Core Insights - Data I/O Corporation and IAR are collaborating to create a unified security provisioning solution for the supply chain, enhancing security from embedded design to mass production manufacturing [1][2][4] Industry Context - The partnership addresses the growing need for robust security measures in electronic products due to increasing government regulations and industry standards [2] - Designing security from the beginning is crucial for ensuring firmware integrity and protecting intellectual property [2] Collaboration Details - The collaboration combines IAR's expertise in embedded development tools with Data I/O's semiconductor preprogramming and device provisioning technology [3] - This integration allows for broader device support and faster manufacturing processes without compromising security [3] - The solution is expected to launch in 2026 and is already gaining traction with several customer engagements [4] Benefits for OEMs - The collaboration enables OEMs to extend security provisioning capabilities into the design phase, creating a comprehensive security ecosystem [4] - It allows for greater control over security deployment and consistent security provisioning across global manufacturing sites [7] - The combined algorithm libraries of both companies reduce development time and minimize exposure to threats [7] Company Background - Data I/O has been providing innovative solutions for electronic product design and manufacturing since 1972, serving various industries including automotive and IoT [5] - IAR has been delivering embedded development software and services since 1983, supporting over one million embedded applications across multiple sectors [6]

格隆汇2月25日丨雅创电子(301099.SZ)在投资者互动平台表示，公司主要聚焦于光通讯细分市场，暂时 未对卫星通讯有所布局。 ...

蔡春林：广东具备三大优势，一是制造业底盘极其厚实。电子信息、家电、装备制造等完整产业链 为"先进制造+数字服务"融合提供天然土壤；二是民营经济活跃，企业数字化意愿强。华为、腾讯、比 亚迪（002594）、大疆等民营企业数字化始终挺立在时代潮头；三是改革开放的前沿阵地，开放程度 高。外向型经济为现代服务业（金融、物流、跨境电商）提供广阔市场。 余洋：当前的主要挑战体现为生产性服务业向制造业渗透深度不足，高端研发、工业设计、供应链金融 等高端服务供给与制造升级需求不匹配，珠三角与粤东粤西粤北产业协同联动不够紧密，两业融合的数 字化载体与生态体系尚未完善。 田利辉：扬长补短的关键，在于以"扩大开放"破题——深度融入全球产业分工，在高水平"引进来"中吸 收国际先进服务理念，在高质量"走出去"中倒逼制造与服务双品牌输出；同时推动"制造+服务"双向赋 能，鼓励龙头企业从单纯卖产品向提供"产品+服务"整体方案转型，让"制造强省"与"服务高地"在开放 中相互成就，实现"制造即服务"的深度转型。 三大前沿科技落地堵点在哪？ 2月24日，广东省高质量发展大会于广州启幕，恰逢全省"十五五"规划开局的关键节点，这场被称作广 东"新春 ...

Industry Overview - The MLCC sector is experiencing a significant surge, driven by the explosive demand for AI servers, leading to a substantial increase in industry demand [2][3] - Major global MLCC manufacturers, such as Murata Manufacturing and Samsung Electro-Mechanics, are considering price hikes due to capacity constraints, with Murata's order volume reaching double its current capacity [3] - The demand for high-end MLCCs is expected to continue rising, benefiting both upstream and downstream companies in the industry [3] Market Dynamics - The demand for high-capacity, high-temperature resistant high-end MLCCs is increasing in downstream sectors like AI servers and automotive electronics, with overseas giants' price increases pushing the overall price level higher [4] - Domestic manufacturers with high-end MLCC R&D capabilities are positioned to capture more market share due to their cost-performance advantages as the domestic substitution process accelerates [4] Raw Materials and Equipment - The expansion of MLCC production is driving the demand for key raw materials such as nickel powder and dielectric powder, with a notable increase in market demand for high-performance nickel powder and high-end dielectric powder [4] - Companies that possess advanced production technology for high-end raw materials are expected to benefit significantly from the industry's growth [4] Key Companies - Fenghua Advanced Technology is a leading domestic MLCC manufacturer, with a diverse product range including MLCCs and chip resistors, set to benefit from industry demand growth and the domestic substitution process [5] - Guocera Materials is a global leader in MLCC dielectric powder production, supplying raw materials to numerous well-known MLCC manufacturers, and will see performance growth due to the industry's upward trend [5] - Boqian New Materials focuses on high-end metal powder R&D and production, with its nickel powder products meeting the technical upgrade needs of high-end MLCCs, expected to see increased sales and profitability due to the surge in AI server demand [6] - SanHuan Group is a leading domestic electronic ceramics company, with its MLCC products experiencing a gradual recovery in market demand, benefiting from industry growth and accelerated domestic substitution [6]

