募资6.15亿元，路维光电可转债上市
7月10日，路维光电（688401.SH）可转换公司债券正式发行上市。据发行公告，本次可转债募资6.15亿元，其中3.19亿元将专项用于“半导体及高精度平板显示掩膜版扩产项目”，重点布局半导体掩膜版、G8.6及以下高精度TFT-LCD、AMOLED等平板显示掩膜版新增产能，直指国产替代关键领域。
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Asus ROG Strix OLED XG32UCDS is unveiled with a 165Hz 4K QD-OLED display
Asus ROG Strix OLED XG32UCDS has been quietly unveiled featuring a 31.5-inch QD-OLED display with a 4K resolution and a 165Hz refresh rate. This model can be considered as a direct competitor of the MSI MAG 322UP QD-OLED E16, for example. It delivers a typical SDR brightness of 250 nits and a peak brightness of 1000 nits with VESA DisplayHDR True Black 400 certification. The 10-bit display covers…
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Jul
SK Hynix narrows gap with Samsung as AI boom fuels HBM chip sales in Q2
SK Hynix is rapidly closing the gap with Samsung Electronics in the global memory chip race, driven by surging demand for high-bandwidth memory (HBM) used in AI applications. According to a newly released report by Counterpoint Research, SK Hynix posted US$15.5 billion in combined DRAM and NAND revenue in the second quarter of 2025, placing it in a virtual tie with Samsung for the top spot in the global memory market.
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Jul
Apple loses key AI talent in Meta’s multi-million dollar raid
Apple’s AI development efforts have suffered a potential setback with Meta Platforms recruiting Ruoming Pang, Apple’s head of foundational AI models, according to multiple outlets, including Bloomberg. Meta is said to have offered Pang a multi-million-dollar salary package, with the possibility of more Apple engineers following. Neither company has confirmed these reports. This development highlights concerns over Apple’s ability to retain and attract top AI talent amid competitive pressures.
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Jul
Samsung capitalizes on Apple’s product gap with new foldable phone pre-orders
Samsung Electronics announced that its new Galaxy Z series foldable smartphones and Galaxy Watch 8 series smartwatches will be available for sale starting July 25, 2025. The company has begun a pre-order campaign in Taiwan to accelerate sales, especially targeting the 12GB+512GB foldable model.
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Jul
Wi-Fi 7 bundled plans drive Arcadyan’s record revenue
Arcadyan’s record-breaking first-half 2025 revenue was fueled by booming demand for Wi-Fi 7 devices, rising Passive Optical Network (PON) adoption, and aggressive restocking by telecom operators. The company is closely watching US tariff announcements before capacity adjustments.
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Jul
Advanced packaging crisis hits as Asahi Kasei halts PSPI supply
Risks continue emerging one after another as the supply shortage of essential advanced packaging materials from Japan’s chemical giant Asahi Kasei continues to escalate.
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Jul
India’s EMS giants pivot to East Asia partnerships for US$2.68 billion component push
Indian electronics makers are accelerating joint venture talks with South Korean, Japanese, and Taiwanese partners as they prepare final bids for a component manufacturing scheme. The push reflects a strategic shift away from Chinese alliances amid foreign direct investment curbs and rising geopolitical tensions.
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Jul
Apple bleeds AI talent as tech giants wage salary war
Apple, having yet to launch its promised AI-enhanced Siri voice assistant, now confronts an escalating exodus of its artificial intelligence experts. Key personnel, including Ruoming Pang, head of Apple’s Foundation Models team, are reportedly leaving for competitors like Meta Platforms, raising concerns about Apple’s future in AI innovation.
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Jul
Swancor divests materials unit to back smart robotics investors
Swancor Holding Co., Ltd. has approved the sale of a 60% stake in its Shanghai STAR Market-listed unit, Swancor Advanced Materials Co., Ltd., at CNY7.78 per share, valuing the deal at approximately CNY1.86 billion (approx. US$259.3 million). The transaction was cleared by the board and audit committee on July 8.