The Taiwan Institute of Economic Research (TIER) released the manufacturing business climate indicator for August 2025 on October 1. The report noted that continued strong demand for AI technology applications, peak-season restocking of new consumer electronics, and notable narrowing of the New Taiwan dollar’s year-over-year appreciation against the US dollar compared to the previous month supported improvements in both demand and pricing indicators for the semiconductor industry. As a result, the industry’s signal changed from a yellow-blue light to a green light, indicating steady conditions.