The rapid appreciation of the Taiwan dollar is affecting the profits of many export industries, including information communications, foundry services, and machinery. Machinery workers have indicated that they may face a 10% decline in performance, and the Taiwan Machinery Association emphasizes that the exchange rate must not breach the 30 NT dollar mark. Analysts assert that even TSMC is unlikely to escape this impact.

TSMC founder Morris Chang has previously stated that the Taiwan dollar could afford a slight depreciation to alleviate pressures on the semiconductor industry, as semiconductor products are primarily priced in US dollars. The fluctuation in the exchange rate directly affects revenues and profit margins. TSMC's CFO, Huang Jen-tsao, noted that a 1% devaluation of the US dollar would reduce gross margins by 0.4 percentage points.

Notable analyst Lu Hsing-chi predicts that if the USD/NTD exchange rate reaches the 30 to 31 range, there will be significant impacts, warning that continued US policy that devalues the dollar may force TSMC to adjust its cash dividend strategy, prioritizing holding onto NT dollars.

Furthermore, over 60% of Taiwan's GDP relies on exports, and the appreciation of the Taiwan dollar pressures various industries, particularly those requiring high competitiveness, such as TSMC and Largan Precision.