33.5亿元！*ST宇顺拟购买三家公司100%股权
7月14日晚间，*ST宇顺（002289）公告称，公司拟以支付现金方式向凯星有限公司、正嘉有限公司、上海汇之顶管理咨询有限公司购买其分别持有的中恩云（北京）数据科技有限公司、北京申惠碧源云计算科技有限公司、中恩云（北京）数据信息技术有限公司100%的股权，交易总对价为33.5亿元。
15
Jul
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Jul
*ST宇顺：预计2025年上半年净利润亏损418.65万元
*ST宇顺(002289)7月14日晚间公告，预计公司2025年上半年归属于上市公司股东的净利润亏损418.65万元，基本每股收益亏损0.0149元，上年同期归属于上市公司股东的净利润亏损837.28万元，基本每股收益亏损0.0299元。
15
Jul
联创电子：预计上半年净利润1800万元~2600万元 扭亏为盈
联创电子（SZ 002036）7月14日晚间发布业绩预告，预计2025年上半年归属于上市公司股东的净利润1800万元~2600万元，同比扭亏为盈。基本每股收益0.017元~0.0245元。上年同期基本每股收益亏损0.0608元。
15
Jul
蓝黛科技：预计上半年净利润为9300万元~1.15亿元
蓝黛科技（SZ 002765）7月14日晚间公告，预计2025年上半年归属于上市公司股东的净利润9300万元~1.15亿元，同比增长37.54%~70.08%；基本每股收益0.1426元~0.1763元。
15
Jul
DDR4 spot prices surge sharply as memory module makers benefit from high inventory in 2Q25
Driven by major DRAM manufacturers focusing on investment and research in high-bandwidth memory (HBM) and gradually phasing out mature process products, DDR4 spot prices have rapidly doubled since the second quarter of 2025. According to market estimates, DDR4 spot prices have nearly doubled over the past three months.
15
Jul
Taiwan Cement’s battery unit hit by fire as transformation drive stalls
A flash fire at Taiwan Cement’s lithium battery subsidiary Molicel threatens to derail the company’s pivot away from traditional cement operations, highlighting risks as Asian manufacturers rush into the electric vehicle supply chain.
15
Jul
China approves Synopsys-Ansys merger, but draws red lines on contracts
On the afternoon of July 14, 2025, China’s State Administration for Market Regulation announced its conditional approval of US-based Synopsys’ acquisition of Ansys shares. This deal is a significant merger in the global semiconductor and simulation software sectors, valued at approximately US$35 billion. It has attracted considerable industry attention since its announcement in early 2024.
15
Jul
Japan’s JS Foundry files for bankruptcy following power chip strategy setbacks
JS Foundry, a Japanese contract manufacturer focused on power semiconductors, filed for bankruptcy with the Tokyo District Court on July 14, reporting liabilities of JPY16.1 billion (approx. US$110 million). The company’s failure highlights increasing challenges faced by the global power semiconductor industry, where optimistic projections linked to electric vehicle (EV) demand have confronted difficult market conditions.
15
Jul
US tariffs disrupt China’s PCB expansion plans in Thailand
China has hit a roadblock in its printed circuit board (PCB) industry on its way to expand to Southeast Asia. Starting on August 1, 2025, the US will impose tariffs of up to 36% on goods from Thailand, which risks seriously impacting Thailand’s manufacturing sector and upstream Chinese PCB operations in the country.
15
Jul
Samsung Display reportedly secures exclusive OLED deals for Apple’s first foldable iPhone
Samsung Display is reportedly gearing up to become the exclusive supplier of OLED panels for Apple’s first foldable iPhone, signaling a deepening partnership between two of the biggest names in tech.