We saw a 10 percentage point drop compared to last year in how confidence business leaders are one year out (see full survey here). The clear factors there were the uncertainties from the trade war and pressure from China, and just generally, U.S. trade policy. Do you see signs of supply chain movement by Taiwan companies out of the mainland? Will the trade tension have any impact on technology sharing between U.S. and Taiwan companies? That’s an interesting case and I’ve wondered if that’s going to weaken some confidence in Taiwan.

Source: Forbes February 08, 2019 11:31 UTC