鸿海董事长刘扬伟：2025年公司营收将超过7万亿元新台币
5月29日，鸿海董事长刘扬伟在股东大会称，2025年公司营收将超过7万亿元台币。
29
May
29
May
刘扬伟：鸿海轮值CEO 未来3年有望转正职
5月29日，鸿海(2317)今日召开股东常会，对于股东基于公司治理观点，建议集团检讨董事长兼任总经理状况，刘扬伟对此表示，1年多前启动「轮值CEO」制度，就是为了做到董事长与总经理分治，轮值CEO未来将过渡成为正CEO，「可能在接下来3年就会发生」。
29
May
飞凯材料：子公司和成显示拟资产收购与增资扩股
5月28日晚间，飞凯材料(300398)公告，公司全资子公司和成显示拟以1.70亿元（含税）购买JNC苏州100%股权，并以2.12亿元（含税）购买JNC集团所有与显示液晶相关的专利；同时，JNC拟以货币方式认购和成显示新增注册资本，取得和成显示5.10%股权，公司放弃本次增资的优先认购权。JNC增资认购款为1.70亿元（含税）。同时，各方将就本次资产收购与增资扩股事项签署《股份购买协议》《股份认购协议》等相关协议书。
29
May
TCL QM8K Precise Dimming QD-Mini LED TVs are launched in the U.S.
The TCL QM8K Precise Dimming QD-Mini LED TVs are launched in the U.S. Successor to the award-winning QM851G, the QM8K introduces the company’s own CrystGlow WHVA Panel with ZeroBorder. The QM8K will change the way consumers look at TV by combining new panel technology with the picture accuracy of its Halo Control System, stunning HDR impact from up to 35% more dimming zones and up to 65% higher…
29
May
Acer Cyber Security leverages system integration to target double-digit growth in 2025
Acer Cyber Security Inc. (ACSI), the cybersecurity arm of Acer Group, expects stronger momentum in the second half of 2025 and is targeting double-digit revenue growth for the full year, according to President Rex Wu. Speaking at the company’s May 27 shareholders meeting, Wu cited sustained demand for cybersecurity solutions and the firm’s expanding system integration business as key growth drivers.
29
May
Hygon–Sugon merger retools China’s AI backbone with full-stack compute integration
Hygon Information Technology and Dawning Information Industry Co. (Sugon) announced a strategic merger on May 25, 2025, a move widely seen as aligning with Beijing’s agenda to consolidate its computing infrastructure and fast-track technological self-reliance. Hygon, valued at roughly CNY316 billion (US$43.95 billion), focuses on domestic CPUs and data processing units (DCUs), with five chip generations in use across finance, telecom, artificial intelligence, and enterprise data centers.
29
May
Japan plans major US chip purchases as leverage in tariff talks
In ongoing tariff negotiations between Japan and the US, the Japanese government has proposed purchasing semiconductor products from American manufacturers worth several billion US dollars. This move aims to serve as a bargaining chip for reducing the US trade deficit with Japan.
29
May
Currency crunch stalls Nanya PCB, yet cloud and edge AI bets are just getting started
Nan Ya Printed Circuit Board Corporation (Nanya PCB), a top Taiwanese IC substrate maker, cautioned that second-quarter earnings may miss forecasts, citing the sharp rise of the New Taiwan dollar and policy uncertainty surrounding President Trump’s proposed reciprocal tariffs. At the May 27 shareholders meeting, Chairman Chia-chau Wu noted that AI-related substrate demand has kept Taiwan’s capacity running at high levels, outperforming China, but rising currency pressures and trade tensions are now dragging on export sales.
29
May
Catcher targets four sectors, leaves behind auto
Catcher chairman Shui-Shu Hung announced that the company is focusing on developing three new sectors: medical, semiconductor, and aerospace, alongside its established information technology industry operations. Excluding the information technology sector, which faces significant uncertainties in the second half of 2025 due to international circumstances, the growth potential in the other new fields is “limitless.” He also stated that Catcher has already exited the automotive market, which it had actively pursued previously, saying “goodbye” to automotive.
29
May
Nvidia’s growth remains strong despite $4.5B China writedown; forecast reflects $8B revenue loss from export ban
NVIDIA today announced robust financial results for the first quarter of fiscal year 2026, reporting significant year-over-year and sequential growth, driven primarily by its Data Center segment.