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09:58:09","影片長度":"00:10:19","會議時間":"2024-03-06T09:00:00+08:00","會議名稱":"立法院第11屆第1會期經濟委員會第2次全體委員會議（事由：邀請國家發展委員會主任委員列席報告業務概況，並備質詢。【3月4日、3月6日及7日三天一次會】）","meet":{"tmpMeeting":null,"title":"第11屆第1會期經濟委員會第2次全體委員會議","term":11,"type":"委員會","sessionPeriod":1,"sessionTimes":2,"committees":[19],"id":"委員會-11-1-19-2"},"date":"2024-03-06","duration":619,"end_time":"2024-03-06T09:58:09+08:00","start_time":"2024-03-06T09:47:50+08:00","features":["ai-transcript","gazette"],"type":"Clip","gazette":{"lineno":285,"blocks":[["謝委員衣鳯：（9時48分）謝謝主席，我想要請國發會龔主委。"],["主席：再請龔主委。"],["龔主任委員明鑫：謝委員早安。"],["謝委員衣鳯：龔主委早。我想請問一下，主計總處預估我們今年的GDP成長可以到達3.43，可是外界普遍認為好像保3都有問題。在什麼樣的情況下，你認為臺灣今天的經濟可以到達3.43？什麼樣的情況不行？"],["龔主任委員明鑫：報告委員，您看一下它預測的日期，主計總處是最近、是最接近，因為主計總處是看到比較新的一些數據出來。"],["謝委員衣鳯：是因為PMI的指數有稍微擴張嗎？"],["龔主任委員明鑫：不單單只是這樣。"],["謝委員衣鳯：還有什麼？"],["龔主任委員明鑫：實際上，譬如我們從景氣燈號就很明顯地看到，包括投資、生產、消費、出口都很明顯地往上翻轉，尤其是出口部分可能更熱絡，出口主要的原因就是，一般來講的話，存貨的去化慢慢地告一段落，又類似AI這樣的商機有很大的爆發，臺灣是重要的出口商……"],["謝委員衣鳯：我看到歐洲好像也有這樣子的情況，對不對？"],["龔主任委員明鑫：臺灣是重要的出口基地，所以就有這樣的一個修正，因此我覺得它的修正還算合理。"],["謝委員衣鳯：歐洲是不是也有相關這樣子的情況？就是歐元區的需求增加。"],["龔主任委員明鑫：歐元區的經濟成長相對於去年是有稍稍下修啦！但是AI使用在全世界的需求還是比較大，主要……"],["謝委員衣鳯：但是我也看到了，即便說有可能我們可以達到3.43的經濟成長，但是對於物價指數而言，大家還是認為有可能會超過2%嘛！如果4月宣布電價漲價的時候，那物價指數會不會跟著也是往上漲？"],["龔主任委員明鑫：現在主計總處的確是有稍微調升物價，調到1.85，當然電價的部分我是沒有辦法預測……"],["謝委員衣鳯：我是說它只有調到1.85喔！那你覺得會不會有可能在各種情況下，因為畢竟如果電價上漲、工業電價上漲，有可能轉嫁到各種的品項，民生用品等等相關的品項，那這樣子會不會帶動整體的物價指數上漲？"],["龔主任委員明鑫：的確是免不了的，這也就是為什麼過去我們對於電價的調整是比較謹慎，為什麼要用台電來吸收可能的漲幅，就是這個道理，它的確會有一些反映在物價上。"],["謝委員衣鳯：好，那我想要請問，你看到台積電它在日本風光的開幕，目前我看到了日本的經濟成長指數，它是從1.94%下修到0.66%，它下修的……這是今年度啦！所以是不是因為它非常的重視我們的台積電到日本去擴廠，希望台積電可以帶動它的經濟成長？那我們國內呢？你認為我們國內對於台積電整體的產業發展，我們有辦法給它什麼樣子的優惠或者是給予整個晶片上中下游整體的產業策略呢？"],["龔主任委員明鑫：是，報告委員，所以我們現在為什麼就是說……尤其是AI將來的需求比較大，那AI上面的晶片需求是比較高階的製程，可能是2奈米以下的或是3奈米，這個部分的確是對臺灣的需求非常大，所以台積電為什麼那麼積極的要擴充它的產能，不僅在高雄，可能在中科等等的一些情況，在嘉義也有可能會有封測廠等等的一些相關的布局，這是因應未來晶片上的一些需求。日本擴廠的部分，主要是日本原來也有晶片上的需求，包括Sony的部分，Denso主要是在汽車用，那評估起來高階的這些生產上的需求，可能國內的需求還不足以滿足全世界的需求，所以為什麼要蓋第二個廠。"],["謝委員衣鳯：對。"],["龔主任委員明鑫：臺灣的部分，生產的整個供應鏈事實上是越來越完整，尤其是很多材料商也好、設備商也好或者是IC設計業者到臺灣來建立整個Ecosystem，事實上是越來越完整。"],["謝委員衣鳯：他們期待台積電變成日本的黑船2.0，來拯救他們失落的30年。可是如果我們看到台積電一直往外移，會不會導致整個我們臺灣引以為傲的矽盾，或者是說我們賴以為的矽盾會……你知道嗎？