Even as Taiwan’s semiconductor tariff policies remain unresolved and the New Taiwan dollar continues to appreciate, major chip packaging and testing firms are showing surprising resilience. Strong demand for high-performance computing (HPC) chips—driven by the global boom in artificial intelligence (AI)—is helping Taiwan’s outsourced semiconductor assembly and test (OSAT) giants maintain steady growth into the second half of 2025.

Taiwan’s Hsuan Yuan Tech Co., a drone systems integrator and component developer, is targeting the US and European markets as global demand shifts from complete aircraft to high-value modules amid rising geopolitical tensions.

As the US recalibrates its tariff rates for global trade partners, Taiwan is striving to secure a rate below 25%, arguing that its economic and strategic contributions rival or even surpass those of other nations. Brazil is facing a sharp increase in tariffs to 50%, while Japan and South Korea have been set at 25%. Taiwan’s tariff rate, however, has yet to be announced.