JDI US display fab updates: the company is reviewing a plan to build a $12.5 billion eLEAP AMOLED fab in NY, in collaboration with OLEDWorks

In March 2026, we reported that Japan Display (JDI) is considering constructing a display fab in the US, with support form the Japanese government - as part of a the 2025 US-Japan trade agreement. JDI later confirmed the report, and it is indeed looking into launching JDI display fabs in the US, but said nothing is final yet.

According to new reports, Japan Display's latest plan is to build an eLEAP AMOLED fab, in New York State, in collaboration with OLEDWorks. The total investment will reach $12.5 billion. JDI's new fab will mostly target high-end markets, such automotive displays and displays for the defense industry.

According to JDI's current plan, it will start formally reviewing the new project on June 25. The main supplier, for the OLED deposition machines, will be Applied Materials (that will supply the MAX OLED maskless lithography systems). The fab is not confirmed yet, but it is very nice to see JDI's progress. A few months ago, we wrote an article that looked at JDI's history and capabilities (LCD and OLED production), consider the geopolitical implications and the market that this new fab will address, and speculate whether it makes sense for JDI to initiate OLED, LCD or even microLED production. Our article concluded with an analysis that an OLED fab will likely be the best choice as it has a high chance of succeeding.