订单激增！华显光电预计年底销售金额将达到约50亿元
11月18日，华显光电（00334）公告，公司拟进一步修订买卖（二零二五至二七年）主协议项下向TCL科技集团销售产品的年度上限，将截至二零二五年十二月三十一日止年度的销售年度上限由人民币42亿元提高至50亿元。
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Nov
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Nov
LG Display expects profit surge as panel prices rise and new automotive orders arrive
LG Display (LGD) is accelerating the transformation of its revenue structure by focusing on high-value products such as large-size panels and OLEDs, amid a significant rise in average unit area selling prices and increased area demand, which has thus also raised expectations for improved profits at LGD.
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Nov
Philips 27M2N6501L is launched with a 240Hz QD-OLED display and AI Ambiglow
The Philips 27M2N6501L is an Evnia gaming monitor designed to deliver blistering speed and premium image quality. It is built around a 26.5-inch QD-OLED display panel with a QHD resolution of 2560 x 1440, bringing a crisp, highly detailed canvas that flatters modern games and creative workflows alike. VESA HDR400 True Black and HDR10 certifications elevate dynamic range. The RGB Q-Stripe-type…
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Nov
Samsung’s leadership shift sparks fresh scrutiny of its finance-first management model
Chung Hyun-ho, long regarded as Samsung Electronics’ “second-in-command,” stepped down from his frontline role on November 7, prompting renewed scrutiny of potential changes within Samsung Group’s top decision-making structure.
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Nov
Memory inflation hits IT market
Driven by a sharp surge in memory prices, the market widely expects that IT products such as servers, smartphones, and PCs will see significant price increases in 2026. Analysts believe this mirrors the chip inflation phenomenon of 2021, when semiconductor production was temporarily disrupted due to COVID-19. This time, the difference is that the price surge is being driven by memory chips (DRAM and NAND Flash), produced mainly by South Korean companies.
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Nov
Pegatron secures new AI server business to deploy GB300 and B200 racks in US data centers
Pegatron has announced a strategic three-party collaboration with AI cloud service provider Together AI and AI digital infrastructure supplier 5C Group to jointly deploy a next-generation AI factory. It will be based on Nvidia platforms, including Pegatron-developed Nvidia GB300 and B200 server racks.
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Nov
Sakana AI tops Japan startup valuations with funding led by Mitsubishi UFJ and CIA-linked VC
Tokyo-based AI developer Sakana AI announced in November 2025 the completion of a JPY20 billion (approx. US$135 million) Series B funding round that doubled its valuation to around JPY400 billion (approx. US$2.635 billion), making it the highest-valued unlisted startup in Japan, surpassing previous leaders like Preferred Networks and SmartNews.
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Nov
Taiwan’s precision components drive humanoid robot development
Hon Hai (Foxconn) is set to unveil its humanoid robot, developed in collaboration with Taiwanese suppliers, at its Hon Hai Technology Day (HHTD) event scheduled for November 21–22, 2025. Although the global humanoid robot market has not yet reached mass production, Taiwanese manufacturers have advanced in manufacturing complete machines and key components, particularly in the second half of 2025. Industry observers expect these developments to substantially increase revenue contributions by 2026.
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Nov
Huawei assembles the architecture of a new Chinese semiconductor order
Huawei is accelerating acquisitions, factory builds, and investment across China’s semiconductor sector, advancing a multi-year effort to establish a self-reliant supply chain for high-performance chips, including its Ascend AI processors. The effort began after Washington restricted the company’s access to US technology in 2019 and has since grown into one of China’s largest semiconductor initiatives.
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Nov
How GlobalFoundries is turning silicon photonics into its strongest lever for US-led AI growth
GlobalFoundries (GF) will host a webcast at 10:00 a.m. ET on December 3, 2025, to outline its strategy for the fast-emerging physical AI market. Executives will detail demand trends, technology roadmaps, and the company’s work with MIPS on ultra-low-power compute solutions.