京东方华灿光电：预计2024年净利润亏损4.7亿至6.7亿
1月22日，华灿光电（300323）发布公告，预计2024年度归母净利润亏损4.7亿元至6.7亿元，较上年同期亏损8.46亿元有所改善。同时，扣除非经常性损益后的净利润预计亏损6.3亿元至8.3亿元，去年同期为亏损9.32亿元。这表明公司在业绩上有一定的改善趋势。
23
Jan
23
Jan
士兰微：预计2024年净利润1.5亿元—1.9亿元 同比扭亏
1月22日，士兰微晚间公告，预计2024年度实现归属于母公司所有者的净利润为1.5亿元到1.9亿元，同比扭亏，上年同期亏损3578.58万元。
23
Jan
深天马A：预计2024年亏损7.50亿至6.50亿元
1月23日，深天马A（000050）发布全年业绩预告，公司预计2024年1-12月预计减亏，归属于上市公司股东的净利润为-7.50亿至-6.50亿，净利润同比增长64.24%至69.01%，预计基本每股收益为-0.3052至-0.2645元。
22
Jan
AI-generated code disrupts software development, redefining engineering roles
AI is revolutionizing the global software industry, with tech giants like Meta and Google emphasizing its ability to generate code on par with mid-level software engineers. This shift is driving the need for professionals to enhance their skill sets to remain competitive. As AI adoption accelerates, the industry is also poised for consolidation, with sectors such as consulting and finance rapidly adapting to the evolving landscape.
22
Jan
Europe’s IPC market heats up as Taiwanese firms battle Chinese price pressure
The industrial computer (IPC) sector faced a turbulent 2024 amid global economic and geopolitical uncertainties, leading to reduced inventories, order delays, and project postponements. While these challenges are expected to persist into 2025, optimism remains as economic conditions in Europe and the US stabilize. However, aggressive pricing strategies from Chinese IPC firms in Europe present a growing challenge to market growth.
22
Jan
Taiwan’s submarine cable cut near China raises gray-zone concerns, again
Taiwan’s digital infrastructure faced challenges again as two submarine cables connecting Taiwan and the Matsu Islands were completely severed on January 22, marking the latest in a series of disruptions that highlight the vulnerability of critical communication networks in the region.
22
Jan
Mitsubishi Electric to ramp up R&D, eyeing EPCI, quantum, and hydrogen technologies
On January 15, Mitsubishi Electric unveiled its updated R&D strategy, highlighting its commitment to advancing technologies like electronic-photonic converging integration (EPCI) besides an increased investment of JPY100 billion (approx. US$6.4 million) in R&D from the fiscal year 2024 to 2030, a 1.7-fold increase over its initial plan. This investment will be funneled into collaborations between industry, academia, and government, supporting efforts to create game-changing technologies.
22
Jan
Samsung Electro-Mechanics, SoulBrain to develop next-gen glass substrates, mass production set for 2027
Samsung Electro-Mechanics is teaming up with South Korean semiconductor materials company SoulBrain to develop materials for glass substrates, with plans for mass production by 2027. This partnership aims to enhance Samsung’s supply chain ecosystem and boost the development of next-generation semiconductor technology.
22
Jan
Taiwan advances academic research in quantum technology and materials amid global race
While Nvidia CEO Jensen Huang’s recent comments at CES 2025–suggesting it may take at least 20 years to develop a “truly useful” quantum computer–have sparked widespread debate, Taiwan’s National Science and Technology Council (NSTC) Minister Cheng-wen Wu has emphasized that quantum computing is a global competition, and Taiwan remains committed to advancing quantum research. Wu noted that whether it takes 3–5 years or 30–50 years, Taiwan will not be left behind.
22
Jan
China’s GPU IPO momentum continues: MetaX prepares for A-share listing
On January 16, 2025, reports emerged that Muxi Integrated Circuit Co., Ltd. (MetaX), a Chinese GPU manufacturer, entered the IPO pipeline for the A-share market after completing its corporate restructuring and filing for listing guidance with Huatai United Securities.