TCL rides display market rebound to record highs as supersized panels and strategic bets pay off

With panel supply-demand conditions improving and demand for larger displays accelerating, TCL Technology’s semiconductor display business is staging a strong comeback. According to its 2024 annual report and 2025 first-quarter results released on April 29, TCL posted record-high figures in its display segment, with robust revenue and profit growth underscoring its strengthened position in a recovering industry.

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Intel and UMC unite on 12nm to boost U.S. chip supply

At Intel’s Foundry Direct Connect 2025 event, United Microelectronics Corporation (UMC) and Intel executives shared the stage for the first time to outline their joint development of a 12nm semiconductor manufacturing platform. The partnership underscores a shared commitment to strengthening U.S.-based production and addressing national security imperatives amid rising geopolitical and tariff-related uncertainties.

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Trump tariffs reshaping Asian supply chains as Taiwan manufacturer adjusts strategy

Taiwan-based Coretronic Intelligent Robotics is seeing production shifts across Asia that extend beyond immediate reactions to US tariff policies, according to General Manager Hui-zi Lin. While President Trump’s renewed tariff offensive has disrupted global supply chains, Lin indicates the company’s order patterns reflect longer-term strategic adjustments rather than short-term tariff avoidance.

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Tariffs forge a stronger Chinese PC industry as US brands falter

The adage “what doesn’t kill you makes you stronger” aptly describes China’s response to US tariffs and export controls. Rather than hindering Beijing’s progress, these measures have accelerated efforts to develop domestic capabilities, particularly in the personal computer (PC) industry. As US companies encounter increasing obstacles in the Chinese market, the Xinchuang PC initiative, which aims to promote homegrown technology, is expected to expand significantly. Projections suggest the program could double in size by 2025, with continued growth anticipated in 2026.

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Samsung The Frame Pro LS03FW specifications and prices for the U.S. and Europe

Samsung The Frame Pro is a new series of Lifestyle TVs with advanced Neo QLED technology aimed at enhancing the art and entertainment experience by delivering brighter colors, sharper contrasts, and improved local dimming for deeper blacks. The Neo Quantum HDR technology with a Mini LED Backlight optimizes every image and allows every detail to be visible regardless of the brightness level. The…

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TSMC Arizona expands: One fab, two tones

TSMC has broken ground on its third semiconductor fabrication plant in Arizona, marking a major expansion of its U.S. operations and reinforcing the Biden-to-Trump continuity in onshoring advanced chipmaking capacity. The move was prominently highlighted by the U.S. Department of Commerce as part of its broader campaign to revive domestic manufacturing.

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