{"error":false,"id":["163412"],"data":{"IVOD_ID":163412,"IVOD_URL":"https://ivod.ly.gov.tw/Play/Clip/1M/163412","日期":"2025-08-07","會議資料":{"會議代碼":"委員會-11-3-19-19","會議代碼:str":"第11屆第3會期經濟委員會第19次全體委員會議","屆":11,"會期":3,"會次":19,"臨時會會次":null,"種類":"委員會","委員會代碼":[19],"委員會代碼:str":["經濟委員會"],"標題":"第11屆第3會期經濟委員會第19次全體委員會議"},"影片種類":"Clip","開始時間":"2025-08-07T11:12:04+08:00","結束時間":"2025-08-07T11:25:51+08:00","影片長度":"00:13:47","支援功能":["ai-transcript","gazette"],"video_url":"https://ivod-lyvod.cdn.hinet.net/vod_1/_definst_/mp4:1MClips/ce960b47cc6398b9158b7b656f9f68a170dc6911ab88c3aa0394dc758d122e31340600c8c0d0f7405ea18f28b6918d91.mp4/playlist.m3u8","委員名稱":"邱志偉","委員發言時間":"11:12:04 - 11:25:51","會議時間":"2025-08-07T09:00:00+08:00","會議名稱":"立法院第11屆第3會期經濟委員會第19次全體委員會議（事由：邀請國家發展委員會主任委員就「美國對等關稅底定後，我國經濟未來之景氣情況及產業全球佈局新規劃」進行報告，並備質詢。）","transcript":{"pyannote":[{"speaker":"SPEAKER_01","start":3.64221875,"end":6.527843750000001},{"speaker":"SPEAKER_01","start":12.535343750000003,"end":15.235343750000002},{"speaker":"SPEAKER_01","start":16.011593750000003,"end":16.51784375},{"speaker":"SPEAKER_01","start":23.74034375,"end":29.86596875},{"speaker":"SPEAKER_00","start":24.044093750000002,"end":24.97221875},{"speaker":"SPEAKER_01","start":30.69284375,"end":32.025968750000004},{"speaker":"SPEAKER_00","start":32.025968750000004,"end":32.26221875},{"speaker":"SPEAKER_01","start":32.26221875,"end":32.39721875},{"speaker":"SPEAKER_00","start":32.39721875,"end":32.430968750000005},{"speaker":"SPEAKER_00","start":32.93721875,"end":44.10846875},{"speaker":"SPEAKER_00","start":44.64846875,"end":48.09096875},{"speaker":"SPEAKER_00","start":48.41159375,"end":51.533468750000004},{"speaker":"SPEAKER_00","start":52.00596875,"end":55.26284375},{"speaker":"SPEAKER_01","start":52.039718750000006,"end":58.148468750000006},{"speaker":"SPEAKER_01","start":58.266593750000006,"end":58.77284375000001},{"speaker":"SPEAKER_01","start":58.890968750000006,"end":60.66284375},{"speaker":"SPEAKER_01","start":61.91159375,"end":63.04221875},{"speaker":"SPEAKER_01","start":63.97034375000001,"end":68.08784375},{"speaker":"SPEAKER_01","start":68.86409375000001,"end":70.31534375000001},{"speaker":"SPEAKER_01","start":71.26034375,"end":71.83409375000001},{"speaker":"SPEAKER_01","start":71.95221875,"end":73.79159375},{"speaker":"SPEAKER_01","start":74.78721875000001,"end":75.95159375},{"speaker":"SPEAKER_01","start":76.22159375000001,"end":79.90034375},{"speaker":"SPEAKER_01","start":80.57534375,"end":81.43596875},{"speaker":"SPEAKER_01","start":82.12784375000001,"end":83.32596875},{"speaker":"SPEAKER_01","start":84.79409375,"end":87.35909375},{"speaker":"SPEAKER_00","start":87.35909375,"end":87.37596875},{"speaker":"SPEAKER_01","start":88.08471875000001,"end":88.52346875},{"speaker":"SPEAKER_00","start":88.52346875,"end":88.55721875},{"speaker":"SPEAKER_01","start":88.99596875,"end":89.02971875},{"speaker":"SPEAKER_00","start":89.02971875,"end":95.18909375000001},{"speaker":"SPEAKER_01","start":95.64471875000001,"end":102.36096875000001},{"speaker":"SPEAKER_01","start":103.93034375,"end":104.03159375000001},{"speaker":"SPEAKER_00","start":104.03159375000001,"end":110.78159375000001},{"speaker":"SPEAKER_01","start":106.88346875,"end":108.67221875000001},{"speaker":"SPEAKER_00","start":111.60846875,"end":116.43471875},{"speaker":"SPEAKER_01","start":116.02971875,"end":116.26596875000001},{"speaker":"SPEAKER_01","start":116.43471875,"end":116.60346875},{"speaker":"SPEAKER_00","start":116.60346875,"end":116.67096875000001},{"speaker":"SPEAKER_01","start":116.67096875000001,"end":116.70471875000001},{"speaker":"SPEAKER_00","start":116.70471875000001,"end":116.77221875000001},{"speaker":"SPEAKER_01","start":116.77221875000001,"end":116.80596875},{"speaker":"SPEAKER_00","start":116.80596875,"end":116.83971875},{"speaker":"SPEAKER_01","start":116.83971875,"end":116.89034375000001},{"speaker":"SPEAKER_00","start":116.89034375000001,"end":116.97471875000001},{"speaker":"SPEAKER_01","start":116.97471875000001,"end":118.81409375000001},{"speaker":"SPEAKER_00","start":118.81409375000001,"end":118.89846875},{"speaker":"SPEAKER_01","start":118.89846875,"end":119.08409375000001},{"speaker":"SPEAKER_01","start":119.15159375,"end":123.08346875000001},{"speaker":"SPEAKER_00","start":122.12159375,"end":128.21346875},{"speaker":"SPEAKER_01","start":125.19284375000001,"end":125.24346875},{"speaker":"SPEAKER_00","start":128.50034375,"end":130.64346875},{"speaker":"SPEAKER_01","start":130.64346875,"end":130.66034375},{"speaker":"SPEAKER_00","start":131.16659375,"end":131.48721875},{"speaker":"SPEAKER_01","start":131.21721875,"end":131.52096875},{"speaker":"SPEAKER_00","start":131.52096875,"end":131.65596875},{"speaker":"SPEAKER_01","start":131.65596875,"end":131.67284375},{"speaker":"SPEAKER_00","start":132.19596875000002,"end":132.22971875000002},{"speaker":"SPEAKER_01","start":132.22971875000002,"end":138.94596875000002},{"speaker":"SPEAKER_01","start":139.11471875,"end":141.94971875000002},{"speaker":"SPEAKER_01","start":142.64159375,"end":145.10534375},{"speaker":"SPEAKER_00","start":142.67534375,"end":144.16034375},{"speaker":"SPEAKER_00","start":144.27846875,"end":144.90284375000002},{"speaker":"SPEAKER_00","start":145.10534375,"end":151.09596875},{"speaker":"SPEAKER_01","start":148.19346875000002,"end":149.15534375000001},{"speaker":"SPEAKER_00","start":153.07034375,"end":156.27659375000002},{"speaker":"SPEAKER_00","start":156.47909375,"end":162.01409375},{"speaker":"SPEAKER_01","start":160.56284375,"end":163.14471875},{"speaker":"SPEAKER_00","start":162.65534375000001,"end":165.76034375},{"speaker":"SPEAKER_01","start":163.83659375000002,"end":165.03471875000002},{"speaker":"SPEAKER_00","start":165.87846875000002,"end":174.87284375000002},{"speaker":"SPEAKER_01","start":166.24971875,"end":168.03846875000002},{"speaker":"SPEAKER_01","start":170.41784375,"end":170.82284375},{"speaker":"SPEAKER_00","start":175.15971875000002,"end":177.97784375},{"speaker":"SPEAKER_01","start":175.19346875000002,"end":176.57721875000001},{"speaker":"SPEAKER_01","start":177.97784375,"end":187.96784375000001},{"speaker":"SPEAKER_01","start":189.03096875,"end":191.66346875000002},{"speaker":"SPEAKER_00","start":190.53284375,"end":191.62971875000002},{"speaker":"SPEAKER_00","start":191.66346875000002,"end":191.71409375000002},{"speaker":"SPEAKER_01","start":191.71409375000002,"end":196.86096875},{"speaker":"SPEAKER_00","start":192.42284375,"end":195.49409375000002},{"speaker":"SPEAKER_01","start":197.36721875,"end":209.23034375},{"speaker":"SPEAKER_00","start":202.27784375000002,"end":202.71659375000002},{"speaker":"SPEAKER_00","start":203.03721875000002,"end":203.77971875},{"speaker":"SPEAKER_00","start":204.25221875000003,"end":205.19721875000