兆驰股份：2024年净利润16.02亿元 拟10派1.07元
兆驰股份（002429）4月16日披露2024年年度报告。2024年，公司实现营业总收入203.26亿元，同比增长18.40%；归母净利润16.02亿元，同比增长0.89%；扣非净利润15.85亿元，同比增长3.71%
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Apr
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Apr
友达：面板厂不会赴美设厂，因为设厂一定亏钱
4月17日消息，面板厂友达光电董事长彭双浪16日表示，以目前环境来看，面板厂不会赴美设厂，因为设厂一定亏钱，做愈多赔愈多；美国总统川普既然以平衡贸易逆差为由，课对等关税，建议可向美采购核电设备来平衡逆差。
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Apr
一季度中国智能手机市场增长3.3% 显著高于全球平均增速
根据国际数据公司（IDC）全球季度手机追踪报告的初步数据，2025年第一季度全球智能手机出货量同比增长1.5%，达到3.049亿部。
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Apr
歌尔股份在潍坊成立智能科技公司，注册资本7000万
天眼查App显示，4月8日，潍坊歌尔智能科技有限公司成立，法定代表人为战嘉瑾，注册资本7000万人民币，经营范围含智能控制系统集成、电子元器件制造、电子产品销售、可穿戴智能设备制造、可穿戴智能设备销售、音响设备制造、音响设备销售、移动终端设备制造、半导体器件专用设备制造等。
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Apr
Taiwan’s chip dominance faces new test as Trump targets tech reshoring
Donald Trump’s evolving trade policies could introduce significant uncertainty for global economies and supply chains, including those of the United States. Taiwan’s semiconductor and AI server industries may encounter heightened pressure if the U.S. pursues more assertive trade negotiations aimed at reshaping the sector’s global landscape.
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Apr
Tariffs, trust, and tech: Nvidia’s high-stakes gamble with Trump
(Editor’s note: Nvidia has disclosed Tudesday that the U.S. government has imposed new export restrictions on its H20 AI chip bound for China)
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Apr
XPeng’s Turing AI chip nears launch, with cars, drones, and bots in pipeline
XPeng Motors plans to begin mass production of its proprietary AI chip, “Turing,” in the second quarter of 2025, with deployment across all of its vehicle models. The chip may also power autonomous flying vehicles and robots developed by XPeng’s affiliated ventures, according to reports from the South China Morning Post and Sina Finance.
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Apr
Mature-node tariff clash brews: Taiwan chipmakers tread carefully
As US-China tariff tensions intensify, Beijing has indicated plans to impose steep duties on American semiconductor firms. According to the China Semiconductor Industry Association (CSIA), integrated circuits—regardless of packaging—will be classified based on the location of their wafer design at customs.
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Apr
US tariff uncertainty disrupts tech supply chain planning
US tariff policies continue to fluctuate, creating significantly increased uncertainty across technology supply chains and complicating business planning for global manufacturers, particularly those with ties to Taiwan.
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Apr
From Belgium to Beijing: Melexis rewires its China strategy with local manufacturing muscle
Melexis, a Belgian semiconductor supplier, unveiled a new China strategy on April 16, marking a deeper push into localization and regional supply chain integration. According to ICsmart and Sina, the plan includes setting up a local logistics center, scaling up domestic manufacturing, and expanding the Shanghai office to support China’s growing customer demand.