ASUS Chairman Jonny Shih stated that the company will fully commit to advancing its AI strategy, aiming for breakthrough innovations. During a recent shareholders' meeting attended by tech giants ASUS, UMC, Nanya, and AUO, discussions regarding economic conditions, tariffs, and exchange rate impacts highlighted pressing issues. Shih lamented that "Trump is completely unpredictable" and predicted that Taiwanese manufacturers would face short-term challenges.

When asked about the outlook for the second half of the year, Shih emphasized that Taiwanese businesses must find ways to enhance their resilience and respond flexibly through global operations. He noted that tariffs and currency fluctuations will impact exports and the economy, leading to upcoming challenges.

In the UMC shareholders' meeting, CFO Liu Qidong acknowledged that the volatility of tariffs raises uncertainties about the economic outlook for the second half of the year. He previously mentioned that the company's order visibility is low, with clients showing a cautious attitude by reducing inventory. The appreciation of the TWD is expected to have a real impact on the company's performance in the second half of the year.

Additionally, Nanya General Manager Lee Pei-Ying pointed out that the only variable at the moment is the TWD's appreciation, which may offset the rising speed of the gross profit margins. While the company hopes to achieve profitability quickly, close observation of the TWD's trend is needed. AUO Chairman Pong Shuang-Liang noted that although the tariff impact seems to be easing for some products, caution is still required in observing exchange rate fluctuations. The Chairman of the Tri-Service Association, Lin Bo-Feng, expressed concern that a stable exchange rate is critical for businesses and urged the central bank to maintain currency stability.