| IVOD_ID |
159332 |
| IVOD_URL |
https://ivod.ly.gov.tw/Play/Clip/1M/159332 |
| 日期 |
2025-03-19 |
| 會議資料.會議代碼 |
委員會-11-3-19-3 |
| 會議資料.會議代碼:str |
第11屆第3會期經濟委員會第3次全體委員會議 |
| 會議資料.屆 |
11 |
| 會議資料.會期 |
3 |
| 會議資料.會次 |
3 |
| 會議資料.種類 |
委員會 |
| 會議資料.委員會代碼[0] |
19 |
| 會議資料.委員會代碼:str[0] |
經濟委員會 |
| 會議資料.標題 |
第11屆第3會期經濟委員會第3次全體委員會議 |
| 影片種類 |
Clip |
| 開始時間 |
2025-03-19T09:58:41+08:00 |
| 結束時間 |
2025-03-19T10:12:15+08:00 |
| 影片長度 |
00:13:34 |
| 支援功能[0] |
ai-transcript |
| video_url |
https://ivod-lyvod.cdn.hinet.net/vod_1/_definst_/mp4:1MClips/8d8da86eec6b25b8f43cddc2c50fbc28cea595bacfac0e478962b2f3400241f6294d796a60933aae5ea18f28b6918d91.mp4/playlist.m3u8 |
| 委員名稱 |
陳超明 |
| 委員發言時間 |
09:58:41 - 10:12:15 |
| 會議時間 |
2025-03-19T09:00:00+08:00 |
| 會議名稱 |
立法院第11屆第3會期經濟委員會第3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19日及20日二天一次會】） |
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| transcript.whisperx[0].start |
6.792 |
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10.474 |
| transcript.whisperx[0].text |
首先有請我們國務大會 劉志偉劉志偉好 聲音好像太小了 聽不怎麼清楚 |
| transcript.whisperx[1].start |
24.369 |
| transcript.whisperx[1].end |
50.701 |
| transcript.whisperx[1].text |
好 陳委員長我看到劉哲輝你們國會會的業務報告憑良心講寫得很好跟農業不一樣都非常的清楚這點要一一肯定那今天我第一個要請教你的問題你是台積電的董事那現在台積電是不是會去接收或是跟英特爾合作你是當時 |
| transcript.whisperx[2].start |
55.028 |
| transcript.whisperx[2].end |
83.977 |
| transcript.whisperx[2].text |
這一點我很肯定我們董事會從來沒有討論過這個議題台積電從來沒有談過沒有因為這個裡面我們電腦工會理事長也就是合授的董事長他講的說最好不要你記住這句話他是那種心聲講出來好像很痛苦的樣子因為以前Intel在台灣對電腦科學所以求以起 |
| transcript.whisperx[3].start |
85.219 |
| transcript.whisperx[3].end |
109.148 |
| transcript.whisperx[3].text |
台灣當時都只有敢怒不敢言希望你能瞭解這一點這個我瞭解因為你瞭解因為這個像柴油跟汽油是很難混在一起燒的那所以呢好第二個問題這點要特別的注意不要製造對手要把台積電打垮了 |
| transcript.whisperx[4].start |
111.188 |
| transcript.whisperx[4].end |
137.689 |
| transcript.whisperx[4].text |
你也是台積電的董事現在台積電在美國投資了將近1650億但是你再講最新的制式絕對不會過去最關鍵的機制不准過去國家安全優先你會堅持到底你有信心還是沒有信心你要告訴我這個人不要講官話喔 |
| transcript.whisperx[5].start |
140.101 |
| transcript.whisperx[5].end |
164.696 |
| transcript.whisperx[5].text |