002},{"speaker":"SPEAKER_00","start":205.60221875000002,"end":207.17159375},{"speaker":"SPEAKER_01","start":209.48346875000001,"end":213.02721875},{"speaker":"SPEAKER_00","start":211.06971875000002,"end":211.10346875000002},{"speaker":"SPEAKER_00","start":213.02721875,"end":213.09471875000003},{"speaker":"SPEAKER_01","start":213.09471875000003,"end":220.26659375000003},{"speaker":"SPEAKER_00","start":213.17909375000002,"end":213.29721875},{"speaker":"SPEAKER_01","start":220.82346875000002,"end":223.21971875000003},{"speaker":"SPEAKER_01","start":223.47284375,"end":244.04346875000002},{"speaker":"SPEAKER_00","start":226.78034375000001,"end":227.48909375000002},{"speaker":"SPEAKER_01","start":244.53284375,"end":244.88721875000002},{"speaker":"SPEAKER_01","start":245.59596875000003,"end":249.22409375},{"speaker":"SPEAKER_01","start":249.51096875000002,"end":268.63034375},{"speaker":"SPEAKER_00","start":255.97409375,"end":256.51409375000003},{"speaker":"SPEAKER_00","start":258.82596875,"end":260.80034375},{"speaker":"SPEAKER_01","start":269.50784375,"end":279.91971875},{"speaker":"SPEAKER_01","start":281.37096875000003,"end":282.88971875000004},{"speaker":"SPEAKER_01","start":283.22721875,"end":287.07471875000005},{"speaker":"SPEAKER_00","start":285.38721875000005,"end":286.18034375},{"speaker":"SPEAKER_01","start":287.37846875,"end":287.69909375000003},{"speaker":"SPEAKER_01","start":288.10409375,"end":290.46659375},{"speaker":"SPEAKER_00","start":288.12096875000003,"end":289.57221875},{"speaker":"SPEAKER_01","start":290.50034375,"end":293.36909375},{"speaker":"SPEAKER_01","start":293.67284375,"end":297.36846875000003},{"speaker":"SPEAKER_00","start":297.36846875000003,"end":297.48659375},{"speaker":"SPEAKER_01","start":297.55409375,"end":297.62159375000005},{"speaker":"SPEAKER_00","start":297.62159375000005,"end":297.67221875},{"speaker":"SPEAKER_01","start":297.67221875,"end":297.82409375000003},{"speaker":"SPEAKER_00","start":297.82409375000003,"end":305.24909375000004},{"speaker":"SPEAKER_01","start":304.96221875000003,"end":312.47159375},{"speaker":"SPEAKER_01","start":313.73721875,"end":317.24721875},{"speaker":"SPEAKER_01","start":317.68596875000003,"end":320.75721875},{"speaker":"SPEAKER_01","start":321.21284375000005,"end":328.85721875},{"speaker":"SPEAKER_00","start":328.30034375,"end":328.33409375},{"speaker":"SPEAKER_01","start":329.49846875000003,"end":330.79784375},{"speaker":"SPEAKER_01","start":330.83159375,"end":331.00034375},{"speaker":"SPEAKER_00","start":331.00034375,"end":331.18596875000003},{"speaker":"SPEAKER_01","start":331.86096875000004,"end":334.15596875},{"speaker":"SPEAKER_01","start":334.32471875000005,"end":337.02471875000003},{"speaker":"SPEAKER_00","start":337.02471875000003,"end":337.09221875000003},{"speaker":"SPEAKER_00","start":338.40846875,"end":340.01159375000003},{"speaker":"SPEAKER_00","start":340.36596875000004,"end":343.82534375},{"speaker":"SPEAKER_00","start":344.34846875,"end":347.97659375},{"speaker":"SPEAKER_01","start":347.97659375,"end":355.11471875},{"speaker":"SPEAKER_01","start":355.92471875,"end":357.03846875000005},{"speaker":"SPEAKER_01","start":357.44346875,"end":362.80971875},{"speaker":"SPEAKER_01","start":363.50159375000004,"end":364.71659375},{"speaker":"SPEAKER_01","start":365.56034375,"end":367.18034375},{"speaker":"SPEAKER_01","start":368.12534375,"end":369