合力泰:第三季度归母净利润同比增长101.61%

10月20日,合力泰(002217)公布2025年三季报,公司营业收入为12.6亿元,同比上升23.8%;归母净利润自去年同期亏损12.3亿元成功扭亏,实现归母净利润1781万元;扣非归母净利润自去年同期亏损12.4亿元成功扭亏,实现扣非归母净利润2464万元;经营现金流净额为-3.48亿元,同比下降141.7%;EPS(全面摊薄)为0.0024元。

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Huawei Cloud CEO demoted over data falsification scandal

On October 18, 2025, Huawei’s internal disciplinary committee reportedly imposed strict penalties on senior executives within its cloud computing business unit after uncovering “data falsification and economic misconduct.” Zhang Ping’an, Executive Director and CEO of Huawei Cloud Computing BU, was demoted three levels, given the largest possible pay cut, and issued a severe warning — a rare move that underscores the gravity of the offense.

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Silan Microelectronics to build US$2.8B analog IC plant in Xiamen

Silan Microelectronics has signed a strategic cooperation agreement with the Xiamen Municipal Government and Haicang District Government to build a 12-inch high-end analog integrated circuit manufacturing plant in Xiamen, Securities Times reported. The project marks a significant step in expanding Silan’s integrated device manufacturer capabilities and strengthens its partnership with Xiamen, following a CNY12 billion (approx. US$1.68 billion) SiC power device fab launched last year.

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Nexperia turmoil deepens as Dutch HQ, China arm clash over control

Tensions are escalating at Nexperia as a dispute between its Dutch headquarters and Chinese subsidiary intensifies. Chinese media reported that Nexperia’s China branch claimed in a letter that the parent company had suspended local employees’ work account access and stopped salary payments. In response, Nexperia China released an open letter on October 19, 2025, assuring staff that wages, bonuses, and benefits would continue to be paid directly by the Chinese subsidiary, not by the Dutch parent company.

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Taiwan’s smart robotics drive faces research gaps and integration hurdles

Taiwan’s Executive Yuan (Cabinet) is vigorously promoting the “10 New Major AI Projects,” focusing on smart applications, critical technologies, and digital infrastructure. Key technologies include silicon photonics (SiPh), quantum computing, and intelligent robots. However, compared with advanced Western countries, Taiwan invests less in basic research, potentially creating bottlenecks in developing core intelligent robot technologies.

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