Chenbro Micom reports robust January revenue
Chenbro Micom, a server chassis specialist, has achieved its highest January revenue in 2025 compared to the same period in previous years.
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Feb
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Feb
Meta starts eliminating jobs in shift to find AI talent
Meta Platforms Inc. began notifying staff of job cuts on Monday, kick-starting a process that will terminate thousands of people as the company cracks down on “low-performers” and scours for new talent to dominate the AI race.
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Feb
Pegatron sees steady January performance amid transition
Pegatron posted NT$105.322 billion (approx. US$3.2 billion) in monthly revenue for January 2025, marking a monthly increase of 2.8%, according to the company’s latest financial report issued on February 10. Market analysts attribute this growth primarily to increased shipments in the company’s consumer electronic business. However, January revenue was down by 3.7% year-over-year, due to a drop in the communication business, and the ongoing transition of the company’s product portfolio.
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Feb
Chinese AI firms grapple with TSMC’s BIS whitelist restrictions
Industry players in China express mounting concerns as TSMC implements stricter controls on advanced chip production for Chinese customers. According to recent reports from Jiwei, Chinese IC design firms have confirmed receiving notifications from TSMC regarding a new BIS whitelist policy that significantly impacts their supply chain options.
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Feb
Trump announces sweeping tariffs on imported steel and aluminum, escalating global trade tensions
In a significant policy move, US President Donald Trump announced a 25% tariff on all imported steel and aluminum products, removing any prior exemptions or exceptions. This sweeping tariff policy, effective from March 4, is aimed at reviving the US industrial base and reducing dependence on foreign supply chains for critical industries, reports multiple outlets, including CNN and The Guardian.
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Feb
阿里投资！OLED驱动芯片厂商格兰菲拟上市
近日，中国证监会官网显示，格兰菲智能科技股份有限公司(简称“格兰菲”)已在上海证监局办理辅导备案登记，正式启动A股上市进程，辅导机构为海通证券。
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Feb
京东方8.6代OLED项目最新进展
据“成都高新”报道，截至2月5日，京东方成都第8.6代AMOLED生产线项目已复工建设。目前该项目处于内装及全专业包冲刺阶段。
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Feb
中信证券：面板需求积极下淡季不淡，2月有望延续涨势
中信证券研报认为，短期来看，国补、低位备货、关税预期/影响等拉动备货需求，25年2月TV面板价格有望延续涨势，同时面板厂稼动维持高位，有望带来一定利润弹性，同时行业供需偏紧预计传导至偏光片等环节。
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Feb
消息称初期iPhone折叠屏由三星独供，预计明年5月量产
据IT业界2月9日报道，苹果公司最近进入了“可折叠iPhone”零部件供应商选择的最后阶段，据观察，三星显示器已决定独家供应初期面板量。据悉，三星将供应约1500万至2000万片，并将于明年5月开始量产，预计成品将于同年9月上市。
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Feb
三星电子宣布将涉足半导体玻璃基板业务
2月7日，三星电子宣布将涉足玻璃基板业务，从今年开始，三星电子通过与子公司三星显示器、三星电机等在玻璃基板工艺和制造技术方面的合作，开始着手构建供应链。证券行业预计，三星电子从明年起将在玻璃基板业务中取得可见的成果。