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Electronics Five Brothers Suffer Heavy Blow! Accelerating U.S. Manufacturing Experts Issue Warning: Decline in Gross Margin

5 April, 2025

The United States' tariff policy has forced electronic manufacturing giants such as Hon Hai, Inventec, and Wistron to accelerate their establishment of factories in the U.S. However, due to the difficulty in transferring components, these manufacturers are still affected by tariffs. Additionally, the high costs of establishing factories in the U.S. have led to a decrease in profit margins. Experts point out that the high tariffs on components will be passed on to downstream manufacturers, which could lead to inflation in U.S. electronic products. Although major companies have expanded production in the U.S., the cost transfer has not been ideal. The joint venture plan between TSMC and Intel remains a mystery, with significant market reactions.

The article titled "Trump's 32% Tariff on Taiwan" has raised concerns among traditional industry bosses: if this continues, it could lead to industry stagnation, and Taiwan faces a severe challenge of "half-collapse" and a total breakdown.

5 April, 2025

On April 2, 2025, U.S. President Trump announced a 32% tariff on imports from Taiwan, shocking international markets and significantly impacting Taiwan's economy, which relies heavily on foreign trade. Bloomberg economists predict that if the tariff is implemented, Taiwan's exports to the U.S. may decrease by 63%, and GDP could decline by approximately 3.8%. This policy primarily affects key industries such as machinery, electronic equipment, information and communication products, and automotive parts, with many businesses facing a survival crisis. Although the semiconductor industry has been temporarily exempted, it still needs to deal with potential policy changes and supply chain risks. Industrial and economic experts warn that if the tariffs are not alleviated through negotiations, it could lead to unemployment, business bankruptcies, and increased pressure on foreign exchange reserves. The Taiwanese government must actively seek negotiation opportunities to relieve industry pressure; otherwise, the economy will fall into a prolonged crisis.

"Trump Imposes 32% Tariff on Taiwan" - Traditional industry leaders warn: If this continues, everyone may give up the struggle. Taiwan's industry faces severe challenges of a "semiconductor crisis" and total collapse.

5 April, 2025

On April 2, 2025, U.S. President Trump announced a 32% tariff on imports from Taiwan, shocking international markets and dealing a significant blow to Taiwan's economy, which relies heavily on foreign trade. Key industries such as machine tools, semiconductors, information and communication technology, and automobile parts were particularly affected. It is estimated that if the tariff is implemented, Taiwan's exports to the U.S. will decrease by 63%, and GDP will fall by approximately 3.8%. Although semiconductors are temporarily exempt, industry experts warn that more severe challenges may be faced in the future. Taiwanese companies need to seek new markets or transform to cope with the pressure, or they will risk losing orders and facing layoffs. The Minister of Economic Affairs stated that efforts will be made to extend the exemption, emphasizing cooperation with other countries to address this challenge.

【Tariff Impact 2-1】In-depth Analysis of the Taiwanese Stock Market's Low Point at 19,500 Points and the Taiwanese Dollar Exchange Rate! Comprehensive Analysis of Capital Hedging Strategies.

5 April, 2025

The tariff measures implemented by Trump exceeded market expectations, resulting in disruptions to the global supply chain and a downward revision of corporate profits. The Taiwan stock market may briefly dip to 19,500 points. The AI technology and sports sectors are facing selling pressure, while financial and domestic demand stocks have become a safe haven for funds. Taiwan, being an export-oriented economy, will experience pressure on the New Taiwan dollar due to the tariffs, and GDP is expected to be revised down to around 2%. In the face of these challenges, defensive stocks such as telecommunications and commodity sectors are likely to gain favor.

【Tariff Challenge 2-1】In-depth Analysis of the Bottom of Taiwan Stock Exchange at 19,500 Points and the New Taiwan Dollar Exchange Rate! Public Disclosure of Capital Hedging Strategies.

