郭明錤：天马独供苹果新款HomePod显示屏
12月4日，跟踪苹果产业链多年的天风国际证券分析师郭明錤发布报告指出，比亚迪电子与天马微电子为Apple智能家居关键供应商。
05
Dec
05
Dec
奥来德：目前已完成8.6代线性蒸发源设备样机制作
12月4日，奥来德接受调研时表示，在国内面板厂商进行招标采购的6代AMOLED线性蒸发源中，公司是唯一的国内供应商，市场占有率长期位居第一。目前公司已完成8.6代线性蒸发源设备样机制作，正在有序进行测试及市场推广。
05
Dec
信利国际前11个月累计综合营业净额约为162.63亿港元
12月4日消息，信利国际(00732)发布公告，2024年11月的未经审核综合营业净额约为15.01亿港元，较2023年11月的未经审核综合营业净额约15.17亿港元减少约1.1%。
05
Dec
同兴达：获得政府补助2570.91万元
同兴达（SZ 002845）12月4日晚间发布公告称，深圳同兴达科技股份有限公司下属子公司赣州市同兴达电子科技有限公司、南昌同兴达精密光电有限公司、南昌同兴达汽车电子有限公司及昆山日月同芯半导体有限公司自2024年9月26日至2024年12月4日累计收到政府补助资金共计人民币2570.91万元，其中：与收益相关的政府补助47.91万元，与资产相关的政府补助2523万元。
04
Dec
NXP and TSMC affiliate plan to expand US$8 billion Singapore plant
NXP Semiconductors NV and a TSMC affiliate are discussing an expansion of their US$7.8 billion Singapore venture, recognizing a need to diversify chip production in anticipation of growing US-Chinese tensions over technology.
04
Dec
India’s EV manufacturing push sees policy updates amid low disbursements
India is eager to establish a robust local EV manufacturing ecosystem, driven by the growing adoption of low-carbon vehicles in global markets. However, official data reveals a lack of investor enthusiasm, suggesting either limited interest in the schemes or eligibility criteria that may be overly stringent.
04
Dec
China chip firms accelerate local supply chain development amid new US export controls
China’s semiconductor industry is ramping up efforts to reduce dependence on US technology following Washington’s latest round of export restrictions, with multiple domestic firms emphasizing their preparedness through existing stockpiles and localization initiatives.
04
Dec
Sovereign AI status
Sovereign AI poses challenges to the three major public CSPs over the global deployment with local players welcoming new business opportunities.
04
Dec
Microchip to close Arizona fab amid revenue slowdown
Microchip Technology announced plans to shut down its Fab 2 facility in Tempe, Arizona, as part of a broader restructuring effort amid declining revenue and persistent inventory challenges. The closure, scheduled for September 2025, will impact approximately 500 employees and marks a significant operational shift for the semiconductor manufacturer.
04
Dec
Display giants expand into medical tech amid Taiwan smart healthcare boom
The fierce competition in the display industry has prompted companies like AU Optronics (AUO), Innolux, and Qisda to diversify into the healthcare sector. These industry leaders will showcase their latest medical innovations at the Taiwan Healthcare+ Expo, running December 5-8 at the Taipei Nangang Exhibition Center, as they seek to establish footholds in the expanding medical market.