Investment Rating - The report indicates a positive outlook for Thailand's manufacturing sector, highlighting strong foreign direct investment (FDI) and robust demand for serviced industrial land plots (SILP) [1][51]. Core Insights - Thailand's FDI reached THB 1.14 trillion across 2,259 projects in H2 2025, with a record high demand for SILP, totaling 12,955 rai sold [1][51]. - The average asking price for SILP increased by 5.0% to THB 6.65 million per rai, reflecting a tightening market with high occupancy rates in ready-built factories (RBF) at 98.4% [2][66]. - Future demand is expected to be robust but more specialized, driven by supply chain relocations and growth in digital and electrical industries, with structural factors becoming more critical for investors [3][79]. Market Overview - Thailand's economy saw a slowdown in Q3 2025, with real GDP growth at 1.2% YoY, down from 2.8% in the previous quarter, although external demand and a trade surplus provided some support [8]. - Goods exports rose by 11.5% YoY to USD 86.2 billion, with high-technology manufacturing leading the growth [9]. - Private investment grew by 4.2%, while public investment contracted by 5.3%, indicating a divergence between investment and consumption [10][13]. Foreign Direct Investment (FDI) - Cumulative FDI approvals increased significantly from THB 629.6 billion in Q2 to THB 1.14 trillion by the end of 2025, with the digital sector attracting the largest share of investment [24][26]. - The digital sector's capital inflow rose by 71.6%, highlighting a shift towards technology-driven industries [26]. Serviced Industrial Land Plots (SILP) - The total supply of SILP grew by 0.8% H-O-H to 185,498 rai, with the Eastern Economic Corridor (EEC) commanding a 63.6% market share [42][49]. - The cumulative sales rate for SILP reached 93.5%, indicating a highly competitive market with limited available inventory [52][56]. Ready-Built Factory (RBF) Market - The RBF market saw a national occupancy rate of 98.4%, with the EEC achieving total utilization at 99.94% [66][72]. - Average rental rates increased to 202.9 THB per sqm, reflecting a landlord's market driven by high demand from sectors like EV and electronics [74]. Structural Shifts in the Market - The industrial property market is transitioning towards more capital-intensive and infrastructure-dependent activities, influenced by trade policies and tariff asymmetries [79][80]. - Developers are increasingly adopting built-to-suit models, reducing speculative development and contributing to supply constraints [82]. Future Outlook - Industrial demand is expected to remain resilient but selective, with ongoing supply chain diversification and digitalization [84]. - Long-term structural constraints in power and infrastructure capacity may impact effective supply, leading to uneven land and rental price growth [84].

整体来看，298家发布业绩预告的公司中有166家实现盈利，工业富联、立讯精密、TCL科技净利润居前；受益于行业复苏、算力需求攀升等多重因素，较上 年相比，近六成电子行业上市公司实现利润同比增长。 超五成公司预告盈利工业富联、立讯精密、TCL科技盈利规模居前 截至最新数据，根据申万行业分类，A股电子行业上市公司共计495家，其中298家公司已公布2025年年度业绩预告。 整体来看，已公布2025年年报业绩预告的298家电子上市公司中，业绩偏正面（包括预增、略增、续盈、扭亏）的企业合计为129家。 | 面即修 | | | | --- | --- | --- | | 电子行业2025年年度业绩预告类型 | | | | 预告方向 企业家数(家) | 业绩类型 | | | TF面 | 预增 | 81 | | 略増 | | 15 | | 续盈 | | 1 | | 担亏损 据 | | 32 | | 30 | 预減 | | | 负面 | 略減 | 7 | | 首亏 | | 41 | | 续亏 | | 90 | | 中性 | 不确定 | 1 | | 数据来源: 新华财经、面包财经、公司公告 | | | 图1：电子行业2025年 ...

新华财经北京2月25日电截至最新数据，根据申万行业分类，A股电子行业上市公司共计495家，其中298家公司已公布2025年年度业绩预告。 整体来看，298家发布业绩预告的公司中有166家实现盈利，工业富联、立讯精密、TCL科技净利润居前；受益于行业复苏、算力需求攀升等多重因素，较上 年相比，近六成电子行业上市公司实现利润同比增长。 超五成公司预告盈利工业富联、立讯精密、TCL科技盈利规模居前 整体来看，已公布2025年年报业绩预告的298家电子上市公司中，业绩偏正面（包括预增、略增、续盈、扭亏）的企业合计为129家。 | 面问14 | | | | --- | --- | --- | | 电子行业2025年年度业绩预告类型 | | | | 企业家数 (家) 预告方向 | 业绩类型 | | | 正面 | 预增 | 81 | | 15 | 略増 | | | 绩盈 | | 1 | | 担同市场 | | 32 | | 负面 | 预减 | 30 | | 略減 | | 7 | | 首亏 | | 41 | | 续亏 | | 90 | | 中性 | 不确定 | 1 | | 数据来源: 新华财经、面包财经、公司公告 | | | ...

CALGARY, Alberta, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Vitalist Inc. (TSX-V: VITA.V; OTCQB: VTLSF) (“Vitalist”), a leading electronics company specializing in smart wearable technology and a licensee of prominent global brands, is pleased to announce that its common shares are now eligible for electronic clearing and settlement in the United States through the Depository Trust Company (“DTC”) and have been approved for FAST (Fast Automated Securities Transfer) eligibility. DTC and FAST eligibility is expected ...

HAUPPAUGE, N.Y., Feb. 24, 2026 (GLOBE NEWSWIRE) -- AmpliTech Group, Inc. (Nasdaq: AMPG, AMPGR, AMPGZ) today announced that its previously listed warrants (Nasdaq: AMPGW) expired in accordance with their original terms at 5:00 p.m. Eastern Time on February 19, 2026. Trading in the warrants ceased at the close of market on February 18, 2026, after which the warrants were removed from listing on Nasdaq. The Company reports that prior to their expiration, there were a total of 1,371,428 warrants outstanding wit ...

China restricts exports to 40 Japanese entities it says are contributing to Japan’s “remilitarization.”FILE - Paramilitary soldiers and a police officer with a sniffer dog march past the main entrance gate of China's Ministry of Commerce, in Beijing, on April 3, 2025. (AP Photo/Andy Wong, File)BANGKOK -- China restricted Tuesday exports to 40 Japanese entities it says are contributing to Japan's “remilitarization,” in the latest escalation of tensions with Tokyo. Beijing has shown continued displeasure with ...