Samsung Display (SDC) has won its lawsuit against the Chinese display company BOE for “OLED patent infringement” filed with the US International Trade Commission (ITC). However, the ITC ruled that the case would not have any significant impact on the US display industry, and therefore decided not to impose any ban on the import and sale of BOE products in the US.

DeepSeek influences US-China competition and cooperation, temporarily impacting the US AI industry while also triggering stricter chip controls on China.

Nvidia’s recent revelations at GTC 2025 showcased its expanding partnerships across hardware and software vendors eager to accelerate AI development within its ecosystem. Meanwhile, a coalition of competitors is forming in the chip industry as emerging players work to escape niche markets and establish themselves as a legitimate alternative to Nvidia’s solutions. As Nvidia approaches edge computing markets, it has shown increased flexibility, with multiple chip manufacturers reporting Nvidia’s efforts to forge relationships with IC design houses.

The TV market in 2025 will be significantly influenced by political factors, particularly with US President Donald Trump’s aggressive tariff policies and China’s “trade-in” policy extending from 2024. These developments are causing shifts in the market while also impacting the inventory rhythm of upstream panel manufacturers. Observing the TV market in 2025 reveals five major changes.