| IVOD_ID |
160245 |
| IVOD_URL |
https://ivod.ly.gov.tw/Play/Clip/1M/160245 |
| 日期 |
2025-04-16 |
| 會議資料.會議代碼 |
委員會-11-3-19-9 |
| 會議資料.會議代碼:str |
第11屆第3會期經濟委員會第9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 |
9 |
| 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9次全體委員會議 |
| 影片種類 |
Clip |
| 開始時間 |
2025-04-16T11:53:07+08:00 |
| 結束時間 |
2025-04-16T12:01:47+08:00 |
| 影片長度 |
00:08:40 |
| 支援功能[0] |
ai-transcript |
| video_url |
https://ivod-lyvod.cdn.hinet.net/vod_1/_definst_/mp4:1MClips/f9d2e74df98279dfc0bbbd9bd38ecef7b2710058b23c04f81a52cf64e50924c0eedc1de391cb15195ea18f28b6918d91.mp4/playlist.m3u8 |
| 委員名稱 |
蔡易餘 |
| 委員發言時間 |
11:53:07 - 12:01:47 |
| 會議時間 |
2025-04-16T09:00:00+08:00 |
| 會議名稱 |
立法院第11屆第3會期經濟委員會第9次全體委員會議議程（事由：邀請國家發展委員會主任委員、經濟部部長及財政部首長就「因應國際貿易情勢變化，如何協助國內廠商擴大國際市場」進行報告，並備質詢。） |
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| transcript.whisperx[0].start |
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中午不休息 延長開會時間謝謝趙偉那我們是不是有請國發會劉主委跟經濟部部長劉主委 郭部長委員好好 我先 |
| transcript.whisperx[1].start |
27.847 |
| transcript.whisperx[1].end |
55.832 |
| transcript.whisperx[1].text |
我先請教郭部長部長現在川普因為這兩個禮拜來看起來他對於關稅這件事情心中有想法但是目前的說法很亂包括說他原先說可能會對電子產品就是類似像手機這一類的會作為關稅的豁免但是他後來又否認說他沒有這樣說那現在也說下個禮拜可能會對半導體 |
| transcript.whisperx[2].start |
58.213 |
| transcript.whisperx[2].end |
65.261 |
| transcript.whisperx[2].text |
來開始科稅科關稅那以及會啟動232的一個調查那這樣的話對於整個半導體的影響部長你的判斷呢我想因為我們在半導體這個領域裡面跟美國來講很多跟美國的客戶是互補的 |
| transcript.whisperx[3].start |
79.485 |
| transcript.whisperx[3].end |
97.021 |
| transcript.whisperx[3].text |
那美國大概都是Fabless的公司嘛很多是Design House那他的產品是透過我們台灣這些Foundry公司幫他製造所以我們做完就要回去美國啊那這個說客更多就是他美國這些品牌公司他要負責的 |
| transcript.whisperx[4].start |
97.822 |
| transcript.whisperx[4].end |
111.698 |
| transcript.whisperx[4].text |
當然他要負擔這個關稅後的成本的提高嘛對不對但是事實上除了我們跟美國之間的關稅之外因為半導體畢竟他只是電子產品中的一個零組件 |
| transcript.whisperx[5].start |
112.879 |
| transcript.whisperx[5].end |
138.42 |
| transcript.whisperx[5].text |
中的一個部分他很重要他要驅動整個整個這個科技產品的運作但是他也是裡面的材料之一所以他基本上他這個半導體可能會擴散到很多不同的國家像中國也會這個晶片跑到了中國然後在那邊組裝變成科技產品再銷售到美國或者是其他像越南這樣的國家事實上都是有可能的 |
| transcript.whisperx[6].start |
138.9 |
| transcript.whisperx[6].end |
155.749 |
| transcript.whisperx[6].text |
那這樣的話美國在這個科與關稅的時候他又講到科技產品可能會豁免但是半導體不豁免那這樣的話會不會變成說未來半導體就大家想說那我就不要到美國就好了啊我到其他國家去啊 |
| transcript.whisperx[7].start |
156.59 |
| transcript.whisperx[7].end |
175.498 |
| transcript.whisperx[7].text |
是 報告委員我想這樣子美國的這個客戶啊大概對高階的半導體大概美國客戶都表示大概四五成的這個用戶用量在美國所以他還是要進到美國啦還是會有這樣的一個市場這是美國會考量啦但是對我們國內的半導體業現在是 |
| transcript.whisperx[8].start |
177.839 |
| transcript.whisperx[8].end |
197.018 |
| transcript.whisperx[8].text |
很頭痛啊我們現在最重要的是跟美國的客戶表達就是說台美是合作的夥伴讓美國的政府可以了解不是說這些東西跟一般的商品是一樣的這不一樣所以這些中間商品 |
| transcript.whisperx[9].start |
198.126 |
| transcript.whisperx[9].end |
213.324 |
| transcript.whisperx[9].text |
要来课税其实是有它的难度但是我相信美国他们也会去计算这一点我们大概目前还不清楚他怎么来课但是我们从最近美国开始美国政府在进行国安的调查 |
| transcript.whisperx[10].start |
214.125 |
| transcript.whisperx[10].end |