這個是我絕對有信心喔而且我也跟這個郭部長我們探討過這個問題再來台積電也跟我講他最新的製程一定是在台灣我真的經營到順利之後才有可能出去所以我要掏氣陳昌昌部長你們沒有LP我現在舉一個例子跟你講高通區域 |
| transcript.whisperx[6].start |
165.799 |
| transcript.whisperx[6].end |
172.562 |
| transcript.whisperx[6].text |
那個獨佔的那個懷款台灣把七億美金變成一個投資的方案啊我覺得你有那麼大膽的勇氣啊 |
| transcript.whisperx[7].start |
179.763 |
| transcript.whisperx[7].end |
201.407 |
| transcript.whisperx[7].text |
你覺得川普的胃口那麼小嗎要讓美國再次的偽詐你給他N-1 N-2他會不會接受 他要愛是要愛一流他要獨霸這個世界啊所以你講這麼多 我一點信心也沒有你跟我發誓 你堅持到底 |
| transcript.whisperx[8].start |
202.722 |
| transcript.whisperx[8].end |
212.181 |
| transcript.whisperx[8].text |
看你跟我說嘛我跟...你...好你這樣會作怪你怎麼你跟我說你跟我說我一定堅持到底啊蛤你講什麼 |
| transcript.whisperx[9].start |
215.29 |
| transcript.whisperx[9].end |
240.685 |
| transcript.whisperx[9].text |
我一定堅持到底啊我堅持到底一定會守住你堅持到底我看你堅持到底大概你官也做不久了我講這話懷疑美國論你是不懷疑的才能繼續的做我們不會懷疑自己的友方啦該堅持的事情我一定堅持到現在執政黨都是抗中保台 |
| transcript.whisperx[10].start |
241.96 |
| transcript.whisperx[10].end |
258.526 |
| transcript.whisperx[10].text |
那你劉卓偉最勇敢,抗美保台,我講的抗美保台就是抗美國保台基地能不能做到?我覺得我沒有什麼信心,從高中的世界,我們不要說幾位啦,像你一樣都了解彼此啦,怎麼樣? |
| transcript.whisperx[11].start |
260.066 |
| transcript.whisperx[11].end |
285.787 |
| transcript.whisperx[11].text |
敢不敢抗美 保台積電 抗美保台保台積電不需要抗美啦我們就是堅持我們保台積電技術好啦 我再來拭目以待啦但是我很懷疑啦好不好你真的不用懷疑啦我可以用我的位子來擔保你要曉得啊上次在講台積電的麻煩核心技術 商業機密都要給他了你還有什麼能力啊 |
| transcript.whisperx[12].start |
286.843 |
| transcript.whisperx[12].end |
308.074 |
| transcript.whisperx[12].text |
人家 別的國家烏克蘭要遷土地的培安納戈還可以順便一點沒有 台灣是白白的 我送給你來幫他解培安 請培安IBM在台灣設廠50年也有研發中心HP也有研發中心 微軟也有研發中心但是我們一個技術也拿不到第二個你台積電的董事再多問你一點誰叫你要去當 |
| transcript.whisperx[13].start |
317.77 |
| transcript.whisperx[13].end |
325.995 |
| transcript.whisperx[13].text |
那你至於台積電建廠到2030年就結束了台灣的兇變會何去何從第一個問題 |
| transcript.whisperx[14].start |
327.626 |
| transcript.whisperx[14].end |
347.624 |
| transcript.whisperx[14].text |
亞利桑那州的州長來台灣把台積電的供應鏈整個請他到美國投資那美國的話要再次的偉大他偉大在哪裡我要美國控制所有世界晶片的40%如果這些周邊的產業鏈一到過去的話 |
| transcript.whisperx[15].start |
350.086 |
| transcript.whisperx[15].end |
356.393 |
| transcript.whisperx[15].text |
台灣剩下什麼我第一個重點2030年大概台積電建了這11場不會再繼續再電剛剛所講的台灣到2030年台積電用的電量24.7 將近三分之一 |
| transcript.whisperx[16].start |
