| IVOD_ID |
163397 |
| IVOD_URL |
https://ivod.ly.gov.tw/Play/Clip/1M/163397 |
| 日期 |
2025-08-07 |
| 會議資料.會議代碼 |
委員會-11-3-19-19 |
| 會議資料.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 |
| 會議資料.屆 |
11 |
| 會議資料.會期 |
3 |
| 會議資料.會次 |
19 |
| 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19次全體委員會議 |
| 影片種類 |
Clip |
| 開始時間 |
2025-08-07T09:17:44+08:00 |
| 結束時間 |
2025-08-07T09:32:23+08:00 |
| 影片長度 |
00:14:39 |
| 支援功能[0] |
ai-transcript |
| video_url |
https://ivod-lyvod.cdn.hinet.net/vod_1/_definst_/mp4:1MClips/ce960b47cc6398b96586edd40dd901ed70dc6911ab88c3aa4cae28f5d81933a33111ea93ed5935be5ea18f28b6918d91.mp4/playlist.m3u8 |
| 委員名稱 |
楊瓊瓔 |
| 委員發言時間 |
09:17:44 - 09:32:23 |
| 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。） |
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首先要請教美國川普總統他今天早上宣布將對所有進入美國的芯片和半導體課徵100%的關稅稅率 |
| transcript.whisperx[1].start |
33.519 |
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但不適用於承諾在美國生產的公司所以要請教台灣的半導體跟相關的產業到底有沒有在川普口中的課100%的關稅 請教 |
| transcript.whisperx[2].start |
50.441 |
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有部分企業是在這個名單裡面但是如果他進行承諾然後確實過去投資他就可以 也可以豁免那我們當然要看企業的佈局企業的佈局對 但是我們主要的出口最主要的出口是台積電那台積電已經豁免了那提供晶圓的中美晶中美晶併購了德州廠他有德州廠生產 |
| transcript.whisperx[3].start |
76.664 |
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那像聯電我們第二大的聯電其實跟Intel合作也許他們也可以透過跟Intel的合作來解決這一部分因為我銷售的部分大概只有佔1.12%的出口值因為大部分都是銷到那個組裝廠去做組裝是 所以換句話說照剛剛主委你的說明也就是台積電是豁免的對 |
| transcript.whisperx[4].start |
101.394 |
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他已經承諾在那邊投資已經在 已經投資了好 那麼 對所以本席要請教因為我們半導體跟伺服器的IC產品對於我們出口美國的貿易比是佔的非常的大很高影響也非常的大所以我們政府在評估的時候我們要怎麼樣去應對去協助整個產業的一個說明請做說明 |
| transcript.whisperx[5].start |
128.451 |
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143.288 |
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這個部分其實在四月份的時候我們就有多次的會議跟業者進行座談如果以半導體為例的話也當時他們大廠是認為說他們可以調節全球的佈局來因應 |
| transcript.whisperx[6].start |
144.289 |
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162.381 |
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那第二個是有些廠商是只有在台灣的他是認為台灣的半導體的競爭力是相當強的如果所有的對手都是一樣的稅率那大家是起跑線一樣舉個例子如果大家都是100%那我對手是100%中國100%我們也是100%的話他們就認為 |
| transcript.whisperx[7].start |
165.709 |
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我們的競爭力是夠強的那如果照主委這麼說要跟別人的起跑線是一樣的但是這似乎是不太可能完美的都一樣所以我們政府還是要有所應對的方案讓我們的產業它能夠有所依歸跟它的軌道到底要怎麼走所以本席要來請教 |
| transcript.whisperx[8].start |
190.191 |
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美國總統川普在他5日的時候接受CNBC的電訪當中他聲稱台積電會花3000億美元在亞利桑那多來投資設廠但是依照媒體的報導台積電已經回應說目前的投資計畫就是1650億美元 |
| transcript.whisperx[9].start |
213.303 |
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這個1650億美元就是為董事長在今年的3月4號的時候在白宮原本的650億再加碼1000億所以目前有協議的是1650億那當然昨天經濟部長呢 郭部長稱這個3000億是假消息雖然他事後經濟部也提出了說明說是語意 沒有說明清楚但是本席要請教您身為台積電的董事 |
| transcript.whisperx[10].start |
242.986 |
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那麼川普號稱的要加碼到3000億美元這件事情是不是真的在你們的董事會內部有沒有做討論這個是沒有討論喔但我有跟委員報告一下他今天早上在宣布半導體關稅的時候他又提到是2000億又提到2000億對 他又講到2000億是 |
| transcript.whisperx[11].start |
264.929 |
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276.945 |
