莱特光电：拟发行可转债募资不超过7.66亿元
11月14日，莱特光电(688150.SH)公告称，为进一步增强公司综合竞争力，根据公司发展需要，拟发行可转债募集资金不超过7.66亿元，债券期限为6年。
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Nov
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Nov
立讯精密：选举陈蔚航为职工代表董事并完成工商变更登记
11月14日晚间，立讯精密发布公告称，公司于2025年7月23日召开第六届董事会第十五次会议及2025年第一次职工代表大会，并于2025年8月8日召开2025年第四次临时股东会，审议通过了《关于修订及内部治理制度的议案》《关于确认董事角色的议案》。
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Nov
蓝黛科技出售电驱总成资产完成交割 已收到90%款项
11月16日，蓝黛科技（002765）发布公告，公司的全资子公司马鞍山蓝黛传动机械有限公司已与马鞍山立讯签署《资产转让协议》，完成了电驱总成装配业务相关资产的交割。
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Nov
诚亿集团盛大举行工业园投产仪式暨诚亿智能15周年庆典
硕果盈枝，征程再启。在这个孕育希望的美好时节，诚亿集团迎来了发展史上的又一重要里程碑。2025年11月15日，诚亿隆重举行了中山诚亿智慧装备产业园落成投产仪式、系列专题论坛及“诚亿之夜”15周年庆典活动。这是一场汇聚各方力量、共绘未来的盛会，标志着诚亿的发展进入了全新的阶段。
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Nov
TCL华星赵军：12年四次关键决策，打开印刷OLED的未来之门
11月14日，TCL华星全球显示生态大会（DTC2025）在苏州顺利召开。在会上，TCL华星发布了LCD、OLED和MLED全显示产业技术多款新品，包括全球首款Real Stripe RGB OLED手机显示（5.65″）、全球最高分辨率单片全彩硅基Micro LED显示（0.28″）、全球最高PPI Real RGB玻璃基OLED显示（2.56″）、全球首款分区分频OLED平板显示（13.2″）等，惊艳全场。
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Nov
Research insight: NTN emerges as a disruptive force in the 6G era
With the advent of 5G-Advanced (5.5G) in 2024, the journey toward 6G is swiftly approaching. Non-terrestrial networks (NTN) have become a key transformative force in the future of communications. By expanding network coverage from terrestrial to aerial and space domains, NTN not only paves the way for “ubiquitous connectivity,” a central objective of 6G, but also signifies a crucial milestone in the convergence of the telecommunications and aerospace sectors.
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Nov
Research insight: SpaceX rivals differentiate through cloud integration and direct-to-device services in LEO satellite market
SpaceX continues to dominate the low Earth orbit (LEO) satellite communications market, but other US companies are advancing with distinct strategies aimed at capturing emerging opportunities in the rapidly evolving space connectivity sector.
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Nov
Taiwan’s solar industry warns stricter environmental rules could derail energy transition
With the global race toward net-zero intensifying, Taiwan’s energy strategy now stands at a critical crossroads. An amendment to the Environmental Impact Assessment Act, currently under review in the Legislative Yuan, is drawing fierce concern from industry groups, who argue the proposal could create a self-inflicted “legislative barrier” that jeopardizes Taiwan’s energy security, semiconductor supply chain, and the livelihoods of millions.
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Nov
India roundup: India’s Kaynes Semicon outlines OSAT roadmap from power to advanced packaging
Kaynes Semiconductor is looking to expand into IC backend businesses as Kaynes Technologies’ EMS business faces uncertainties due to US tariffs.
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Nov
Qisda deepens AI push
Qisda chairman Peter Chen said the company’s third-quarter 2025 performance was weaker than previous years’ seasonal peaks, mainly due to currency fluctuations and tariffs. He noted that US demand has been clearly soft since the third quarter of 2025. He expects the fourth quarter to remain flat amid lackluster promotional events for Thanksgiving, Singles’ Day, and Christmas.