367.955 |
| transcript.whisperx[16].end |
388.028 |
| transcript.whisperx[16].text |
所以NAS的電也不夠他用你還有AI的資料中心用電也很窮所以你都說得好聽整個產業鏈過去了要怎麼辦這是第一個問題第二個問題沒有跟台積電的產業鏈過去比如在台灣要銷到美國還是100%的關稅 |
| transcript.whisperx[17].start |
391.991 |
| transcript.whisperx[17].end |
397.057 |
| transcript.whisperx[17].text |
我問這兩個問題你幫我回答一下我先跟委員解釋一下齁台積電整個產能的規劃80%在台灣 |
| transcript.whisperx[18].start |
400.199 |
| transcript.whisperx[18].end |
418.331 |
| transcript.whisperx[18].text |
百分之八十在台灣 百分之八十在台灣 這是第一點第二點 其實我們在看整個供應鏈 台灣最有可以再往上發展的是兩個部分一個是我們的材料 化學的部分 第二個部分是設備的部分大廠有辦法供應鏈過去 一般從本工廠到那一邊 要學著過去的話很困難 |
| transcript.whisperx[19].start |
423.795 |
| transcript.whisperx[19].end |
439.221 |
| transcript.whisperx[19].text |
如果要銷到美國也有關稅那麼高好好考慮這個問題不要只有報喜不報憂啊很多人都在探討這個問題啊產業鏈會空洞化2030以後我們的經濟變化會怎麼樣主委我希望你好好考慮一個問題好第二個問題再來好 你好好考慮如果能一個評估報告出來最好都要講實話 |
| transcript.whisperx[20].start |
452.182 |
| transcript.whisperx[20].end |
475.459 |
| transcript.whisperx[20].text |
那現在兩岸的關係非常的嚴峻我們賴總統把中國當為境外的敵對勢力那ECO如果停下來的時候會怎麼樣現在我們對中國大陸去年的勝差還700億美元也是最大的勝差現在慢慢被美國 |
| transcript.whisperx[21].start |
477.13 |
| transcript.whisperx[21].end |
505.829 |
| transcript.whisperx[21].text |
期待掉了那我現在問你ECFA在這樣一段下來的時候我們的傳統產業我們這些高科技產業你要怎麼辦好好想這個問題如果以目前的情勢我看起來很有可能中斷ECFA他已經在調查你請銷不對等的貿易條件你國外會主委要好好的應用這樣的問題 |
| transcript.whisperx[22].start |
509.213 |
| transcript.whisperx[22].end |
520.327 |
| transcript.whisperx[22].text |
這個我有請教因為這經濟部全責我有請教過經濟部長他們是說去年他們就開始在協助廠商移轉市場我實在聽不太清楚你可以靠近麥克風嗎 |
| transcript.whisperx[23].start |
522.885 |
| transcript.whisperx[23].end |
537.913 |
| transcript.whisperx[23].text |
這個問題是經濟部主導的所以我日前有請教過經濟部 郭部長郭部長是明確的告訴我 你不能講陸委會的主導你要各種情報蒐集在一起 你這樣說就太不負責任了這是經濟部的事情啦 經濟部幾年就開始經濟部合作這些社會 開始移轉市場這是經濟部的說明 |
| transcript.whisperx[24].start |
550.469 |
| transcript.whisperx[24].end |
576.341 |
| transcript.whisperx[24].text |
你們不擔憂啦但是其實中小企業我們的企業也很擔憂好不好如果兩邊的關稅都整個提高的話台灣的市場要跑到哪裡跑到東南亞南向的政策還是到墨西哥去投資被關稅就全部趕到美國大陸台灣空中化休想未來會發生的事情 |
| transcript.whisperx[25].start |
579.515 |
| transcript.whisperx[25].end |
585.359 |
| transcript.whisperx[25].text |
你要曉得川普的胃口不會那麼小啦你要重演啦好不好注意一下這種情勢的發展那剛剛講到AI產業那我剛剛也講過台積電用電到了2030年已經將近 |
