Under the influence of Trump’s policies, Taiwan's stock market continues to weaken, but the silicon photonics sector has shown a strong rebound today. Huasiyuan (4979) locked a limit-up price before 10 AM, with self-reported revenue for March reaching NT$376 million, up 42.97% year-on-year. Its after-tax profit was NT$81 million, growing 102.5% year-on-year, and the consolidated revenue for the first quarter was NT$1.067 billion, achieving a 62.63% increase and reaching a nine-year high.

Despite the deliberate selling pressure on the silicon photonics sector yesterday, Huasiyuan’s financing decreased by 1,012 shares. Borowei (3163) reported a net profit of NT$24 million in March, a 67% year-on-year decline, but today it also locked limit-up, with a significant trading volume of 22,589 shares.

Moreover, Guangsheng (6442) also performed exceptionally well, rising nearly 7% today. Stocks related to silicon photonics are favored due to order support, and in the context of the recent U.S.-China trade disputes, many stocks are entering a low base level, suggesting that buying in batches could be a good strategy.