Tariffs drive 2Q25 panel market volatility: Innolux and AUO May revenues show slight fluctuations

The two leading panel manufacturers reported mixed consolidated revenue results for May 2025. AUO saw a modest increase of 4.5%, while Innolux experienced a slight decline of 1.44%. For the second quarter of 2025, tariffs continue to be the primary influencing factor for the panel industry. Additionally, as customers had already accelerated their purchases earlier, recent demand momentum has slowed. In June 2025, prices for LCD monitor panels have plateaued, and LCD TV panel prices have begun to decline. Panel makers are further controlling production capacity to prevent price collapses.

Continue reading

Flex joins MIT’s ‘New Manufacturing’ initiative, aims to reinvent US industry with AI and global sustainability labs

Flex, the Texas-based global manufacturing and supply chain services firm, has joined the Massachusetts Institute of Technology (MIT) ‘s newly launched Initiative for New Manufacturing (INM)—a bold, institute-wide collaboration aimed at revitalizing American industrial capabilities. As one of six founding members of INM’s Industry Consortium—alongside Amgen, GE Vernova, Siemens, PTC, and Sanofi—Flex is aligning itself with academia and industry to drive a transformation of manufacturing through artificial intelligence, machine learning, and scalable systems innovation.

Continue reading

Edge AI stalls, cloud AI soars: a new divide in Taiwan’s chip industry

Taiwan’s IC design firms remain optimistic about the long-term trajectory of artificial intelligence (AI), but their outlook for the second half of 2025 has turned markedly cautious. Despite strong expectations around new AI products, near-term uncertainty, driven by tariffs, geopolitics, and macroeconomic volatility, is clouding what was once seen as a pivotal year for edge AI adoption.

Continue reading

Trump’s Harvard visa ban threatens tech talent pipeline, put semiconductor R&D at risk

In a dramatic shift in US immigration policy, the State Department on June 5, 2025, issued a directive halting visa approvals for students bound for Harvard University, including those on exchange programs—part of President Trump’s tighter immigration enforcement push. When a federal court temporarily blocked the move a day later, the department resumed processing those visas but imposed additional scrutiny, such as probing applicants’ social media footprints. Experts warn that with broad discretionary power in visa denial—often without explanation—many students could remain mired in indefinite “administrative processing” with little visibility into their case status.

Continue reading