显示光刻胶色浆企业万思得新材料阜阳工厂开工
8月12日消息，2日上午，万思得新材料科技（中山）有限公司安徽生产基地奠基仪式在安徽阜阳颍上开发区举行，标志着万思得产业化和规模化进入新阶段，全面开启高速高质量发展新征程！
12
Aug
12
Aug
工业富联上半年净利增超38%
8月10日，工业富联（601138）发布2025年半年度报告，受益于AI相关业务强势增长，实现营收3607.59亿元，同比增长35.58%，归母净利润121.13亿元，同比增长38.61%，均创同期历史新高。其中，第二季度单季营收首次超过2000亿元达2003.4亿元，同比增长35.9%；净利润为68.8亿元，同比增长51.1%，也均创下同期历史新高。
09
Aug
AI servers’ 800V power upgrade presents transformation opportunity for power supply chain
As artificial intelligence (AI) computing demands increasingly more power, providing stable and ample electricity has become a critical issue in the AI industry’s development. Nvidia recently announced plans to introduce a new high-voltage power architecture by 2027, adopting an 800V high-voltage direct current (HVDC) power system in next-generation AI server solutions.
09
Aug
HannStar’s 12th straight quarter of losses leaves plant sale uncertain
Small-to-medium-sized panel maker HannStar Display continued to incur losses in the second quarter of 2025, marking its twelfth consecutive quarter of accumulated losses. To simplify its organizational structure and reduce operating costs, HannStar’s board of directors decided to merge three wholly owned subsidiaries: Far Leader, Tong Xin Automation, and Lensme, all of which are investment holding companies. The planned merger is scheduled for October 1, 2025.
09
Aug
Winbond signals start of 2-year DRAM growth cycle as DDR4 supply tightens
Winbond Electronics said its core memory operations are improving despite foreign exchange-related losses widening its bottom line. DDR3 and DDR4 prices have been rising since June 2025 and are expected to rise further in the second half. The company’s custom memory segment (CMS) is also gaining traction, with AI-optimized CUBE products projected to begin contributing revenue in late 2026 and account for up to half of CMS sales by 2028.
09
Aug
Exein expands globally to address IoT security challenges, leveraging Taiwan’s advanced manufacturing ecosystem
Rising concerns over vulnerabilities in Internet of Things (IoT) devices—estimated to account for nearly one-third of global cybersecurity risks—are fueling a surge in global demand for embedded security solutions. Italian cybersecurity startup Exein, a leader in embedded IoT protection, is responding with an ambitious international expansion plan that taps into Taiwan’s robust electronics manufacturing ecosystem to deepen its presence in Asia and beyond.
09
Aug
Qisda reports US assembly not necessarily cost-effective under 20% tariff
Qisda’s consolidated revenue for July 2025 was NT$17.473 billion (approx. US$583.2 million), down 6.99% monthly but up 7.25% annually. For the first seven months of 2025, consolidated revenue totaled NT$120.7 billion, a 6.74% increase compared to the same period in 2024. The smart solutions, medical, and networking business sectors all grew compared to the same period in 2024, with IT business operations remaining steady.
09
Aug
Dynamic’s Thailand plant to volume produce AI server motherboards in 4Q25, with AI revenue expected to reach 20% by 2026
Automotive PCB manufacturer Dynamic Holding announced that as the learning curve at its new Thailand plant gradually improves, high-end new products are expected to enter small-scale production in the fourth quarter of 2025. The focus will be on orders for high-margin applications, such as AI servers, AI GPUs, ASICs, and switches. Production volume is set to increase steadily starting in 2026, with AI product revenue projected to account for up to 20% of total annual sales.
09
Aug
Tesla orders boost Samsung’s Taylor plant; OCI expands semiconductor-grade phosphoric acid production
South Korean materials company OCI recently announced plans to expand its production capacity of semiconductor-grade phosphoric acid. This expansion comes in response to surging customer demand driven by Samsung Electronics’ upcoming US Taylor fab, scheduled to begin operations in 2026. OCI aims to strengthen its competitive edge through early equipment investments.
09
Aug
OpenAI reportedly eyes US$500 billion valuation in employee stock sale
OpenAI is reportedly in talks to allow employees—both current and former—to sell their shares in a deal that could value the company at US$500 billion, a dramatic jump from its most recent valuation of US$300 billion. The proposed transaction is aimed at retaining top talent and rewarding staff as competition for AI researchers intensifies across the tech industry.