At the French Council of Taiwan Electricity Chairman Wei Zhejia, the legal person asked NVIDIA H20 that China is expected to open. How much impact will it have on Taiwan Electricity? Wei Zhejia pointed out that this is good news because the Chinese market is large, and it is good news for Taiwan Electricity, but it cannot be predicted.
Wei Zhejia refers to the gross profit margin part, which continues to maintain a goal of 53% for a long time. Wei Zhejia emphasized that Telco has the influence of tax-related policies, but he can guarantee that Telco is ahead of its existing technology. As long as there is an opportunity, Telco will seize it and look forward to reaching high standards. The exchange rate has a great impact, but in the priced part, Taiwan Power strives to sell the value of the company. Wei Zhejia laughed and hoped that everyone would focus on the 53% or the "better" part.
Tax-related issues, NTU is heavily charged by importers, so tax-related issues affect final demand, especially consumer products or price-sensitive products. The ultimate impact of tax liability is the final demand, which will incur the TEU power operation at a time. But Trump has not announced yet, so he cannot predict the future. The upward adjustment is 30% throughout the year. This is because AI demand is strong and tax risks are included. There are still many uncertainties in the fourth quarter, so financial testing is more conservative.
Tenylene electrostatic pressure: 7 nanometers can be used to tighten the product, and 3 nanometers can be used to tighten the product. 2 nanometers will start with HPC and smartphones, and in the long run, N2 will be more expensive than N3. Apple A16 belongs to the N2 family. A16 has more power supply behind it to HPC products or applications. The overall advanced processes below N2 can maintain capacity from 2030 to 30% in Arizona. The construction of the third plant in Arizona may accelerate for several quarters. Japan's Kumamoto Second Plant will still maintain its previous explanation and will start working after the foundation construction is completed.