闻泰科技：已收到22.87亿元转让价款
4月18日，闻泰科技公告，公司拟以现金交易方式向立讯精密工业股份有限公司及立讯通讯(上海)有限公司转让下属公司的100%股权及相关业务资产包。本次交易预计构成《上市公司重大资产重组管理办法》规定的重大资产重组，不会导致公司控制权变更。
21
Apr
21
Apr
士兰微2024年实现净利2.2亿元，同比扭亏，拟派现0.04元
4月18日晚间，功率半导体IDM龙头士兰微（600460.SH）发布2024年年度业绩报告，公司2024年营业总收入为112.21亿元，同比增长20.14%；实现归母净利润2.20亿元，与上年同期相比实现扭亏转盈；扣非净利润为2.52亿元，同比增加327.34%。
21
Apr
Germany-Taiwan trade grows as German companies eye high-tech
Taiwan and Germany recorded a 2% growth in bilateral trade in the first quarter of 2025, reaching US$5 billion despite mounting geopolitical tensions and concerns over US tariff policies, according to the German Trade Office Taipei (GTO).
21
Apr
Volkswagen, Horizon Robotics co-developed L2+ autonomous driving system tailored for China
Volkswagen’s software arm Cariad SE and Chinese AI chipmaker Horizon Robotics have jointly developed their first autonomous driving system under the Carizon venture, which will debut at Auto Shanghai starting April 23.
21
Apr
Tariff fears cloud ASML’s outlook as Intel, Samsung pull back
Amid ongoing tariff disputes, the semiconductor industry is facing a severe test. In addition to the imminent semiconductor tariffs promised by US President Donald Trump, which remain somewhat ambiguous, concerns regarding whether demand for AI chips can continue to grow are rising.
21
Apr
Can STMicro pivot? Legacy fab drag echoes Intel’s struggle
STMicroelectronics plans to cut 3,000 jobs by 2027, timing the announcement just ahead of its first-quarter 2025 earnings call on April 24. The preemptive move appears designed to offload negative news early and signal a strategic reset as the company navigates mounting macroeconomic and industry headwinds.
21
Apr
TSMC’s confidence tested by supply chain concerns
The recent earnings call from TSMC conveyed an optimistic message. However, downstream brand manufacturers are adopting a more cautious stance regarding future market demand changes. Brand manufacturers believe that the US-China tariff war will disrupt supply chains, and any additional costs incurred from relocation will not only be shared across the supply chain but also reflected in the end market, potentially affecting consumer purchasing power.
21
Apr
Inside the tariff freeze: Bessent’s quiet power play in the White House
Is there a rift within Trump’s camp over tariffs? Al Jazeera raised that very question as tensions flared between key figures in early April. Between April 5 and 8, a very public clash between Elon Musk and White House trade advisor Peter Navarro—chief architect of the “reciprocal tariff” strategy—thrust internal divisions at the White House into the spotlight.
19
Apr
Optical manufacturers cautious despite 90-day US tariff reprieve
The US has temporarily suspended reciprocal tariffs for over 75 countries for a 90-day period, creating a critical window for supply chain operators to secure orders quickly. However, optical manufacturers are extending their observation period, particularly those with production bases in Southeast Asia, as they anticipate numerous challenges ahead.
19
Apr
Why 2025’s consumer cycle may already be broken
The intensity of the US-China tariff and trade conflict continues to rise, with both nations facing increasing pressure. While the electronics supply chain has a brief respite with a 90-day tariff exemption, other industries are already experiencing the collateral effects of this escalating trade war.