| IVOD_ID |
163416 |
| IVOD_URL |
https://ivod.ly.gov.tw/Play/Clip/1M/163416 |
| 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 |
2025-08-07T11:38:30+08:00 |
| 結束時間 |
2025-08-07T11:50:20+08:00 |
| 影片長度 |
00:11:50 |
| 支援功能[0] |
ai-transcript |
| video_url |
https://ivod-lyvod.cdn.hinet.net/vod_1/_definst_/mp4:1MClips/ce960b47cc6398b96928a4afbda3031d70dc6911ab88c3aa0394dc758d122e31627239ac86ab38cd5ea18f28b6918d91.mp4/playlist.m3u8 |
| 委員名稱 |
李坤城 |
| 委員發言時間 |
11:38:30 - 11:50:20 |
| 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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以昆城委員作詢答謝謝主席那請留主委留主委 |
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委員長主委好今天早上四點半美國川普總統開了一個記者會他就說要對半導體開徵百分之百的關稅除非在美國有設廠不然就是要課百分之百的關稅因為台積電在美國有設廠所以好像大家就認為說台積電已經獲得豁免了 |
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45.541 |
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那主委也認為是利多那看今天的股票這個也到目前為止漲了500多點台積電也漲了大概有50塊左右啦那我是想請問一下主委台積電有真正確定獲得豁免嗎 |
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因為這個是川普今天的announcement並沒有美國政府的正式公告那我的瞭解都是會以正式公告為準但是如果就川普的說辭的話台積電其實是豁免的因為台積電其實十幾年前就在好台積電現在有在美國設廠那他就說要設廠或是承諾要設廠都可以獲得豁免 |
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那台積電一廠也蓋好了嗎?已經在測試中嗎?好,那這個是指說在美國設廠的部分那台積電在台灣更多廠啊對,更多那有獲得豁免嗎?主要是因為它在美國有設廠按照川普的說法或者是有計畫要設廠的都會得到豁免對,我的意思是說那台積電在台灣的廠也同時有獲得豁免嗎? |
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那是一起的那是對進口的關稅的部分那這個部分其實佔台積電進口的大概只有1%那我就確定啦就是說就是在台灣的在美國的都獲得豁免就對了那再請教一下那因為晶片 |
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通常會組裝到這個成品出來再送到美國去那這部分組裝的用台積電的晶片組裝的這些下游的產品有獲得豁免嗎他目前是針對晶片的部分那組裝到成品去的並沒有還沒有在他的公告範圍內還沒有嗎那請教一下那個主委 |
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這個台積電它這個晶圓設計部分在我們半導體的產業鏈裡面是屬於中斷的嘛中油部分那上游包含這個IC設計那中油我剛才講的就是有晶圓製造那下游這一個封裝測試那我就是要請教一下那主委啦就是說現在的除了台積電的晶片因為在美國設廠有獲得這個豁免但是呢包含它的上游中游下游 |
| transcript.whisperx[8].start |
182.02 |
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209.683 |
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這些產業那是不是還現在還在談判當中還受到這一個美國的這個232條款的影響還沒有確定他這次川普是講到chip跟semiconductors那正常的情況下是他在他們的正式announcement會針對這些字眼定義含哪些會公告出來他現在還沒有確定那等他的公告就會明顯就會清楚他指的是什麼 |
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210.923 |
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234.214 |
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所以目前就是我講的這些上中油的這些產業都還在這個二三二條款的影響的範圍裡面就對了還沒有確定哪時候會知道也還不知道因為它自己先公告嘛是它的公告那之後美國的商務部會公告嘛那目前他們的關稅勒 |
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237.243 |