.39096875},{"speaker":"SPEAKER_01","start":369.61034375,"end":371.61846875000003},{"speaker":"SPEAKER_01","start":372.29346875000005,"end":372.61409375000005},{"speaker":"SPEAKER_01","start":373.74471875,"end":380.66346875000005},{"speaker":"SPEAKER_00","start":374.28471875,"end":374.72346875000005},{"speaker":"SPEAKER_01","start":381.52409375,"end":386.99159375000005},{"speaker":"SPEAKER_01","start":387.46409375,"end":391.83471875000004},{"speaker":"SPEAKER_01","start":392.23971875,"end":400.86284375},{"speaker":"SPEAKER_01","start":401.43659375000004,"end":412.79346875000005},{"speaker":"SPEAKER_01","start":413.19846875,"end":414.04221875},{"speaker":"SPEAKER_01","start":414.46409375,"end":417.13034375},{"speaker":"SPEAKER_01","start":417.50159375000004,"end":419.57721875000004},{"speaker":"SPEAKER_01","start":420.84284375000004,"end":425.33159375},{"speaker":"SPEAKER_01","start":425.68596875000003,"end":429.85409375},{"speaker":"SPEAKER_01","start":430.24221875,"end":432.52034375000005},{"speaker":"SPEAKER_01","start":432.84096875,"end":448.31534375},{"speaker":"SPEAKER_01","start":449.15909375,"end":451.62284375},{"speaker":"SPEAKER_01","start":452.97284375000004,"end":465.03846875000005},{"speaker":"SPEAKER_00","start":465.03846875000005,"end":466.03409375},{"speaker":"SPEAKER_01","start":466.47284375000004,"end":466.48971875},{"speaker":"SPEAKER_00","start":466.48971875,"end":477.23909375000005},{"speaker":"SPEAKER_00","start":477.54284375000003,"end":492.03846875000005},{"speaker":"SPEAKER_01","start":490.26659375,"end":491.92034375000003},{"speaker":"SPEAKER_01","start":492.03846875000005,"end":492.05534375},{"speaker":"SPEAKER_00","start":492.05534375,"end":492.61221875},{"speaker":"SPEAKER_01","start":492.61221875,"end":492.66284375000004},{"speaker":"SPEAKER_00","start":492.66284375000004,"end":492.69659375000003},{"speaker":"SPEAKER_01","start":492.69659375000003,"end":497.89409375},{"speaker":"SPEAKER_01","start":498.24846875000003,"end":503.47971875},{"speaker":"SPEAKER_01","start":503.91846875000005,"end":507.02346875},{"speaker":"SPEAKER_00","start":507.02346875,"end":513.0478437500001},{"speaker":"SPEAKER_00","start":513.5034687500001,"end":513.97596875},{"speaker":"SPEAKER_01","start":513.97596875,"end":524.92784375},{"speaker":"SPEAKER_01","start":525.51846875,"end":527.0034687500001},{"speaker":"SPEAKER_01","start":527.5772187499999,"end":530.3953437499999},{"speaker":"SPEAKER_01","start":530.83409375,"end":537.29721875},{"speaker":"SPEAKER_01","start":538.17471875,"end":538.8159687500001},{"speaker":"SPEAKER_01","start":539.18721875,"end":560.63534375},{"speaker":"SPEAKER_01","start":560.7365937500001,"end":564.04409375},{"speaker":"SPEAKER_01","start":564.3647187500001,"end":566.03534375},{"speaker":"SPEAKER_00","start":566.03534375,"end":566.4740937500001},{"speaker":"SPEAKER_01","start":567.01409375,"end":567.03096875},{"speaker":"SPEAKER_00","start":567.03096875,"end":567.5203437499999},{"speaker":"SPEAKER_00","start":567.7903437500001,"end":573.2409687500001},{"speaker":"SPEAKER_00","start":573.5109687500001,"end":582.8259687500001},{"speaker":"SPEAKER_01","start":581.61096875,"end":590.04846875},{"speaker":"SPEAKER_00","start":586.13346875,"end":586.4540937500001},{"speaker":"SPEAKER_01","start":590.2509687500001,"end":592.5459687499999},{"speaker":"SPEAKER_01","start":592.59659375,"end":602