The US is the world’s largest economy, and following Donald Trump’s inauguration in January 2025, there have been significant changes across various policies, including trade, domestic affairs, foreign relations, and research funding. Even during Joe Biden’s administration, Taiwanese companies were compelled to take sides due to the US’s efforts to contain China’s technological development. The proportion of Taiwan’s investment in China has dropped from 83.8% in 2010 to just 8% by 2024, with little chance of reversal in the coming years.

4月7日消息，据Omdia《大尺寸显示面板生产策略追踪报告》的最新数据，显示面板厂商在2025年第一季维持产能利用率高于80%，但预计将在2025年第二季下调利用率。随着2025年第一季的提前备货需求在第二季初逐渐消退，终端设备制造商正采取更保守的面板采购策略。

集邦科技（TrendForce）4月7日公布4月上旬面板价格，集邦科技研究副总范博毓表示，关税对供应链造成冲击，短期内对面板价格会造成影响，电视面板报价止涨；显示器面板价格小涨。