车载给力，日久光电上半年净利润增加38%
8月11日晚间，日久光电披露半年报。公司2025年上半年营业收入约为3.02亿元，同比增加8.06%；归母净利润约为4560.88万元，同比增加37.87%；扣除股份支付的影响后，归属上市公司股东的净利润约为5475.11万元，同比增加65.50%；基本每股收益0.17元，同比增加41.67%。
12
Aug
12
Aug
工业富联上半年净利增超38%
8月10日，工业富联（601138）发布2025年半年度报告，受益于AI相关业务强势增长，实现营收3607.59亿元，同比增长35.58%，归母净利润121.13亿元，同比增长38.61%，均创同期历史新高。其中，第二季度单季营收首次超过2000亿元达2003.4亿元，同比增长35.9%；净利润为68.8亿元，同比增长51.1%，也均创下同期历史新高。
12
Aug
显示光刻胶色浆企业万思得新材料阜阳工厂开工
8月12日消息，2日上午，万思得新材料科技（中山）有限公司安徽生产基地奠基仪式在安徽阜阳颍上开发区举行，标志着万思得产业化和规模化进入新阶段，全面开启高速高质量发展新征程！
12
Aug
好屏新视界，维信诺发布“5+3”舒视显示解决方案
2024年全球数字消费报告显示，18-35岁群体日均手机使用时长突破6.2小时，创历史新高。随着屏幕无处不在，电子产品使用时间越来越长，科技、健康与美学的关系亟需重构。
12
Aug
超7亿元，歌尔股份加码MicroLED
8月9日，歌尔股份发布了一则《关于子公司对外投资涉及财务资助的公告》。公告显示，歌尔股份旗下的子公司香港歌尔泰克拟以自有资金向Haylo Labs Limited（以下简称“Haylo”）提供一笔金额不超过1亿美元（约合7.19亿人民币）的附股权收益权的有息借款，借款期限设定为五年。
09
Aug
AI servers’ 800V power upgrade presents transformation opportunity for power supply chain
As artificial intelligence (AI) computing demands increasingly more power, providing stable and ample electricity has become a critical issue in the AI industry’s development. Nvidia recently announced plans to introduce a new high-voltage power architecture by 2027, adopting an 800V high-voltage direct current (HVDC) power system in next-generation AI server solutions.
09
Aug
Tesla orders boost Samsung’s Taylor plant; OCI expands semiconductor-grade phosphoric acid production
South Korean materials company OCI recently announced plans to expand its production capacity of semiconductor-grade phosphoric acid. This expansion comes in response to surging customer demand driven by Samsung Electronics’ upcoming US Taylor fab, scheduled to begin operations in 2026. OCI aims to strengthen its competitive edge through early equipment investments.
09
Aug
Dynamic’s Thailand plant to volume produce AI server motherboards in 4Q25, with AI revenue expected to reach 20% by 2026
Automotive PCB manufacturer Dynamic Holding announced that as the learning curve at its new Thailand plant gradually improves, high-end new products are expected to enter small-scale production in the fourth quarter of 2025. The focus will be on orders for high-margin applications, such as AI servers, AI GPUs, ASICs, and switches. Production volume is set to increase steadily starting in 2026, with AI product revenue projected to account for up to 20% of total annual sales.
09
Aug
Qisda reports US assembly not necessarily cost-effective under 20% tariff
Qisda’s consolidated revenue for July 2025 was NT$17.473 billion (approx. US$583.2 million), down 6.99% monthly but up 7.25% annually. For the first seven months of 2025, consolidated revenue totaled NT$120.7 billion, a 6.74% increase compared to the same period in 2024. The smart solutions, medical, and networking business sectors all grew compared to the same period in 2024, with IT business operations remaining steady.
09
Aug
Exein expands globally to address IoT security challenges, leveraging Taiwan’s advanced manufacturing ecosystem
Rising concerns over vulnerabilities in Internet of Things (IoT) devices—estimated to account for nearly one-third of global cybersecurity risks—are fueling a surge in global demand for embedded security solutions. Italian cybersecurity startup Exein, a leader in embedded IoT protection, is responding with an ambitious international expansion plan that taps into Taiwan’s robust electronics manufacturing ecosystem to deepen its presence in Asia and beyond.