| IVOD_ID |
167418 |
| IVOD_URL |
https://ivod.ly.gov.tw/Play/Clip/1M/167418 |
| 日期 |
2026-03-03 |
| 會議資料.會議代碼 |
院會-11-5-1 |
| 會議資料.會議代碼:str |
第11屆第5會期第1次會議 |
| 會議資料.屆 |
11 |
| 會議資料.會期 |
5 |
| 會議資料.會次 |
1 |
| 會議資料.種類 |
院會 |
| 會議資料.標題 |
第11屆第5會期第1次會議 |
| 影片種類 |
Clip |
| 開始時間 |
2026-03-03T09:52:59+08:00 |
| 結束時間 |
2026-03-03T10:08:49+08:00 |
| 影片長度 |
00:15:50 |
| 支援功能[0] |
ai-transcript |
| video_url |
https://ivod-lyvod.cdn.hinet.net/vod_1/_definst_/mp4:1MClips/321e35c043cc325b15874d090f12380505351cf5c593b4e3a9f49adffb172e5f0e7e88b7d6e8a5905ea18f28b6918d91.mp4/playlist.m3u8 |
| 委員名稱 |
洪毓祥 |
| 委員發言時間 |
09:52:59 - 10:08:49 |
| 會議時間 |
2026-03-03T09:00:00+08:00 |
| 會議名稱 |
第11屆第5會期第1次會議（事由：一、行政院院長提出施政方針及施政報告並備質詢（2月24日下午）。二、行政院院長提出臺美關稅談判結果及其影響專案報告並備質詢（3月3日）。） |
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| transcript.whisperx[0].start |
8.41 |
| transcript.whisperx[0].end |
10.291 |
| transcript.whisperx[0].text |
我們稍微看一下 到目前為止 |
| transcript.whisperx[1].start |
33.488 |
| transcript.whisperx[1].end |
51.142 |
| transcript.whisperx[1].text |
說實在的從2月15號行政院經貿談判公司發新聞稿說我們2月12號簽完ART然後1月15是簽投資MOU可是在立法院來講我是沒有收到正式的文書還沒有送對不對還沒有送 |
| transcript.whisperx[2].start |
53.689 |
| transcript.whisperx[2].end |
72.864 |
| transcript.whisperx[2].text |
所以說實在的站在我的立場其實我是肯定談判團隊的努力但是就是我實在是沒辦法省空氣所以可能還是要給我一些正式的像我們那個ART的文本還是從你們官方的鏈接而且你們附的時候應該還是要給我中英文 |
| transcript.whisperx[3].start |
74.268 |
| transcript.whisperx[3].end |
93.153 |
| transcript.whisperx[3].text |
然後這個MOU的協定內容是什麼我剛剛很期待的看這個附件這個叫重點摘要也不是正式的officially的文件所以我是覺得這一塊地方還是在請行政院看什麼時候可以再送給我們審議可以嗎 院長對依照我們的規定是談判團隊 |
| transcript.whisperx[4].start |
94.229 |
| transcript.whisperx[4].end |
117.003 |
| transcript.whisperx[4].text |
跟外國簽署一定的程度之後簽署達成之後一定的時間要送到行政院行政院就要核定之後會送到大院來做審議那現在這個時間還沒有到對吧 所以說因為現在很多人都說我們是不審啊或者是不同意啦然後或者是說這個但是我感覺就是我拿不到東西我就覺得就是黑箱啊 |
| transcript.whisperx[5].start |
117.583 |
| transcript.whisperx[5].end |
138.509 |
| transcript.whisperx[5].text |
談判這個議題上我們從來沒有說大院不審我們只是說不審的只是預算跟軍購特別條例好來下一頁這個目前依法論法依合約來論合約所以因為我常年在以前在外商工作過白紙黑字在美商很重要 |
| transcript.whisperx[6].start |
139.562 |
| transcript.whisperx[6].end |
163.765 |
| transcript.whisperx[6].text |
所以現在我們這樣子的一個基礎是有問題的也就是說它是被美國最高法院判定這是違法我們是架構在這個違法上面所談出來的ART我覺得框架可能是我們要努力的大致內容但是我覺得就白紙黑字是不是還是要做修正 |
