The crystal circle foundry manufacturer Taiwan Power will hold a legal person briefing meeting on July 17, which is the important event of Taiwan's stock capital week. Taiwan Power's future operation prospects are an important indicator for...
The crystal circle foundry manufacturer Taiwan Power will hold a legal person briefing meeting on July 17, which is the important event of Taiwan's stock capital week. Taiwan Power's future operation prospects are an important indicator for market research and judgment on the prospects of its industry. Semiconductor industry experts said that the impact of US taxes and exchange rates, as well as process technology promotion and global layout, are the focus of the market.
US President Trump recently issued tax letters to Japan, South Korea, the European Union and Mexico, with a tax rate ranging from 20% to 50%, but Taiwan is not included. Liu Peizhen, president of the Taiwan Institute of Industry Database, said that the possible impact of US taxes on semiconductor industries and Taiwan power supply has attracted attention.
Taiwan Electric Chairman and President Wei Zhejia had previously said that there are potential impacts such as uncertainty and risks in tax policies, but we have not seen any changes in customers' behavior. In the future, the overall situation may become clearer. Taiwan Power will continue to pay close attention to the potential impact of relevant situations on the end market demand and be cautious.
Liu Peizhen said that investors are concerned about whether there are new changes in Taiwan Electric's customer behavior and the end market conditions, as well as Taiwan Electric's view on future customer demand forecasts and industry links.
Liu Peizhen said that Taiwan Electric is the leader in the crystal OEM industry, especially in the advanced production market, so customers should not dare to adjust orders concisely, and it is expected that Taiwan Electric’s customer needs will remain stable.
The NT$ increased sharply in the second quarter, and exporters were facing a significant impact. The memory factory Nanyake recognized the NT$1.124 billion in the second quarter, and the optical component factory Daliguang's NT$4.22 billion in the second quarter.
Electricity estimates that every 1% appreciation of NT$ may affect the business interest rate of about 0.4 percentage points. Wei Zhejia said that TAIWC will strive to maintain the world's first technology and sell the value it should get.
Liu Peizhen said that Taiwan's electricity is affected by the fluctuation of the new Taiwan currency exchange rate and the possible causal strategies. Whether to adjust sales prices due to exchange rate factors is also the focus of the market.
The United States has passed the "Big and US Act", and if an enterprise works to build a new factory before the 2026 deadline, it can receive a 35% investment tax credit. Liu Peizhen said that whether Taiwan Power accelerates US investment will also affect other overseas investment plans, and is expected to attract attention.
The progress of advanced process technology of NTD is also a focus of investors' concern. NTD 2nm process technology will be mass-produced in the second half of this year, and A16 process technology is expected to be mass-produced in the second half of 2026.