一直產業外移。"],["龔主任委員明鑫：報告委員，它不是外移，它是同步擴廠。"],["謝委員衣鳯：同步擴廠？"],["龔主任委員明鑫：對，它在國內擴廠的幅度更大。"],["謝委員衣鳯：所以比日本還大？"],["龔主任委員明鑫：對。"],["謝委員衣鳯：那精密的都留在臺灣嗎？"],["龔主任委員明鑫：你說……"],["謝委員衣鳯：我說比較高製程的都留在臺灣嗎？"],["龔主任委員明鑫：是、是、是，沒有錯、沒有錯。"],["謝委員衣鳯：所以對於台積……"],["龔主任委員明鑫：像2奈米，甚至於1.4奈米大概都會先在臺灣。"],["謝委員衣鳯：都會先留在臺灣嗎？是不是？"],["龔主任委員明鑫：對、對、對，沒有錯，因為日本的二廠是6到7奈米。"],["謝委員衣鳯：可是我們必須要瞭解，現在我們看到美國未來總統的選情也有可能會有變化，那如果川普當選呢？他們一直希望我們台積電，就是我們科技業可以到美國去設廠，如果有這樣子的情況產生的時候，我們要怎麼樣因應？"],["龔主任委員明鑫：台積電已經宣布了到美國會蓋第二個廠，而且總共投入400億美金。"],["謝委員衣鳯：我是說如果因應……現在是拜登政府嘛！未來如果不是拜登政府的時候，是川普政府的時候呢？"],["龔主任委員明鑫：照理說那個廠應該……就是在美國的廠Arizona會陸續的蓋好，所以這個在進行當中，持續的進行。"],["謝委員衣鳯：對，我是說有沒有可能如果美國要求台積電持續的在美國擴廠？"],["龔主任委員明鑫：那就看現在目前建廠的進度跟它的產能狀況。"],["謝委員衣鳯：還是你覺得到時候520了就不關你的事？你應該不是這種人吧？你應該不是這種人吧？你應該是會為臺灣的高科技企業以及相關的產業，因應我們所有經濟發展的情況吧？是不是？"],["龔主任委員明鑫：是，報告委員，半導體業現在在臺灣事實上算是在國際間扮演關鍵性的力量，這個關鍵性的角色在未來十年仍然會是。"],["謝委員衣鳯：對，那問題是我們怎麼樣讓這個關鍵的十年能夠擴展到更多的產業？"],["龔主任委員明鑫：對，沒有錯，這個就是在應用端的部分，所以為什麼我們現在一再的透過亞洲矽谷推動物聯網AIoT的發展或智慧城市的發展，這個是應用端，或者是淨零電動車的一些發展起來，這個全部都是應用。所以將來晶片的應用是無所不在的，我們就儘量把這些好的效益在我們各行各業裡面去來做應用。"],["謝委員衣鳯：你認為會對我們的經濟有多大的挹注？"],["龔主任委員明鑫：因為它變成百花齊放，大家同時會受惠，不是只有半導體業受惠而已，包括我剛才提到的，單單我們現在的淨零城市，今年3月底我們就會辦國際的智慧城市展跟淨零城市展，會來一百多個城市，全部都到我們這裡來，我們這個大概是全世界跟巴塞隆納可以對比的。我們很好的是我們有實際上的這些智慧應用也好，淨零這些的solution 出來了，已經有實質的東西，所以包括東南亞還有其他的國家，他們都非常喜歡把我們這些成果跟他們合作，引介到他們國家去，這個也是很大很大的商機，事實上也是我們在亞矽3.0很重要推動的重點。"],["謝委員衣鳯：我們希望能夠把臺灣這樣的科技優勢持續延續下去，好不好？"],["龔主任委員明鑫：是。"],["謝委員衣鳯：不要因為政府的轉移讓我們臺灣的經濟成長以及我們未來科技的發展有可能被其他國家取代，我認為這是不管任何一個政府都需要為臺灣人民做的事情。"],["龔主任委員明鑫：是。"],["謝委員衣鳯：好，謝謝。"],["主席：好，謝謝。","接下來我們請鄭天財Sra Kacaw委員做詢答。"]],"agenda":{"page_end":186,"meet_id":"委員會-11-1-19-2","speakers":["楊瓊瓔","邱議瑩","陳亭妃","林岱樺","張啓楷","謝衣鳯","鄭天財Sra Kacaw","張嘉郡","呂玉玲","鄭正鈐","陳超明","賴瑞隆","莊瑞雄","賴士葆","鍾佳濱","洪孟楷","蔡易餘","黃國昌","李柏毅","陳冠廷","邱志偉","王鴻薇"],"page_start":125,"meetingDate":["2024-03-06"],"gazette_id":"1130801","agenda_lcidc_ids":["1130801_00004"],"meet_name":"立法院第11屆第1會期經濟委員會第2次全體委員會議紀錄","content":"邀請國家發展委員會主任委員列席報告業務概況，並備質詢","agenda_id":"1130801_00003"}},"transcript":{"id":"149339","pyannote":{"name":"ronny","tool":"pyannote","data":{"url":"https://ivod.ly.gov.tw/Play/Clip/1M/149339","tool":"pyannote","id":"149339-pyannote"},"job_id":"hmqN9vEPwfPd8Eit","queued_at":"2024-06-02 11:03:48","status":"done","log":[{"time":"2024-06-02 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\"好\", \"start\": 588.351, \"end\": 588.371, \"score\": 