The U.S. government has imposed strict restrictions on the Chinese solar industry, washing the origin through Southeast Asian countries, with tariffs on related products reaching as high as 3521%. Experts and the industry anticipate that Taiwanese manufacturers will benefit from order transfers due to these tariff advantages, prompting a surge in stock prices. Taiwan's stock market opened at 19,163 points, up 370 points, with various sectors seeing broad gains.

Solar stocks also benefited from this positive news, with companies such as Yuheng Precision, Anji, and Motech all hitting their daily price limits, with increases exceeding 9%. Kiu Dasheng, the executive director of the Asia-Pacific Chamber of Commerce, stated that if Chinese capital sets up factories in these regions or if the product composition reaches a certain ratio, it may be classified as Chinese-made, triggering higher taxation that could benefit Taiwanese manufacturers.

In addition to imposing substantial tariffs on Chinese goods, this could strengthen the competitive edge of Taiwanese firms. The International Monetary Fund (IMF) has also expressed confidence in Taiwan's economic growth, revising the forecast from 2.7% to 2.9% for this year, indicating a strong performance compared to Singapore, Hong Kong, and South Korea. Kiu emphasized the need to pay attention to the potential impacts of tariffs on the industry and to be prepared for changes as they arise.