| IVOD_ID |
160511 |
| IVOD_URL |
https://ivod.ly.gov.tw/Play/Clip/1M/160511 |
| 日期 |
2025-04-23 |
| 會議資料.會議代碼 |
委員會-11-3-19-10 |
| 會議資料.會議代碼:str |
第11屆第3會期經濟委員會第10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 |
10 |
| 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10次全體委員會議 |
| 影片種類 |
Clip |
| 開始時間 |
2025-04-23T10:52:37+08:00 |
| 結束時間 |
2025-04-23T11:02:09+08:00 |
| 影片長度 |
00:09:32 |
| 支援功能[0] |
ai-transcript |
| video_url |
https://ivod-lyvod.cdn.hinet.net/vod_1/_definst_/mp4:1MClips/27ac2f54fdf75cc08f8ad4776b62665e7fe8c6252e35fc4a9a3354dc8dbd3a62da6c27b9980abdb35ea18f28b6918d91.mp4/playlist.m3u8 |
| 委員名稱 |
謝衣鳯 |
| 委員發言時間 |
10:52:37 - 11:02:09 |
| 會議時間 |
2025-04-23T09:00:00+08:00 |
| 會議名稱 |
立法院第11屆第3會期經濟委員會第10次全體委員會議（事由：邀請經濟部部長、國家發展委員會主任委員及衛生福利部首長就「美國實施進口產品國安調查對我國產業之影響及因應之道」進行報告，並備質詢。） |
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| transcript.whisperx[0].start |
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謝謝主席 我想要請國發會的高副主委好 請高副主委委員好副主委好因為國發會是台積電的股東我想要請問一下之前台積電宣布1000億投資美國那未來會不會再有加碼 會不會 |
| transcript.whisperx[1].start |
28.973 |
| transcript.whisperx[1].end |
33.535 |
| transcript.whisperx[1].text |
有可能嗎我們雖然是台積電的股東我們沒有辦法幫台積電做發言你們參與相關的會議裡面那台積電會不會有再加碼的 |
| transcript.whisperx[2].start |
44.9 |
| transcript.whisperx[2].end |
60.397 |
| transcript.whisperx[2].text |
這樣子的情況我想會不會加碼應該如果就他目前投資應該就是以這個加增加1000億為那個那至於後面會不會加碼可能要看後續的情況而定而且這個應該是公司本身的考量 |
| transcript.whisperx[3].start |
61.238 |
| transcript.whisperx[3].end |
87.319 |
| transcript.whisperx[3].text |
因為這個東西其實對台灣來講一般的民眾來講大家認為非常重要的就是因為他們希望即便台積電到美國去設廠但也要把重要的根留在台灣而不是整個供應鏈都到美國去在這個情況下我想要請問怎麼樣子把根留在台灣 |
| transcript.whisperx[4].start |
88.525 |
| transcript.whisperx[4].end |
116.375 |
| transcript.whisperx[4].text |
跟委員報告 其實目前二瀨米其實今年已經在台灣已經可以量產了那等到美國的這些台積電要到美國去設廠那六個廠完成也是要三年跟五年以後的事情所以台灣在先進半導體的這一塊裡面台灣的就是的確在台灣整個產能在最近就是剛才那個台積電有告發說就算他六個廠完成以後最多也只佔他百分之三十 |
| transcript.whisperx[5].start |
117.815 |
| transcript.whisperx[5].end |
142.523 |
| transcript.whisperx[5].text |
那所以基本上在所以先進製程的產能其實還是在台灣以台灣為主百分之三十的部分就是魏哲嘉那個董事長他在法說會裡面講的就是說就算他所有在目前在美國的所有要建廠的完成以後也只佔二耐敏製程裡面的百分之三十 |
| transcript.whisperx[6].start |
143.263 |
| transcript.whisperx[6].end |
150.067 |
| transcript.whisperx[6].text |
那要是好幾年以後是全球的30%還是美國的30%台積電所有先進製程2奈米以下的30%那1.8呢我覺得接下來2奈米以下它就會往2奈米以下繼續往前進所以我們絕對台灣的先進製程的絕對會領先在 |
| transcript.whisperx[7].start |
172.318 |
| transcript.whisperx[7].end |
186.311 |
| transcript.whisperx[7].text |
美国的这些厂商好谢谢那请回那个郭部长好像对这个题目非常的胸有成竹有准备你来说郭部长请郭部长 |
| transcript.whisperx[8].start |
188.368 |
| transcript.whisperx[8].end |
203.702 |
| transcript.whisperx[8].text |
我想台積電這個題目確實是我非常熟練的題目我跟委員報告台積電前面這三個廠是650億後來要增加大概是1000億 |
| transcript.whisperx[9].start |
205.564 |
| transcript.whisperx[9].end |
222.675 |
| transcript.whisperx[9].text |
那這個是他們已經宣布的事情但是把這個1650億完成的投資這裡面二奈米因為它前面兩個廠一個是四奈米一個是三奈米所以它後面這個二奈米三個廠加起來包括台灣台灣大概有七個廠 |
| transcript.whisperx[10].start |
224.076 |
| transcript.whisperx[10].end |
246.134 |
| transcript.whisperx[10].text |
那這加起來大概占30%好台灣這七個廠七個廠或者將來會再增加必須要看到市場的變異它台積電確實現在開始要設入1.4或者1.6奈米的這個先進製程對 他們已經在做可是1.8是不是已經相對成熟了 |