0.0}, {\"word\": \",\"}, {\"word\": \"謝\"}, {\"word\": \"謝\"}, {\"word\": \"謝\"}, {\"word\": \"衣\", \"start\": 618.914, \"end\": 618.936, \"score\": 0.001}, {\"word\": \"鳯\"}], \"language\": \"zh\"}","srt":"1\n00:00:10,388 --> 00:00:16,111\n謝謝主席我想要請我們國發會的公主委我們再請公主委\n\n2\n00:00:26,268 --> 00:00:49,080\n主席總署預估我們今年的GDP成長可以到達3.43可是外界普遍有認為說好像保三都有問題那在什麼樣的情況下你認為台灣今天的經濟可以到達3.43那什麼樣的情況不行\n\n3\n00:00:50,106 --> 00:01:11,688\n報告委員您看看他的預測的日期啊主委總書是最近最接近因為主委總書是看到了比較新的一些數據出來是因為PMI的指數就是說有稍微擴張嗎不單單只是這樣事實上我們比如說我們的景氣燈號就很明顯的看到\n\n4\n00:01:12,409 --> 00:01:15,472\n我看到歐洲好像也有這樣的情況,對不對?\n\n5\n00:01:39,229 --> 00:02:07,386\n台灣重要的這個出口基地所以就是說有這樣的一個修正所以我覺得他修正還算合理那歐洲是不是也有相關的這樣子的情況就是他們的需求增加歐元區歐元區當然是經濟成長現在是相對去年是有稍稍下修但是就是說使用AI的部分這個部分還是在全世界還是比較需求還是比較大的\n\n6\n00:02:09,235 --> 00:02:33,831\n但是我也看到了即便是我們說有可能我們可以達到3.43的那個經濟成長但是對於物價指數而言大家還是認為有可能會超過2%因為如果就是4月宣布漲價、電價漲價的時候那物價指數會不會跟著就是也是往上漲呢?\n\n7\n00:02:35,396 --> 00:03:03,314\n現在主席總書他的確是有稍微調升物價的部分調到1.85那當然電價的部分我是沒有辦法預測我是說他只有調到1.85那你覺得會不會因為有可能在各種情況下因為畢竟如果電價上漲工業電價上漲有可能轉嫁到各種的品項民生用品啊什麼相關的品項\n\n8\n00:03:04,856 --> 00:03:27,352\n這樣子會不會帶動整體的物價指數上漲?的確是免不了的這也就是為什麼過去我們對於電價的調整是比較謹慎因為為什麼要用台電來吸收可能的漲幅那就是這個道理就是說它的確會有一些反應在物價上\n\n9\n00:03:28,015 --> 00:03:32,378\n台積電在日本風光的開幕目前我看到了日本的經濟成長指數是從1點\n\n10\n00:03:45,714 --> 00:03:46,394\n在台積電的發展方面\n\n11\n00:04:14,946 --> 00:04:39,141\n有沒有辦法就是說我們有辦法給他什麼樣子的就是優惠或者是給予我們整個就是晶片的這樣子上中下游整體的產業的策略呢是報告委員所以我們現在為什麼就是說尤其是AI將來的需求是比較需求比較大\n\n12\n00:04:40,862 --> 00:05:08,671\n那AI上面的晶片需求是比較高階的這個製程可能是2奈米以下的或是3奈米那這個部分的確是對台灣的需求非常大所以台積電也為什麼那麼積極的可能要擴充它的產能不僅在高雄可能在中科等等的一些情況那在嘉義也有可能會有封測廠等等的一些相關的佈局那這是因應未來這個晶片上的一些需求\n\n13\n00:05:09,851 --> 00:05:28,256\n日本的部分擴廠呢,主要是日本原來他也有晶片商的需求,包括SONY的部分,BENZA主要是在汽車用,那評估起來可能高階的這些生產商的需求可能還不足以,國內的需求還不足以滿足全世界的需求,所以為什麼要蓋第二個廠?\n\n14\n00:05:29,906 --> 00:05:31,207\n他們期待台積電變成日本的黑船2.0\n\n15\n00:05:56,029 --> 00:06:22,438\n來拯救他們失落的30年可是如果我們看到台積電一直的就是說往外移那會不會導致整個我們台灣就是引以為傲的戲盾那或者是說我們賴以為就是說的戲盾會你知道嗎一直採取外移報告委員他不是外移啊他是同步擴廠同步擴廠對他在國內擴廠的幅度更大\n\n16\n00:06:23,228 --> 00:06:41,211\n所以比日本還大?對那精密的都留在台灣嗎?你說?我說比較高製程的都留在台灣嗎?沒有錯沒有錯所以對於台積都會先留在台灣嗎?因為日本的二廠是6到7奈米\n\n17\n00:06:42,284 --> 00:07:07,434\n可是我們必須要了解現在我們看到美國的就是說總統的未來總統的選情也有可能會有變化那如果川普當選呢他們一直希望我們的台積電可以就是說我們科技業可以到美國去設廠那如果有這樣子的情況產生的時候\n\n18\n00:07:09,275 --> 00:07:24,086\n那我們要怎麼樣因應?因為台積電已經宣布到美國會蓋第二個廠而且總共投入400億美金那我是說如果因應現在是拜登政府嘛那未來如果不是拜登政府的時候是川普政府的時候呢?