| transcript.whisperx[7].start |
165.174 |
| transcript.whisperx[7].end |
186.103 |
| transcript.whisperx[7].text |
所以我再強調美方會把它的後續作為通知我方我們希望我們得到的通知是一個很正式的文本那那個部分我們來確認之後第一個確保我們已經談妥的包括232包括15%不疊加的關稅都在我們已經談好的最佳的待遇 |
| transcript.whisperx[8].start |
186.869 |
| transcript.whisperx[8].end |
189.71 |
| transcript.whisperx[8].text |
好 我為什麼這樣子問也就是說第一個要跟國人澄清這白紙黑字的合約內容是一定要調整 |
| transcript.whisperx[9].start |
206.912 |
| transcript.whisperx[9].end |
223.713 |
| transcript.whisperx[9].text |
因為我不可能簽一個違法的也不可能去審一個違法的利潤基礎的法例這在前面兩個委員都討論過這第一個第二個趁這個緩衝的時間是不是可以再談到更有利一點或者是我的投資金額再少一點這個是我們很好的那就是要重啟談判 |
| transcript.whisperx[10].start |
226.35 |
| transcript.whisperx[10].end |
254.384 |
| transcript.whisperx[10].text |
我覺得是你用appendix或者是怎麼樣子的附錄修改都可以啦這個再看你們怎麼去談我只是說努力嘛努力你有150天的緩衝就好好努力再我說實在的我們談了一年喔就是我們常在外面的媒體或新聞看到就是說我們談得很好尤其在新春那時候鄭副院長說的對不對15%不疊加可是過一個年就變天了嘛 |
| transcript.whisperx[11].start |
255.134 |
| transcript.whisperx[11].end |
268.582 |
| transcript.whisperx[11].text |
那這個時候來講就是談了一年我的天花板就變成是地板那這樣子來講的話在你們之後的經濟部召開的記者會當然你會說很多但是我假設就這150天裡頭我跟競爭國的對手來比較這150天我們還是有損傷的吧 |
| transcript.whisperx[12].start |
274.973 |
| transcript.whisperx[12].end |
303.393 |
| transcript.whisperx[12].text |
不是 報告委員現在競爭是百分之十是全世界都是百分之十加一我知道我知道因為現在你們的就是很多的媒體競選都是寫15%現在的話真正正式是10%然後川普這邊他什麼時候會改成15%這要等他officially的一個order裡頭才有辦法這個我知道所以呢基本上呢我大概也查了一下整個1月2條款的這些的美國的這個CPP的這樣子HTS US的表 |
| transcript.whisperx[13].start |
304.193 |
| transcript.whisperx[13].end |
330.722 |
| transcript.whisperx[13].text |
基本上來講我們很多就不在就如同部長說的這個是不在我們的豁免裡頭所以這個時候來講的話這個150天這樣子的一個產業的受到的衝擊我是覺得可能要去多方的做一些的配套的一個措施那再來的話呢在這個地方的話呢也就是說我現階段只能確定的就是絕對不是ART |
| transcript.whisperx[14].start |
331.789 |
| transcript.whisperx[14].end |
358.084 |
| transcript.whisperx[14].text |
我又起碼在這150天嘛我們當然希望它縮短一點在這150天來講絕對不是RT也不是232嘛大概就是122那122的話現在我也希望行政院去澄清就是要讓外界清楚知道因為有些人講15%有些人是講10%加正確的說法就是10%加上MFN那要等美國公告才15%的MFN那為什麼這樣講因為很多的廠商現在是搞不清楚 |
| transcript.whisperx[15].start |
359.144 |
| transcript.whisperx[15].end |
376.589 |
| transcript.whisperx[15].text |
他常常來找我他說現在到底是要多少那到底要多少的時候呢說實在的我也再去幫你們再查了其實這裡頭廠商很關心的問題是到底我們未來MOU232的優惠到底是什麼項目這邊考一下部長我們常常講半導體 |
| transcript.whisperx[16].start |
381.973 |
| transcript.whisperx[16].end |
407.418 |
| transcript.whisperx[16].text |
