1月以来，福州平潭液晶面板进口12.1亿元
据福建日报，记者2月17日从福州海关所属平潭海关获悉，今年1月以来，已累计监管269批液晶面板通关，总货值约12.1亿元。
18
Feb
18
Feb
2024年中国手机产量与出口实现双提升
据央广网北京2月18日消息，2024年，中国电子信息制造业展现出强劲的增长势头，其中手机产量与出口实现了双提升。据统计，全年手机总产量达到16.7亿台，同比增长7.8%，智能手机产量更是高达12.5亿台，同比增长8.2%。
18
Feb
TCL电子：预期2024年度经调整归母净利润增长约62%至112%
2月17日丨TCL电子(01070.HK)公告，公司预期2024年度的经调整归母净利润约在13亿至17亿港元之间，与2023年同期相比，将录得约62%至112%的增长。
17
Feb
Kioxia announces capex reduction due to NAND surplus despite profitability forecast
Kioxia has projected a return to profitability for fiscal 2024 (April 2024 – March 2025). However, its capex is expected to decrease by approximately 25% year-over-year in response to the accumulation of NAND Flash inventory.
17
Feb
Foxconn should be even more cautious with its approach following collapse of Honda-Nissan merger
Honda and Nissan scrapped merger talks after failing to agree on terms, marking an abrupt end to what could have been a landmark consolidation in Japan’s auto industry. The negotiations, which began in December 2024, were seen as a survival strategy amid intensifying global competition.
17
Feb
SiC golden era dims as price wars, weak EV demand weigh on market
Leading silicon carbide (SiC) manufacturers, including STMicroelectronics, Onsemi, Infineon Technologies, and Wolfspeed, posted dismal financial results, fueling concerns that the SiC boom may be waning. The downturn is largely tied to turbulence in the EV and solar inverter sectors, particularly in China, where intensifying price wars are forcing cost cuts across the supply chain.
17
Feb
TSMC and Rapidus: Monitoring PFAS emissions and water quality in Japan
After Taiwan Semiconductor Manufacturing Company’s (TSMC) subsidiary JASM’s first wafer fab began mass production at the end of 2024, the Kumamoto Prefectural Government initiated the collection of river and groundwater samples in January 2025 to evaluate the environmental impact following the start of production. A similar investigation will also target Rapidus, which is constructing its first plant in Hokkaido.
17
Feb
Yield issues slow GB200 momentum, but strong start boosts 2025 server outlook
Server shipments are gaining momentum, resulting in strong January revenues for server ODMs who remain optimistic about 2025, with component suppliers confident in double-digit revenue growth.
17
Feb
US tariff expected to impact brands more than components initially
Supply chain uncertainty looms as US President Donald Trump’s recent tariff measures target North American trade, though suppliers suggest the initial impact will affect brand customers more significantly than component manufacturers.
17
Feb
DIGITIMES exclusive: Inside MediaTek’s SiPh strategy and the shift toward heterogeneous integration
MediaTek, a global leader in IC design, has strengthened its presence in the ASIC market by capitalizing on its Serializer/Deserializer (SerDes) technology. As traditional electronic signal transmission approaches its physical limits, the company is shifting its focus toward the high-growth silicon photonics (SiPh) sector to drive next-generation data solutions.