Canalys：Q2全球智能手机市场同比下滑1%
7月16日消息，Canalys最新研究显示，2025年第二季度，全球智能手机市场同比下滑1%，这是该行业连续六个季度以来的首次下跌。
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Jul
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Jul
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Jul
杉杉股份：间接控股股东被司法处置的1300万股完成过户
7月15日，杉杉股份(600884.SH)公告，此前披露，公司间接控股股东杉杉控股持有的公司1300万股股票于2025年6月24日在上海证券交易所大宗股票司法协助执行平台公开进行股票司法处置，并已全部竞买成交。
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Jul
Notebook production holds steady in Southeast Asia as players have no intention of moving to US
The progress of production relocation in the notebook supply chain is holding strong despite the Trump administration’s reciprocal tariffs. Brand clients are using a wait-and-see approach with production plans in Vietnam, Thailand, and Mexico remaining unchanged. The likelihood of notebooks being produced in the US is close to zero.
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Jul
Taiwan’s JKoPay services continue after parent firm asset freeze
JKoPay, Taiwan’s second-largest digital payment platform, maintained normal operations despite parent company Jiekou Financial Technology facing court-ordered asset seizures in July 2025 over a NT$3.6 billion equity dispute with Taisun Group.
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Jul
Goldkey gears up for August IPO as DDR4 demand takes off
A tight supply of DDR4 DRAM has triggered a buying spree. Goldkey Technology chairman Vicky Tseng said that since May and June 2025, DDR4 spot prices have skyrocketed more than 100%, while DDR5 has also shown a mild upward trend.
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Jul
Lee Jae-yong’s global sprint: Samsung chair courts partnerships in US, China, and Japan
Samsung Electronics Executive Chairman Lee Jae-yong returned to South Korea on July 14 following a whirlwind trip to the exclusive Sun Valley Conference in Idaho, marking his fourth publicly disclosed overseas trip of 2025. With each of his international visits increasingly tied to strategic business talks and next-generation growth sectors, industry watchers are closely tracking what may emerge from his latest excursion.
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Jul
Taiwan touch panel maker Mildex shifts tariff burden to US military clients
Taiwan’s Mildex Optical, a specialized touch panel manufacturer, has successfully transferred US tariff costs to its military and industrial customers, helping preserve margins as the company pivots toward higher-value niche markets.
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Jul
Taiwan’s PCB supply chain gains momentum as AI & ASIC server shipments surge
AI server GB200 has begun volume shipments, and cloud service providers (CSPs) are ramping up demand for servers equipped with their own ASICs. Despite reciprocal tariffs and New Taiwan Dollar exchange rate losses, server suppliers including Unimicron, Gold Circuit Electronics (GCE), Hi-tec, and Tripod have reported revenue growth in the second quarter of 2025.
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Jul
Taiwan Cement launches full investigation into Molicel plant fire
Following the fire that broke out at Taiwan Cement Corporation (TCC) subsidiary Molicel’s Kaohsiung plant in the early morning on July 14, TCC chairman Nelson Chang has conducted a comprehensive review and ordered a thorough investigation into whether the sensors and multi-stage fire suppression system at the lithium battery plant failed.