5 April, 2025

Trump's tariff measures exceeded expectations, leading to a potential short-term dip in the Taiwan Stock Exchange to around 19,500 points. AI technology and sports-related sectors will face selling pressure, while financial stocks will become a safe haven for funds. Due to disruptions in the U.S. supply chain, corporate profits are likely to be downgraded, which could strengthen the dollar and increase inflationary pressure. The Federal Reserve may raise interest rates, impacting economic and stock market performance. Taiwan's export-oriented economy is also facing depreciation pressure on the New Taiwan Dollar, with GDP growth expected to be revised down to around 2% this year, while CPI is forecasted to rise to 2.5%. Defensive stocks such as telecommunications, network communication, and security industries are expected to perform steadily during market instability.

Taiwan Semiconductor Manufacturing Company (TSMC) not only invested 100 billion USD? Trump revealed the "additional amount" before the reciprocal tariffs, and Wei Zhejia demonstrated his keen mind.

5 April, 2025

U.S. President Trump is set to announce details regarding the "Tariff Liberation Day" on the afternoon of February 2nd, Eastern Time. Recently, TSMC Chairman Wei Zhejia announced a $100 billion investment in the United States, which Trump described as a historic investment, praising Wei as a legend in the business world. Moreover, TSMC plans to build three more fabs and other facilities in the U.S., with a total investment amounting to $165 billion. In a recent interview, Trump mentioned that Wei Zhejia might invest between $200 billion to $300 billion in the future. He emphasized that the introduced tariff policy will encourage many companies to return to the United States.

TSMC's investment exceeds 100 billion USD? Trump's revelation of the "increased amount" before the equivalent tariffs: Wei Zhejia is quite shrewd.

5 April, 2025

U.S. President Trump is about to announce details related to tariffs, drawing global attention. U.S. Treasury Secretary Mnuchin confirmed that an announcement will be made on the afternoon of the 2nd, Eastern Time. TSMC Chairman Wei Zhejia announced last month an investment of $100 billion in the United States, which Trump called a historic investment and praised Wei Zhejia's talent in the chip industry. TSMC also plans to build additional fabs and R&D centers in the U.S., with a total investment reaching $165 billion. Trump stated that the possible investment amount could reach $200 to $300 billion, emphasizing that this would bring wealth and more job opportunities to the United States.

The Qingming Festival "Three Zodiac Signs with the Best Financial Luck"! Seize the Opportunity to Make Money, Both Regular and Extra Income Are Coming!

5 April, 2025

During the Qingming holiday, Teacher Yun Wei from Qing Shui Meng International Tarot pointed out that three zodiac signs have particularly strong financial luck and are suitable for actively seeking money-making opportunities. These zodiac signs are: 1. **Scorpio** - Strong chance of unexpected financial gains, especially in investments and windfalls, with the potential to gain extra income through correct financial decisions and networking. 2. **Taurus** - The wealth connected to relationships is the strongest; good communication and interpersonal relationships can lead to financial opportunities, and building partnerships can enhance future wealth. 3. **Leo** - The luck associated with regular income is the strongest; hard work can easily lead to promotions and salary increases, making it especially suitable for advancing long-term projects and career planning. Teacher Yun Wei reminds that although financial luck is good, it is important to remain rational and avoid over-relying on others or making impulsive decisions.

TSMC and Intel Joint Venture Chip Factory, Experts Analyze Trump's Intentions Are Clear

5 April, 2025

U.S. President Trump imposed a 32% tariff on Taiwan. Although semiconductors are temporarily exempt, he stated that tariffs on imported semiconductors will be added soon. Even more shocking is the U.S. government's facilitation of cooperation between TSMC and Intel, planning to jointly establish a joint venture, with TSMC holding a 20% stake. Intel's CEO Pat Gelsinger emphasized the parallel model of foundry and design in his speech. Despite TSMC's technological leadership, the power still remains in the hands of the U.S., increasing the risk of TSMC's technology leakage. This news stimulated a rise in Intel's stock price, while TSMC's ADR fell by more than 7%.

TSMC and Intel joint venture chip factory, experts analyze Trump's intentions are quite obvious.

5 April, 2025

U.S. President Trump announced a 32% tariff on Taiwan. Although semiconductors are temporarily exempt, he plans to impose tariffs on semiconductors soon. Additionally, media reports indicate that the U.S. government facilitated a joint venture between TSMC and Intel, where both parties will jointly operate Intel's wafer factory in the U.S., with TSMC holding a 20% stake. Intel's new CEO, Chen Lifeng, emphasized the need to demonstrate strength in the foundry sector. Experts point out that TSMC's negotiation power lies with the U.S., which could lead to technology outflow and a decline in market share. TSMC responded to this news discreetly; currently, Intel's stock price has risen, while TSMC's ADR has dropped.

