TCL and Alibaba Cloud Partner to Develop AI Model for Semiconductor Displays
In a landmark collaboration, TCL Group and Alibaba Cloud have announced a comprehensive AI partnership targeting the semiconductor display and smart terminal sectors. The agreement, signed by TCL founder Li Dongsheng and Alibaba Cloud CEO Wu Yongming, marks a significant step in applying artificial intelligence to high-tech manufacturing.
The joint initiative will focus on three cutting-edge technologies: large model reasoning, multi-modal understanding, and intelligent retrieval. Their ambitious roadmap includes establishing a semiconductor display intelligence hub within three years. The first tangible product of this collaboration—a specialized reasoning model called "X-Intelligence"—is set for launch in September 2025.

This industry-specific model builds upon Alibaba Cloud's Qwen series, serving as a "decision-making brain" for semiconductor professionals. By integrating vast industry knowledge with continuous learning capabilities, X-Intelligence promises to transform operations from basic automation to expert-level problem solving across research, development, and production processes.
Li Dongsheng highlighted the synergy between Alibaba Cloud's open-source AI ecosystem and TCL's industrial expertise: "Our combined strengths in technology and real-world applications will create powerful solutions for intelligent manufacturing." Wu Yongming echoed this sentiment, emphasizing their commitment to developing global AI benchmarks through this full-stack cooperation.
The partnership signals a major advancement in applying AI to technically complex fields like semiconductor manufacturing. Industry analysts predict the specialized model could dramatically improve production efficiency while setting new standards for process optimization. As the first reasoning-focused AI solution tailored specifically for display technology, X-Intelligence may well redefine competitive dynamics in this crucial sector.
Key Points
- TCL and Alibaba Cloud are co-developing "X-Intelligence," the semiconductor display industry's first reasoning-focused AI model
- The partnership combines TCL's manufacturing expertise with Alibaba's cloud computing capabilities
- Initial model release planned for September 2025 with continuous optimization planned
- Technology targets three core areas: reasoning, multi-modal understanding, and intelligent retrieval
- Expected to significantly boost R&D efficiency and production optimization in display manufacturing
