Taiwan Electric Power Co., Ltd. is a stable global crystalline foundry dragon head treasure. The chairman of the National Development Association, Ye Jun, said today that he believes that Taiwan Electric Power Co., Ltd.'s advantages can still last for at least five to ten years, and explore the reasons for success, factors such as customer trust, education system, work culture, and government restrictions on semiconductor overseas investment technology are all key.
The National Development Association held a media exchange meeting today. Ye Jun believed that under the turmoil of the International Political Bureau, Taiwan can still have impressive economic performance. Taiwan's electronics plays an important role, and the reason for Taiwan's electronics success can be explained by "TSMC+1".
T refers to trust (trust). Ye Jun pointed out that Taiwan Electric does not make its own brand, and all brands are its customers, and it is customized and has high yields, winning the trust of customers.
S is a system (system), which includes support for education systems and ecological systems. M is the founder of Taiwan Electric Power Corporation, Morris. He made the principle that Taiwan Electric Power only does OEM and does not compete with customers.
C is culture, Taiwan's energy success is closely related to Taiwan's work culture.
In addition to TSMC, there is also a "+1", which refers to the government's technical restrictions on overseas investment of semiconductors. Ye Jun said bluntly that this is very important to Taiwan, otherwise it may face the situation where other industries go to China and will eventually be replaced by China; the United States is now adopting the same approach, and stipulates that specific processes cannot go overseas.
Looking forward to the economic performance in 2025, Ye Jun said that the trend of stocks before taxes broke out in the first half of the year. The economic growth rate in the second quarter even exceeded 8%. There was no stocks in the second half of the year, but the demand for AI was very strong. Taiwan Power also said that its production could be completed until the end of next year. From this point of view, AI will drive exports and drive domestic investment, which should be the basis for economic growth this year. "This year (economic growth rate) will exceed 4%, and it will not be too difficult."
As of 2026, Ye Jun believed that under this year's high base period, the main estimate of the economic growth rate next year will be 2.81%, and AI demand should be able to support exports and maintain a certain performance.