欧菲光：拟使用不超12.50亿元闲置募集资金暂时补充流动资金
6月27日，欧菲光(002456.SZ)公布，公司于2025年6月27日召开第六届董事会第八次(临时)会议、第六届监事会第七次(临时)会议，审议通过了《关于使用部分闲置募集资金暂时补充流动资金的议案》。
30
Jun
30
Jun
工业富联拟向子公司增资7.26亿元 用于支持募投项目
6月27日，工业富联（601138）发布公告，拟使用募集资金向子公司增资，以支持募投项目的实施。具体增资金额为7.26亿元，增资对象为富联裕展科技（河南）有限公司，然后再由河南裕展向富联裕展科技（深圳）有限公司增资7.26亿元。
30
Jun
荣耀400系列手机在菲律宾首销增量相较荣耀200增长1052%
6月30日消息，荣耀终端股份有限公司销售与服务总裁@荣耀王班29日发文称，荣耀400在菲律宾的首销增量同比荣耀200增长1052%。荣耀400系列于6月28日在菲律宾开售。
30
Jun
龙旗科技：已向香港联交所递交H股发行上市申请
6月29日晚间，龙旗科技(603341)公告，公司已于2025年6月27日向香港联合交易所有限公司（简称“香港联交所”）递交了发行H股股票并在香港联交所主板挂牌上市（以下简称“本次发行上市”）的申请，并于同日在香港联交所网站刊登了本次发行上市的申请资料。
30
Jun
From subsidies to subtraction: Lip-bu Tan rewrites Intel’s revival playbook
The semiconductor industry rarely sees such a stark contrast in leadership philosophy as the one emerging between Intel’s current and former CEOs. Pat Gelsinger, who recently stepped down after failing to engineer Intel’s revival, now offers strategic advice to Japan’s Rapidus on challenging TSMC. Meanwhile, his successor, Lip-Bu Tan, has wasted no time in his emergency appointment, announcing significant layoffs just three months into his tenure.
30
Jun
AI server demand surges as Nvidia GPUs, AWS ASICs drive Q3 growth
Nvidia has overcome key supply constraints tied to its GB200 AI GPU, clearing the way for major server makers like Quanta and Foxconn to ramp up shipments starting late in the second quarter of 2025. Industry analysts expect demand to intensify further in the third quarter of 2025, providing fresh momentum for the broader AI server ecosystem in the second half of the year.
30
Jun
China unveils mosquito-sized military drone despite skepticism
China has showcased a prototype micro-drone no larger than a mosquito, drawing international attention for its potential military applications but raising questions about its operational readiness and real-world performance.
30
Jun
India roundup: Taiwanese firm on thin ice over Indian investments
Despite rising investments in India, Taiwanese companies remain cautious, treading carefully as if walking on thin ice.
30
Jun
Optical makers eye busy third quarter with cautious optimism
The optical industry is entering its traditionally busy third quarter with generally positive shipment forecasts as major manufacturers unveil their operational outlooks following shareholder meetings. While optimism about the second half of 2025 prevails, several companies emphasize ongoing uncertainties tied to market demand and macroeconomic factors.
30
Jun
DDR4 memory shortage pushes prices up as industry moves faster to DDR5
Despite ongoing geopolitical uncertainty and a seasonal slowdown after the second-quarter stockpiling, memory chip suppliers remain cautiously upbeat about growth heading into the third quarter of 2025. A worsening shortage of DDR4 modules has triggered a surge in rush orders from customers, with demand skyrocketing and prices for DDR4 now surpassing those of newer DDR5 products—a rare flip that’s accelerating the industry’s transition to next-gen memory. Analysts expect the supply crunch to persist through the end of the year.