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260.913 |
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關稅 我們現在您是指哪一部分的關稅就是說這些半頭體的產品的關稅目前這個部分就像他一樣他會等正式的公告他現在是announcement嘛要等到他政府的正式通知他有一個生效期然後還有他含的他的chips跟這個semi cup那所以就是說上游中游下游的這些產品都還沒有確定就對了要看公告對不對 |
| transcript.whisperx[11].start |
262.293 |
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那我再請教一下,其實我們的自通訊顯卡伺服器,這些在美國出口的,出口到美國的這些產品,佔這個百分之大概78左右啦那這些產品,對台灣的廠商來講非常重要,那現在的關稅也還沒有確定嗎?還沒有確定,那目前這些產品還在豁免清單內 |
| transcript.whisperx[12].start |
285.189 |
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292.565 |
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但是他會不會在232這個現在還沒有確定對還沒有確定那我們現在是把這些跟我們現在對等關稅一起來談嗎 |
| transcript.whisperx[13].start |
294.519 |
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312.154 |
| transcript.whisperx[13].text |
我不清楚有沒有一起談因為我沒有參與談可是我看行政院是有講要一起談抱歉我可能沒有注意到這個這很重要我也不知道這個我的印象就是說因為現在8月7號好像等下12點了對等關稅20%就生效了那我們認為說我們的談判團隊說這個是屬於暫時性的關稅接下來會跟232條款受到影響的這些我們資通訊的產品會一起來談應該是這樣子吧 |
| transcript.whisperx[14].start |
324.176 |
| transcript.whisperx[14].end |
342.182 |
| transcript.whisperx[14].text |
如果是這樣的話會對產業比較有利啦不是不是啦你不是團隊的一部分嗎怎麼變成是我在跟你講然後你再回答我說如果這樣談的話這個會比較有利就是行政院給我們的訊息是這樣子啦是暫時性的關稅會跟232條款受到影響的這些產業 |
| transcript.whisperx[15].start |
345.363 |
| transcript.whisperx[15].end |
358.093 |
| transcript.whisperx[15].text |
綁在一起談希望說能夠一起談 談出更好的關稅沒錯 我是在表達這樣談是對產業會比較好可是你剛才給我的回應我覺得你好像不知道說兩個是綁在一起談的這個問題就很重 |
| transcript.whisperx[16].start |
362.797 |
| transcript.whisperx[16].end |
378.114 |
| transcript.whisperx[16].text |
因為這個在比較高的層級談啊不是啊 那就算比較高的層級談這個我也不是談判代表但是我看行政院的相關的資訊我也知道說目前是綁在一起談的啊這主委你這樣的回應讓我有點意外耶我想 |
| transcript.whisperx[17].start |
382.921 |
| transcript.whisperx[17].end |
411.092 |
| transcript.whisperx[17].text |
但是我們現在最主要是因為主要是明天會有一個記者會他應該會說明那最後我再請教一下好了因為現在日本跟韓國都對美國有投資日本投資了這個5500億美國投資了這個3500億那我就請問一下那接下來的這個232的條款我們有辦法取得比談判有取得比日本或是韓國更好的一個稅率嗎 |
| transcript.whisperx[18].start |
412.987 |
| transcript.whisperx[18].end |
419.802 |
| transcript.whisperx[18].text |
因為還沒有投資這麼多了我認為應該是我們現在是中間稅率到20嘛那 |
| transcript.whisperx[19].start |
422.202 |
| transcript.whisperx[19].end |
449.876 |
| transcript.whisperx[19].text |
只會往下降不論是泰國、越南、日韓的談法都會往下降所以應該至少會到跟日韓一樣吧至少我認為啦那我也還是跟你抱歉我沒有參與我知道啦那就是說你認為說這個按照這個外國的這個談判或是日韓的談判最後都往下降了你認為最後我們也會關稅也會往下降目前的暫時性稅率看起來 |
| transcript.whisperx[20].start |
450.856 |
| transcript.whisperx[20].end |
469.226 |
| transcript.whisperx[20].text |
