TIER warns Taiwan’s semiconductor supply chain may shift as Washington’s pressure intensifies

AI demand boosts semiconductors and exports, but experts warn of overheating risks

Manufacturers return to pre-tariff confidence levels led by tech and automation

Taiwan Institute of Economic Research cites AI demand and easing tariff pressures as key drivers

TIER says easing tariff and currency concerns boost business sentiment

TIER warns currency appreciation cuts export competitiveness despite easing tariff risks

Index falls for fourth consecutive month, driven by currency fluctuations and weak demand

TIER believes export momentum and domestic stimulus could offset April’s dip in industrial sentiment

Forecast downgraded as manufacturers front-load orders to avoid US tariffs

Forecast director Sun Ming-te warns of AI commoditization and industry shifts