Taiwan manufacturers adopt three-step survival strategy in response to tariff disruptions and economic downturn

As the US prepares to announce reciprocal tariffs on Taiwan, concerns persist over the potential impact on Taiwanese industries, including exports, technology, and agriculture. If the US imposes zero tariffs on imported products, further pressure could be placed on Taiwan’s automotive and agricultural sectors. Despite high potential risks, most technology companies are currently adopting a passive approach due to uncertainty about the final direction of US policy.

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康宁显示科技业务二季度业绩公布

7月30日,康宁公司发布二季度业绩报告。财报显示,康宁公司第二季度核心销售额为40.5亿美元,同比增长12%;核心净收益为5.25亿美元,同比增长29%;核心运营利润率为19%,扩大160个基点;核心每股收益为0.60美元,同比增长28%;调整后的自由现金流为4.51亿美元,同比增长28%。

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京东方A分析LCD供需及AMOLED业务进展

公司表示,行业内厂商正在实施“按需生产”策略,根据市场需求变化调整产线稼动率。2025年第一季度,因出口需求和“以旧换新”政策,终端需求旺盛,LCD TV主流尺寸面板价格全面上涨;然而,二季度后国际贸易环境变化导致面板采购需求降温,七月份价格小幅下降,但预计八月份面板备货需求逐步恢复,行业稼动率有所回升。

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