也沒有比對手來講是好啦好那最後再請教這幾個國家來講是好的我再請教最後再請教主委齁我目前這一個齁安全任性這個特別條例啦齁這個其中是930億是用在這個支持台灣的出口供應鏈齁那750億是用在工業180億是用在農業齁 |
| transcript.whisperx[21].start |
471.887 |
| transcript.whisperx[21].end |
497.949 |
| transcript.whisperx[21].text |
但是這是在關稅還沒確定之前你們的這個特別條例是這樣子安排的那我想請教一下主委因為現在20%的暫時金關稅還在談然後232條款你也還沒有確定那就國發外地產來講這個930億有沒有必要再擴充有沒有必要再增加這個規模預算因為這樣看起來它沒有特別用在我們的這個資通訊產業這邊 |
| transcript.whisperx[22].start |
500.696 |
| transcript.whisperx[22].end |
522.149 |
| transcript.whisperx[22].text |
目前這個是針對所有的產業對啊那如果是我來看的話我比較主張的是我們用滾動式來調整看它的變動不是 因為這裡面它現在已經滾到關稅都出來了我就說就國發會議上有沒有必要在930C再增加因為我看來它沒有特別針對會受到70%外銷到美國這些資通訊產品的這些影響 |
| transcript.whisperx[23].start |
528.284 |
| transcript.whisperx[23].end |
552.876 |
| transcript.whisperx[23].text |
這個其實是很難做一個評估但是當然你就這種協助性的東西當然是越多越好但是還要考慮到國家的財政嘛當然啦我是說你們有沒有去我們可以依據這個執行的狀態來做一個就是20%確定之後有沒有要再做調整那這個調整呢是原來的條例裡面因為現在是條例過了預算那預算它這個930億你們還可以再做調整 |
| transcript.whisperx[24].start |
555.518 |
| transcript.whisperx[24].end |
566.055 |
| transcript.whisperx[24].text |
然後呢是這樣在原來通過條例裡面做調整呢還是要送一個新的條例出來然後把這個受到關稅影響的這些預算我們再增加目前行政院做法是怎麼樣 |
| transcript.whisperx[25].start |
569.097 |
| transcript.whisperx[25].end |
590.045 |
| transcript.whisperx[25].text |
因為行政院做法目前是因為這個當時是考慮到不舉債狀態那另外第二個事情是當時是32%評估對 現在已經20%了所以目前來看的話理論上應該是還足以支撐你認為還足以支撐但是我們232也還沒有確定232對台灣那些資通訊產品影響很大如果232有影響到台灣的資通訊 |
| transcript.whisperx[26].start |
597.898 |
| transcript.whisperx[26].end |
612.535 |
| transcript.whisperx[26].text |
那這個金額我認為是需要再增加的但是那個是一個很假設的前提下可是你們沒有去設想好幾個模組嗎?這個情況一、情況二、情況三到底是怎麼樣嗎? |
| transcript.whisperx[27].start |
614.097 |
| transcript.whisperx[27].end |
642.836 |
| transcript.whisperx[27].text |
這個是有的喔因為我們在8月1號的會議裡面院長有指示就是說我們要重新再評估各種現在新的版本那各部會都在進行中都會彙整到那所以會再提出新的特別條例出來嗎還是就原來的預算裡面再做調整我現在是問這個方向如果有動應該只有金額的部分那就看各部會提出來的有沒有改變就是在通過了條例的下面那預算再做調整就對了 |
| transcript.whisperx[28].start |
644.532 |
| transcript.whisperx[28].end |
662.947 |
| transcript.whisperx[28].text |
因為這個東西這個還是在行政院做最後的拍板不是你是國發會國發會也是很重要的這個可能您可能因為我們這次把這個層級拉得很高拉得很高以後呢那相關的部會就會參與到那裡面去就有那個比較高的層級不含國發會這個這麼高的層級不含國發會就對了 |
| transcript.whisperx[29].start |
666.804 |
| transcript.whisperx[29].end |
694.133 |
| transcript.whisperx[29].text |
因為國會本身沒有資源去做但是當然你是你類似一個幕僚的一個單位對對對那我們在分工上面我們負責中長期的部分就是在這是短期因為中長期是由我們來負責所以在中長期部分我們有規劃了雙金字塔的一個我知道這個其實我都有看過相關資料短期沒辦法一定影響到中長期的我是希望說這個 |
| transcript.whisperx[30].start |
695.834 |
| transcript.whisperx[30].end |
710.242 |
| transcript.whisperx[30].text |
等一下12點28%證實性關稅就生效了那接下來還有232條款這個行政院要先做好準備啦好不好是的是的好謝謝主委好謝謝好謝謝現在先做宣告我們中午不休息延長 |