In response to Trump's imposition of a 32% tariff on Taiwan, the Ministry of Finance plans to lower the tariff on automobiles to 17.5%.

5 April, 2025

U.S. President Trump has imposed a 32% tariff on Taiwan. The Ministry of Finance plans to reduce the tariffs on automobiles by 17.5% and health foods by 30% in response to this policy. At the same time, customs will strengthen efforts to crack down on transit and smuggling, preventing Chinese products from being imported into the U.S. through Taiwan. The industry believes that this tariff measure may lead to fluctuations in the Taiwanese stock market, and the National Security Fund may hold meetings ahead of time to defend the market. Experts suggest that businesses review product valuation, plan for origins, and restructure supply chains to reduce the impact of tariffs. Regarding whether Taiwanese businesses will significantly invest in the U.S., experts point out that the high costs and changes in tariff policies in the U.S. make relocating there potentially unprofitable, and Taiwanese businesses need to observe carefully before making decisions.

In response to Trump's 32% tariff on Taiwan, the Ministry of Finance plans to reduce the automobile tariff from 17.5%.

5 April, 2025

In response to U.S. President Trump's imposition of a 32% equivalent tariff on Taiwan, the Ministry of Finance plans to lower the automobile tariff to 17.5% and gradually reduce tariffs on health foods. To address this change, the Ministry will implement three main strategies, including adjusting tax rates on high-tax-rate products, strengthening enforcement against laundering of origin practices, and reviewing companies' import pricing strategies to mitigate the impact of tariffs. Furthermore, the National Security Fund will consider convening a meeting in advance to stabilize the stock market amid fluctuations. Although reports suggest that Trump's measures may encourage Taiwanese businesses to invest in the U.S., experts believe that the high costs and complex tax environment in the U.S. may make such investments less appealing, and Taiwanese businesses should proceed with caution in their decision-making.

Trump Tariff Guide: In-depth Analysis of the Impact on "Container Shipping Giants, Semiconductors, and Networking," Surprisingly, TSMC Is Not the Worst Affected!

5 April, 2025

The new tariff measures announced by U.S. President Trump exceeded market expectations, imposing a 10% tariff on a global scale starting from the 5th, and adding tariffs ranging from 20% to 46% on specific countries on the 9th, with a total tariff on mainland China reaching 54%. Taiwan is also affected, facing a high tax rate of 32%, with specific products such as laptops and smartphones not being exempt. This measure has impacted the financial markets and could trigger a global trade war and affect economic growth. Regarding the impact on various industries, sectors like semiconductors, telecommunications, and electronic products are all facing threats, and businesses need to adjust their strategies to cope with the high tax rates. Overall, aside from Mexico, high tax rates in other production bases such as Vietnam and Taiwan will severely impact the consumer market and the profit outlook for industries.

Full Analysis of Trump's Tariffs! Detailed Explanation of the Impact on "Container Shipping Triad, Semiconductors, and Telecommunications," and It Turns Out TSMC is Not the Worst Off?

5 April, 2025

The new tariff measures announced by U.S. President Trump exceeded market expectations, imposing a 10% baseline tariff globally starting from the 5th, and a range of additional tariffs from 20% to 46% on specific countries as of the 9th. China faces the highest impact at 54%, while Taiwan also suffers from a high tax rate of 32%, particularly affecting products such as laptops, mobile phones, and servers. This adjustment may lead to significant fluctuations in financial markets and pose a long-term threat to the global economy. Analysis indicates that if Taiwanese manufacturers absorb the tariff costs themselves, their profits could decrease by over 30%, potentially affecting consumer demand. If the trade dispute continues to escalate, global trade volume could shrink by 5% to 7%. Experts recommend adopting defensive strategies and monitoring countries' retaliatory measures and policy adjustments. Various industries, such as semiconductors, telecommunications, electronics, and shipping, may face certain impacts, and the profit outlook for these industries will also be affected.

