八亿时空：非独立董事刘俊辞职
11月13日，八亿时空(688181.SH)公布,公司董事会于近日收到非独立董事刘俊先生递交的书面辞职报告。
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机构：三季度智能手机面板出货量增长至5.8亿片
11月14日消息，群智咨询（Sigmaintell）全球智能手机面板出货追踪数据显示，第三季度全球智能手机面板总出货量达5.8亿片（Open Cell 口径），同比增长约5.2%，环比明显回升。
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Nov
Omdia：2026年显示面板面积需求预计增长6%
11月14日消息，据Omdia《显示面板长期需求预测追踪报告》(Display long-term demand forecast tracker )显示，2026年，全球显示面板总面积需求预计同比增长6%。受美国进口关税政策不确定性和经济增速放缓影响，显示面板出货量预计将下降2%，但在大尺寸显示面板需求增长的推动下，整体面积需求仍将保持强劲。
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Nov
TCL旗下茂佳科技公司增资至20亿港元 增幅736%
11月14日消息，天眼查工商信息显示，近日，茂佳科技（广东）有限公司发生工商变更，注册资本由约2.4亿港元增至20亿港元，增幅约736%。该公司成立于2003年6月，法定代表人为梁铁民，经营范围包括研究、开发、生产、销售数字电子类产品、通讯设备及相关配套的注塑零部件等。股东信息显示，该公司由TCLMOKAINTERNATIONALLIMITED全资持股。
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Chicony Electronics 3Q25 profit surges 23% on premium product mix
Electronic components supplier Chicony Electronics reported stable growth in the third quarter of 2025, supported by higher sales of high-margin products, a slight depreciation of the New Taiwan dollar, and ongoing product mix optimization strategies. Revenue increased 1% quarter-on-quarter to NT$24.808 billion (US$799.3 million), while net profit after tax rose 23% quarter-on-quarter to NT$2.086 billion.
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Rising demand for AI computing drives data center upgrades and power system innovation
The escalating need for AI computing power is significantly accelerating global data center construction and prompting server upgrades. Market forecasts indicate that capex by the four major US cloud service providers (CSPs)—including AWS, Microsoft, Meta, and Google—is expected to increase by 31% annually through 2026, signaling sustained strong growth in the sector.
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Taiwan’s materials suppliers ride AI and semiconductor boom into record revenue
Taiwan’s major materials distributors — Niching Industrial, Wah Lee Industrial, Topco Scientific (TSC), and Chang Wah Electromaterials (CWE) — have released their latest earnings reports and outlooks for the fourth quarter of 2025. Many are benefiting from booming demand in semiconductor packaging and testing, with heat sinks and lead frames driving double-digit annual growth for Niching in October.
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Samsung aims to make foundry unit profitable by 2027, banking on Tesla orders and US fab ramp-up
Samsung Electronics is targeting 2027 to turn its foundry business profitable, driven by expected orders from major clients such as Tesla and the full-scale operation of its new Texas fab, according to South Korean media outlet ET News. The company has reportedly shared this goal with partners while outlining future investment plans.
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Nov
Foxconn confirms OpenAI partnership, doubling down on trillion-dollar compute race
Foxconn chairman Young Liu used the company’s latest earnings call to deliver a message: artificial intelligence is no longer just a growth driver—it is now the most decisive force shaping Foxconn’s future.