.5190937500001},{"speaker":"SPEAKER_01","start":602.8059687500001,"end":603.53159375},{"speaker":"SPEAKER_01","start":604.2234687499999,"end":604.79721875},{"speaker":"SPEAKER_01","start":605.3372187500001,"end":607.0247187500001},{"speaker":"SPEAKER_00","start":607.0247187500001,"end":607.1428437500001},{"speaker":"SPEAKER_00","start":608.35784375,"end":611.5303437499999},{"speaker":"SPEAKER_00","start":611.96909375,"end":616.4240937500001},{"speaker":"SPEAKER_01","start":616.4240937500001,"end":622.68471875},{"speaker":"SPEAKER_01","start":623.1572187500001,"end":627.9328437500001},{"speaker":"SPEAKER_01","start":628.2197187500001,"end":631.24034375},{"speaker":"SPEAKER_01","start":631.39221875,"end":635.47596875},{"speaker":"SPEAKER_01","start":636.16784375,"end":640.4540937500001},{"speaker":"SPEAKER_00","start":636.5390937500001,"end":636.9778437500001},{"speaker":"SPEAKER_01","start":641.1797187500001,"end":643.2890937500001},{"speaker":"SPEAKER_01","start":643.6940937500001,"end":645.8034687500001},{"speaker":"SPEAKER_01","start":646.69784375,"end":647.42346875},{"speaker":"SPEAKER_01","start":648.0815937500001,"end":651.77721875},{"speaker":"SPEAKER_01","start":652.33409375,"end":666.44159375},{"speaker":"SPEAKER_01","start":666.59346875,"end":668.95596875},{"speaker":"SPEAKER_01","start":668.97284375,"end":673.02284375},{"speaker":"SPEAKER_00","start":673.02284375,"end":673.6640937500001},{"speaker":"SPEAKER_01","start":674.30534375,"end":674.3390937500001},{"speaker":"SPEAKER_00","start":674.3390937500001,"end":679.9584687500001},{"speaker":"SPEAKER_00","start":680.2790937500001,"end":696.4284687500001},{"speaker":"SPEAKER_00","start":696.5634687500001,"end":702.7397187500001},{"speaker":"SPEAKER_01","start":696.7490937500002,"end":696.8503437500001},{"speaker":"SPEAKER_00","start":703.00971875,"end":710.7890937500001},{"speaker":"SPEAKER_01","start":703.0265937500001,"end":703.6003437500001},{"speaker":"SPEAKER_01","start":706.35096875,"end":706.4015937500001},{"speaker":"SPEAKER_01","start":708.30846875,"end":709.6922187499999},{"speaker":"SPEAKER_01","start":710.3672187500001,"end":731.24159375},{"speaker":"SPEAKER_01","start":731.7478437500001,"end":736.6415937500001},{"speaker":"SPEAKER_01","start":737.87346875,"end":741.26534375},{"speaker":"SPEAKER_01","start":741.95721875,"end":749.1459687500001},{"speaker":"SPEAKER_01","start":749.68596875,"end":750.63096875},{"speaker":"SPEAKER_01","start":751.3059687500001,"end":752.1159687500001},{"speaker":"SPEAKER_01","start":753.9553437500001,"end":757.09409375},{"speaker":"SPEAKER_00","start":757.3303437500001,"end":757.6172187500001},{"speaker":"SPEAKER_01","start":757.95471875,"end":758.3090937500001},{"speaker":"SPEAKER_01","start":758.4609687500001,"end":760.8234687500001},{"speaker":"SPEAKER_01","start":760.9584687500001,"end":763.62471875},{"speaker":"SPEAKER_01","start":764.6203437500001,"end":766.3415937500001},{"speaker":"SPEAKER_01","start":767.11784375,"end":770.05409375},{"speaker":"SPEAKER_01","start":770.50971875,"end":774.7959687500002},{"speaker":"SPEAKER_01","start":775.0828437499999,"end":777.96846875},{"speaker":"SPEAKER_00","start":775.13346875,"end":779.4365937500002},{"speaker":"SPEAKER_00","start":779.75721875,"end":786.1865937500002},{"speaker":"SPEAKER_00","start":786.33846875,"end":788.46471875},{"speaker":"SPEAKER_00","start":788.76