ITO Alternatives: Light at the End of the Tunnel

The TCF industry has recently experienced sluggish growth. The industry has transitioned from being supply-limited to being commoditized and demand-limited with supply currently outstripping demand. This is a commonplace characteristic of supply industry into consumer electronic devices: there is often a scramble for supplies as demand rapidly takes off, but the industry soon over-invests, the capacity overshoots demand and competition renders the component a commodity.   Faced with the threat...