\n\n19\n00:07:24,793 --> 00:07:52,069\n照理說那個廠應該就是在美國的廠會陸續會陸續的蓋好所以這個在進行當中對會不會會不會他會不會我是說有沒有可能如果美國要求我們持續的就是要求不是我們要求台積電持續的在美國擴廠那就看現在的這個目前的這個建廠的進度跟他的這個產能狀況還是你覺得到時候520了就不管你的事你應該不是這種人吧\n\n20\n00:07:54,366 --> 00:08:15,843\n你應該不是這種人吧?你覺得應該是會為台灣的就是說高科技業以及相關的產業以及會因應我們所有的經濟發展的情況吧?是不是?是,報告委員就是半導體業現在在台灣事實上算是在國際間扮演關鍵性的力量這個關鍵性的角色在未來10年仍然會是\n\n21\n00:08:19,228 --> 00:08:36,424\n問題是我們怎麼樣讓這個關鍵的10年能夠擴展到更多的產業對沒有錯這個就是在應用端的部分所以為什麼我們現在一再的透過亞洲矽谷的部分推動這個物聯網AIoT的發展或智慧城市的發展\n\n22\n00:08:59,315 --> 00:09:12,083\n這個因為他變成一個百花齊放大家同時會受惠不是只有半島體驗受惠而已包括我剛才提到的我們現在單單我們這個競技城市今年的這個3月底就會我們辦國際的這個\n\n23\n00:09:16,785 --> 00:09:32,598\n智慧程式展跟淨寧程式展會來100多個城市全部都到我們來我們這個大概是全世界應該是跟巴塞隆納可以對比的那我們很好的是我們有實際上的這些智慧應用也好淨寧的solution出來了\n\n24\n00:09:32,998 --> 00:09:47,571\n以及有實質的東西所以包括東南亞還有其他的國家他們都非常喜歡把我們這些成果跟他們合作引介到他們國家去那這個也是很大很大的傷心事實上也是我們在亞系3.0很重要的這個推動的重點\n\n25\n00:09:48,351 --> 00:09:48,371\n好,謝謝\n\n26\n00:10:18,914 --> 00:10:18,936\n謝衣鳯\n\n","tsv":"start\tend\ttext\n10388\t16111\t謝謝主席我想要請我們國發會的公主委我們再請公主委\n26268\t49080\t主席總署預估我們今年的GDP成長可以到達3.43可是外界普遍有認為說好像保三都有問題那在什麼樣的情況下你認為台灣今天的經濟可以到達3.43那什麼樣的情況不行\n50106\t71688\t報告委員您看看他的預測的日期啊主委總書是最近最接近因為主委總書是看到了比較新的一些數據出來是因為PMI的指數就是說有稍微擴張嗎不單單只是這樣事實上我們比如說我們的景氣燈號就很明顯的看到\n72409\t75472\t我看到歐洲好像也有這樣的情況,對不對?\n99229\t127386\t台灣重要的這個出口基地所以就是說有這樣的一個修正所以我覺得他修正還算合理那歐洲是不是也有相關的這樣子的情況就是他們的需求增加歐元區歐元區當然是經濟成長現在是相對去年是有稍稍下修但是就是說使用AI的部分這個部分還是在全世界還是比較需求還是比較大的\n129235\t153831\t但是我也看到了即便是我們說有可能我們可以達到3.43的那個經濟成長但是對於物價指數而言大家還是認為有可能會超過2%因為如果就是4月宣布漲價、電價漲價的時候那物價指數會不會跟著就是也是往上漲呢?\n155396\t183314\t現在主席總書他的確是有稍微調升物價的部分調到1.85那當然電價的部分我是沒有辦法預測我是說他只有調到1.85那你覺得會不會因為有可能在各種情況下因為畢竟如果電價上漲工業電價上漲有可能轉嫁到各種的品項民生用品啊什麼相關的品項\n184856\t207352\t這樣子會不會帶動整體的物價指數上漲?的確是免不了的這也就是為什麼過去我們對於電價的調整是比較謹慎因為為什麼要用台電來吸收可能的漲幅那就是這個道理就是說它的確會有一些反應在物價上\n208015\t212378\t台積電在日本風光的開幕目前我看到了日本的經濟成長指數是從1點\n225714\t226394\t在台積電的發展方面\n254946\t279141\t有沒有辦法就是說我們有辦法給他什麼樣子的就是優惠或者是給予我們整個就是晶片的這樣子上中下游整體的產業的策略呢是報告委員所以我們現在為什麼就是說尤其是AI將來的需求是比較需求比較大\n280862\t308671\t那AI上面的晶片需求是比較高階的這個製程可能是2奈米以下的或是3奈米那這個部分的確是對台灣的需求非常大所以台積電也為什麼那麼積極的可能要擴充它的產能不僅在高雄可能在中科等等的一些情況那在嘉義也有可能會有封測廠等等的一些相關的佈局那這是因應未來這個晶片上的一些需求\n309851\t328256\t日本的部分擴廠呢,主要是日本原來他也有晶片商的需求,包括SONY的部分,BENZA主要是在汽車用,那評估起來可能高階的這些生產商的需求可能還不足以,國內的需求還不足以滿足全世界的需求,所以為什麼要蓋第二個廠?