Waffer Technology, a key supplier of magnesium and aluminum structural parts, reported NT$532 million (approximately US$17.8 million) in revenue for May 2025, reflecting an 11.08% decline from April and a 3.91% decrease compared to the same month last year. For the first five months of 2025, cumulative revenue reached NT$2.582 billion, marking a year-on-year drop of 4.53%.

Taiwan Semiconductor Manufacturing Company (TSMC) held its annual shareholders meeting on June 3, 2025, where Chairman C.C. Wei addressed questions on regulatory compliance, information security, depreciation policy, and supply chain support.

As Middle Eastern nations accelerate economic diversification efforts, global attention is turning to the region’s rising profile as a destination for technology investment — a trend further amplified by US President Donald Trump’s recent visit, which resulted in more than US$2 trillion in investment and cooperation agreements across the region.

The tariff war has temporarily paused, but the biggest challenge currently facing the semiconductor and technology industries is the sharp appreciation of the New Taiwan dollar (NT$). Industry insiders suggest that this dramatic currency shift may be influenced by political forces, making it difficult for most companies to avoid profit margin and earnings erosion despite flexible hedging strategies.