Will Japan Display establish a $13 billion OLED display fab in the US?

Published: Mon, 03/09/26

Updated: Mon, 03/09/26

Will Japan Display establish a $13 billion OLED display fab in the US?

According to a new report from Japan, and as part of a trade agreement and investment commitment with the US, the Japanese government is now looking at building a $13 billion fab in the US, that will be operated by Japan Display.

In our latest article, we look at JDI's history and capabilities (LCD and OLED production), consider the geopolitical implications and the market that this new fab will address, speculate whether it makes sense for JDI to initiate OLED production in the US (or will it choose LCD, or perhaps even microLED), and if so - which technologies and architectures will this fab utilize?

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