\n329906\t331207\t他們期待台積電變成日本的黑船2.0\n356029\t382438\t來拯救他們失落的30年可是如果我們看到台積電一直的就是說往外移那會不會導致整個我們台灣就是引以為傲的戲盾那或者是說我們賴以為就是說的戲盾會你知道嗎一直採取外移報告委員他不是外移啊他是同步擴廠同步擴廠對他在國內擴廠的幅度更大\n383228\t401211\t所以比日本還大?對那精密的都留在台灣嗎?你說?我說比較高製程的都留在台灣嗎?沒有錯沒有錯所以對於台積都會先留在台灣嗎?因為日本的二廠是6到7奈米\n402284\t427434\t可是我們必須要了解現在我們看到美國的就是說總統的未來總統的選情也有可能會有變化那如果川普當選呢他們一直希望我們的台積電可以就是說我們科技業可以到美國去設廠那如果有這樣子的情況產生的時候\n429275\t444086\t那我們要怎麼樣因應?因為台積電已經宣布到美國會蓋第二個廠而且總共投入400億美金那我是說如果因應現在是拜登政府嘛那未來如果不是拜登政府的時候是川普政府的時候呢?\n444793\t472069\t照理說那個廠應該就是在美國的廠會陸續會陸續的蓋好所以這個在進行當中對會不會會不會他會不會我是說有沒有可能如果美國要求我們持續的就是要求不是我們要求台積電持續的在美國擴廠那就看現在的這個目前的這個建廠的進度跟他的這個產能狀況還是你覺得到時候520了就不管你的事你應該不是這種人吧\n474366\t495843\t你應該不是這種人吧?你覺得應該是會為台灣的就是說高科技業以及相關的產業以及會因應我們所有的經濟發展的情況吧?是不是?是,報告委員就是半導體業現在在台灣事實上算是在國際間扮演關鍵性的力量這個關鍵性的角色在未來10年仍然會是\n499228\t516424\t問題是我們怎麼樣讓這個關鍵的10年能夠擴展到更多的產業對沒有錯這個就是在應用端的部分所以為什麼我們現在一再的透過亞洲矽谷的部分推動這個物聯網AIoT的發展或智慧城市的發展\n516664\t537671\t⋯⋯⋯⋯\n539315\t552083\t這個因為他變成一個百花齊放大家同時會受惠不是只有半島體驗受惠而已包括我剛才提到的我們現在單單我們這個競技城市今年的這個3月底就會我們辦國際的這個\n556785\t572598\t智慧程式展跟淨寧程式展會來100多個城市全部都到我們來我們這個大概是全世界應該是跟巴塞隆納可以對比的那我們很好的是我們有實際上的這些智慧應用也好淨寧的solution出來了\n572998\t587571\t以及有實質的東西所以包括東南亞還有其他的國家他們都非常喜歡把我們這些成果跟他們合作引介到他們國家去那這個也是很大很大的傷心事實上也是我們在亞系3.0很重要的這個推動的重點\n588351\t588371\t好,謝謝\n618914\t618936\t謝衣鳯\n","txt":"謝謝主席我想要請我們國發會的公主委我們再請公主委\n主席總署預估我們今年的GDP成長可以到達3.43可是外界普遍有認為說好像保三都有問題那在什麼樣的情況下你認為台灣今天的經濟可以到達3.43那什麼樣的情況不行\n報告委員您看看他的預測的日期啊主委總書是最近最接近因為主委總書是看到了比較新的一些數據出來是因為PMI的指數就是說有稍微擴張嗎不單單只是這樣事實上我們比如說我們的景氣燈號就很明顯的看到\n我看到歐洲好像也有這樣的情況,對不對?\n台灣重要的這個出口基地所以就是說有這樣的一個修正所以我覺得他修正還算合理那歐洲是不是也有相關的這樣子的情況就是他們的需求增加歐元區歐元區當然是經濟成長現在是相對去年是有稍稍下修但是就是說使用AI的部分這個部分還是在全世界還是比較需求還是比較大的\n但是我也看到了即便是我們說有可能我們可以達到3.43的那個經濟成長但是對於物價指數而言大家還是認為有可能會超過2%因為如果就是4月宣布漲價、電價漲價的時候那物價指數會不會跟著就是也是往上漲呢?\n現在主席總書他的確是有稍微調升物價的部分調到1.85那當然電價的部分我是沒有辦法預測我是說他只有調到1.85那你覺得會不會因為有可能在各種情況下因為畢竟如果電價上漲工業電價上漲有可能轉嫁到各種的品項民生用品啊什麼相關的品項\n這樣子會不會帶動整體的物價指數上漲?的確是免不了的這也就是為什麼過去我們對於電價的調整是比較謹慎因為為什麼要用台電來吸收可能的漲幅那就是這個道理就是說它的確會有一些反應在物價上\n台積電在日本風光的開幕目前我看到了日本的經濟成長指數是從1點\n在台積電的發展方面\n有沒有辦法就是說我們有辦法給他什麼樣子的就是優惠或者是給予我們整個就是晶片的這樣子上中下游整體的產業的策略呢是報告委員所以我們現在為什麼就是說尤其是AI將來的需求是比較需求比較大\n那AI上面的晶片需求是比較高階的這個製程可能是2奈米以下的或是3奈米那這個部分的確是對台灣的需求非常大所以台積電也為什麼那麼積極的可能要擴充它的產能不僅在高雄可能在中科等等的一些情況那在嘉義也有可能會有封測廠等等的一些相關的佈局那這是因應未來這個晶片上的一些需求\n日本的部分擴廠呢,主要是日本原來他也有晶片商的需求,包括SONY的部分,BENZA主要是在汽車用,那評估起來可能高階的這些生產商的需求可能還不足以,國內的需求還不足以滿足全世界的需求,所以為什麼要蓋第二個廠?\n他們期待台積電變成日本的黑船2.0\n來拯救他們失落的30年可是如果我們看到台積電一直的就是說往外移那會不會導致整個我們台灣就是引以為傲的戲盾那或者是說我們賴以為就是說的戲盾會你知道嗎一直採取外移報告委員他不是外移啊他是同步擴廠同步擴廠對他在國內擴廠的幅度更大\n所以比日本還大?