Since returning to the office, President Donald Trump has once again made unpredictability a cornerstone of US trade policy. His shifting stance on tariffs, particularly toward China, has sent tremors through global supply chains. And yet, amid the turbulence, Taiwan has managed not only to hold its ground but also to benefit unexpectedly from the chaos.

Passive component inductor giant Trio Technology announced that its operations returned to normal shipment levels in May 2025, following the urgent order effect caused by the China-US tariff war tapering off. Looking ahead, with AI applications accelerating their shift from cloud to edge computing, the company expects steady growth in both inductor specifications and usage volume. The addition of new product lines, such as transient voltage suppressor inductors, is also expected to contribute to stable operational expansion.

Taiwan-based memory module vendors Adata Technology and Team Group Inc. saw notable revenue gains in May 2025, driven by continued price increases for DRAM and NAND flash. Adata reported NT$4.169 billion (approx. US$139.3 million) in consolidated revenue—its best May performance on record and highest monthly total since April 2010. Team Group posted NT$1.202 billion (approx. US$40.2 million), marking a 6.6% month-over-month rise and its second-best May result to date.