品牌厂砍单，4月电视面板价格预计持平
TrendForce公布最新4月下旬面板报价，电视面板和笔电面板价格全面持平，而显示器面板则是维持小涨走势。由于品牌厂库存到一定水位，再加上关税不确定性影响，多数品牌厂4月开始下修订单，因此第二季电视面板出货季增率下修到2％，而IT面板拉货相对平稳。
23
Apr
23
Apr
Samsung slaps BOE with fresh OLED suit, targeting Nubia, Redmagic phones in cross-border IP clash
Samsung Display (SDC), South Korea’s top panel supplier, has filed a fresh OLED patent infringement lawsuit against China’s BOE Technology, intensifying an already heated legal standoff between the world’s leading display makers.
23
Apr
Huawei Ascend 910C chip set for mass rollout as China hunts for an Nvidia stand-in
Huawei is reportedly set to begin mass shipments of its next-gen AI chip, the Ascend 910C, as early as May 2025. Positioned as China’s homegrown rival to Nvidia’s H100, the chip is gaining traction as a go-to option for domestic AI developers amid intensifying US export restrictions.
23
Apr
Microsoft earnings call: 3 key areas to watch
Microsoft is set to release its latest earnings report on April 30, with the market closely watching key topics such as Microsoft’s relationship with OpenAI, data center developments, and AI revenue contributions. These have been among the most frequently asked questions during recent quarterly earnings calls.
23
Apr
China’s humanoid robot marathon reveals shifting industry dynamics and technological trends
China staged the world’s first humanoid robot half marathon on April 19, 2025, establishing a benchmark for testing robotic capabilities in extended mobility challenges. The competition evaluated critical performance metrics including speed, stability, and endurance under real-world conditions.
23
Apr
Trump tariffs shake markets but rugged computer sector shows resilience
The Trump administration’s implementation of reciprocal tariffs has sent ripples through global markets, with effects lingering despite a 90-day grace period. Markets remain concerned that these measures could fuel inflation and dampen consumer spending. Unlike the vulnerable consumer PC segment, the rugged computer industry enjoys significant protection through its oligopolistic structure and consistent industrial and defense demand.
23
Apr
AWS reportedly follows Microsoft in slowing data center expansion amid economic uncertainty
Due to rising economic uncertainties, Amazon Web Services (AWS) has reportedly paused some data center leasing negotiations, indicating a cooling demand for artificial intelligence (AI) infrastructure. Cloud providers have adopted a more cautious stance, especially regarding capacity needed only by the end of 2026.
23
Apr
Ennostar leverages microLED expertise for data center optical communications market
Taiwan’s Ennostar is positioning its microLED technology as a compelling alternative in the data center optical communications market, particularly for short-distance transmissions under 10 meters.
23
Apr
O’Prueba rides edge AI wave amid global tech tensions
The rise of edge computing and artificial intelligence is revitalizing Taiwan’s software sector, leading to a new wave of startups despite longstanding hurdles. Among the emerging players, O’Prueba Technology—a spin-off from National Yang Ming Chiao Tung University, founded in 2018—has quickly gained traction through partnerships with major tech firms such as Inventec and Ennoconn. Its growing influence signals a shift in Taiwan’s historically hardware-centric ICT industry.
23
Apr
Renault-Geely’s retrofit-ready hybrid aims to redefine EV manufacturing
Horse Powertrain, the joint venture between Renault and China’s Geely Group, will debut its Future Hybrid powertrain concept at Auto Shanghai 2025. Vehicles featuring the system are slated to launch in 2028.