TV panel market cools amid tariff uncertainty and early inventory buildup

Uncertainty over US tariffs is weighing heavily on the global LCD TV panel market, with sluggish demand prompting TV brands to revise their panel procurement plans for the second quarter of 2025. Following a wave of early stocking in the first quarter, inventories of finished TV sets have risen, leading to what supply chain insiders describe as a tranquil market.

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Samsung pushes into smart mobility with 5nm auto SoCs backed by Infineon, NXP

Samsung Electronics has partnered with Infineon Technologies AG and NXP Semiconductors NV to co-develop next-generation automotive chips using its advanced 5-nanometer process, according to ICsmart via Sammobile. The collaboration expands Samsung’s presence in automotive semiconductors, enhancing both its foundry business and its capabilities in automotive-grade memory and logic components.

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Taiwanese firms face tariff risks as US business inquiries surge 15%

Dun & Bradstreet identified steel, electrical machinery, mechanical equipment, vehicles, and rubber products as Taiwan’s most tariff-vulnerable sectors in a new report on export risks and opportunities. US business inquiries to Taiwanese companies jumped 15% between the first quarter of 2024 and the first quarter of 2025, led by manufacturing sector interest.

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Pegatron weighs Texas site for US expansion, adapts to China’s rare earth export limits

Taiwan-based electronics manufacturer Pegatron is close to finalizing the location for its new US manufacturing facility, with Texas emerging as the likely destination. At the same time, the company is adapting to China’s recent export restrictions on mid-to-heavy rare earth elements, which have triggered rapid redesigns and supply chain shifts.

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