京东方精电、北斗智联建立联合研发实验室
4月14日，京东方精电宣布与北斗智联正式签署战略合作协议。
18
Apr
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Apr
彩虹股份：2024年净利润12.4亿元 同比增长87.55%
4月17日晚间，彩虹股份（SH600707）披露了2024年年度报告，报告期，公司实现营收116.64亿元，同比增长1.73%;归母净利润12.4亿元，同比增长87.55%;扣非净利润10.37亿元，同比增长187.29%;基本每股收益0.35元。公司本年度不进行利润分配，也不进行资本公积金转增股本。
18
Apr
彩虹光电30%股权拟转让
4月17日晚，彩虹股份（SH600707）发布公告称，为抓住新型显示产业发展机遇，优化公司主营业务结构，提升公司业务抗风险能力，推进新型显示产业融合创新发展，满足公司基板玻璃业务发展战略需求、发挥基板玻璃产业优势，公司拟通过产权交易所以公开挂牌的方式转让公司持有的控股子公司咸阳彩虹光电科技有限公司（简称“彩虹光电”）的30%的股权。
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Apr
18
Apr
Jensen Huang, in suit and tie, calls China a “very important market” during Beijing visit
Nvidia CEO Jensen Huang visited Beijing on April 17, meeting with senior Chinese officials and clients as the company continues to navigate increasingly complex U.S. export controls.
18
Apr
China’s EV high-flyers face hard landing: will big three startups survive shakeout?
China’s leading EV upstarts—Nio, XPeng, and Li Auto—delivered strong sales in 2024. Li Auto stood out as one of just three profitable NEV makers nationwide, alongside BYD and the rising Seres. Despite the momentum, a stark warning has emerged from academia. Zhu Xichan, a professor at Tongji University’s Intelligent Vehicle Research Institute, predicts that all three firms could disappear within three years.
18
Apr
TSMC to base 30% of future sub-2nm production in US, says chairman C.C. Wei
Speaking during TSMC’s first-quarter 2025 earnings conference, Chairman and CEO C.C. Wei emphasized that the company’s decision to expand in the US was driven primarily by strong customer demand—not by political pressure.
18
Apr
US manufacturing surge: Foxconn’s NAM board role amplifies strategic ambitions
US President Donald Trump has introduced a series of policies designed to revitalize American manufacturing and attract industries such as semiconductors to return to the US. While Taiwanese manufacturers have long pursued global diversification, recent policy shifts have crystallized the notion that establishing production facilities within the US represents the most prudent and secure course of action in today’s geopolitical climate.
18
Apr
Nvidia H20 China export ban creates uncertainty in server market
The US has imposed new restrictions on the export of Nvidia’s H20 chip shipments to China.
18
Apr
France’s CEA-Leti targets AI hardware bottlenecks with silicon photonics, GaN innovations
France’s CEA-Leti, a leading European semiconductor research institute, outlined ambitious strategies to address critical AI hardware bottlenecks through advanced silicon photonics, 3D integration, and wide bandgap technologies during a high-profile event with Taiwanese industry leaders.