Q3全球电视代工出货量微增0.4%,京东方VT暴涨73.5%

根据洛图科技(RUNTO)发布的《全球电视代工市场出货月度追踪(Global TV ODM Market Shipment Monthly Tracker)》报告显示,2025年第三季度,全球电视代工市场整体(含长虹、康佳、创维、海信四家自有工厂)出货总量为3137.8万台,较2024年同期微增0.4%,相对于今年上半年1.6%的增幅,显著收窄。

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Winmate focuses on defense and industrial unmanned solutions to increase global presence

With the continuous rollout of various edge AI application projects, industrial PC (IPC) provider Winmate has seen steady growth in both revenue and profitability, achieving record highs in revenue, net profit, and earnings per share (EPS) in the third quarter of 2025. In addition to continuing its global expansion, the company plans to focus on target industries and further advance edge AI application solutions.

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Taiwan suppliers fill gap as Boeing recovers, Airbus stalls

The world’s two major aircraft manufacturers are showing sharply contrasting fortunes. Airbus is reportedly facing engine supply bottlenecks that have slowed deliveries, while Boeing has received US regulatory approval to raise monthly production of its 737 series jets to 42 units—a key step toward recovering from past setbacks. Though the short-term momentum differs, long-term demand in the aerospace sector remains robust.

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From Seoul to Munich: Nvidia’s AI sovereignty goes global

In less than a week, Nvidia CEO Jensen Huang has orchestrated two of the largest national AI infrastructure deals in history—first delivering 260,000 AI chips to South Korea, then unveiling a EUR1 billion (US$1.15 billion) AI factory in Germany. The rapid-fire announcements signal a deliberate strategy: building sovereign AI capabilities that allow nations to control their own technological destinies.

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