After a front-loaded surge in shipments driven by tariff fears and early stockpiling, Taiwan’s IC distributors are facing a much more uncertain second half of 2025. A cocktail of trade policy volatility, currency appreciation, and inventory overhang has led many firms to issue cautious outlooks for the remainder of the year.

Taiwan-based San Fu Chemical unveiled a broad seven-point strategic roadmap at its annual shareholder meeting on June 9, 2025, signaling the company’s intent to deepen its footprint in the semiconductor sector and expand its global presence, particularly in Vietnam.

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.