In May, listed companies in Taiwan achieved total revenues of NT$3.9 trillion, marking the strongest May in history despite the interference of a strong New Taiwan dollar. This surpasses market expectations, driven by robust demand in AI and other sectors. Looking ahead to June, experts predict that economic data regarding domestic imports and exports indicates that performance will continue to excel compared to the same period last year.

Factors such as the expiration of equivalent tariff exemptions for the U.S. in May and the ceasefire of the U.S.-China tariff war subsequent to the first Geneva agreement have contributed to a strong demand for consumer products. As major economies expand AI infrastructure, demand for AI servers and assembly has surged, leading to the record May revenue.

During May, 56 companies including Wistron, Gigabyte, and others set record monthly revenue highs, and the count of these companies is the highest in recent years. Despite New Taiwan dollar fluctuations affecting some companies' revenue, major players like Hon Hai and TSMC have seen growth rates ranging from 11% to 187% compared to last year, while a few companies reported declines.

The electronics sector remains a key driver behind the record-high revenues of Taiwanese companies. This is particularly true as companies benefiting from demand for NVIDIA's AI servers showed remarkable performance in May. With increasing demand for AI chips, TSMC is accelerating its factory construction domestically and abroad to benefit semiconductor equipment and testing companies.

According to analysts from Fubon Investment and Yuanta Investment, although June revenues may decline slightly from May, the overall growth trend remains positive. They also predict that sectors related to AI, including servers and PCBs, will continue to maintain strong growth in June.