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AI Winds Reach the Panel Industry: TCL Technology Due for a Revaluation
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AI Winds Reach the Panel Industry: TCL Technology Due for a Revaluation
In 2026, one of the hottest investment themes is the HALO trade (Heavy Assets, Low Obsolescence), championed by Goldman Sachs. Heavy-asset industries with low technological obsolescence rates have all seen valuation upgrades this year. Now, the display panel industry is joining the ranks. The catalyst: global semiconductor leaders have begun planning to use glass substrates for advanced AI chip packaging. An LCD production line with a 20-year li…
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