TCL电子:预期上半年经调整归母净利润同比增幅约为45%至65%

7月22日,TCL电子控股有限公司(“TCL电子”或“公司”,01070.HK)发布业绩盈喜预告。根据公司对2025年上半年未经审核管理账目的初步审阅及董事会目前可得资料,预期公司2025年上半年的经调整归母净利润[1]约在9.5亿至10.8亿港元之间,与2024年同期相比,将录得约45%至65%的增长。

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Samsung bets on GAA and HBM4 to retake AI crown

The second half of 2025 is shaping up to be a pivotal period in the global semiconductor industry, as the race for technological supremacy intensifies. At the forefront are Samsung Electronics and TSMC, which are set to clash over next-generation 2nm process technologies. Equally critical is the unfolding battle over sixth-generation high bandwidth memory (HBM4), a segment poised to redefine performance benchmarks in AI computing.

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China’s rare earth export curbs disrupt Foxconn’s AirPods production in India

Production of Apple’s AirPods at Foxconn’s Telangana factory has encountered supply disruptions due to China’s tightening grip on rare earth element exports, particularly dysprosium—an essential component used in high-performance magnets inside AirPods. The shortage reflects the growing impact of geopolitical tensions on global tech supply chains.

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US copper tariffs send prices soaring, but AI server demand boosts Taiwan’s CCL makers

As the US prepares to impose steep tariffs on imported copper, global copper prices have rebounded, raising concerns about rising costs across copper-intensive industries. Among the most vulnerable is the copper-clad laminate (CCL) industry, a foundational pillar of printed circuit board (PCB) manufacturing, where higher raw material prices could compress margins and trigger price hikes downstream.

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