Samsung Electronics’ foundry division is actively pursuing orders for its 2nm process technology and is currently conducting process evaluations with major clients, including Nvidia and Qualcomm.

Chinese panel manufacturers BOE Technology and TCL China Star Optoelectronics (TCL CSOT) have reportedly begun scaling back their LCD panel production in response to the tariff policies imposed by the Trump administration since January 2025, which have effectively blocked their export channels to the US. Despite strategic efforts to expand into alternative markets across Europe and Asia, these companies face significant challenges securing new customers in the short term. Compounding their difficulties, the Chinese government has reduced subsidies, leaving production cuts as their only viable recourse.

5月13日，宸展光电(003019.SZ)公布近期投资者关系活动表示，泰国工厂于2024年顺利实现量产，已形成了智能座舱业务“中国+泰国”的全球双工厂布局，初步完成了生产制造由“集中式”到“多区域”的转型。

5月14日，作为全球领先的物联网创新企业，BOE（京东方）携30余款由ADS Pro、f-OLED、α-MLED三大显示技术品