10
Jul
结合其一季报(一季度半导体显示业务净利润23.3亿元),二季度行业淡季下,TCL科技显示业务仍预计取得23亿元净利润
10
Jul
京东方董事长:显示产业正进入再平衡时期,公司有能力去回报投资者长期支持
董事长陈炎顺在接受媒体采访时表示,随着京东方发展进入新阶段,应当、同时也有能力去回报投资者的长期支持。
10
Jul
13.48亿!国资将“入主”蓝黛科技
7月9日晚,蓝黛科技公告称,公司实控人朱堂福、熊敏、朱俊翰当日与安徽江东产业投资集团有限公司(简称“江东产投”)签订股份转让协议,朱堂福拟以11.48元/股的价格,向江东产投转让其持有的1.17亿股(占总股本的18%)公司股份,转让价款合计为13.48亿元。权益变动后,江东产投将成为公司控股股东,马鞍山市人民政府将成为公司实控人。
10
Jul
天马Micro-LED 7英寸车载标准品成功点亮
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.