846875,"end":808.3940937500001},{"speaker":"SPEAKER_00","start":808.73159375,"end":812.8490937500001},{"speaker":"SPEAKER_00","start":813.1865937500002,"end":821.42159375},{"speaker":"SPEAKER_01","start":817.8103437500001,"end":818.68784375},{"speaker":"SPEAKER_00","start":821.82659375,"end":822.8390937500001},{"speaker":"SPEAKER_00","start":823.9697187500001,"end":825.4040937500001},{"speaker":"SPEAKER_01","start":824.1047187500001,"end":824.4084687500001}],"whisperx":[{"start":3.943,"end":32.224,"text":"現在請邱志偉委員做詢答謝謝主席請這個劉主委劉主委主委好 主委辛苦了今天台股早上大漲600點最主要的利多因素是什麼"},{"start":33.304,"end":59.658,"text":"主要是這次的晶片的這個關稅對我們比較有利為什麼會比較有利因為我們幾個大主要的像台積電、中美金在美國都有廠那我們也有一些像聯電在美國都有合作再來這個部分是全球一致的稅率就像我們之前零關稅,其他國家沒有設廠的或者沒有設廠計畫的就可以百%對看一下它的原文"},{"start":61.974,"end":87.196,"text":"它是針對chip大概100%的這個稅率chip跟semiconductor晶片跟半導體對不對所以半導體你是這個裸晶片還是相關於半導體的相關的產品它也沒有說明清楚您從這張文字來看它的原文來看"},{"start":88.117,"end":110.477,"text":"它是chips还有semiconductors对 它有semiconductors那个的话就可以解释的比较宽一点只要你那个IT中央台里面有包括这个半导体有包括晶片这些算不算它chips是明确的定义对 第二个是半导体相关的像晶圆这些"},{"start":111.707,"end":129.941,"text":"我認為應該,這個我們還在查證,那理論上應該是在Semi-conduct如果只有CHIPS,那當然比較簡單,對不對中美金然後聯電,那麼都是,不管是先進製程或成熟製程中美金不是CHIPS,它是WAFER的但是因為它也在,它就算有,它也在美國都有設廠"},{"start":131.343,"end":150.804,"text":"所以股票市場的反應解讀就是我們針對這些CHIPS部分我們獲得關稅的豁免零關稅其他國家要100%關稅所以今天股市才大漲600在某些產品上台積電相關的成熟製程跟先進資產那如果半導體的話你怎麼解讀"},{"start":153.117,"end":168.727,"text":"半導體的解讀,我想這個還是要去,這可能要看一下美方的定義因為一般來講它會有一個定義在後面因為它還沒有正式公告,這是它的預公告它的正式公告會針對Semiconductor它會有註解"},{"start":175.251,"end":187.723,"text":"然後它是大概是100%大概是100%對不對對所以這個我們後續觀察也是很重要對於這次這個國會有沒有談判代表"},{"start":189.997,"end":213.672,"text":"國會的成員有沒有參與所以現在暫時限制關稅20%那當然日本跟韓國也經過暫時限制關稅然後最後再降到15%越南也是你要搭配投資搭配開放市場大概用這種方式所以才從20%降到15%那你看一下"},{"start":214.492,"end":243.772,"text":"這個日本跟韓國的這個整體的GDP跟我們對美國的貿易利差來看日本GDP是台灣的大概五倍那韓國也大概是台灣的兩倍沒有錯嘛那雖然我們對美國的貿易順差大概739億日本對美貿易順差685韓國660差距也不大但因為我們GDP的規模分別是日本的五分之一韓國的二分之一"},{"start":244.612,"end":251.919,"text":"那如果用台灣跟日本韓國的經驗來看韓國要投資5500億然後韓國要3500億之前我們有行政部門官員說4000億他已經有澄清過了不管是用國家的預算去購買或者是我們開放國內市場等等我認為"},{"start":269.554,"end":279.573,"text":"我們降到15%的機會是蠻大的而且我們開放或者是採購的金額啊應當不至於比照美國比照日本跟韓國因為你從GDP的水平來看"},{"start":281.411,"end":310.319,"text":"跟人口數來看韓國人口是台灣的兩倍對 也是2.2倍人口是台灣的五倍對所以整體的影響經濟規模不一樣所以你用同樣的標準去看這個我用常識來判斷應當是不屬於有那麼高的金額我的看法跟委員接近那我們唯一就是說我們的出口金額跟逆差是稍微不那麼高多了也沒有多很多跟日本韓國也沒有增加很多大概多了"},{"start":311.68,"end":336.761,"text":"50億左右當然這個我們希望說盡快最終的這個會不會簽協議就是說台美之間針對關稅會有最終的協議因為美國跟日本是沒有白紙黑字協議是沒有白紙黑字所以沒有白紙黑字會造成說它的有效性的問題或者執行性的問題"},{"start":338.424,"end":366.473,"text":"沒錯 因為他有之前川普有說過嘛他會看你的執行表現嘛對 因為他是一個動態的所以沒有白紙黑字白紙黑字是一個正式的協議它有在有效的執行的這個期程或者在執行的這個程序嘛但你沒有白紙黑字不管是日本或者是南韓到目前談的最終的稅率都沒有白紙黑字嘛那台灣是不是也是如此呢這個我就不清楚了"},{"start":368.386,"end":378.937,"text":"我想韓日都是這樣子我們大概也是這樣子所以會造成說未來執行面我們還值得去觀察因為沒有白紙黑字做一個基礎"},{"start":381.581,"end":398.437,"text":"那另外這個當然不管是匯率啦或者是關稅的不確定性啦這扣建產業是相當的這個辛苦台灣以前是扣建產業全球第三大全三大的生產基地特別是在這個我的選區在岡山這個陸竹"},{"start":401.539,"end":415.414,"text":"所以是一個全球最大的螺絲生產機率之一我最近聽到很多扣薪業者跟我很多抱怨就是說第一個匯率的影響第二個關稅的影響對他們這個不僅沒有辦法賺錢而且還虧損虧損到沒有辦法繼續經營下去"},{"start":420.902,"end":447.952,"text":"也逼得也許要外移這種情況我們對國化合會有很大的期待要協調各部會能夠比照我們大概三年前在疫情的時候對扣接應的協助包括貸款的展延或者是新增的融資貸款協助產業周轉資金面很大的問題"},{"start":449.414,"end":451.53,"text":"他沒有銷售就沒有收入嘛"},{"start":453.155,"end":479.786,"text":"所以這部分我期待是不是國會能夠見急旅急能夠針對這些跨部會的這需要協助的部分能夠來國會來召集會議不管是經管會或者經濟部這個我們來努力看看那我想也表達一下我想委員應該也看到我們總統跟院長很在意這個產業多次帶著經濟部去跟業者溝通那經濟部長"},{"start":480.886,"end":494.077,"text":"日前也才跟業者又有座談那我們會找經濟部來看看他們有沒有什麼樣的需求就像如果是貨款等等重點是座談之後要拿出具體的做法讓產業能夠繼續穩定繼續成長"},{"start":498.4,"end":507.85,"text":"後面的做法就是要由國發會來統籌這個座談的結論然後去執行提出可行的規劃跟方案去執行我們去了解我們來努力看看"},{"start":513.638,"end":537.048,"text":"所以包括有專業雜誌啊 