创维数字中标中国移动智能机顶盒集采
在中国移动发布的《中国移动2024年至2026年智能机顶盒产品集中采购（公开采购部分）中选候选人公示》公告中，创维数字两个标包均第一名中标，4K机顶盒中标份额23.91%，中选数量1312万台；8K超高清机顶盒中标份额40%，中选数量50万台。
11
Dec
11
Dec
闻泰科技股东拟减持不超过2%公司股份
12月10日晚间，闻泰科技（600745）披露公告称，公司持股5%以上股东无锡国联集成电路投资中心（有限合伙）计划通过大宗交易方式减持公司股份数量不超过约2489.09万股（不超过公司截至2024年12月8日公司总股本的2%），将于减持计划公告之日起15个交易日后的3个月内进行，减持价格视市场情况确定。
11
Dec
*ST合泰：法院许可公司及子公司继续营业
*ST合泰(002217.SZ)公布，公司及子公司分别收到福州中院送达的（2024）闽01破24号及（2024）闽01破25号《决定书》，福州中院许可公司及子公司继续营业，并准许公司及子公司在公司管理人的监督下自行管理财产和营业事务。
11
Dec
三星计划明年生产2.29亿台智能手机 含700万台折叠机
据韩媒报道，三星已敲定2025年智能手机生产目标：2.294亿台。相较于去年10月最初设定的2.37亿台计划产量，降低了约700万至800万台。不过，该目标仍稍高于今年预估的2.22亿台出货量。
10
Dec
AWS expands disaster response, GenAI, and digital twin applications
Amazon Web Services (AWS) is extending its cloud capabilities beyond data centers to edge endpoints, integrating drones and satellite communications to enhance disaster response. Generative AI applications also took center stage at a recent exhibition, with robots creating portraits while engaging in real-time conversations—an alternative highlight of the event.
10
Dec
Taiwan’s US exports surge past US$100 billion ahead of Trump’s return
Donald Trump is expected to take office on January 20, 2025, likely being cautious with exporters running significant trade surpluses with the US. Meanwhile, US demand for electronic components and AI servers from Taiwan remains high, with Taiwanese exports to the US reaching US$101.5 billion from January to November 2024, compared to US imports in the same period totaling only US$43 billion.
10
Dec
TSMC’s November revenue decline less than expected, with annual revenue set to increase by nearly 30%
Surpassing market expectations, TSMC reported a consolidated revenue of NT$276.058 billion (approx. US$8.504 billion) for November 2024. Although this represents a decrease of 12.2% from the peak in October, it marks a significant year-over-year increase of 34%, while TSMC’s cumulative revenue from January to November 2024 is approximately NT$2.61 trillion, reflecting a 31.8% year-over-year increase.
10
Dec
RiTdisplay gains success in energy business while fostering new opportunities in biotech sector
PMOLED panel manufacturer RiTdisplay has been aggressively expanding into the energy storage and battery sectors in recent years. After successfully upgrading its energy business to another level, the company is now incubating a biotech venture, focusing on medical plasma wound treatment devices.
10
Dec
AUO factory sale sparks asset valuation surge for optical film manufacturer EFUN
The sale of AUO’s Tainan factory to Micron for NT$260,000 (US$8,022) per Taiwanese ping (approx. 3.3 square meters) has triggered a ripple effect in the industrial real estate market. Optical film manufacturer EFUN Technology, which owns a 59,000-square-meter facility in Tainan Technology Industrial Park, is now actively evaluating ways to optimize its assets. Based on product development progress, the company may lease, sell, or retain the facility for its use.
10
Dec
SK Hynix restructures CIS organization seemingly to replicate HBM success model
Despite the low profitability of SK Hynix’s CMOS image sensor (CIS) business, the company has decided to retain this segment and reorganize its CIS development team under the Future Technology Research Institute, possibly hoping to replicate the successful narrative seen in high bandwidth memory (HBM).