瑞联新材：预计上半年净利润同比增长69.93%
7月9日晚间，瑞联新材(688550)披露业绩预告，公司预计2025年上半年实现营业收入8.06亿元，同比增长16.27%。预计2025年上半年实现归属于母公司所有者的净利润为1.62亿元，同比增长69.93%。
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韩国检测设备厂NEXTIN获得京东方OLEDoS订单
7月11日消息，据韩媒，韩国的检测设备公司 NEXTIN已将其业务扩展到下一代显示技术 OLEDoS（Micro OLED）领域。最近，该公司获得了来自中国主要企业的OLEDoS检测设备订单。
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奥来德OLED显示用关键功能材料研发及产业化建设项目开工
据“奥来德”，7月10日，吉林奥来德长新材料科技有限公司（以下简称奥来德）OLED显示用关键功能材料研发及产业化建设项目正式开工。
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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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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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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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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.