Core Insights - The signing ceremony for the Micro LED high-end display manufacturing project by Ralco Technology took place in Suzhou, indicating a significant investment in the Micro LED sector [1] - The project aims to establish a Micro LED glass substrate production line in Kunshan, enhancing Ralco Technology's R&D and industrialization capabilities to lead the industry [1] - Suzhou is recognized as a hub for Taiwanese investment, with a complete industrial chain in the new display industry, which aligns well with Ralco Technology's expertise in Micro LED technology [1] Group 1 - Ralco Technology, founded in Taiwan in 2014, is a leading player in the Micro LED field [1] - The project is expected to inject new vitality into the high-quality development of Suzhou's new display industry [1] - Suzhou's government emphasizes the importance of the new display industry and welcomes further investment from Ralco Technology to enhance innovation and production capacity [1] Group 2 - Ralco Technology's chairman expressed gratitude for Suzhou's support, highlighting the city's complete industrial system and favorable business environment for Taiwanese enterprises [2] - The project aims to strengthen collaboration with Suzhou's supply chain and focus on key core technologies to achieve mutual benefits [2] - The event was attended by key figures from the Jiangsu Optoelectronic Display Industry Alliance and local government leaders, indicating strong regional support for the initiative [2]

Market Performance - The main board led the gains with notable increases in stocks such as COSCO SHIPPING Technology (+10.01%), Zhen Shitong (+10.00%), and Xingsen Technology (+7.30%) [1] - The ChiNext board saw significant rises with stocks like SuperMap Software (+7.27%) and Guangku Technology (+7.05%) [1] - The Sci-Tech Innovation board was led by Qingyun Technology-U (+15.09%) and Tonglian Precision (+12.54%) [1] - Active sub-industries included SW Semiconductor Equipment (+3.74%) and SW Gaming III (+1.00%) [1] Domestic News - Micro LED high-end display manufacturing project by Micro LED Technology signed in Suzhou, aiming to enhance R&D and industrialization levels [1] - Phancy AI smart glasses by Fourth Paradigm available for pre-sale, featuring a lightweight design and long battery life [1] - Powerchip Semiconductor Manufacturing Corporation reported a net loss of 3.33 billion NTD in Q2 2025, focusing on high-value products for operational optimization [1] - Key domestic display panel manufacturer received the first G11 ultra-large size display panel laser graphic equipment developed by Keyuan Laser [1] Company Announcements - Zhongke Software announced a reduction in shareholding from 22.69% to 21.87% by a major shareholder [2] - Nantech Information signed a framework contract for digital construction services worth 58.27 million CNY [2] - GoerTek is planning to acquire 100% equity of Mia Precision Technology and Changhong Industrial for approximately 10.4 billion HKD [2] - Kela Software reported a reduction in shareholding from 8.01% to 7.36% due to a court ruling [2] Overseas News - SEMI report indicates strong growth in the global semiconductor manufacturing equipment market, expected to reach 125.5 billion USD by 2025, a 7.4% year-on-year increase [3] - NVIDIA has notified Chinese customers about limited inventory of H20 HGX AI GPUs, with no plans to resume production [3] - Mitsubishi Motors announced the termination of its joint venture with Shenyang Aerospace Mitsubishi Motors Engine Manufacturing, exiting the Chinese automotive production business [3] - Texas Instruments reported Q2 revenue of 4.45 billion USD, a 16% year-on-year increase, with significant growth in analog and embedded processing segments [3]