240.56 |
| transcript.whisperx[10].text |
因為他認為半導體這高階的半導體影響他的國家安全所以我們台灣這邊進入也是密切的觀察這樣的一個措施所以我們會了解這個結果以後積極的跟美國政府來協商透過這一次的這個談判我們積極跟他協商最後表達的台灣就是美國的策略夥伴 |
| transcript.whisperx[11].start |
241.3 |
| transcript.whisperx[11].end |
246.988 |
| transcript.whisperx[11].text |
所以他在下這個關稅的時候不要只針對台灣 |
| transcript.whisperx[12].start |
249.289 |
| transcript.whisperx[12].end |
273.795 |
| transcript.whisperx[12].text |
就是要針對台灣因為是夥伴所以要區隔所以部長我們跟美國的整個生產的鏈是很多是高度互補所以我們跟美國事實上是就從你所說的來做戰略上的夥伴這個是一個很好的一個方向所以未來的談判那麼期待會有一個好的一個結果那部長那就你的判斷從411的一個視訊會談那你覺得 |
| transcript.whisperx[13].start |
277.256 |
| transcript.whisperx[13].end |
291.918 |
| transcript.whisperx[13].text |
台灣會跟美國還有第二波或者是第三波的一個會談嗎還是411講完後他們就已經要把它變成定見了這個國際談判國際談判不會說一次就談完不會一次談完嘛先定義我們要談什麼 |
| transcript.whisperx[14].start |
293.772 |
| transcript.whisperx[14].end |
318.531 |
| transcript.whisperx[14].text |
所以411都主要在做定義就是定義嘛哪一些東西談哪一些東西不談好那我想部長接下來整個談判我想第一個對於產業的一個守護以及當然這是農業部的問題對於整個農業應該要台灣還是要有自己的一個守護我們台灣本土我們糧食安全的這個立場我想這個談判都是很重要的好那下一個我要問這個國發會國發會這個主委 |
| transcript.whisperx[15].start |
324.633 |
| transcript.whisperx[15].end |
325.034 |
| transcript.whisperx[15].text |
就是說這個關稅暫停90天 |
| transcript.whisperx[16].start |
329.437 |
| transcript.whisperx[16].end |
353.456 |
| transcript.whisperx[16].text |
那台灣現在看起來就是有一股極端效應那這個極端耶大家都要看在這三個月每個月都快出出了可能在美國那邊的客戶也說不然你剩現在10%的時間都先來那所以就變成說這個極端效應變成說現在的月出了那我擔心的是說現在出貨那三個月之後哇 |
| transcript.whisperx[17].start |
354.298 |
| transcript.whisperx[17].end |
381.918 |
| transcript.whisperx[17].text |
沒法好處啦而且這個在過去也發生過在疫情那一段時間那個整個船運塞港的時候有一段時間大家都趕著出貨在出貨完後哇 忽然一間不管是做卡特車的啦做樓梯的 做零件的全部都說 哇 他們那裡倉庫滿滿不需要台灣的訂單那現在這一波急波效應會不會在三個月之後也發生這樣的狀況 |
| transcript.whisperx[18].start |
385.118 |
| transcript.whisperx[18].end |
397.305 |
| transcript.whisperx[18].text |
這個是有可能的因為現在幾乎所有的產業都在趕貨但是我們希望利用這三個月的時間積極的輔導廠商進行供應鏈的移轉跟新市場的開發然後來面對將來在高速的復貨之後主委要開發新市場豈是那麼簡單三個月要請他們他們只能開始著手去努力 |
| transcript.whisperx[19].start |
412.153 |
| transcript.whisperx[19].end |
440.549 |
| transcript.whisperx[19].text |
啊到真的接著到市場那一定就是要回來的那個都要一點時間啦所以我現在也反而就是說利用這幾個空檔往前走這段時間是極端嘛都是短期的啊那之後會變成一個空窗期在進入空窗期之後我們可以想像的可能就會衍生出這個就業的問題啊或者是工廠波瀾間變成停擺這個倒不至於喔因為這三個月會讓廠商收入的現金會 |
| transcript.whisperx[20].start |
441.71 |
| transcript.whisperx[20].end |
457.29 |
| transcript.whisperx[20].text |
比以往高很多啦那就跟我們當年在疫情結束之後瞬間急凍了一年多大家都可以過得還不錯的原因啦那這個企業一定是看一個年度的進行角度但是我在急凍的那一年我聽到很多企業事實上他們還是有受創啊 |
| transcript.whisperx[21].start |
458.855 |
| transcript.whisperx[21].end |
472.339 |
| transcript.whisperx[21].text |
因為有時候極端跟穩定的工作他是不一樣的另外一個事情我想也跟委員報告因為整個全球都在談判那美國第二個如果我們再回頭去看川普1.0的時候川普1.0的時候他訂出高關稅之後他會經過美國內部的一個審議期跟建議期建議出來的清單 |
| transcript.whisperx[22].start |
480.798 |
| transcript.whisperx[22].end |
490.635 |
| transcript.whisperx[22].text |
並不最後呢他總會有一些會放寬的部分所以我們還是要等待但是那是談判的結果同時要等待這段期間的一些變化因為現在這個變化是很 |
| transcript.whisperx[23].start |
492.67 |
| transcript.whisperx[23].end |
496.114 |
| transcript.whisperx[23].text |
幾乎每天都在變我們得去準備好我們的未來的競爭力所以未來的競爭力一定要準備這個競爭的時間會衍生一些社會問題我覺得我們國大會應該要開始去思考是 好不好謝謝我們現在請 |