受新一批国补等因素影响，8月面板价格有望止跌企稳
7月28日，奥维睿沃（AVC Revo）在《7月TV&MNT面板价格快报》时预测，受新一批国补资金下达、面板厂按需控产、行业集中度提升和电视面板采购恢复等综合因素影响，预计8月液晶电视面板价格环比持平，这将是电视面板价格连跌两个月后首度止跌。
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沃格RS项目GCP Mini LED灯板实现规模量产
7月23日，沃格集团GCP（Glass Circuit Plate/玻璃电路板）产业化进程再传捷报——RS项目GCPMini LED灯板迎来规模量产，这是沃格GCP产品在新型显示领域继海信项目后又一重大产业化进程，具有深远意义。
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Jul
China fills PFAS-based coolant supply gap in South Korea’s chip sector after 3M exit
Chinese chemical makers are rapidly entering South Korea’s semiconductor coolant supply chain following 3M’s planned exit from the business. Firms like Juhua, ChemPacific, and Noah Fluorochemical are now supplying major chipmakers Samsung and SK Hynix, marking China’s growing influence in a critical segment of advanced semiconductor manufacturing infrastructure.
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Jul
Taiwan’s semiconductor exports remain steady despite tariff risks
Rising trade protectionism and tariff policy uncertainties have disrupted the global economic and trade order. Over time, countries have started to figure out how to negotiate or respond to US tariffs. Despite US President Donald Trump’s warnings that countries imposing retaliatory tariffs would face further hikes, the EU still decided to retaliate against the US.
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Jul
China’s PCB industry hit hard by continued bankruptcy wave
China’s PCB upstream and downstream supply chain has seen massive expansion supported by government policies in recent years. However, the subsequent industry downturn has led to overcapacity, forcing manufacturers to cut prices to win orders, thus triggering a wave of intense internal competition.
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Jul
Behind BYD’s sales surge, suppliers warn of late payments and margin pressures
Chinese electric vehicle giant BYD has publicly dismissed comparisons to the troubled property developer Evergrande, rejecting online speculation that it might be headed for similar financial turbulence. Yet behind closed doors, some of its suppliers tell a different story — one of inconsistent payments, tightened profit margins, and mounting caution across the supply chain.
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Jul
Counter-drone market set to reach US$14.3 billion by 2032 as warfare evolves
The global counter-drone systems market is projected to reach US$14.32 billion by 2032 as small unmanned aerial vehicles transform modern warfare, driving demand for detection and neutralization technologies among military and security agencies worldwide.
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Jul
How Intel fell behind: Missed iPhone deal and CEO missteps sparked its slide
Intel’s decline didn’t happen overnight.