Celestica, a leader in design, manufacturing, hardware platforms, and supply chain solutions, reported first-quarter 2025 financial results that decisively exceeded the upper end of its guidance. The company posted revenue of US$2.65 billion, representing a robust 20% year-over-year increase, propelled by broad-based strength across its key business segments. Adjusted earnings per share (non-GAAP) surged to US$1.20, a 45% jump from US$0.83 in the prior-year period, while adjusted operating margin reached a record 7.1%, up from 5.9% a year ago.

Samsung Electronics has recently intensified its deployment in advanced high bandwidth memory (HBM) processes. However, supply chain sources reveal that Samsung’s HBM3E certification progress is once again facing obstacles. Google, which had planned to pair its self-designed AI servers chips with Samsung’s HBM3E and submit them to TSMC for CoWoS packaging, suddenly notified Samsung of the removal of HBM from its plans.

根据奥维睿沃(AVC Revo）《AVC产业链-全球电视面板产销存月度报告》数据显示，2025年Q1全球TV面板出货达到65.3M，同比成长10%。其中LCD TV面板出货64.0M，同比增长10%，OLED TV面板出货1.4M，同比增长12%。