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那他這個2000應該是第二我如果沒記錯是第二次談了那所以呢但是台積電目前的回應從我們要以公司回應為主台積電回應還是在1650億 |
| transcript.whisperx[12].start |
279.127 |
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那主委那這個產業難怪產業非常的緊張因為高度的不確定性由原先說的3000億到早上的2000億那您又是台積電的董事我可以解讀您剛才所做的回答是說目前台積電還是以1650億為投資額那麼至於其他的還沒有做討論是不是可以這麼解讀 |
| transcript.whisperx[13].start |
306.618 |
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這個都是以公司的回應為主嘛因為這是私人企業嘛那他已經回應了他就是回應1650億那剛才你所說因為你是董事嘛所以目前董事會沒有在討論這個事項 |
| transcript.whisperx[14].start |
322.611 |
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326.437 |
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呃對我們因為從上一次到現在我們是還沒有在討論好所以本期要請教因為政府告訴我們民眾台美的談判還沒有結束還在談但是因為媒體說目前呢 |
| transcript.whisperx[15].start |
337.732 |
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這個白宮也說是1650億但是早上又稱2000億川普先生自己說的在這樣的情況之下本席要請教台積電因為你是董事台積電在未來以及近期不會再發生加碼投資的事件產生是不是如此 |
| transcript.whisperx[16].start |
358.684 |
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379.255 |
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我沒辦法預測的原因是這樣我們在董事會主要是經營者在做董事長跟CEO在經營那董事會只是對重大決策進行的同意或者是不同意那當然它是一個群體的結果也不是個人的結果群體的一個結果所以因為你身為董事所以本期要請教 |
| transcript.whisperx[17].start |
381.212 |
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392.009 |
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未來會不會因為隨台美關稅談判的過程因為談判的相關又要出現台積電加碼的投資 |
| transcript.whisperx[18].start |
394.864 |
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419.865 |
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我不知道會不會但是我的看法所有的企業在發展的過程中一定是看生意訂單他不會去放一筆錢在那邊沒有訂單那所有的企業都是有訂單他就會有考慮沒有訂單他就不會有考慮應該是以訂單為核心對 現在我們是以你國防會主委的身分在討論這個國家政策因為現在還在談總統有告訴我們 |
| transcript.whisperx[19].start |
423.676 |
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431.744 |
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總統也告訴我們還在談還不是結束所以在這樣的情況之下本席才請教你因為談判的相關會不會要求台積電再加碼的這個說法當然你剛剛告訴我你沒有辦法確定告訴我們這也就是我再次強調產業的不確定感跟不安定感 |
| transcript.whisperx[20].start |
446.138 |
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462.705 |
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那所以本席之所以這麼關注呢因為台積電是我們很重要的系統那也因為台美談判的高度這個不透明性所以我們看到日韓他們在談判的過程當中他適度的揭露訊息給國民而且日韓也已經談好了關稅對等的這個15%也比台灣低 |
| transcript.whisperx[21].start |
469.668 |
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497.671 |
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那我們看到這樣的情況包括日韓的協議當中也包括了這個半導體跟藥品等相關的產業的待遇也不會比其他國家差但是我們看到我們到目前為止國民產業還是不殺傻我們還是不知道到底是怎麼樣就像剛剛主委你所回答的我還是不確定所以本事要請教政府到底什麼時候可以告訴民眾 |
| transcript.whisperx[22].start |
498.712 |
| transcript.whisperx[22].end |
519.284 |
| transcript.whisperx[22].text |
可以告訴民眾到底我們的樣態是怎麼樣這個因為我沒有參與關稅談判那我只知道還在談所以我個人是蠻肯定的因為已經從32往下降了我個人期待當然是我們會從20再往下降所以 |
| transcript.whisperx[23].start |
521.496 |
| transcript.whisperx[23].end |
544.194 |
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就像您所說的 您也不清楚 民眾更不清楚那各司本職 但是您是國防會的主委所有國家的重大政策決策 您是非常重要的角色接下來本席要請教 您也是企業界出身那我們知道不確定感對產業的衝擊是非常的大 |
| transcript.whisperx[24].start |
545.154 |
| transcript.whisperx[24].end |
571.94 |
| transcript.whisperx[24].text |
