消息称日本、印度合作推进LCD
8月28日，日经亚洲爆料称，日印两国政府正推动日本企业将不使用尖端技术的产能转移至印度，主要产品涵盖半导体、液晶显示器（LCD）、光伏发电设备、蓄电池及压缩机等领域。
29
Aug
29
Aug
同兴达：上半年净亏损2900.09万元
8月26日，同兴达(002845.SZ)公布2025年半年度报告，上半年公司实现营业收入47.94亿元，同比增长10.60%；归属于上市公司股东的净利润-2900.09万元，同比盈转亏；归属于上市公司股东的扣除非经常性损益的净利润-3473.24万元；基本每股收益-0.09元。
29
Aug
超声电子：上半年净利润1.15亿元，同比增长53.62%
8月28日，超声电子(000823)公告，2025年上半年实现营业收入30.45亿元，同比增长13.26%；实现净利润1.15亿元，同比增长53.62%；基本每股收益0.2138元；加权平均净资产收益率ROE为2.39%。
29
Aug
长信科技上半年归母净利润2.18亿元 同比增长17.8%
8月27日，长信科技(300088)公布2025年半年报，公司营业收入为60.8亿元，同比上升8.2%；归母净利润为2.18亿元，同比上升17.8%；扣非归母净利润为1.96亿元，同比上升19.7%；经营现金流净额为4.83亿元，同比增长214.8%；EPS(全面摊薄)为0.0871元。
28
Aug
Taiwan smartphone market gains momentum from new product launches in July
Despite challenges such as high market penetration, extended replacement cycles, tariffs, and inflation, Taiwan’s smartphone market saw July shipments rebound above 400,000 units. This recovery was driven by continuous new product launches and diverse promotional offers from major brands.
28
Aug
South Korea’s industrial giants eye SMR solutions for energy security
During his visit to South Korea, Microsoft founder Bill Gates met with President Lee Jae-myung and SK Group chairman Chey Tae-won to explore business cooperation in small modular reactors (SMRs). President Lee underscored South Korea’s readiness to become a leading SMR nation, citing the country’s competitiveness in both domestic and international markets.
28
Aug
US weighs equity stakes in chipmakers under CHIPS Act, but Nvidia off the table
The Trump administration’s move to take a 10% stake in Intel has intensified debate over whether CHIPS and Science Act subsidies could be linked to equity ownership, fueling concerns about deeper government intervention in the semiconductor sector and the potential impact on other US chipmakers.
28
Aug
xMEMS Labs introduces AI smart glasses prototype tackling audio and heat issues
xMEMS Labs has unveiled a prototype of AI smart glasses designed to address two prominent challenges in the industry: integrating high-fidelity audio into slim frames and managing heat dissipation from powerful computing components. The company’s new technologies aim to improve both comfort and functionality for extended smart glasses use.
28
Aug
Analysis: Meta’s US$10B Google Cloud deal highlights reliance amid chip and AI struggles
Meta Platforms has reportedly signed a six-year agreement worth US$10 billion with Google Cloud, marking an unprecedented partnership between two dominant companies in digital advertising. The collaboration underscores both Meta’s growing need for cloud computing resources and Alphabet’s expanding presence in the cloud services market.
28
Aug
Silicon Motion accelerates PCIe Gen5 production as Windows 10 retirement fuels PC upgrade surge
PC demand remains soft under macroeconomic pressures, but the phase-out of Windows 10 is expected to drive an upgrade cycle that will accelerate PCIe Gen5 adoption. NAND flash controller maker Silicon Motion Technology is ramping up mass production of next-generation chips to capture a larger slice of the client SSD market.