India’s semiconductor ecosystem expands beyond fabs with software-IP firms
As India prepares to begin commercial chip production by late 2025, much of the discussion has focused on new fabs in Gujarat.
28
Oct
28
Oct
Memory shortage hits 70% order fulfillment; server DRAM prices surge 50%
The memory chip shortage has escalated into a severe crisis as upstream international manufacturers finalize contract prices for the fourth quarter of 2025. Intense competition for supply has driven the order fulfillment rate of major US and Chinese customers down to about 70%. Server DRAM contract prices have surged sharply by 40-50%, with capacity constraints also impacting lower-priority customers, whose fulfillment rates could drop below 40% over the next two quarters.
28
Oct
Chunghwa Precision, Yokowo sign investment deal to deepen Taiwan-Japan testing industry ties
Taiwanese semiconductor test interface leader Chunghwa Precision Test Tech (CHPT) announced that it has signed an investment agreement with Japan’s Yokowo. Under the agreement, both parties will make equal equity investments of US$2 million each, aiming to strengthen collaboration in market access, customer relations, and product research and development, while jointly expanding business opportunities and enhancing product competitiveness.
28
Oct
SK Hynix M15X completion expected by end of 2025
To meet the growing demand for HBM, SK Hynix is accelerating the construction of its DRAM production base, M15X plant in Cheongju, South Korea. According to Yonhap News and TheElec, SK Hynix has opened the first cleanroom at the M15X facility and begun installing equipment, advancing the originally planned installation schedule by approximately two months. The company aims to complete construction by the end of 2025.
28
Oct
前三季度TCL Mini LED TV全球出货量同比大幅增长153.3%
10月28日，TCL电子控股有限公司（“TCL电子”01070.HK）今天公布2025年前三季度全球TV出货量数据。得益于产品结构优化带动，第三季度TCL TV全球出货量达761万台，带动前三季度累计出货量达2,108万台，同比增长5.3%。其中，TCL电子深耕显示技术领域，持续加码研发投入，推出的Mini LED TV凭借卓越的画质表现与创新体验，获得全球用户广泛青睐，今年前三季度TCL Mini LED TV全球出货量同比大幅增长153.3%至224万台。
28
Oct
联合光电“新型显示和智能穿戴产品智造项目”延期一年
10月28日消息，中山联合光电科技股份有限公司（证券简称：联合光电，证券代码：300691）于2025年10月23日发布公告称，公司第四届董事会第六次会议及第四届监事会第六次会议审议通过了《关于部分募投项目延期的议案》，同意将“新型显示和智能穿戴产品智造项目”达到预定可使用状态日期从原计划的2025年12月31日延期至2026年12月31日。本次延期未改变项目投资用途、总额及实施主体，亦无需提交股东大会审议。
28
Oct
诚志股份：前三季度净利润1.04亿元
诚志股份（SZ 000990）10月24日晚间发布三季度业绩公告称，2025年前三季度营收约87.04亿元，同比增加5.66%；归属于上市公司股东的净利润约1.04亿元，同比减少52.58%；基本每股收益0.0852元，同比减少52.61%。
28
Oct
王东升主导，西安奕材正式登陆科创板
10月28日，西安奕斯伟材料科技股份有限公司（以下简称“西安奕材”，688783.SH）在上交所科创板正式上市，保荐人（主承销商）为中信证券股份有限公司，本次发行价格为8.62元/股，募资总额约为46.36亿元。目前总市值高达千亿元。
28
Oct
28
Oct
宸展光电第三季度归母净利润同比增长34.5%
宸展光电（SZ 003019）10月27日晚间发布三季度业绩公告称，2025年前三季度营收约18.65亿元，同比减少0.04%；归属于上市公司股东的净利润约1.56亿元，同比减少4.16%；基本每股收益0.91元，同比减少6.19%。