讀後心得

The United States has imposed a 32% tariff on Taiwan. Although semiconductors are temporarily exempt from the impact, information and communication products such as servers and computer components have been severely affected, with losses estimated to reach NT$1 trillion. The Presidential Office and the Executive Yuan have convened industry representatives to discuss response measures. Experts point out that if tariffs are reduced by 30%, it will result in a loss of $33 billion. The Executive Yuan has already held a meeting to discuss measures in response to stock and foreign exchange market openings.

The United States has imposed a 32% tariff on Taiwan, and while the semiconductor industry has not yet been affected, important export products such as servers and computer components are immediately impacted, with the information and communication technology industry, including PCs, servers, and network equipment, facing serious blows. The Chung-Hua Institution for Economic Research estimates that the domestic loss will reach NT$1 trillion, and representatives from TSMC and the electronics industry have been summoned by the Presidential Office and the Executive Yuan to discuss countermeasures.

Inside the Guanghua Digital Plaza, computer specialty stores and various component stalls have attracted numerous consumers, with brand, performance, and price being important considerations for purchases.

Brokerages forecast that with the implementation of U.S. tariffs, consumers will have to bear price increases of 25% to 50%. The Chung-Hua Institution for Economic Research points out that if Taiwan's exports decrease by 30%, it will result in an economic loss of $33 billion (approximately NT$1 trillion). The vice president of the institution mentioned that while parts prices will not rise in the short term, costs will inevitably increase in the long run.

Information and communication industry operators stated that if Taiwan's products shipped to the U.S. are affected by tariffs, prices will rise, with expected increases ranging from 10% to 20%. Trump's tariff policy has significantly impacted the information and communication technology industry, which accounts for 54% of Taiwan's exports, including the assembly businesses of Hon Hai and Quanta, which are predicted to affect their earnings per share by 1% to 1.3%, while Asus's profits are expected to decrease significantly.

The vice president of the Chung-Hua Institution for Economic Research pointed out that many industries are considering relocating to the U.S., but not all sectors can transition smoothly, urging the government to increase support to cope with challenges. The Premier convened heads of relevant ministries to discuss strategies for the stock and foreign exchange markets, hoping to find solutions before the implementation of the tariffs.

Please note: The above content is for reference only. Investors should carefully assess risks and take responsibility for investment outcomes.