维信诺：拟8.56亿元出售部分模组生产设备
2月10日，维信诺（002387）发布公告，公司的全资子公司霸州市云谷电子科技有限公司将进行业务转型，并出售部分模组生产设备。此次转型的主要原因是为了适应市场变化和客户定制化需求，转型后将专注于模组成品及半成品的检测、测试、加工修复，并运营高端显示智慧产业园。
11
Feb
11
Feb
诺基亚换帅！英特尔高管接任
诺基亚总裁兼CEO佩卡·隆德马克（PekkaLundmark）已通知董事会，他将卸任。董事会已任命贾斯汀·霍塔德（JustinHotard）为诺基亚下一任总裁兼CEO，将于2025年4月1日履新。
11
Feb
小米旗下瀚星创投增资至15亿 增幅50%
天眼查App显示，近日，瀚星创业投资有限公司发生工商变更，注册资本由10亿元人民币增至15亿元人民币，增幅50%，同时，林世伟由执行董事兼经理变更为经理、董事，新增孙谦为财务负责人。
10
Feb
Apple begins M5 chip mass production with TSMC and key suppliers from Japan, South Korea
Taiwan Semiconductor Manufacturing Company (TSMC) strengthens its dominance in advanced semiconductor manufacturing as Apple begins mass production of the M5 chip for MacBook and iPad models. The new chip leverages AI-driven manufacturing enhancements for improved performance.
10
Feb
Samsung appoints Dustin Lee to revive China smartphone business
Samsung Electronics Device eXperience (DX) division is implementing significant changes to its overseas leadership to strengthen global competitiveness. Most notably, former Taiwan General Manager Dustin Lee has taken over the position for the China region. As Samsung faces challenges in the fiercely competitive Chinese market, industry observers are watching closely to see if his management experience can lead to breakthroughs.
10
Feb
Trump tariff spurs 3M unit monitor panel stockpiling, capacity expected to reach 3 million units
Suppliers report that China’s retaliatory tariffs on American goods will significantly impact total system costs, with monitor prices potentially increasing by 5%. The US market, being one of the largest consumers of monitors globally, faces particular challenges due to the low-margin nature of these products. The tariffs not only raise costs but also affect brand confidence in end-market sales, potentially leading major brands to adopt more conservative shipment targets for 2025.
10
Feb
LinkCom sees growth potential in 1Q25 on strong networking demand
LinkCom’s magnetic components division demonstrated robust performance in January, driven by steady networking product demand and successful Wi-Fi 7 order fulfillment. Despite the seasonal slowdown during the Lunar New Year holiday, the company achieved monthly consolidated revenue of NT$51.33 million (US$1.56 million), marking a 4.08% increase month over month while maintaining levels from January 2024. The company is also accelerating its Southeast Asian supply chain development in response to recent US trade policies.
10
Feb
Teco aims for balanced revenue with equal shares from Taiwan and global markets amid US tariff uncertainties
Changing US tariff policies have unsettled the global industry, but Teco chairman Morris Li is confident that the company’s global presence ensures it is well-prepared to respond. With production bases in Taiwan, Vietnam, the US, Mexico, and China, Teco believes it can adapt to the final tariff outcomes.
10
Feb
Taiwan’s aerospace ambitions rise on defense and commercial tailwinds
Taiwan’s aerospace industry is gaining momentum as global demand for defense autonomy surges and the aviation sector rebounds. Industry sources note that defense and aerospace are two sides of the same coin: military applications fall under defense, while civilian use defines aerospace. Taiwan’s push to bolster its defense capabilities is fueling growth in both sectors.
10
Feb
Sanyang dominates Taiwan motorcycle market while e-scooter sales slump in 1Q25
Sanyang Motor (SYM) has maintained its market leadership in Taiwan’s motorcycle sector, while electric scooter sales face significant challenges at the start of 2025. The overall motorcycle market reached 43,000 units in January 2025, declining 6.23% compared to the same period last year.