他有很多的政策建言他去針對台灣目前十大產值 可能會萎縮最大的十大產值的產業啊包括這個傳統製造業 他產值要萎縮大概2500億衝擊大概兩萬家的廠商 而且這兩萬家的廠商都是中小企業 都集中在中南部 對不對"},{"start":539.324,"end":560.346,"text":"這種需要政府相關的作為來協助的部分包括涵蓋四大的策略十一項作為這些作為這些期待都是業界座談所提出來的訴求我期待這部分是不是可以請國發會能夠針對這些企業界所提出來的訴求提出這相對應的方案"},{"start":561.086,"end":577.518,"text":"來整合各部會提出相對應的方案讓業界能夠安心因為經濟部已經提出來了在分工上面因為這個地方是分在經濟部我們在中長期的所以我們是協助轉型的部分我們會一起來做"},{"start":578.999,"end":607.023,"text":"那委員有這個要求我就來找經濟部談一下因為我一直期待說國安會應該是財經小內閣來整合相關的財經部門應該是國安會的這個執掌嘛因為你們在宏觀調控的能力嘛那你經濟部也許不能指揮財政部但是你國安會可以站在這個宏觀經濟宏觀調控的角度來看去可以協調相關部會我是覺得應該國安會要扮演更積極的功能"},{"start":608.41,"end":634.992,"text":"我們來論一下 因為這個有一個分工那我們會來按照委員的指示我們來論剛剛有委員提到就是說台積電的技術外洩當然技術外洩我們當然很慎重來看這個關於先進製程的我們的這個幾米當然是非常重要特別是2奈米當然這個是很專業的那畢竟這個技術外洩這是一個事實沒有錯嘛"},{"start":636.246,"end":651.607,"text":"是一个事实然后他的外泄的对象也是一个确定嘛是的那台日我不是期待台日半导体能够合作能够合作那如果是这样子的话变成一个恶性竞争的关系啊"},{"start":652.663,"end":673.089,"text":"會不會讓台日過去半導體的合作方向會造成一些影響甚至對台積電這個2奈米的製程的競爭力會不會或者後續的營收會不會有相關的衝擊我想台積電這個公司有這個責任向董事會做個說明"},{"start":674.866,"end":702.268,"text":"我們在下一次董事會他們會針對整個案情進行說明因為目前還在查證調查中那目前從我的角度來看他檢調進來了然後國科會進來了那已經在整個安全性是止血了那現在是要把他的動機跟目的那這些人的背後的動機跟目的是來自於誰那目前必須查清楚才能確定"},{"start":703.109,"end":731.011,"text":"那我們也不能說現在就去就會把他指向是哪一個哪一個國家哪一個我們會讓檢調跟國會我想這個國安會或者諸位你也持續關注後續的這個處理情形另外這個先進製程我比較不擔心就加上有今天記者會他所說的承諾他們所說的承諾但我比較相對關心相對擔心的是成熟製程說實在大概在中國大概他"},{"start":731.832,"end":756.762,"text":"可以掌握百分之五成的這個成熟製程的市場所以台灣也有很多成熟製程的這個廠商 對不對那成熟製程我看這個百分之百的關稅豁免呃 剋制百分之百的關稅是針對中國是劍指中國 我認為啦劍指中國是什麼 成熟製程這成熟製程它佔百分之五十趴的這個市佔率"},{"start":758.038,"end":785.817,"text":"因為這個中國的城中市也沒有在美國設廠戶你要輸美國你就課百分之百台灣有些城中市的人有有些沒有對台灣城中市的人也會造成影響我想城中市政府也請國安會先去做一些了解今天早上就有因為要來這裡所以我已經傳訊息給到工協會我們希望他們再評估看看"},{"start":786.597,"end":806.67,"text":"因為我的從直覺來看Global Fungi會占到一些優勢那如果誰跟他有一點客戶衝突的話那他這個評估我們希望他盡快評估出來那其他的部分的話我們也請他們評估因為在第一次的討論裡面大家是認為只要大家都一樣長一樣的話影響力就沒有那麼大"},{"start":807.35,"end":824.422,"text":"委員在扣減業也有聽到如果大家都50%的時候我們扣減業就還算比較擔心反而是匯率的問題對不對所以我們現在正在收集這個部分好 謝謝好 謝謝委員"}]},"gazette":{"lineno":647,"blocks":[["邱委員志偉：（11時12分）謝謝主席，有請劉主委。"],["主席：請劉主委。"],["劉主任委員鏡清：委員好。"],["邱委員志偉：主委早安、主委辛苦了。今天台股早上大漲600點，最主要的利多因素是什麼？"],["劉主任委員鏡清：主要是這次晶片的關稅對我們比較有利。"],["邱委員志偉：為什麼會比較有利？"],["劉主任委員鏡清：因為我們幾個主要的大廠，像台積電、中美晶在美國都有設廠；有些像聯電等，在美國也都有相關的合作。再來這個部分是全球一致的稅率，就像我們之前是零關稅一樣的概念。"],["邱委員志偉：對，所以我們是零關稅？其他國家沒有設廠的，或者沒有設廠計畫的，就課100%？"],["劉主任委員鏡清：對！"],["邱委員志偉：我看了一下它的原文，這是針對CHIPS，100%的稅率；CHIPS跟SEMICONDUCTORS、晶片跟半導體，對不對？但半導體中，裸晶片還是半導體的相關產品是不是也包括，它也沒有說明清楚。您從這張的文字、它的原文來看，是「CHIPS」還有「SEMICONDUCTORS」。"],["劉主任委員鏡清：對，它有提到「SEMICONDUCTORS」，所以就可以解釋得比較寬一點。"],["邱委員志偉：只要IT終端產品裡面有包括半導體、有包括晶片，這些算不算呢？"],["劉主任委員鏡清：CHIPS是明確的定義；第二個則是半導體相關的像晶圓等等，這個我們還在查證，理論上應該是包含在SEMICONDUCTORS。"],["邱委員志偉：如果只有CHIPS，當然比較簡單，中美晶然後聯電都是，不管是先進製程或成熟製程……"],["劉主任委員鏡清：中美晶不是CHIPS，它是Wafer的，就算它不是，它在美國也都有設廠。"],["邱委員志偉：所以解讀股票市場的反應，針對這些CHIPS的部分，我們獲得關稅的豁免、零關稅，其他國家則是要100%的關稅，所以今天股市才大漲600點？"],["劉主任委員鏡清：在某些產品上，台積電相關的，成熟製程跟先進製程……"],["邱委員志偉：如果是半導體的話，你怎麼解讀呢？"],["劉主任委員鏡清：關於半導體的解讀，我想這可能要看一下美方的定義，因為一般來講，會有一個定義在後面，因為它還沒有正式公告，這是它的預公告。"],["邱委員志偉：是他參加一個記者會所做的一個口頭說明！"],["劉主任委員鏡清：它的正式公告中針對SEMICONDUCTORS，會有註解，然後那個註解會讓我們更清楚。"],["邱委員志偉：它大概是100%，對不對？"],["劉主任委員鏡清：對。"],["邱委員志偉：所以我們後續的觀察也是很重要。請問這次國發會有沒有成員擔任談判代表？"],["劉主任委員鏡清：我們沒有參與，而是由院跟談判辦公室……。"],["邱委員志偉：所以現在是暫時性關稅20%，當然日本跟韓國也經過暫時性關稅，最後再降到15%？"],["劉主任委員鏡清：越南也是。"],["邱委員志偉：這還要搭配投資、搭配開放市場，大概是用這兩種方式，所以才從20%降到15%？"],["劉主任委員鏡清：對。"],["邱委員志偉：就日本跟韓國整體的GDP，跟我們對美國的貿易逆差來看，日本GDP大概是臺灣的5倍；韓國大概是臺灣的兩倍多。