蓝黛科技：第三季度净利大增70.29%
10月29日晚间，蓝黛科技公布，2025年第三季度，公司实现营业收入10.37亿元，同比增长3.87%；实现归母净利润6131.08万元，同比大幅增长70.29%；扣非后净利润5120.77万元，增幅115.39%。
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Oct
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Oct
蓝黛科技3000万元增资马鞍山子公司
10月29日晚，蓝黛科技公告，拟以自有或自筹资金3000万元对全资子公司马鞍山蓝黛传动机械有限公司进行增资。增资完成后，马鞍山蓝黛注册资本将由1.7亿元增至2亿元，公司仍持有其100%股权。
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Oct
欧菲光：前三季度净亏损6804.86万元
10月29日，欧菲光(002456.SZ)发布2025年第三季度报告，第三季度营收为59.79亿元，同比增长21.15%；净利润为4082.35万元，同比增长411.91%。前三季度营收为158.16亿元，同比增长9.29%；归属于上市公司股东的净利润为-6804.86万元。
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Oct
禾臣新材完成过亿元B轮融资
据投资界10月29日消息，近日，安徽禾臣新材料有限公司（以下简称“禾臣新材”）完成过亿元B轮融资，由国泰君安创新投资与中车国创基金联合领投，金圆资本、派维投资等产业方共同投资，资金将主要用于8.6代空白掩模版（Blank Mask，光掩模版基板）与半导体先进制程抛光垫产能扩充，同时加大与战略客户研发配套投入，以满足市场需求。
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Oct
Texas Instruments sees 50% YoY data center growth amid signs of slower recovery
As US semiconductor companies race to expand domestic manufacturing capacity, Texas Instruments (TI) and Micron Technology are emerging as the most aggressive investors, committing tens of billions of dollars to new fabrication facilities. While Intel CEO Lip-Bu Tan’s “subtraction strategy” has steered the company back to revenue growth and profitability in the third quarter of 2025, continued construction delays at its long-promised Ohio plant mean that production remains a pipe dream. In contrast, Micron and TI are moving forward with massive investments in line with President Donald Trump’s “Made in the USA” initiative.
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Oct
Shinkong InnovHub launch to boost Taiwan’s drone and tech industries
Shinkong Synthetic Fibers Corporation (SSFC) broke ground on October 28, 2025, for its Shinkong InnovHub, a drone base integrating R&D, testing, manufacturing, talent incubation, and flight applications. The initiative aims to energize Taiwan’s drone sector and emerging technology industries.
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Oct
Egis Technology unveils AI vision, robotics, and 3nm computing platforms at 2025 Tech Day
Taiwanese semiconductor group Egis Technology held its annual “2025 Egis Tech Day” on October 28, 2025, unveiling a suite of cutting-edge innovations under the theme of “fully activated AI.”
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Oct
Taiwan’s 1H25 drone exports surge sevenfold as EU certification hurdles persist
Taiwan’s drone exports surged sevenfold in the first half of 2025, with Europe emerging as the largest destination. However, industry experts note that the main challenge for Taiwanese drone makers entering the European Union (EU) market lies not in production capacity but in meeting stringent international certification standards.
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Oct
Pegatron eyes 1Q26 production launch for Texas plant with Nvidia GB300 servers
Pegatron has revealed progress on its US manufacturing expansion, announcing that its Texas factory is set to begin mass production in March 2026. The facility will produce Nvidia’s latest GB300 or B300 AI servers, complementing Pegatron’s existing Mexico plant to flexibly support North American market demand.
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Oct
Glass substrates edge toward prime time in PCB and chip packaging sector
As Moore’s Law nears its physical and commercial limits, advanced packaging has become the new battleground defining the evolution of IC substrate technology and the global PCB landscape. Henry Utsunomiya, President of Fujitsu Interconnect Technologies (FICT) under Fujitsu Limited, noted that with heterogeneous integration now the dominant approach, the industry is undergoing a crucial shift from organic to inorganic substrates.