The Taiwan dollar saw a significant spike on Friday, briefly reaching the 30 level, soaring over 1.2 NTD to close at 31.064 NTD, marking a 3.07% increase, the largest single-day rise in history. Notable analyst, Lu Xingzhi, indicated that starting next week, analysts might calculate the impact of the US dollar appreciating against the Taiwan dollar to 30-31 NTD, which could heavily affect Taiwan's semiconductor and technology sectors.

Lu noted that the rapid rise could impact TSMC and other tech companies' revenues and profits, as well as their substantial holdings in USD assets. He warned that low-margin system assembly companies holding large amounts of cash in USD might suddenly face financial difficulties. If former President Trump continues to manipulate the dollar, TSMC may be forced to increase cash dividends, converting USD into NTD for shareholder distributions.

While opinions suggest TSMC should follow investment giant Berkshire Hathaway's model by holding cash and avoiding dividends, Lu disagreed, stating that TSMC has sufficient operating cash and should return excess funds to shareholders rather than accumulating for minimal interest gains.