台湾芯片，暴涨

Core Viewpoint - The Taiwanese semiconductor industry is expected to see a significant growth of over 19% this year, driven by strong performance in integrated circuit (IC) manufacturing and design [1][2]. Group 1: Industry Growth Projections - The output value of Taiwan's semiconductor industry is projected to reach NT$6.33 trillion (approximately $209.8 billion), marking a 19.1% increase compared to the previous year [1]. - The forecast for IC manufacturing output is expected to grow by 23.1% year-on-year, reaching NT$4.2 trillion [1]. - IC design output is anticipated to grow by 13.9%, reaching NT$1.44 trillion, surpassing earlier estimates [1]. Group 2: Quarterly Performance - In Q1, the output value of Taiwan's semiconductor industry was NT$1.48 trillion, a 0.4% decrease from the previous quarter but a 27.6% increase year-on-year [2]. - The forecast for Q2 anticipates an output value of NT$1.53 trillion, representing a 20.6% year-on-year growth and a 2.9% increase from Q1 [2]. Group 3: Market Dynamics and Challenges - The industry is facing challenges due to U.S. tariffs, which have led many clients to place large orders in advance to avoid potential disruptions [2][4]. - TSMC predicts a sales growth of 24% to 26% in dollar terms, driven by strong demand for advanced processes related to artificial intelligence applications [1][4]. - Despite concerns over tariffs, industry leaders express optimism about Taiwan's continued prominence in the semiconductor sector [4].