10
Jul
近日,天马新型显示技术研究院(厦门)有限公司,继全球领先的G3.5 Micro-LED产线全制程贯通后,首款车载标准化产品——Micro-LED 7英寸车载标准品成功点亮!这款产品集高透明度、可拼接、高信赖性、超强性能于一体,不仅标志着天马Micro-LED产线的工艺路线全面锁定,更以可持续的生产能力为行业注入强心剂,引领车载显示技术迈向新阶段。
10
Jul
TCL科技:预计上半年显示业务净利润超46亿元,同比增长超70%
7月9日晚,TCL科技公告称,预计2025年上半年营业收入826亿元-906亿元,同比增长3%-13%。归属于上市公司股东的净利润18亿元-20亿元,同比增长81%-101%。扣除非经常性损益后归属于上市公司股东的净利润盈利15亿元-16.5亿元,同比增长168%-195%。报告期内,半导体显示业务预计上半年实现净利润超46亿元,同比增长超70%。
10
Jul
ViewSonic XG273E-2K-OLED goes official with a 500Hz 2K QD-OLED display
10
Jul
Asus June revenue hits 13-year high on AI, GPU, gaming tailwinds
Asus posted its highest monthly revenue in nearly 14 years (162 months) in June 2025, fueled by robust demand for Nvidia’s GeForce RTX 50 GPUs, gaming laptops, and expanding AI server shipments. June group revenue hit NT$68.57 billion (approx. US$2.35 billion), rising 8.47% from May and 17.3% year-over-year. Second-quarter revenue climbed 30% year-over-year to NT$188 billion, while first-half revenue reached NT$335.7 billion, up 25.92%. Brand revenue grew 15% year-over-year in June to NT$64 billion, and 28% in the second quarter to NT$174 billion.
10
Jul
Phison 2Q25 revenue hits record as NAND controller shipments surge
NAND flash manufacturers have been implementing production cuts, leading to urgent orders to surge and leaving a supply shortage for NAND controllers. Phison CEO K.S. Pua explained that as NAND controller supply tightens, the company has been actively coordinating additional upstream capacity with supply chain partners to meet demand from NAND suppliers. The results of these efforts are already reflected in the company’s performance for June and the second quarter of 2025, driving quarterly revenue to a new all-time high.
10
Jul
Humanoid robots aren’t ready yet, but linear actuators might change that
Tesla’s decision to pause parts procurement and development for its Optimus humanoid robot has raised questions about the pace of progress in the humanoid robotics market. But supply chain players remain calm, noting that the industry is still in its infancy, with mechanical designs yet to reach standardization.
10
Jul
China targets Taiwanese defense firms with export ban—but impact may be limited
China is turning up the heat on Taiwan’s defense sector—but the immediate fallout may be limited.
10
Jul
Gogoro bets on free rides to fuel its electric future
Gogoro Network has introduced a zero monthly rental plan for its electric scooters in Taiwan, marking a new phase in its decade-long effort to cultivate the market. Following the launch of an unlimited riding subscription in April 2025, the plan aims to provide greater affordability and attract gasoline-powered scooter users to switch to electric.
10
Jul
AgiBot’s Lingxi X2-N raises the bar for humanoid robots with dual-mode mobility
On July 7, 2025, Shanghai Zhiyuan New Innovation Technology, better known as AgiBot, unveiled its next-generation humanoid robot, the Lingxi X2-N. Featuring an innovative dual-mode design, the Lingxi X2-N has become a focal point in the robotics industry, highlighting the fast-paced growth and advancing capabilities of China’s humanoid robotics sector.
10
Jul
South Korea’s ESOL secures funding to challenge EUV supply chain dominance and boost domestic production
South Korean semiconductor extreme ultraviolet (EUV) equipment company ESOL recently announced the successful completion of a KRW74 billion (US$54.1 million) Series B financing round. Industry experts view this investment not only as a capital injection but also as an important signal that South Korea is accelerating the commercialization of subsequent products through technology localization in the core EUV process field.