华显光电：王新福辞任执行董事
10月17日，华显光电(00334.HK)发布公告，王新福因决定投放更多时间于其他承担及业务而辞任执行董事，自2025年10月17日起生效。
20
Oct
20
Oct
华显光电前三季度营业额增至54.07亿元 手机类模组产品销量同比增长91.8%
10月17日，华显光电(00334.HK)公布，2025年第三季度，集团销量环比增加39.6%,达到28.5百万片。截至2025年9月30日止九个月，集团实现总销量达62.2百万片，同比增加84.3%，带动营业额增长至人民币5,407.3百万元。
20
Oct
总投资200亿，士兰微拟合作建设高端模拟芯片项目
10月19日晚，士兰微公告，公司与厦门市人民政府、厦门市海沧区人民政府于10月18日在厦门市签署了《12英寸高端模拟集成电路芯片制造生产线项目战略合作协议》，同时，公司全资子公司厦门士兰微拟与厦门半导体投资集团有限公司、厦门新翼科技实业有限公司共同向子公司士兰集华增资51亿元并签署《12英寸高端模拟集成电路芯片制造生产线项目之投资合作协议》。
20
Oct
士兰微：拟与多方共同向子公司士兰集华增资51亿元
10月19日，士兰微公告，公司及全资子公司厦门士兰微拟与厦门半导体投资集团、厦门新翼科技实业共同向子公司厦门士兰集华微电子有限公司增资51亿元并签署《12英寸高端模拟集成电路芯片制造生产线项目之投资合作协议》，其中公司和厦门士兰微合计出资15亿元。
20
Oct
歌尔股份终止筹划104亿港元股权收购事项
10月17日晚，歌尔股份（002241）公告，公司终止收购联丰商业集团全资子公司米亚精密及昌宏实业100%股权的收购事项。
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Oct
20
Oct
From Brussels to Beijing, new rules threaten global auto supply chain stability
The world’s three largest auto markets—Europe, the United States, and China—are simultaneously undergoing a wave of regulatory and geopolitical shifts that analysts warn could dampen global vehicle demand by 2026. Automakers and suppliers alike now face mounting pressure on three critical fronts: cost inflation, tightening compliance mandates, and intensifying global competition.
20
Oct
The hidden EUV tech giving TSMC its manufacturing edge
TSMC’s competitors have access to the same cutting-edge equipment from Dutch supplier ASML, yet they consistently fall short on yield rates. The reason, according to academic experts, lies in a critical detail: even ASML’s most advanced machines require extensive fine-tuning and enhancements to achieve optimal performance. The secret to TSMC’s edge may be hiding in plain sight—inside university labs developing nanoscale sensors that detect what others miss.
20
Oct
Cheap drones reshape modern warfare economics
A new reality is setting in on the modern battlefield. Attackers are using drones that cost thousands of dollars to force defenders to fire missiles worth millions. This lopsided economic fight is a key feature of modern asymmetric warfare, evident from the war in Ukraine to conflicts in the Red Sea. Strategies built on cheap, mass-produced weapons are proving highly effective and are now central to both offense and defense.
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Oct
South Korea faces energy expressway backlash for Yongin Semiconductor Cluster
To support the development of Samsung and SK Hynix’s Yongin Semiconductor Cluster, the South Korean government has promoted a nationwide “energy expressway” to increase renewable energy infrastructure. However, the initiative has faced criticism for lacking consultation, increasing inequalities, and proving inefficient. Some experts have argued that the entire Yongin project should be halted and that the national power transmission policy should be restructured.