VIS expects continued gross margin pressure in 3Q25

Specialty IC foundry Vanguard International Semiconductor (VIS) announced its latest financial results on July 29, reporting a second-quarter 2025 consolidated revenue of NT$11.7 billion (approx. US$394.18 million), a 2.1% sequential decline and a 5.7% year-on-year increase. The net income totaled NT$2.04 billion for the quarter, down 15.4% from the previous quarter and up 13.6% from the same period last year.

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Samsung chairman heads to Washington as Musk backs chip pact amidst tariff standoff

Samsung Electronics Chairman Lee Jae-yong departed for Washington, DC, on July 29 in a bid to bolster South Korea’s final efforts to avert a 25% reciprocal tariff from the US. The visit marks Lee’s first official international trip since his acquittal and signals a return to the global stage just ahead of the August 1 tariff negotiation deadline.

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康宁显示科技业务二季度业绩公布

7月30日,康宁公司发布二季度业绩报告。财报显示,康宁公司第二季度核心销售额为40.5亿美元,同比增长12%;核心净收益为5.25亿美元,同比增长29%;核心运营利润率为19%,扩大160个基点;核心每股收益为0.60美元,同比增长28%;调整后的自由现金流为4.51亿美元,同比增长28%。

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京东方A分析LCD供需及AMOLED业务进展

公司表示,行业内厂商正在实施“按需生产”策略,根据市场需求变化调整产线稼动率。2025年第一季度,因出口需求和“以旧换新”政策,终端需求旺盛,LCD TV主流尺寸面板价格全面上涨;然而,二季度后国际贸易环境变化导致面板采购需求降温,七月份价格小幅下降,但预计八月份面板备货需求逐步恢复,行业稼动率有所回升。

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