雖然我們對美國的貿易順差大概是739億；日本對美貿易順差685億；韓國660億，現在差距也不大，但因為我們GDP的規模分別是日本的五分之一、韓國的二分之一，如果用日本、韓國的經驗來看，日本要投資5,500億；韓國是3,500億，之前我們有行政部門官員說要4,000億，但是後來他已經澄清過了。"],["劉主任委員鏡清：對，那個是澄清過的。"],["邱委員志偉：不管是用國家的預算去購買或者是我們開放國內市場等等，我認為我們降到15%的機會是滿大的，而且我們的開放或者是採購的金額，應當不至於比照日本跟韓國，因為從GDP的水平來看，還有從人口數來看，韓國的人口數是臺灣的兩倍……"],["劉主任委員鏡清：對，2.2倍。"],["邱委員志偉：日本的人口數是臺灣的5倍。"],["劉主任委員鏡清：對，所以理論上……"],["邱委員志偉：整體的影響會因經濟規模而不一樣，所以用同樣的標準去看，我用常識來判斷，應當是不至於有那麼高的金額。"],["劉主任委員鏡清：我的看法跟委員接近，唯一就是我們的出口金額跟逆差是稍微不那麼高啦！"],["邱委員志偉：多了一點，但也沒有多很多，跟日本、韓國相較也沒有增加很多，大概多了50億左右。","再來是會不會簽協議？就是臺美之間針對關稅會不會有最終的協議？因為美國跟日本是沒有簽白紙黑字的協議。"],["劉主任委員鏡清：對，沒有。"],["邱委員志偉：沒有白紙黑字會造成它的有效性的問題或者執行性的問題。"],["劉主任委員鏡清：沒錯，因為川普有說過，他還會看你的執行表現。"],["邱委員志偉：對，所以它是一個動態的，白紙黑字是一個正式的協議，是有所謂有效的日期、要執行的期程或者要執行的程序。但若沒有白紙黑字，不管是日本或者是南韓，到目前談的最終稅率都沒有白紙黑字，那臺灣是不是也是如此呢？"],["劉主任委員鏡清：這個我就不清楚了。"],["邱委員志偉：若韓日都是這樣子，我們大概也是這樣子，所以未來在執行面上，還是值得去觀察，因為是以沒有白紙黑字作為一個基礎。","另外，當然不管是匯率或者是關稅的不確定性，扣件產業是相當辛苦的。臺灣以前是扣件產業全球前三大生產基地，特別是在我的選區岡山、路竹，是全球最大的螺絲生產基地之一。我最近聽到很多扣件業者跟我有很多的抱怨，第一個，匯率的影響；第二個，關稅的影響，他們不僅沒有辦法賺錢，而且還虧損到沒有辦法繼續經營下去，甚至逼得也許要外移。對於這種情況，我們對國發會有很大的期待，你們要協調各部會，希望能夠比照大概3年前疫情時對扣件業者的協助，包括貸款的展延、薪資的融資貸款、協助產業周轉，因為資金面會有很大的問題，沒有銷售就沒有收入嘛！所以這部分我期待國發會能夠劍及履及，針對這些跨部會需要協助的部分，由國發會來召集會議，包括金管會或者經濟部。"],["劉主任委員鏡清：這個我們來努力看看。我想也表達一下，委員應該也看到總統跟院長很在意這個產業，多次帶著經濟部去跟業者溝通，經濟部長日前也才跟業者又有座談。我們會找經濟部來看看他們有沒有什麼樣的需求，就像是貨款等等，我們來協商。"],["邱委員志偉：重點是座談之後要拿出具體作法，讓產業能夠繼續穩定、繼續成長。"],["劉主任委員鏡清：對。"],["邱委員志偉：後面的作法，就要由國發會統籌座談的結論，提出可行的規劃跟方案去執行，是不是這樣？"],["劉主任委員鏡清：我們去瞭解，我們來努力看看。"],["邱委員志偉：包括專業雜誌有很多政策建言，針對臺灣目前可能會萎縮最大的十大產值的產業，包括傳統製造業產值萎縮大概2,500億，衝擊大概2萬家廠商，而且這2萬家廠商都是中小企業，都集中在中南部，對不對？這種需要政府相關作為來協助的部分，包括涵蓋四大策略、十一項作為，這些作為、這些期待都是業界座談所提出來的訴求，我期待這個部分是不是可以請國發會能夠針對企業界所提出來的訴求，整合各部會提出相對應的方案，讓業界能夠安心？"],["劉主任委員鏡清：因為經濟部已經提出來了，在分工上面，因為這個地方是分在經濟部，而我們在中長期，所以我們是協助轉型的部分，我們會一起來做。委員有這個要求，我就找經濟部談一下。"],["邱委員志偉：我一直期待國發會應該是財經小內閣，整合相關的財經部門應該是國發會的執掌，因為你們有宏觀調控的能力。經濟部也許不能指揮財政部，但是國發會可以站在宏觀經濟、宏觀調控的角度來看，可以協調相關部會，我是覺得國發會應該要扮演更積極的功能。"],["劉主任委員鏡清：我們來努力看看，因為這有一個分工，我們會按照委員的指示來努力。"],["邱委員志偉：剛有委員提到台積電的技術外洩，我們當然要很慎重來看，關於先進製程的機密當然是非常重要，特別是2奈米，這個是很專業的。畢竟技術外洩是一個事實，沒有錯嘛？"],["劉主任委員鏡清：是的、是的。"],["邱委員志偉：這是一個事實，然後外洩的對象也是確定的？"],["劉主任委員鏡清：是的。"],["邱委員志偉：我們是期待臺日半導體能夠合作，但如果是這樣子的話，就變成一種惡性競爭的關係。會不會讓臺日過去半導體合作的方向造成一些影響？甚至對台積電2奈米製程的競爭力或者後續營收會不會有相關的衝擊？我想台積電公司有責任向董事會做個說明。"],["劉主任委員鏡清：在下一次董事會他們會針對整個案情進行說明。目前還在查證、調查中，從我的角度來看，檢調進來了、國科會進來了，在整個安全性上已經止血了，現在是要把他的動機跟目的找出來。這些人背後的動機跟目的是來自於誰？目前必須查清楚才能確定，我們也不能現在就把它指向是哪一個國家、哪一個……"],["邱委員志偉：最後一個問題就是……"],["劉主任委員鏡清：我們會讓檢調跟國會來做一個決定。"],["邱委員志偉：好，那個部分，請國發會或者主委也持續關注後續的處理情形。"],["劉主任委員鏡清：是的、是的。"],["邱委員志偉：另外，先進製程我比較不擔心，又加上有今天記者會政府所說的承諾，但我相對比較擔心的是成熟製程。目前中國大概可以掌握五成的成熟製程市場，臺灣也有很多成熟製程的廠商，對不對？我認為課徵百分之百關稅是針對中國、劍指中國，但劍指中國的什麼？成熟製程，成熟製程占50%的市占率，因為中國的成熟製程也沒有在美國設廠，你要輸美國，就課百分之百；臺灣有些成熟製程有，有些沒有，對臺灣成熟製程也會造成影響，對成熟製程的部分，也請國發會先去做瞭解，看看要怎麼樣對成熟製程規定……"],["劉主任委員鏡清：有的、有的。今天早上因為我要來這裡，所以我已經傳訊息給工協會，我們希望他們再評估看看。從直覺來看，GlobalFoundries會占到一些優勢，如果誰跟他有客戶衝突的話，我們希望這個評估他儘快評估出來，對其他的部分，我們也請他們評估，因為在第一次的討論裡面，大家是認為只要大家都漲一樣的話，影響力就沒有那麼大。我想委員在扣件業也有聽到，如果大家都50%的時候，我們扣件業就還算……比較擔心的反而是匯率的問題，所以我們現在正在蒐集這個部分。"],["邱委員志偉：好，謝謝。"],["劉主任委員鏡清：謝謝委員。"],["主席：現在請賴士葆委員質詢。"]],"agenda":{"page_end":500,"meet_id":"委員會-11-3-19-19","speakers":["謝衣鳯","楊瓊瓔","邱議瑩","賴瑞隆","陳亭妃","鄭正鈐","鄭天財Sra Kacaw","張啓楷","陳超明","邱志偉","賴士葆","李坤城","呂玉玲","王鴻薇","陳冠廷","廖先翔","葉元之","蔡易餘","林岱樺","張嘉郡"],"page_start":437,"meetingDate":["2025-08-07"],"gazette_id":"1147101","agenda_lcidc_ids":["1147101_00010"],"meet_name":"立法院第11屆第3會期經濟委員會第19次全體委員會議紀錄","content":"邀請國家發展委員會主任委員就「美國對等關稅底定後，我國經濟未來之景氣情況及產業全球佈\n局新規劃」進行報告，並備質詢","agenda_id":"1147101_00010"}}},"supported_relations":[],"relations":[]}