Microwave and millimeter-wave component manufacturer Universal Microwave Technology (UMT) has experienced a sharp surge in demand for low-orbit satellite components, driving a record-high 46.4 percent year-over-year revenue increase for the first 11 months of 2024. Chairperson Shu-Min Chen forecasts a similar growth trajectory for 2025, with 2026 looking equally promising. She disclosed that customer orders are arriving at a breakneck pace.

The US imposed export controls on Chinese entities, prompting China to retaliate against US semiconductor companies. In response, China has launched investigations into Nvidia and restricted the export of critical materials, highlighting the escalating tech war between the two nations. These actions could lead to significant fines and hinder foreign businesses’ operations in China.

12月10日，华灿光电（300323）发布募投项目“GaN基电力电子器件的研发与制造项目”的延期公告。