更何況我們對於對等關稅半導體關稅美豬牛農產品市場是不是要開放投資美國的金額都沒有一個方向一個確定感那麼外媒更有報導美方的談判代表正在像擠檸檬一樣壓榨台灣正在這麼做美國想要台灣全面的開放市場我希望不是如此請問 |
| transcript.whisperx[25].start |
574.861 |
| transcript.whisperx[25].end |
600.101 |
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請問會是如此嗎應該這樣講現在外面的新聞都是沒有參與談判的人在講的啦那我太太以前就是做WTO談判的就我了解這些都是機密都不可能因為談判是見光死所以沒有人我想商業談判也是一樣的沒有人會把底線跟想法拿出來當然談判有必要的秘密但是也要適度的讓民眾來了解跟安心對不對 |
| transcript.whisperx[26].start |
603.274 |
| transcript.whisperx[26].end |
627.506 |
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那我想放心的部分是台灣的中長期轉型我們往AI為主那像譬如說以台中的工具機它應該是產品的AI高質化那供應鏈的AI化生產的AI化 降低成本這些可能是一個更重要的事因為不管關稅怎麼變動企業的轉型都要做所以呢我們現在就是有一個AI關稅怎麼變動都是針對於我們產業非常關鍵 |
| transcript.whisperx[27].start |
632.589 |
| transcript.whisperx[27].end |
639.434 |
| transcript.whisperx[27].text |
是非常關鍵不要把它不當一回事這是非常關鍵的所以本席要再來請教因為我們面臨到關稅的這個重大問題那麼我們現在普發現金普發現金的本席要請教7月11號三讀通過了那麼預計在這個條例裡頭總統也公告是在10月底要普發現金所以本席要請教現在也有說要排富的 |
| transcript.whisperx[28].start |
662.609 |
| transcript.whisperx[28].end |
670.075 |
| transcript.whisperx[28].text |
既然不服役什麼時候要做那麼本席要請教不服役我們什麼時候要做這個總統公告了嘛那整個決策當然還是在預言那 |
| transcript.whisperx[29].start |
682.547 |
| transcript.whisperx[29].end |
700.962 |
| transcript.whisperx[29].text |
因為我並沒有參與到這一段所以又有媒體說要排富那麼行政院到底規劃怎麼樣再也推動產業的一個協助普範現金對於我們整個緩解物價高的壓力是非常的重要所以以前 |
| transcript.whisperx[30].start |
701.442 |
| transcript.whisperx[30].end |
703.464 |
| transcript.whisperx[30].text |
以前蔡英文總統的時候也曾經發過振興券發過現金馬英九總統時候也發過消費券那現在我們既然法案已經通過總統也公告了本市要請教就您國防會的立場你同意普發現金一萬塊嗎我的立場是這樣我們第一次發消費券的時候是經濟 |
| transcript.whisperx[31].start |
723.784 |
| transcript.whisperx[31].end |
744.836 |
| transcript.whisperx[31].text |
在馬英九時代的確景氣很差的時候當時也是從國安會來initial這個事情的但那時候是景氣非常非常差那後面所產生的三倍捐跟五倍捐是因為我們財政盈餘很多那利用財政盈餘給的那我們現在的狀況是我們上半年6.7%以上的GDP成長率我們的經濟狀況是好的 |
| transcript.whisperx[32].start |
747.578 |
| transcript.whisperx[32].end |
753.323 |
| transcript.whisperx[32].text |
那現在是有財政剩餘的部分剛好我們就要拿來用來協助大家渡過關稅難但這筆錢如果拿來協助關稅的議題讓經濟能夠更好可能我認為會普發來得更好因為過去看起來的效果並沒有振興經濟的效果 |
| transcript.whisperx[33].start |
768.355 |
| transcript.whisperx[33].end |
771.498 |
| transcript.whisperx[33].text |
提供更好的就業機會來得好所以如果依照主委你的說法你是不贊同普發我沒有不贊同是說我講的是排序因為蘇貞昌排序的部分我們應該是想以振興經濟協助產業度過關稅難關幫助國防安全為優先 |
| transcript.whisperx[34].start |
788.892 |
| transcript.whisperx[34].end |
791.915 |
| transcript.whisperx[34].text |
所以蘇貞昌院長曾經說普範現金是全民共享經濟成長的一個果實陳建仁院長也說他可以鼓勵消費振興台灣內需的產業我們希望苦民所苦剛剛我們談到的也就是怎麼樣產業振興從880億到本期一直強調 |
| transcript.whisperx[35].start |
809.149 |
| transcript.whisperx[35].end |
832.923 |
| transcript.whisperx[35].text |
絕對不夠到930億我也跟郭部長一直在討論現在我們又希望能夠好好的來協助我們的產業尤其在中部地區工具機手工具機機械零組件扣件等木工機等自行車業都在中部地區當然主委你也關心這些產業所以在你一桌內要提出如何協助我們產業的這個數字我們拭目以待 |
| transcript.whisperx[36].start |
836.605 |
| transcript.whisperx[36].end |
856.923 |
| transcript.whisperx[36].text |
好好的来协助我们的产业我也补充一下您刚刚讲对了我们工具机这些产业都需要帮忙原因是我们有两个指数一个是生产指数来看未来的生产的状态的确它是比之前期是低的但是消费的部分的指数是往上拉的那往上拉的代表民间消费力道是够强的 |
| transcript.whisperx[37].start |
857.983 |
| transcript.whisperx[37].end |
861.224 |
| transcript.whisperx[37].text |
所以這筆錢要看哪?對 你下鄉去看一看啦物價高的一個壓力 已經讓人民喘不過氣來了普插現金一萬元 刺激國內的產業的經濟輪動讓人民好生活 苦民所苦啦 好不好 謝謝好 謝謝委員好 謝謝 |