資鋒訊產業請問在我們的這個台美MOU我忘了問號的地方跟這個232條款到底是多少巴偉因為他現在232的調查還沒有結束還在進行對不對他是說有可能在一個月或兩個月以後會對外公佈那實際上的課稅那時候才會出來但是基本上按照如果我們跟他簽了MOU的這個這個協議的話 |
| transcript.whisperx[17].start |
410.586 |
| transcript.whisperx[17].end |
426.531 |
| transcript.whisperx[17].text |
基本上可以豁免,就是我們半導體去那邊投資豁免是零嗎?對,豁免是如果是在這個投資產生的產值的配額之內是零那配額是多少?配額外是優惠稅率15%那屆時如果他公布的低於15%我們MLU載民從其低 |
| transcript.whisperx[18].start |
434.594 |
| transcript.whisperx[18].end |
447.3 |
| transcript.whisperx[18].text |
所以我們爭取到的是半導體資通訊最惠待遇那有關已經制定稅率的汽車零組件是最惠待遇15%我為什麼這樣子問的原因就是說剛剛前面委員都說過了不管是農業或者是這些24%的受到衝擊的影響我覺得後續還是要去辦產業的說明我現在就半導體跟資通訊產業在現在這邊它並不是完全的 |
| transcript.whisperx[19].start |
461.821 |
| transcript.whisperx[19].end |
487.764 |
| transcript.whisperx[19].text |
豁免也不是完全的零所以呢基本上來講我是希望在你們未來台美的MOU或是232盡量去避免因為包含我們這裡頭的HS的CALL如果你去查一下的話8541 8542這大概沒什麼問題但是在後面的8532 8534以及現在目前的話很多122的條款裡頭像通訊設備路由器等等他寫的都是Aircraft |
| transcript.whisperx[20].start |
489.284 |
| transcript.whisperx[20].end |
498.026 |
| transcript.whisperx[20].text |
所以在這一段期間我們是希望說未來為什麼我剛剛一直講150天的這樣子的緩衝的期間你要去能夠把這樣子的談判能夠 |
| transcript.whisperx[21].start |
499.212 |
| transcript.whisperx[21].end |
524.081 |
| transcript.whisperx[21].text |
如果我們可以再往前進能夠再更豁免多一點的我們當然是需要努力吧報告委員我們現在後續的包括您剛才提232項目那邊跟美方之間還是在副院長的主持之下我們還是有跟他實際再視訊就是哪些具體項目真的放到您剛才提到的這些豁免清單裡面去那因為這個豁免清單要需要他的商務部我是覺得這個為什麼會這樣子問下一張投影片 |
| transcript.whisperx[22].start |
528.283 |
| transcript.whisperx[22].end |
541.116 |
| transcript.whisperx[22].text |
我就跟廠商講說來你如果要出口報價的話他說那我要從哪裡得知比較正確及時的資訊我說那你查經濟部囉對不對查財政部官報署看看喔 |
| transcript.whisperx[23].start |
542.458 |
| transcript.whisperx[23].end |
562.844 |
| transcript.whisperx[23].text |
可是我們上去查的時候沒有啊不是目前如果是屬於ITA項目的話目前報價就還是零啊關稅我現在講的是查詢啦查詢的話你的資料經濟部你的資料2月23號2月23號就已經判定違法了所以你2月23號的新聞稿他屬於232項目裡面他是232項目 |
| transcript.whisperx[24].start |
567.038 |
| transcript.whisperx[24].end |
580.436 |
| transcript.whisperx[24].text |
目前在行政院經貿辦公室都有部會的整合的資料那是不是容我一點點時間跟委員報告一下就是說因為這次判決對於232條款下的優惠是沒有影響的 |
| transcript.whisperx[25].start |
581.417 |
| transcript.whisperx[25].end |
606.076 |
| transcript.whisperx[25].text |
所以剛剛提到的幾個汽車零組件對 那是要在整個把ART裡頭牽往現在還沒有 所以現在可以確定的就是122沒有 資通訊半導體現在是零因為它232稅率還沒有公布如果232稅率的半導體稅率公布之後我們就會適用最惠待遇配額內零 配額外15%對 那個是半導體 我現在整個是回到廠商來 |
| transcript.whisperx[26].start |
606.516 |
| transcript.whisperx[26].end |
623.513 |
