机构：Q2全球智能手机出货量同比增长3%
9月15日，Counterpoint发布数据显示，2025年Q2，全球智能手机出货量同比增长3%，实现连续第二个季度增长。
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Sep
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Sep
Q2全球生产3亿部智能手机
9月16日消息，据外媒报道，有市场研究机构发布的报告显示，在需求季节性变化及部分厂商调整库存的推动下，今年二季度全球智能手机的产量同比环比双双增加，达到了3亿部，同比增长4.8%，环比增长4%。
16
Sep
魅族新款旗舰手机魅族22亮相，还有智能眼镜、Flyme等
9月15日，魅族正式发布全新旗舰手机魅族22，售价2999元起。会上同步推出AI拍摄眼镜StarV Snap、PΛNDΛER系列配件，以及Flyme AIOS 2和Flyme Auto 2系统升级，展示了其在智慧生态领域的最新成果。
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Sep
Commentary: HiSilicon 2.0 moves from survival mode to leadership under Trump 2.0
On September 10, 2025, HiSilicon, a subsidiary of Huawei, completed significant personnel changes in its business registration—Eric Xu stepped down as chairman and legal representative, succeeded by Jeffrey Gao; the board’s senior management was also adjusted.
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Sep
China’s SiC pricing war forces Japan to retreat while Europe holds its line
A new phase in the global race for silicon carbide (SiC) dominance is unfolding—one shaped as much by geopolitics as by market forces. As Chinese manufacturers make rapid strides in low-cost SiC wafer production, the strategic consensus around this next-generation semiconductor material is beginning to fracture.
16
Sep
Immigration raids raise doubts over Samsung’s 2026 Texas fab schedule
Samsung’s ambitious US expansion faces an unexpected obstacle that could derail its 2026 production timeline. A mounting visa crisis, triggered by immigration raids on South Korean workers, is creating ripple effects across the semiconductor industry’s most critical supply chains.
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Sep
Unprecedented AI boom pushes Quanta, Wistron, and peers into massive capacity build-up
Server ODMs are significantly expanding their production capabilities to meet the surging demand in the artificial intelligence (AI) market. Mike Yang, EVP at Quanta, revealed efforts to increase capacity at facilities in the US and Thailand, with a new plant in Mexico set to begin production in early 2026. The scale of orders has grown beyond prior expectations, driving this intensified expansion.
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Sep
Kumamoto University revises education strategy as result of TSMC’s Japan fab
Jun Otani, executive vice president of Kumamoto University, highlighted the university’s 268-year history during a Taiwan-Japan semiconductor supply chain talent forum. Following JASM’s establishment of a fabrication plant in Kumamoto, the university has shifted its educational focus to keep pace with rapid changes in high technology.
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Sep
Han’s Laser expands from semiconductors to new markets, as industrial laser demand slides
The booming semiconductor industry has led to a surge of emerging Chinese laser manufacturers, yet weaker players are being weeded out based on precision and accuracy as competition intensifies, prompting some to seek out new business opportunities.
16
Sep
Research insight: Software-defined vehicles are rewriting auto industry blueprint
In the ongoing transformation of the global automotive industry, one shift stands above the rest: the rise of the software-defined vehicle, or SDV. More than a technological upgrade, the move toward SDVs is reshaping vehicle architecture, supply chains, and the strategic priorities of automakers and semiconductor companies alike.