According to reports from the financial center, Trump’s tariff policy continues to be unsettled, and the US is conducting national security investigations on semiconductors and electronic devices, possibly leading to increased tariffs. Experts point out that this will pose a significant impact on Taiwan's industry, but some companies may be able to mitigate the blow through cost transfer.

Lin Chao-hsien, director of the International Division of the Industrial Technology Research Institute, indicated that the current impact appears to be less than originally expected, but the situation remains dynamic. Taiwanese firms in the communications sector have varying profit levels that depend on their negotiation power and profit margins.

Experts also highlighted that the International Monetary Fund (IMF) revised its global economic growth forecast downward from 3.3% to 2.8%, while Taiwan’s forecast increased from 2.7% to 2.9%, making it the only country among the Asian Four Dragons to have its forecast increased. This indicates that even in the face of a trade war, Taiwan might benefit short-term from earlier inventory pull-ins, but long-term economic outlooks remain cautious due to potential downturn risks.