友达2025 GPS全球供应商大会汇聚生态圈伙伴 共创韧性价值链与成长动能

友达光电友达光电于9月12日举办”2025友达全球供应商大会(Global Partner Summit, GPS)”,以”链结友力 共创无限(Together, Unlimited Possibilities)”为主题,邀集来自北美、欧洲、亚太等地区共116家、超过300位供应链伙伴齐聚一堂;透过分享技术与价值创新之策略与成果展示,与合作伙伴共同探索价值共创与永续发展的关键节点,凝聚信心与共识,携手在产业挑战与机遇中共创新局。

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韩媒:前有SDC,后有BOE,留给LGD的“黄金时间”不多了

9月15日消息,据韩媒,韩国电子巨头LG Display(LGD)正面临”上下夹击”的困境——上方有三星显示(SDC)压制,下方遭遇京东方(BOE)的激烈竞争。虽然当前实现了盈利转正,但一年后的收益性仍是未知数。雪上加霜的是,由于资金短缺,LGD正错失开拓新业务的关键窗口期。因此,有行业评价称,LG Display(LGD)的盈利转变只剩下为期一年的短暂喘息。

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TCL华星:拟投建8.6代印刷OLED产线

9月12日,TCL科技集团股份有限公司(000100.SZ)发布公告,公司、旗下子公司TCL华星与广州市人民政府、广州经济技术开发区管理委员会共同签署项目合作协议,拟共同出资于广州市建设一条月加工2290mm×2620mm玻璃基板能力约2.25万片的第8.6代印刷OLED显示面板生产线(简称“t8项目”),主要产品涵盖平板、笔记本电脑、显示器等应用领域,预计总投资额约人民币295亿元。

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Foxconn chairman reportedly leads delegation to US amid sensitive timing

Foxconn chairman Young Liu reportedly has recently visited the US and met with executives including Alphabet and Google CEO Sundar Pichai, according to industry sources. Meanwhile, US officials are reportedly close to reaching a tariff agreement with Taiwan, prompting speculation about whether Liu’s visit has additional strategic purposes given the timing.

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What Huawei’s shake-up at HiSilicon means

On September 11, Chinese media reported that Huawei’s semiconductor unit HiSilicon has entered a new leadership phase. Eric Xu resigned as chairman, with Jeffrey Gao assuming the role. Huawei senior executives Ken Hu, Guo Ping, and Steven Ren also stepped down from their directorships, leaving He Tingbo — HiSilicon’s president and long-time steward — as the sole continuing board-level figure. He Tingbo also holds multiple senior posts at Huawei, serving as Director, Chair of the Huawei Scientist Committee, ITMT Director, and President of the Semiconductor Business Department.

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