Taiwan’s electronics component industry has benefited from strong demand driven by AI and high-performance computing applications, with recent export, production, and outbound orders showing double-digit year-over-year growth. The expansion of AI server production also bodes well for the industry’s prospects. However, Taiwan’s shipping industry has raised concerns, citing the tariff policies announced by Trump on April 2, which have introduced uncertainty into the economic outlook, with the risk of economic downturn increasing significantly in 2025.