SID 2025 LGD展示下一代汽车显示创新技术
LGD将于从13日起为期3天的SID 2025展会上，展示全球顶尖水准的汽车显示全产品线，特别是其聚焦于将车辆内部空间转化为显示的技术，提供了可拉伸显示、超大型全屏覆盖、可滑动的OLED等未来移动性解决方案。
06
May
06
May
SID 2025 三星显示、LGD展示产品技术一览
据业内消息，SID 2025将于13日在美国圣何塞麦克内利会议中心举行为期三天的展览。此次活动将汇集三星显示、LG显示以及京东方、TCL、夏普等全球主要面板公司。
06
May
洛图：8大面板厂Q1出货量排名
根据洛图科技（RUNTO）发布的《全球液晶TV面板市场月度追踪》报告，2025年第一季度，全球大尺寸液晶电视面板出货量为63.0M片，同环比分别上涨11.5%和4.8%；出货面积达46.7M平方米，同环比分别上涨13.8%和3.4%。
06
May
From Biden’s carrots to Trump’s sticks: Chinese solar giants adapt to new U.S. playbook
The administration of US President Donald Trump has implemented exceptionally high anti-dumping tariffs on solar modules imported from Malaysia, Vietnam, Thailand, and Cambodia. Most notably, Cambodia faces tariffs as high as 3,521% due to its lack of cooperation during investigations. This action reflects the administration’s firm approach to combating “origin-washing,” a practice where manufacturers reroute products through third countries to circumvent US trade restrictions. Market experts indicate that tariffs above 60% typically disrupt bilateral trade, and rates exceeding 3,500% effectively result in an almost complete halt of imports from the affected countries.
06
May
Taiwan’s industrial PC sector adapts to US tariffs with strategic localization and supply chain resilience
Taiwan’s industrial PC (IPC) manufacturers are intensifying efforts to localize production and expand their presence in North America amid increasing tariff pressures from the US. Ennoconn has altered its initial strategy to build a factory in Mexico, choosing instead to set up a new facility in Tennessee, with operations expected to begin in the third quarter of 2025. Similarly, Advantech is considering the creation of a printed circuit board assembly and contract manufacturing center in the US, signaling a wider industry move toward domestic production as companies adapt to evolving trade policies.
06
May
China chokes rare earth supply—prices triple, global supply chains rattle
China’s decision to tighten export controls on seven rare earth elements has sent global prices soaring more than threefold since early April, raising alarms across critical industries, particularly electric vehicles (EVs) and renewable energy.
06
May
Former Samsung employee indicted in DRAM leak case aiding CXMT
South Korean prosecutors recently announced the indictment and detention of a former Samsung Electronics researcher suspected of leaking core semiconductor technology secrets, developed with an investment of KRW1.6 trillion (US$1.1 billion), to China’s leading DRAM manufacturer, ChangXin Memory Technologies (CXMT). Samsung may have suffered revenue losses amounting to tens of trillions of Korean won due to this security breach.
06
May
Samsung DS chief rushes to Silicon Valley to secure AI memory and foundry orders
Siyoung Choi, president of Samsung Electronics’ Device Solutions (DS) division, recently led a senior executive delegation to Silicon Valley, foregoing South Korea’s extended May holidays. The week-long trip focused on meetings with major US tech firms—including Apple, Nvidia, and Broadcom—to shore up demand across Samsung’s semiconductor portfolio, from DRAM and high-bandwidth memory (HBM) to foundry services. US tariff policy was also a key topic on the agenda.
06
May
Tariffs support sustained price increases for LCD monitor panels
Compared to TVs, IT panels are more affected by tariffs. As a result, during the tariff exemption period, LCD monitor brands have continued strong inventory buildup and accepted slight panel price increases. For notebook panels, although demand remains steady, supply capacity is relatively ample, keeping market supply and demand balanced and prices stable.
06
May
Tariff turmoil brings uncertainty and new opportunities, says RichWave
RF front-end supplier RichWave held an investor conference to share its market outlook. The company noted that although tariff conditions remain uncertain, client orders have not yet undergone significant adjustments. Operationally, RichWave expects second-quarter 2025 performance to be on par with the previous quarter.