The U.S. stock market has crashed, where should Taiwanese stocks seek refuge? Experts suggest that "these types of stocks" are a safe haven, while netizens worry: the market's sharp decline will only lead to suffering.

5 April, 2025

U.S. stocks plummeted due to Trump's tariff policy, while the Taiwan stock market is closed for the Qingming Festival holiday, leaving investors worried about the market conditions after the long weekend. A netizen posted on PTT questioning whether the stock market would open lower next Monday and discussed whether financial stocks could serve as a safe haven. This sparked widespread debate, with some believing that financial stocks would also face severe losses, advising against entering the market on Monday. However, other netizens argued that some bank stocks might still have resilience against declines.

U.S. stocks crashed, where should Taiwanese stocks seek refuge? Experts first recommend "this type of stock" as a safe haven, but netizens are worried: a comprehensive decline may affect the entire market.

5 April, 2025

U.S. stocks plummeted due to Trump's tariff policy, and investors in Taiwan are concerned about the opening situation after the Qingming holiday. A netizen mentioned on PTT that the Taiwan stock market might open low on Monday and asked whether financial stocks would become a safe haven, which sparked a lot of discussions. Netizens argued that financial stocks would also be affected and pointed out that foreign investors have recently sold off a large amount of financial stocks. Some believe that bank stocks are resilient and still have investment value. FTNN News Network reminds investors to make independent judgments and carefully assess risks.

Trump's taxation leads to a global stock market crash! Buffett imparts "this secret" revealing all investment wisdom.

5 April, 2025

Recently, U.S. President Trump announced a new tariff policy, imposing a 10% tariff on all trade partners and increasing it to 32% for countries with trade deficits. This policy has affected global stock markets, causing a significant drop in U.S. stocks and raising concerns among investors. Investment guru Warren Buffett reminded investors to remain calm during periods of extreme volatility in the stock market and to reference Rudyard Kipling's poetry, emphasizing the importance of sticking to a long-term investment plan in the face of market changes. According to data from Beiya Company, the S&P 500 index has fallen 21 times since 1980, and Buffett recommends continuing to invest during stock market fluctuations.

Trump's tax reform triggers a global stock market crash! Investment guru Warren Buffett reveals "this trick" to unveil investment secrets.

5 April, 2025

U.S. President Trump announced a new tariff policy yesterday, imposing a 32% tariff on Taiwan. This move not only affected the U.S. stock market but also triggered turmoil in global markets. Buffett has suggested remaining calm during severe market fluctuations, quoting Kipling's poetry to remind investors to believe in themselves and stick to their long-term investment plans. He mentioned that since 1980, the S&P 500 has experienced declines exceeding 10% on 21 occasions, and he believes the market can change at any time.

Cai Mingzhang's perspective: Geopolitics and the Trump effect boost the "certain group" in the Taiwan stock market, with an increase of up to 50%!

5 April, 2025

Cai Mingzhang analyzed that Trump's tariff war could lead to a recession in the U.S. economy, affecting Taiwan's exports. The Taiwan stock market fell by 2,357 points in March, marking the largest single-month decline in history. Despite TSMC and Hon Hai experiencing stock price drops due to the AI bubble, related military stocks rose against the trend, with Hanxiang's stock price increasing by 20%, which is responsible for the Brave Eagle advanced trainer. Geopolitics and the Trump effect have driven military stocks' performance, with global military spending on the rise, particularly as Germany has allocated 500 billion euros for defense, leading to rapid growth in the military industrial sector. Taiwan is also increasing its defense budget, which is expected to provide stable growth momentum for the domestic military industrial industry, indicating that amidst the uncertain global economy, the military industrial sector will benefit.

Title: "Cai Mingzhang's Perspective": Geopolitics and the Trump Effect Intertwined, a Certain Group in Taiwan's Stock Market Surges Exponentially by 50%!