| transcript.whisperx[26].start |
605.451 |
| transcript.whisperx[26].end |
626.084 |
| transcript.whisperx[26].text |
應該是四分之一將近25%我相信他不會在台灣在場未來台灣整個產業是跟著台積電在走他資質站得那麼高所以你要想到這幾年的一個後面的發展這幾年還可以維持住那 |
| transcript.whisperx[27].start |
627.577 |
| transcript.whisperx[27].end |
644.103 |
| transcript.whisperx[27].text |
你國發會跟經濟部都一直在談AI的產業那台灣科技的產業裡面主要是做硬體的將近佔了世界的三分之一這是台灣的實力但是AI軟體產業我們的軟體產業佔不到1% |
| transcript.whisperx[28].start |
649.385 |
| transcript.whisperx[28].end |
671.776 |
| transcript.whisperx[28].text |
這是材料就覺得 其實最有價值的就在軟體但是台灣的企圖態勢 至少軟體都台來台去沒有價值 我是跟你良心講所以你現在有AI產業正在勢頭上我希望國安委跟經濟部好好的去研究 |
| transcript.whisperx[29].start |
673.376 |
| transcript.whisperx[29].end |
700.281 |
| transcript.whisperx[29].text |
這個AI的硬體產業跟軟體產業一定要培植下來不然世界都在進步世界各地都在追趕你也要把軟體產業應用的產業AI的應用產業建立起來台灣未來在未來裡面可能會遭遇到很大的困難你的看法是如何謝謝委員我們看法一致所以我們在去年的AI施政主軸裡面就軟體產業 |
| transcript.whisperx[30].start |
701.421 |
| transcript.whisperx[30].end |
725.682 |
| transcript.whisperx[30].text |
解決方案產業是我們的最首要的業務那我們也跟業者還有協會哪裡協會我們都有溝通過我還拉著郭部長一起我們會建立台灣那個軟體的這個平台產業然後以大大小來發展第二個部分我們會強化在百工百業使用AI美國所有的產業都是大資本 |
| transcript.whisperx[31].start |
726.823 |
| transcript.whisperx[31].end |
743.912 |
| transcript.whisperx[31].text |
那中國大陸的Deep Sheet已經出來了不大不小的資本還有一家最近出來的一家聽說那個軟體產業都很好但是台灣還沒有看到AI軟體產業能參照我們自己的一片天地因為說硬體跟 |
| transcript.whisperx[32].start |
746.399 |
| transcript.whisperx[32].end |
764.356 |
| transcript.whisperx[32].text |
軟體一定AI就是深度的學習很重要啊你要趕快建立起來天天不要自我陶醉啊說我們外銷很好啊我們長紅啊這個世界變化莫測隨時要到隨時要有變化一個新的產品出來整個世界就變色了 |
| transcript.whisperx[33].start |
765.357 |
| transcript.whisperx[33].end |
778.969 |
| transcript.whisperx[33].text |
跟委員報告因為我們在Deep-seek出來之後其實有些產業去研究發現它只有簡體的介面不能使用那產業幾乎現在都用聯發科做出來的類似Deep-seek其實因為產業用於的時候大概都是幾種拔齒柱 |
| transcript.whisperx[34].start |
783.493 |
| transcript.whisperx[34].end |
803.281 |
| transcript.whisperx[34].text |
如果把軟體再去加強在世界上占有益息之內比什麼什麼還重要沒錯沒錯好不好因為這個有2.3兆美元的市場規模啦所以我們希望從裡面拉到10%好為台灣加油啊不然你要了解只有用體隨時大家都在趕啊說實在啦 |
| transcript.whisperx[35].start |
805.011 |
| transcript.whisperx[35].end |
811.237 |
| transcript.whisperx[35].text |
搞不好大家也要做啦出來你就要做啦整個紅磊的市場啦好不好是 謝謝委員謝謝好 謝謝 |