| transcript.whisperx[11].start |
246.334 |
| transcript.whisperx[11].end |
265.963 |
| transcript.whisperx[11].text |
那個是所謂的縮小版那個部分隨時都是ready的但是他不一定會採取因為那個就是說客戶是不是要用這個製程這個是決定在客戶但台積電比較厲害的地方就是說 |
| transcript.whisperx[12].start |
267.023 |
| transcript.whisperx[12].end |
291.176 |
| transcript.whisperx[12].text |
我今天我的各種先進製程我除了能夠研發以外我能夠大量生產那個大量生產出來的良率我都是靠良率在贏別人的比如說我良率都是七成以上那美國的良率呢他就是贏在這個上面我說美國的良率有沒有辦法比台灣的良率高 |
| transcript.whisperx[13].start |
291.823 |
| transcript.whisperx[13].end |
313.878 |
| transcript.whisperx[13].text |
如果假以时日会跟台湾并起不会比台湾高对啊我是说美国的良率有没有办法比台湾高所以他要晚一个generation的话晚一个generation的话就会跟在台湾的那个世代是一样我看到一个新闻啦就是美国的制造业 |
| transcript.whisperx[14].start |
314.699 |
| transcript.whisperx[14].end |
330.141 |
| transcript.whisperx[14].text |
以高端的就是說成衣像Amos來講他說在美國廠的Amos的那個皮的廢料的就是說耗率是高於其他地區的 |
| transcript.whisperx[15].start |
330.501 |
| transcript.whisperx[15].end |
351.211 |
| transcript.whisperx[15].text |
那所以其實從當初的拜登總統他的晶片法案就是希望台積電或者是這樣子高端的半導體能夠回到美國製造但是美國的製造業有沒有辦法像其他地區一樣這是美國要面對的挑戰嘛 |
| transcript.whisperx[16].start |
355.273 |
| transcript.whisperx[16].end |
371.421 |
| transcript.whisperx[16].text |
那你對台積電很在行啊對於他們這些先進的製程來說的良率有沒有辦法到達像台灣這樣子以及未來我們怎麼樣子能夠把台積電的耕留台灣呢 |
| transcript.whisperx[17].start |
372.761 |
| transcript.whisperx[17].end |
398.189 |
| transcript.whisperx[17].text |
報告委員我想我們現在在亞利桑那裡面因為還有蠻多台積電在台灣的同事去把他的這個量力不斷的在做一些改善提升那現在大概他那個4奈米的部分已經跟台灣的4奈米的製程量力是差不多的就是說經過改善當然會達到到台灣的水準但是要超越台灣其實是有難度的 |
| transcript.whisperx[18].start |
398.919 |
| transcript.whisperx[18].end |
416.451 |
| transcript.whisperx[18].text |
有難度嗎 是不是那我要再請問喔就是目前台灣對美的出口是1163億美元那其中我們的貿易順差是739億美元這裡面有沒有包含軍購台灣對美的軍購沒有 是不是 |
| transcript.whisperx[19].start |
422.315 |
| transcript.whisperx[19].end |
447.191 |
| transcript.whisperx[19].text |
有報紙說啦如果越南透過軍事採購來降低他們對美的關稅那我們有沒有可能這樣子我們有沒有可能加大對美的軍事的採購對美的現在這樣就是說你如果透過民間去採購軍品就透過美國的海關那就會算 |
| transcript.whisperx[20].start |
448.072 |
| transcript.whisperx[20].end |
473.984 |
| transcript.whisperx[20].text |
你如果透過美國的政府不透過海關就不算透過美國的軍購透過美國政府買來的軍購是有保障的透過民間買來的軍購是沒保障的那這個就是抉擇的問題不是不是我講的是說在未來我們整個關稅的談判上面那如果我們加大對美的軍購 |
| transcript.whisperx[21].start |
476.209 |
| transcript.whisperx[21].end |
498.335 |
| transcript.whisperx[21].text |
有沒有辦法能夠降低這個稅越南已經在做了嘛越南有可能會加大他們對美的軍購嘛那既然你說了我們的軍購不算在我們順差的數字裡面那會不會有可能我們要加大軍購加大多少我買很多的軟體啊其實美國都沒有算在關稅上面 |
| transcript.whisperx[22].start |
500.664 |
| transcript.whisperx[22].end |
521.959 |
| transcript.whisperx[22].text |
在談判的時候我們都會跟美國溝通不能夠只從名目上面的關稅資料關稅的紀錄來談這樣子 出操入操但是因為美國他要解決的問題不是只有貿易逆差的問題他要解決很多的譬如說金融上面失衡的問題 |
| transcript.whisperx[23].start |
522.859 |
| transcript.whisperx[23].end |
539.442 |
| transcript.whisperx[23].text |
還有他要讓美國再度偉大製造上面製造空洞化的問題所以我們是我想我們的那個談判小組他們會針對所有美國關心的命題一一的去跟他談判這不是只有單獨一個所謂貿易失衡的問題 |
| transcript.whisperx[24].start |
541.206 |
| transcript.whisperx[24].end |
568.377 |
| transcript.whisperx[24].text |
所以軍購也是有可能那個都是可以談的一個項目而且按照你說的不一定是真的軍購嘛可能從軟體的數字或者是軟體是不計關稅的不計關稅就是不算在也不算在那個數字裡面我們跟美國買那麼多軟體你看看所以未來希望說我們能夠加大就是說把所有對我們有利的關稅條件都拿去談好不好 |
| transcript.whisperx[25].start |
569.687 |
| transcript.whisperx[25].end |
570.718 |
| transcript.whisperx[25].text |
好谢谢谢谢韦英 |