Avaco：本月开始向京东方8.6代交付首批OLED设备
4月23日消息，据韩媒，根据供应合同，阿瓦科（Avaco）将从4月开始正式交付OLED真空传输设备（OLED In-line Vacuum Transfer System）给京东方BOE。
23
Apr
23
Apr
三星显示车载OLED项目 计划全面导入双栈串联技术
据韩媒 The Elec 报道，三星显示 (SDC) 计划从今年开始在汽车 OLED 显示面板项目中全面导入双栈串联 (Tandem) 技术，以提升车用 OLED 屏幕的寿命和功耗表现。
23
Apr
集邦示警，多数品牌大砍单，群创、友达戒备
4月23日消息，面板市况急转直下，研调机构集邦科技（TrendForce）21日示警，电视需求本季起走弱，大多数电视品牌本月下修订单，使得本季电视面板采购量恐仅季增2%，远不如预期。
23
Apr
品牌厂砍单，4月电视面板价格预计持平
TrendForce公布最新4月下旬面板报价，电视面板和笔电面板价格全面持平，而显示器面板则是维持小涨走势。由于品牌厂库存到一定水位，再加上关税不确定性影响，多数品牌厂4月开始下修订单，因此第二季电视面板出货季增率下修到2％，而IT面板拉货相对平稳。
23
Apr
Samsung slaps BOE with fresh OLED suit, targeting Nubia, Redmagic phones in cross-border IP clash
Samsung Display (SDC), South Korea’s top panel supplier, has filed a fresh OLED patent infringement lawsuit against China’s BOE Technology, intensifying an already heated legal standoff between the world’s leading display makers.
23
Apr
Huawei Ascend 910C chip set for mass rollout as China hunts for an Nvidia stand-in
Huawei is reportedly set to begin mass shipments of its next-gen AI chip, the Ascend 910C, as early as May 2025. Positioned as China’s homegrown rival to Nvidia’s H100, the chip is gaining traction as a go-to option for domestic AI developers amid intensifying US export restrictions.
23
Apr
Microsoft earnings call: 3 key areas to watch
Microsoft is set to release its latest earnings report on April 30, with the market closely watching key topics such as Microsoft’s relationship with OpenAI, data center developments, and AI revenue contributions. These have been among the most frequently asked questions during recent quarterly earnings calls.
23
Apr
China’s humanoid robot marathon reveals shifting industry dynamics and technological trends
China staged the world’s first humanoid robot half marathon on April 19, 2025, establishing a benchmark for testing robotic capabilities in extended mobility challenges. The competition evaluated critical performance metrics including speed, stability, and endurance under real-world conditions.
23
Apr
Trump tariffs shake markets but rugged computer sector shows resilience
The Trump administration’s implementation of reciprocal tariffs has sent ripples through global markets, with effects lingering despite a 90-day grace period. Markets remain concerned that these measures could fuel inflation and dampen consumer spending. Unlike the vulnerable consumer PC segment, the rugged computer industry enjoys significant protection through its oligopolistic structure and consistent industrial and defense demand.
23
Apr
AWS reportedly follows Microsoft in slowing data center expansion amid economic uncertainty
Due to rising economic uncertainties, Amazon Web Services (AWS) has reportedly paused some data center leasing negotiations, indicating a cooling demand for artificial intelligence (AI) infrastructure. Cloud providers have adopted a more cautious stance, especially regarding capacity needed only by the end of 2026.