對那精密的都留在台灣嗎?你說?我說比較高製程的都留在台灣嗎?沒有錯沒有錯所以對於台積都會先留在台灣嗎?因為日本的二廠是6到7奈米\n可是我們必須要了解現在我們看到美國的就是說總統的未來總統的選情也有可能會有變化那如果川普當選呢他們一直希望我們的台積電可以就是說我們科技業可以到美國去設廠那如果有這樣子的情況產生的時候\n那我們要怎麼樣因應?因為台積電已經宣布到美國會蓋第二個廠而且總共投入400億美金那我是說如果因應現在是拜登政府嘛那未來如果不是拜登政府的時候是川普政府的時候呢?\n照理說那個廠應該就是在美國的廠會陸續會陸續的蓋好所以這個在進行當中對會不會會不會他會不會我是說有沒有可能如果美國要求我們持續的就是要求不是我們要求台積電持續的在美國擴廠那就看現在的這個目前的這個建廠的進度跟他的這個產能狀況還是你覺得到時候520了就不管你的事你應該不是這種人吧\n你應該不是這種人吧?你覺得應該是會為台灣的就是說高科技業以及相關的產業以及會因應我們所有的經濟發展的情況吧?是不是?是,報告委員就是半導體業現在在台灣事實上算是在國際間扮演關鍵性的力量這個關鍵性的角色在未來10年仍然會是\n問題是我們怎麼樣讓這個關鍵的10年能夠擴展到更多的產業對沒有錯這個就是在應用端的部分所以為什麼我們現在一再的透過亞洲矽谷的部分推動這個物聯網AIoT的發展或智慧城市的發展\n⋯⋯⋯⋯\n這個因為他變成一個百花齊放大家同時會受惠不是只有半島體驗受惠而已包括我剛才提到的我們現在單單我們這個競技城市今年的這個3月底就會我們辦國際的這個\n智慧程式展跟淨寧程式展會來100多個城市全部都到我們來我們這個大概是全世界應該是跟巴塞隆納可以對比的那我們很好的是我們有實際上的這些智慧應用也好淨寧的solution出來了\n以及有實質的東西所以包括東南亞還有其他的國家他們都非常喜歡把我們這些成果跟他們合作引介到他們國家去那這個也是很大很大的傷心事實上也是我們在亞系3.0很重要的這個推動的重點\n好,謝謝\n謝衣鳯\n","vtt":"WEBVTT\n\n00:10.388 --> 00:16.111\n謝謝主席我想要請我們國發會的公主委我們再請公主委\n\n00:26.268 --> 00:49.080\n主席總署預估我們今年的GDP成長可以到達3.43可是外界普遍有認為說好像保三都有問題那在什麼樣的情況下你認為台灣今天的經濟可以到達3.43那什麼樣的情況不行\n\n00:50.106 --> 01:11.688\n報告委員您看看他的預測的日期啊主委總書是最近最接近因為主委總書是看到了比較新的一些數據出來是因為PMI的指數就是說有稍微擴張嗎不單單只是這樣事實上我們比如說我們的景氣燈號就很明顯的看到\n\n01:12.409 --> 01:15.472\n我看到歐洲好像也有這樣的情況,對不對?\n\n01:39.229 --> 02:07.386\n台灣重要的這個出口基地所以就是說有這樣的一個修正所以我覺得他修正還算合理那歐洲是不是也有相關的這樣子的情況就是他們的需求增加歐元區歐元區當然是經濟成長現在是相對去年是有稍稍下修但是就是說使用AI的部分這個部分還是在全世界還是比較需求還是比較大的\n\n02:09.235 --> 02:33.831\n但是我也看到了即便是我們說有可能我們可以達到3.43的那個經濟成長但是對於物價指數而言大家還是認為有可能會超過2%因為如果就是4月宣布漲價、電價漲價的時候那物價指數會不會跟著就是也是往上漲呢?\n\n02:35.396 --> 03:03.314\n現在主席總書他的確是有稍微調升物價的部分調到1.85那當然電價的部分我是沒有辦法預測我是說他只有調到1.85那你覺得會不會因為有可能在各種情況下因為畢竟如果電價上漲工業電價上漲有可能轉嫁到各種的品項民生用品啊什麼相關的品項\n\n03:04.856 --> 03:27.352\n這樣子會不會帶動整體的物價指數上漲?的確是免不了的這也就是為什麼過去我們對於電價的調整是比較謹慎因為為什麼要用台電來吸收可能的漲幅那就是這個道理就是說它的確會有一些反應在物價上\n\n03:28.015 --> 03:32.378\n台積電在日本風光的開幕目前我看到了日本的經濟成長指數是從1點\n\n03:45.714 --> 03:46.394\n在台積電的發展方面\n\n04:14.946 --> 04:39.141\n有沒有辦法就是說我們有辦法給他什麼樣子的就是優惠或者是給予我們整個就是晶片的這樣子上中下游整體的產業的策略呢是報告委員所以我們現在為什麼就是說尤其是AI將來的需求是比較需求比較大\n\n04:40.862 --> 05:08.671\n那AI上面的晶片需求是比較高階的這個製程可能是2奈米以下的或是3奈米那這個部分的確是對台灣的需求非常大所以台積電也為什麼那麼積極的可能要擴充它的產能不僅在高雄可能在中科等等的一些情況那在嘉義也有可能會有封測廠等等的一些相關的佈局那這是因應未來這個晶片上的一些需求\n\n05:09.851 --> 05:28.256\n日本的部分擴廠呢,主要是日本原來他也有晶片商的需求,包括SONY的部分,BENZA主要是在汽車用,那評估起來可能高階的這些生產商的需求可能還不足以,國內的需求還不足以滿足全世界的需求,所以為什麼要蓋第二個廠?