The leading stock TSMC (2330) recently announced its Q1 consolidated revenue reached NT$839.25 billion, with a net profit of NT$361.56 billion, and earnings per share (EPS) of NT$13.94, marking a record-breaking Q1. However, the market reacted lukewarmly to TSMC's positive news, resulting in no significant rise in Taiwan's stock market.

Analyst Jiang Guozhong from Moore Investment Consulting stated that the tariff risk posed by U.S. President Donald Trump still looms, and investors should consider reallocating funds towards sectors like software, cybersecurity, and ASIC, which are less impacted by tariffs. He specifically named seven stocks, including New Han, Creative, and World芯-KY, which are less likely to be affected.

Despite TSMC showcasing its strong financial health and future prospects during the earnings call, its stock price has not surged significantly in the short term, reflecting a cautious market attitude towards tariff risks and shareholder confidence. According to reports from Wanted Wealth, analyst Jiang indicated that chip tariffs will directly affect Taiwan's electronics industry, while the 10% overall tariff mentioned by Trump significantly impacts traditional industry stocks.

Jiang advises investors to consider reallocating some funds towards stocks less impacted by tariffs and highlighted companies such as Lingqi (2453), Anqi Information (6690), Chunghwa Telecom (2412), Chunghwa Cybersecurity (7765), New Han (8234), Creative (3443), and World芯-KY (3661).