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.

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.

面板双虎5月营收出炉，拉货动能趋缓，加上新台币升值冲击，友达5月自结合并营收241.77亿元（新台币，下同），年减4.6％，群创5月自结合并营收187.24亿元，年减0.75％。 6月面板价格恐将转跌，市场预期营收缓步下滑，第二季营运表现将略逊于第一季。

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