Technology, and HKC are positioned to emerge as the primary beneficiaries of order reallocations.