蓝思科技：拟全球发售2.62亿股H股 预计7月9日上市
6月30日，蓝思科技发布公告称，公司拟全球发售约2.62亿股H股（视乎发售量调整权及超额配售选择权行使与否而定），其中香港发售股份2884.84万股，国际发售股份约2.33亿股，每股发售价定于17.38至18.18港元之间，预计最高募资达48亿港元。
30
Jun
30
Jun
龙旗科技：已向香港联交所递交H股发行上市申请
6月29日晚间，龙旗科技(603341)公告，公司已于2025年6月27日向香港联合交易所有限公司（简称“香港联交所”）递交了发行H股股票并在香港联交所主板挂牌上市（以下简称“本次发行上市”）的申请，并于同日在香港联交所网站刊登了本次发行上市的申请资料。
30
Jun
DDR4 memory shortage pushes prices up as industry moves faster to DDR5
Despite ongoing geopolitical uncertainty and a seasonal slowdown after the second-quarter stockpiling, memory chip suppliers remain cautiously upbeat about growth heading into the third quarter of 2025. A worsening shortage of DDR4 modules has triggered a surge in rush orders from customers, with demand skyrocketing and prices for DDR4 now surpassing those of newer DDR5 products—a rare flip that’s accelerating the industry’s transition to next-gen memory. Analysts expect the supply crunch to persist through the end of the year.
30
Jun
Optical makers eye busy third quarter with cautious optimism
The optical industry is entering its traditionally busy third quarter with generally positive shipment forecasts as major manufacturers unveil their operational outlooks following shareholder meetings. While optimism about the second half of 2025 prevails, several companies emphasize ongoing uncertainties tied to market demand and macroeconomic factors.
30
Jun
India roundup: Taiwanese firm on thin ice over Indian investments
Despite rising investments in India, Taiwanese companies remain cautious, treading carefully as if walking on thin ice.
30
Jun
China unveils mosquito-sized military drone despite skepticism
China has showcased a prototype micro-drone no larger than a mosquito, drawing international attention for its potential military applications but raising questions about its operational readiness and real-world performance.
30
Jun
AI server demand surges as Nvidia GPUs, AWS ASICs drive Q3 growth
Nvidia has overcome key supply constraints tied to its GB200 AI GPU, clearing the way for major server makers like Quanta and Foxconn to ramp up shipments starting late in the second quarter of 2025. Industry analysts expect demand to intensify further in the third quarter of 2025, providing fresh momentum for the broader AI server ecosystem in the second half of the year.
30
Jun
From subsidies to subtraction: Lip-bu Tan rewrites Intel’s revival playbook
The semiconductor industry rarely sees such a stark contrast in leadership philosophy as the one emerging between Intel’s current and former CEOs. Pat Gelsinger, who recently stepped down after failing to engineer Intel’s revival, now offers strategic advice to Japan’s Rapidus on challenging TSMC. Meanwhile, his successor, Lip-Bu Tan, has wasted no time in his emergency appointment, announcing significant layoffs just three months into his tenure.
30
Jun
ASE COO flags potential setback to US$1 trillion semiconductor goal due to US tariffs and currency pressures
As the US enters a new phase of tariff enforcement—with the buffer period on reciprocal tariffs nearing expiration—concerns are growing that the global semiconductor industry’s path to US$1 trillion in annual revenue could be delayed. ASE Technology’s COO Tien Wu warned that geopolitical tensions, including tariffs and volatile Asian currencies, may push the target back by three to five years.
29
Jun
LG Display begins mass production of the 27-inch Gaming OLED with Primary RGB Tandem structure
Earlier this year, LG Display introduced its fourth-generation OLED technology for TVs, and has now applied it to monitor panels as well. The latest 27-inch OLED gaming panel incorporates its proprietary Primary RGB Tandem structure, achieving a record-breaking peak brightness of 1500 nits (1.5% APL) – the highest among existing OLED monitors. This technology stacks red, green, and two…