5 April, 2025

Financial expert 蔡明彰 pointed out that the trade war initiated by Trump could lead to an economic recession in the United States, which is Taiwan's largest export market. The Taiwanese stock market experienced its largest monthly drop in March. Despite the decline in stock prices for TSMC and Foxconn, the defense stocks rose against the trend, with Hanxiang's stock price increasing by 20% year-on-year, and Shengtian rising by 50%. The strong performance of defense stocks can be attributed to geopolitical tensions and the increase in defense spending promoted by Trump. European defense stocks have already risen significantly, indicating that Taiwan may face a similar situation. The Tsai Ing-wen government is promoting domestic military manufacturing, which has benefited local defense companies, and it is expected that the defense industry will grow steadily amidst an uncertain global economic environment.

China retaliates against Trump's tariffs, U.S. stocks plummet with the Dow falling 2,231 points, and TSMC's ADR declines nearly 7%!

5 April, 2025

The US stock market saw a sharp decline on the 4th, with the Dow Jones Industrial Average dropping by 2231.07 points, and the S&P 500 and Nasdaq indices falling by 5.97% and 5.82% respectively. This wave of decline was triggered by Trump's tariff policy, which escalated trade tensions between China and the US, with China imposing a 34% tariff on American products, leading to market panic, resulting in all three major indices falling by more than 5%. Technology stocks were heavily impacted, with Apple and Tesla declining by 7.29% and 10.42%, respectively. Investors flocked to the bond market for safety, causing bond prices to rise and yields to fall. The market volatility index soared above 40, indicating a rise in anxiety. The Dow finally closed at 38,314.86 points, while the S&P 500 and Nasdaq closed at 5,074.08 points and 15,587.79 points, respectively.

China retaliates against Trump's tariffs, and the US stock market continues to decline! The Dow Jones index plummets 2,231 points, and TSMC's ADR falls nearly 7%!

5 April, 2025

On the 4th, the US stock market experienced a significant decline, with the Dow Jones Industrial Average dropping by 2231.07 points, a decrease of 5.5%, falling below 40,000 points for the first time since August of last year, marking the largest decline since then. China announced a 34% tariff on US imports, escalating the trade war and causing panic among investors, with all three major indices falling over 5%. The S&P 500 index and the Nasdaq index also saw substantial declines, confirming entry into a bear market. Technology stocks were severely impacted, with Apple, NVIDIA, and Tesla all experiencing significant drops in their stock prices. Investors turned to the bond market for safety, leading to an increase in bond prices and a decrease in yields.

Next Monday, the Taiwan stock market may face a significant decline! He seeks to enter the market during the crisis, "Will low-cost investment in 鈊象 really outperform TSMC?" Netizens recommend "this stock" as having even greater potential.

5 April, 2025

On the 2nd, U.S. President Trump implemented reciprocal tariffs on multiple countries, triggering a global stock market crash. The U.S. stock market recorded its worst single-day decline in nearly five years on the 3rd, and on the 4th, the Dow Jones Index fell another 1,604 points, while Taiwan faced tariffs as high as 32%. Many investors are worried that Taiwanese stocks will plummet next Monday. Some netizens are discussing investment strategies, believing that gaming stocks have not yet been affected. Executive Yuan Minister Chou Rong-tai announced an assistance plan of 88 billion NT dollars, candidly acknowledging the market's reaction, saying, "It must be there." As the stock market fluctuates, netizens are engaging in lively discussions regarding entry risks and the best investment options.

"Next Monday, the Taiwan stock market may face a significant drop! He considers entering the market during the crisis and wants to know if buying 聯發科技 is better than TSMC? Netizens recommend that this stock has greater potential."

5 April, 2025

On the 2nd, U.S. President Trump implemented reciprocal tariffs on multiple countries, causing significant fluctuations in global stock markets. The U.S. stock market experienced its largest single-day drop in five years on the 3rd, and on the 4th, the Dow Jones Index fell again by 1,604 points, showing no signs of stop. Taiwan faces tariffs as high as 32%, and investors are worried that the Taiwan stock market will see a significant decline next Monday. Netizens are discussing on stock forums, believing that gaming stocks may not be affected and questioning whether stocks like Xingxiang are more attractive than TSMC. Although some hold a wait-and-see attitude, several netizens remain optimistic about Xingxiang, with some even considering buying Chunghwa Telecom. The Executive Yuan also plans to launch assistance programs to address the economic impact.

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