上半年电视面板出货：京东方、TCL华星、惠科…… 天马开始上量
2025年上半年全球TV面板由于受到提前备货的影响，季节性波动的趋势有所改变，一季度传统淡季同比逆增10.3%，二季度需求回落同比转跌7.8%。上半年内需预期受国内以旧换新政策拉动明显，外需预期受美国进口关税政策冲击较大，各类政策消息变化增加市场预期的不稳定性，传统淡旺季规律作用减弱，电视厂商采购计划变动频繁。
21
Jul
21
Jul
消息称JDI将透明显示屏交给群创旗下公司生产
日本面板厂JDI连续11年亏损，今年大动作缩编、关闭工厂，除了把生产集中在石川工厂之外，也规划逐步把部分制造外包。外传今年将把透明显示屏交给群创旗下的启耀光电生产，12吋、30吋透明显示屏有望在今年量产出货。
21
Jul
曝群创今年再关两座厂：南科五厂和二厂
7月21日消息，群创今年再关两座厂！近期内部召开厂长会议，宣布将关闭南科五厂，该厂以IT、医疗应用等面板为主，未来将转到竹南T2和南科三厂生产，另外二厂的睿生光电X光感测面板也将转到三厂生产，二厂也会关闭。
21
Jul
消息称Meta超级智能实验室重金招聘人才，一半来自中国
7月21日消息，据外媒报道，内部消息人士透露，Meta旗下的超级智能实验室（Superintelligence Labs）正在紧锣密鼓地开展工作，专注于开发各类基础模型。
21
Jul
云英谷拟赴港IPO
近日，云英谷科技股份有限公司Viewtrix Technology Co., Ltd.（以下简称“云英谷”）在港交所递交招股书，拟在香港主板挂牌上市，中金公司和中信证券担任联席保荐人。
21
Jul
21
Jul
Samsung reportedly cracks 1c DRAM yield hurdle, positions HBM4 for AI rebound
Samsung Electronics is preparing a major push to reclaim ground in the high-bandwidth memory (HBM) market, where it has lagged behind SK Hynix and Micron. Its sixth-generation 1c DRAM, built for HBM4, has reportedly hit a critical production milestone, positioning the company for mass deployment and a broader DRAM strategy reboot.
21
Jul
India roundup: Tesla’s long-awaited showroom in India
Tesla finally enters India with Model Y showroom but skips local manufacturing amid rising global headwinds
21
Jul
Amazon, Google drive HBM memory boom as custom AI chips threaten Nvidia’s lead
As demand for artificial intelligence (AI) accelerates, tech giants like Amazon, Google, and Meta are emerging as major players in the high-bandwidth memory (HBM) market. These companies are scaling up development of custom AI chips, and shipments are expected to rise sharply by 2026. The shift could threaten Nvidia’s dominance and drive fierce competition among DRAM suppliers Samsung Electronics, SK Hynix, and Micron Technology.
21
Jul
Aurotek’s robot pivot drives 69% revenue surge as automation demand soars
Transforming from an automation equipment manufacturer, Aurotek has treated its integrated robot solution business as a second growth curve and has reaped the benefits reflected in its 2024 revenue. Chairman Terry Cheng stated that Aurotek’s lineup of robots for the automation business will be operational priorities.