东山精密：拟投资不超10亿美元加码高端PCB领域
7月25日，东山精密（002384 ）发布公告称，东山精密全资子公司超毅集团（香港）有限公司或其子公司将投资不超过10亿美元建设高端印制电路板（PCB）项目，聚焦高速运算服务器、人工智能（AI）等新兴场景的中长期需求。本次资金来源为公司自有或自筹资金。
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Jul
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Jul
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Jul
消息称JDI计划将茂原工厂的面板设备出售给惠科
7月28日消息，据报道，日本显示器公司（Japan Display，简称JDI）计划出售其位于千叶县茂原工厂的LCD和OLED面板生产设备。并决定将部分LCD面板生产设备出售给中国显示面板巨头惠科（HKC），预计售价数十亿日元（10亿日元约合677万美元）。
28
Jul
STMicro swings to loss, scoops up NXP sensors in US$950 million reset
STMicroelectronics posted its first operating loss in over a decade, driven by US$190 million in restructuring and impairment charges amid soft automotive and industrial chip demand. The loss coincided with the company’s announcement of a US$950 million deal to acquire NXP Semiconductors’ MEMS sensor business, a move to strengthen its foothold in the high-growth automotive sensing sector.
28
Jul
Commentary: Intel’s 14A pivot clears runway for TSMC
The competition to bring 1.4nm process nodes to market is splitting the industry’s leading chipmakers. TSMC is moving steadily toward its 2028 mass production target, while Intel and Samsung Foundry are both pulling back, revealing diverging levels of confidence and capital readiness among the Big Three.
28
Jul
BYD’s South Asia play: EV assembly in Pakistan set for 2026 launch
BYD, the world’s largest electric vehicle maker, plans to begin assembling electric and plug-in hybrid cars in Pakistan by mid-2026, aiming to capture surging demand across South Asia. The initiative reflects BYD’s broader strategy to expand into emerging markets, leveraging Pakistan as both a domestic foothold and a potential regional export base.
28
Jul
South Korea eyes AI powerhouse by 2030 with data and talent as core drivers
As the global competition in generative AI intensifies, the South Korean government is accelerating its AI industry policies. It seeks breakthroughs across multiple areas, including GPU resources, foundational models, semiconductors, data platforms, and talent systems to build a sovereign and competitive national AI ecosystem.
28
Jul
Missed connection with Nvidia haunts Samsung as Lee Jae-yong marks 1000 days of leadership
Samsung Electronics Chairman Lee Jae-yong recently marked his 1,000th day in office, a tenure that Korean media describes as filled with challenges and crises. Even though Lee officially took the chairman title only three years ago, he joined Samsung’s General Affairs department in 1991 at age 23, meaning he’s spent more than 30 years with Samsung.
27
Jul
Southern Taiwan Science Park partners with startups to showcase AI biotech cluster
The 2025 BIO Asia-Taiwan Exhibition has begun, with the Southern Taiwan Science Park Administration (STSPA) collaborating with 12 emerging biotech companies from the park to exhibit at the event. The Hsinchu and Central Taiwan Science Parks set up the Science Parks Pavilion at booth N604, promoting AI and biotech cluster innovation and showcasing innovative achievements in AI applications, smart healthcare, and precision health from southern Taiwan’s biotech cluster.
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Jul
Samsung reportedly eyes carbon fiber for next-gen foldables as titanium tariff risks mount
Samsung Electronics is reportedly evaluating titanium and carbon fiber-reinforced plastic (CFRP) as potential materials for the backplate of its 2026 flagship foldable, the Galaxy Z Fold 8, according to a report from South Korea’s TheElec. The move underscores Samsung’s ongoing push to reduce weight and thickness in its foldable lineup while navigating the geopolitical complexities of global sourcing.