\n\n05:29.906 --> 05:31.207\n他們期待台積電變成日本的黑船2.0\n\n05:56.029 --> 06:22.438\n來拯救他們失落的30年可是如果我們看到台積電一直的就是說往外移那會不會導致整個我們台灣就是引以為傲的戲盾那或者是說我們賴以為就是說的戲盾會你知道嗎一直採取外移報告委員他不是外移啊他是同步擴廠同步擴廠對他在國內擴廠的幅度更大\n\n06:23.228 --> 06:41.211\n所以比日本還大?對那精密的都留在台灣嗎?你說?我說比較高製程的都留在台灣嗎?沒有錯沒有錯所以對於台積都會先留在台灣嗎?因為日本的二廠是6到7奈米\n\n06:42.284 --> 07:07.434\n可是我們必須要了解現在我們看到美國的就是說總統的未來總統的選情也有可能會有變化那如果川普當選呢他們一直希望我們的台積電可以就是說我們科技業可以到美國去設廠那如果有這樣子的情況產生的時候\n\n07:09.275 --> 07:24.086\n那我們要怎麼樣因應?因為台積電已經宣布到美國會蓋第二個廠而且總共投入400億美金那我是說如果因應現在是拜登政府嘛那未來如果不是拜登政府的時候是川普政府的時候呢?\n\n07:24.793 --> 07:52.069\n照理說那個廠應該就是在美國的廠會陸續會陸續的蓋好所以這個在進行當中對會不會會不會他會不會我是說有沒有可能如果美國要求我們持續的就是要求不是我們要求台積電持續的在美國擴廠那就看現在的這個目前的這個建廠的進度跟他的這個產能狀況還是你覺得到時候520了就不管你的事你應該不是這種人吧\n\n07:54.366 --> 08:15.843\n你應該不是這種人吧?你覺得應該是會為台灣的就是說高科技業以及相關的產業以及會因應我們所有的經濟發展的情況吧?是不是?是,報告委員就是半導體業現在在台灣事實上算是在國際間扮演關鍵性的力量這個關鍵性的角色在未來10年仍然會是\n\n08:19.228 --> 08:36.424\n問題是我們怎麼樣讓這個關鍵的10年能夠擴展到更多的產業對沒有錯這個就是在應用端的部分所以為什麼我們現在一再的透過亞洲矽谷的部分推動這個物聯網AIoT的發展或智慧城市的發展\n\n08:59.315 --> 09:12.083\n這個因為他變成一個百花齊放大家同時會受惠不是只有半島體驗受惠而已包括我剛才提到的我們現在單單我們這個競技城市今年的這個3月底就會我們辦國際的這個\n\n09:16.785 --> 09:32.598\n智慧程式展跟淨寧程式展會來100多個城市全部都到我們來我們這個大概是全世界應該是跟巴塞隆納可以對比的那我們很好的是我們有實際上的這些智慧應用也好淨寧的solution出來了\n\n09:32.998 --> 09:47.571\n以及有實質的東西所以包括東南亞還有其他的國家他們都非常喜歡把我們這些成果跟他們合作引介到他們國家去那這個也是很大很大的傷心事實上也是我們在亞系3.0很重要的這個推動的重點\n\n09:48.351 --> 09:48.371\n好,謝謝\n\n10:18.914 --> 10:18.936\n謝衣鳯\n\n","segments":[{"start":10.388,"end":16.111,"text":"謝謝主席我想要請我們國發會的公主委我們再請公主委"},{"start":26.268,"end":49.08,"text":"主席總署預估我們今年的GDP成長可以到達3.43可是外界普遍有認為說好像保三都有問題那在什麼樣的情況下你認為台灣今天的經濟可以到達3.43那什麼樣的情況不行"},{"start":50.106,"end":71.688,"text":"報告委員您看看他的預測的日期啊主委總書是最近最接近因為主委總書是看到了比較新的一些數據出來是因為PMI的指數就是說有稍微擴張嗎不單單只是這樣事實上我們比如說我們的景氣燈號就很明顯的看到"},{"start":72.409,"end":75.472,"text":"我看到歐洲好像也有這樣的情況,對不對?"},{"start":99.229,"end":127.386,"text":"台灣重要的這個出口基地所以就是說有這樣的一個修正所以我覺得他修正還算合理那歐洲是不是也有相關的這樣子的情況就是他們的需求增加歐元區歐元區當然是經濟成長現在是相對去年是有稍稍下修但是就是說使用AI的部分這個部分還是在全世界還是比較需求還是比較大的"},{"start":129.235,"end":153.831,"text":"但是我也看到了即便是我們說有可能我們可以達到3.43的那個經濟成長但是對於物價指數而言大家還是認為有可能會超過2%因為如果就是4月宣布漲價、電價漲價的時候那物價指數會不會跟著就是也是往上漲呢?"},{"start":155.396,"end":183.314,"text":"現在主席總書他的確是有稍微調升物價的部分調到1.85那當然電價的部分我是沒有辦法預測我是說他只有調到1.85那你覺得會不會因為有可能在各種情況下因為畢竟如果電價上漲工業電價上漲有可能轉嫁到各種的品項民生用品啊什麼相關的品項"},{"start":184.856,"end":207.352,"text":"這樣子會不會帶動整體的物價指數上漲?