兆驰股份上半年净利润9.11亿元！同比上涨24.04%
8月5日公告，2024年上半年营业收入95.2亿元，同比增长23.07%；归母净利润9.11亿元，同比增长24.04%；基本每股收益0.2元。报告期内，在传统业务智慧显示终端稳定增长的同时，LED产业链净利润贡献占比超过50%。在智慧显示领域，出货量实现稳中有升。
07
Aug
07
Aug
鸿海斥资2.2亿元收购华云光电70%股权
8月5日，鸿海旗下鸿腾精密科技宣布，以人民币2.2亿元（约新台币10.18亿元）收购山东华云光电技术有限公司70%的股权。此次收购将进一步加速鸿海集团在高速光模组与共封装光学模组（CPO）技术与市场的布局，以应对人工智能（AI）需求激增带来的光通讯市场。
06
Aug
SK Hynix secures US$450 million in US CHIPS Act funding for HBM memory fab
The US Department of Commerce and SK Hynix have signed a non-binding preliminary memorandum of terms to provide up to US$450 million in proposed federal incentives under the CHIPS and Science Act to establish a high-bandwidth memory (HBM) advanced packaging fabrication and R&D facility in Indiana.
06
Aug
WT Microelectronics forecasts semiconductor market rebound by 2025 despite current challenges
On August 6th, WT Microelectronics, a leading IC distributor based in Taiwan, held its investor conference where Chairman Simon Cheng expressed confidence that current semiconductor market headwinds are only a short-term phenomenon.
06
Aug
Phison and WD unveil cutting-edge AI-driven storage solutions at FMS 2024
On August 6th, 2024, the Future of Memory and Storage (FMS) event commenced, highlighting AI storage applications and new products. Leading companies Phison and Western Digital (WD) have each made strides into the data center SSD market, both unveiling storage solutions with capacities reaching up to 64TB.
06
Aug
Apple’s shift to AI is poised to soften blow from Google ruling
Google’s defeat in an antitrust suit filed by the Justice Department has cast a shadow over partner Apple Inc., which generates roughly US$20 billion per year in payments from the internet search giant.
06
Aug
Google monopolized Search through illegal deals, judge rules
Google illegally monopolized the search market through exclusive deals, a judge ruled Monday, handing the government a win in its first major antitrust case against a tech giant in over two decades.
06
Aug
SEMICON Taiwan 2024 to spotlight AI chain, advanced processes, heterogeneous integration, and more
SEMICON Taiwan 2024 is set to take place from September 4-6 at the Taipei Nangang Exhibition Center, spotlighting key industry themes such as the AI value chain, advanced processes, heterogeneous integration, compound semiconductors, and silicon photonics.
06
Aug
China foundries prioritize mature nodes for capacity growth, limiting capacity for NOR flash
China-based foundries are rapidly expanding their capacity for mature logic IC processes, limiting local NOR production capability. As a result, global NOR flash supply and demand are close to equilibrium, with supply expected to be constrained in 2025, according to industry sources.
06
Aug
Samsung boosts profit with semiconductor strength, system LSI surge
Samsung Electronics reported strong results for the second quarter of 2024, with its Device Solutions (DS) division, led by memory chips and the System LSI Business, driving nearly 60% of the company’s operating profit.