苹果公司宣布增加1000亿美元美国投资
苹果公司宣布将进一步加大对美国的投资，承诺新增1000亿美元
07
Aug
07
Aug
集创北方欲二度闯关科创板，启动上市辅导！
8月5日，证监会官网显示，集创北方启动上市辅导，拟首次公开发行股票并在科创板上市，辅导机构为中信建投证券股份有限公司。
07
Aug
重磅！TCL华星MLED项目COB直显产品量产下线
8月7日消息，据“TCL华星”，近日，TCL华星在苏州基地成功举行MLED项目COB直显产品量产仪式，同时，TCL华星首款Mini LED产品——P1.2 COB显示屏正式实现量产下线。这一里程碑时刻，标志着TCL华星在MLED显示技术产业化进程中取得关键突破，推动行业迈入全新阶段。
07
Aug
信利国际：1-7月累计综合营业净额95.66亿港元
8月6日，信利国际(00732.HK)宣布，集团于2025年7月未经审核综合营业净额约为14.68亿港元，较2024年7月未经审核综合营业净额约15.18亿港元减少约3.3%。
07
Aug
华显光电：执行董事温献珍辞职，张才力接任
8月6日，华显光电(00334.HK)公告，温献珍先生已辞任执行董事；及张才力先生已获委任为执行董事，自2025年8月6日起生效。
07
Aug
华显光电：预期上半年母公司拥有人应占溢利同比增加不少于600%
8月6日，华显光电(00334.HK)公告，集团预期录得截至2025年6月30日止6个月(“有关期间”)公司母公司拥有人应占溢利不少于人民币4880万元，同比增加不少于600%或人民币4180万元。
07
Aug
ASE challenges TSMC’s photonics play with CPO packaging push
At the inaugural Open Compute Project (OCP) APAC Summit in Taipei, ASE Group Executive Vice President Tingu Yin Chang said surging AI computing demand has become the primary catalyst for innovation across the semiconductor sector. Advanced packaging technologies now face three critical challenges: increasing package size, escalating power consumption, and complex thermal management.
07
Aug
Samsung denies HBM3E price-cut rumors amid Nvidia approval delay
Samsung Electronics has secured an order from Tesla for artificial intelligence (AI) chips, offering a renewed boost to its foundry business. However, the company continues to face significant challenges in the memory sector, particularly in the high-bandwidth memory (HBM) segment, where it has yet to pass Nvidia’s quality tests, which could hinder its performance recovery.
07
Aug
Huawei open-sources CANN to challenge Nvidia’s CUDA dominance
Huawei plans to open-source its Compute Architecture for Neural Networks (CANN), a heterogeneous AI computing framework positioned as a direct alternative to Nvidia’s dominant CUDA platform.
07
Aug
Can Microsoft sustain US$4 trillion valuation amid AI uncertainty and OpenAI tensions?
Microsoft’s market capitalization surged past US$4 trillion following its latest earnings release. While the company exceeded revenue expectations, significant challenges persist, including strained relations with OpenAI and less advanced AI innovations relative to competitors, raising questions about the sustainability of its valuation.