的確是免不了的這也就是為什麼過去我們對於電價的調整是比較謹慎因為為什麼要用台電來吸收可能的漲幅那就是這個道理就是說它的確會有一些反應在物價上"},{"start":208.015,"end":212.378,"text":"台積電在日本風光的開幕目前我看到了日本的經濟成長指數是從1點"},{"start":225.714,"end":226.394,"text":"在台積電的發展方面"},{"start":254.946,"end":279.141,"text":"有沒有辦法就是說我們有辦法給他什麼樣子的就是優惠或者是給予我們整個就是晶片的這樣子上中下游整體的產業的策略呢是報告委員所以我們現在為什麼就是說尤其是AI將來的需求是比較需求比較大"},{"start":280.862,"end":308.671,"text":"那AI上面的晶片需求是比較高階的這個製程可能是2奈米以下的或是3奈米那這個部分的確是對台灣的需求非常大所以台積電也為什麼那麼積極的可能要擴充它的產能不僅在高雄可能在中科等等的一些情況那在嘉義也有可能會有封測廠等等的一些相關的佈局那這是因應未來這個晶片上的一些需求"},{"start":309.851,"end":328.256,"text":"日本的部分擴廠呢,主要是日本原來他也有晶片商的需求,包括SONY的部分,BENZA主要是在汽車用,那評估起來可能高階的這些生產商的需求可能還不足以,國內的需求還不足以滿足全世界的需求,所以為什麼要蓋第二個廠?"},{"start":329.906,"end":331.207,"text":"他們期待台積電變成日本的黑船2.0"},{"start":356.029,"end":382.438,"text":"來拯救他們失落的30年可是如果我們看到台積電一直的就是說往外移那會不會導致整個我們台灣就是引以為傲的戲盾那或者是說我們賴以為就是說的戲盾會你知道嗎一直採取外移報告委員他不是外移啊他是同步擴廠同步擴廠對他在國內擴廠的幅度更大"},{"start":383.228,"end":401.211,"text":"所以比日本還大?對那精密的都留在台灣嗎?你說?我說比較高製程的都留在台灣嗎?沒有錯沒有錯所以對於台積都會先留在台灣嗎?因為日本的二廠是6到7奈米"},{"start":402.284,"end":427.434,"text":"可是我們必須要了解現在我們看到美國的就是說總統的未來總統的選情也有可能會有變化那如果川普當選呢他們一直希望我們的台積電可以就是說我們科技業可以到美國去設廠那如果有這樣子的情況產生的時候"},{"start":429.275,"end":444.086,"text":"那我們要怎麼樣因應?因為台積電已經宣布到美國會蓋第二個廠而且總共投入400億美金那我是說如果因應現在是拜登政府嘛那未來如果不是拜登政府的時候是川普政府的時候呢?"},{"start":444.793,"end":472.069,"text":"照理說那個廠應該就是在美國的廠會陸續會陸續的蓋好所以這個在進行當中對會不會會不會他會不會我是說有沒有可能如果美國要求我們持續的就是要求不是我們要求台積電持續的在美國擴廠那就看現在的這個目前的這個建廠的進度跟他的這個產能狀況還是你覺得到時候520了就不管你的事你應該不是這種人吧"},{"start":474.366,"end":495.843,"text":"你應該不是這種人吧?你覺得應該是會為台灣的就是說高科技業以及相關的產業以及會因應我們所有的經濟發展的情況吧?是不是?是,報告委員就是半導體業現在在台灣事實上算是在國際間扮演關鍵性的力量這個關鍵性的角色在未來10年仍然會是"},{"start":499.228,"end":516.424,"text":"問題是我們怎麼樣讓這個關鍵的10年能夠擴展到更多的產業對沒有錯這個就是在應用端的部分所以為什麼我們現在一再的透過亞洲矽谷的部分推動這個物聯網AIoT的發展或智慧城市的發展"},{"start":516.664,"end":537.671,"text":"⋯⋯⋯⋯"},{"start":539.315,"end":552.083,"text":"這個因為他變成一個百花齊放大家同時會受惠不是只有半島體驗受惠而已包括我剛才提到的我們現在單單我們這個競技城市今年的這個3月底就會我們辦國際的這個"},{"start":556.785,"end":572.598,"text":"智慧程式展跟淨寧程式展會來100多個城市全部都到我們來我們這個大概是全世界應該是跟巴塞隆納可以對比的那我們很好的是我們有實際上的這些智慧應用也好淨寧的solution出來了"},{"start":572.998,"end":587.571,"text":"以及有實質的東西所以包括東南亞還有其他的國家他們都非常喜歡把我們這些成果跟他們合作引介到他們國家去那這個也是很大很大的傷心事實上也是我們在亞系3.0很重要的這個推動的重點"},{"start":588.351,"end":588.371,"text":"好,謝謝"},{"start":618.914,"end":618.936,"text":"謝衣鳯"}]}}}}