ST智云：前三季度净利润约-1.12亿元
ST智云（SZ 300097）10月28日晚间发布三季度业绩公告称，2025年前三季度营收约1.32亿元，同比减少63.07%；归属于上市公司股东的净利润亏损约1.12亿元；基本每股收益亏损0.3868元。
29
Oct
29
Oct
超声电子：前三季度净利润同比增加20.93%
超声电子（SZ 000823）10月28日发布三季度业绩公告称，2025年前三季度营收约46.74亿元，同比增加10.91%；归属于上市公司股东的净利润约1.78亿元，同比增加20.93%；基本每股收益0.3319元，同比增加20.91%。
29
Oct
简析8.6代线OLED两大阵营
集邦咨询Trendforce昨日（10月28日）报道称，全球IT OLED面板市场正围绕8.6代线展开激烈竞争，目前已形成传统FMM（精细金属掩模版）和FMM-free（无掩模版）两大阵营。
29
Oct
华灿光电：前三季度净利润约-1.96亿元
华灿光电（SZ 300323）10月28日发布三季度业绩公告称，2025年前三季度营收约41.29亿元，同比增加39.84%；归属于上市公司股东的净利润亏损约1.96亿元；基本每股收益亏损0.12元。
29
Oct
Taiwan EV market gears up for showdown: Toyota, Hyundai, and Luxgen lead new wave of BEVs
Taiwan’s electric vehicle (EV) market is poised to enter a new phase of fierce competition by the end of 2025, as the island’s three major automotive groups prepare to launch a wave of new battery-electric vehicles (BEVs) aimed at capturing the fast-growing mainstream segment.
29
Oct
Taiwan’s Joules Miles powers up for the satellite-drone era
Taiwanese lithium battery module maker Joules Miles (JMS) is positioning itself for long-term growth in emerging aerospace and unmanned aerial vehicle (UAV) markets, betting on the rapid expansion of low-Earth orbit (LEO) satellite deployments and the global drone industry.
29
Oct
KES 2025: LG CEO shows interest in Giga Computing’s liquid cooling
Facing accelerated AI server upgrades and soaring power consumption, Giga Computing is promoting next-generation cooling technology and one-stop data center solutions, with South Korea identified as a key market. The company recently participated in the Korea Electronics Show (KES 2025) to highlight its competitive edge to potential local customers.
29
Oct
Samsung rides AI memory wave to record valuation
Samsung Electronics reached a historic milestone as its market value exceeded KRW600 trillion (US$420 billion) for the first time, driven by a sharp rebound in the global memory market. The Samsung Group’s total valuation is now nearing an unprecedented KRW1,000 trillion.
29
Oct
TSMC drives US chip self-sufficiency push as Japan commits US$550 billion to energy
US Commerce Secretary Howard Lutnick said the Trump administration plans to lift the nation’s semiconductor self-sufficiency target to 40%, citing TSMC’s continued fab expansion in the US as a central pillar of that strategy.
29
Oct
Column: Niche markets and circular economy drive Taiwan battery industry’s new growth strategy
The future development of Taiwan’s battery industry must be grounded in the global competitive landscape and domestic industrial conditions, implementing differentiated, niche, and advantage-based strategies. The focus should be on developing small-volume, diverse, high-value, and cost-effective products to build technical barriers and avoid falling into price competition traps.