Qiu Yanqian, chairman of the semiconductor consumables manufacturer Deng Precision, said that due to tax-related impacts in the second half of 2025, the next market situation cannot be clearly expected. In addition, with the sharp appreciation of the exchange rate of the new Taiwan Coin and US dollar, the second quarter of the projector Deng Precision will have some impact, which will also affect the annual revenue expectations. Although there will be no major downgrade, in the overall situation where the situation is unclear, Qiu Yanqian believes that it is not advisable to be too happy for the company's development, and it is better to be conservative.
At the ceremony of the group's completion ceremony in Yazaki Building in Tucheng on the 8th, Qiu Yanqian said when visiting the media that in the early morning of the Trump administration announced the tax exchange rates of many countries in the taxes in accordance with the general conditions of many countries, although the tax rates in Taiwan were not announced this time, because Jiaden Precision has no other alternatives and is basically FOB, there will be no direct impact. However, tax liability affects the amount of customers purchased, and this company has impacted the business volume of precision. Therefore, worrying should affect whether the customer will increase due to budget restrictions or the total cost that must be borne, which will affect the purchase quantity.
Qiu Yanqian emphasized that he believed that the increase in taxes may make customers carefully consider buying a little less. However, the increase in taxes is not a good thing for everyone, and that is the largest variable in all business environments around the world. At present, Taiwan is not there yet, so there is no way to predict whether it is lower than 25%, or higher than 25%. But in the long run, it will affect the future construction investment projects of semiconductor industries, which is a cross-cutting force. In other words, the reduction in demand will reduce the mechanisms for AI investment, including Google and Amazon, but because this part is not in Taiwan, he must choose and also snatch time with others. Therefore, the demand for the continuous expansion of semiconductor industry is basically a persistence, and even the impact of taxes will not be very important.
As for the advancement of overseas investment, Qiu Yanqian said that the Arizona government has always wanted us to go to the US factory. In addition, the investment capacity of the important customers of Jiadeng has increased, and the aerospace industry at home lights has also been asked to go to the United States because this is a national defense industry and it is absolutely impossible to produce overseas. However, the manufacturing industry in the United States is really completely hollow, so manufacturers in the United States that must be produced and used in Taiwan may also think seriously. Especially for the human resources, the United States is not as high-level engineers who work intensively for 24 hours a year, 365 days, and how to promote semiconductor manufacturing. This is also a key to whether Taiwanese manufacturers can successfully invest in production in the United States.
In terms of the impact of the exchange rate of the new Taiwan, Qiu Yanqian admitted that he would have a significant impact on the performance of the second season. He said that because Jiaden Precision's recognition payments are sometimes poor, this time difference is an important source of the transfer. However, because Jiadeng Precision adopts natural avoidance methods, it is more important than avoiding people's avoidance. Therefore, affected by the exchange rate, the second quarter will be adjusted for expected financial measurements, and will also affect the expected revenue figures throughout the year. Although it is not a significant reduction, it is better to be conservative in this uncertain environment.
Today, the ceremony was held at the Yazaki Building, which was completed. Yateng Precision pointed out that the global industry has undergone strong changes in recent years, and it is expected that the global trade environment will be more challenging. The Yateng Group, due to the continuous operation of the company and the risk of concentrated factories, spent NT$487 million on August 7, 2020 to obtain a base of NT$87.029 square meters from the Yizhou Group, and the land has been integrated to 901.45 square meters, building three underground layers and seven above ground layers, each layer is 6 to 7.5 square meters high. The R&D and production base of rice has a total of 5,248.07 square meters. The soil was started on April 27, 2020, and it was launched on May 9, 2024, and was finally completed and put into use in 2025. This group building with a price of 1.6 billion will become an important R&D and production base for Jiading and its subsidiary Jiaqi Technology.
Jiadeng Precision has been emphasized that the building of this bureau will serve as the research and development center for the development of server liquid cooling systems. Although many manufacturers have joined the server's heat dissipation system, Yaqi directly develops the highest-level products. At present, related products are already under test, especially in AI computing power. The biggest gap in the future is power. It is the best choice for saving electricity in the festival, which is the cold research and development. However, there will be a large amount in the short term, and there is no such thing as yet, and it is still in the stage of overcoming many technical issues.