| transcript.whisperx[26].text |
我是希望說廠商要去查到即時資料的時候不要讓他一個一個部會查嘛我們有行政院整合的資訊窗口來源分散沒有即時更新嘛那個資料不要有錯啦我們一定會整合資訊提供給廠商要不然你說A1行動內閣會落差啦 |
| transcript.whisperx[27].start |
626.736 |
| transcript.whisperx[27].end |
642.833 |
| transcript.whisperx[27].text |
我的意思是這樣沒有啦 一定會進行資訊擴張我以後慢慢看而且最近也會展開系列的跟我們進出口同業者說明你講的我都相信你會做到好不好做不到的話我們就質詢的時候再看再來 |
| transcript.whisperx[28].start |
644.995 |
| transcript.whisperx[28].end |
658.623 |
| transcript.whisperx[28].text |
台積電設廠這高階晶片的關稅還不是零就剛剛你們講的配額目前因為他辦表局關稅還沒有真正制定所以目前是用ITA的項目基本上現在是零 |
| transcript.whisperx[29].start |
659.52 |
| transcript.whisperx[29].end |
676.441 |
| transcript.whisperx[29].text |
我知道但是我現在說假設因為你們常常號稱嘛投資的協定嘛ART是你最大的亮點我現在如果放到你的MOU裡頭所講的基本上就是你的配額內的晶片的課稅是0額度外的是15% |
| transcript.whisperx[30].start |
678.264 |
| transcript.whisperx[30].end |
692.498 |
| transcript.whisperx[30].text |
綜會待遇如果未來屆時公佈稅率低於15就要重啟低所以我們確保了就是好沒關係反正配額內免稅配額外就走綜會國待遇這個都清楚我幫你算了一下就是說整個如果以台積電的一個製程 |
| transcript.whisperx[31].start |
693.118 |
| transcript.whisperx[31].end |
720.474 |
| transcript.whisperx[31].text |
大概全球產業2024年是129億顆小美我假設做七成的話大概是差不多是90億所以如果亞利桑那州的這個廠的話看起來每次大概是15億顆左右我初估然後的話呢如果按照它的配額這樣算下來大概就是37.5所以兩邊去把它扣下來之後我可能超過配額外的我可能還是要去扣水 |
| transcript.whisperx[32].start |
721.328 |
| transcript.whisperx[32].end |
742.118 |
| transcript.whisperx[32].text |
所以這個課稅的話呢大概我估是1300億到4800億左右當然你說我們半導體競爭很強啊這關稅也不是我付啊不是這樣算法我們直接出口到這個美國的半導體顆粒的部分不到10%基本上他是在其他地方裝上了這個AI Server以後才賣到美國去那是另外算的 |
| transcript.whisperx[33].start |
742.54 |
| transcript.whisperx[33].end |
771.612 |
| transcript.whisperx[33].text |
明白我現在是說如果你隨著產能的增加我現在是估一個最大量假設是因為半導體的生態系有它的複雜性晶片直接出口的比例是低的所以我們談的是一個半導體及其衍生品那尤其所謂配合的計算的基礎會希望的是這個我都清楚企業投資未來的投資計畫我現在只是說如果這個產能上去的時候這個產能上去的時候我的意思想要表達是說我整個生態量都過去了 |
| transcript.whisperx[34].start |
771.932 |
| transcript.whisperx[34].end |
798.399 |
| transcript.whisperx[34].text |
可能有爭取到全部就是零嘛因為我現在本來就是零啊你確定辦法裡面有整個生態鏈過去不是那個ITA項目裡面現在全世界都是零嘛對不對但是美國他以後二三個調查以後所有的ITA項目去那邊就不會是零好我最後還有一個問題啦反正你的配額A跟配額Y1.5N跟2.5N那個N是誰認定 |
| transcript.whisperx[35].start |
800.545 |
| transcript.whisperx[35].end |
804.778 |
| transcript.whisperx[35].text |
報告 我跟委員是不是補充兩點第一點 你先回答我 那個N誰認定 |
| transcript.whisperx[36].start |
806.55 |
| transcript.whisperx[36].end |
832.751 |
| transcript.whisperx[36].text |
美國廠的產能誰認定?是我們台灣認定?台積電認定?還是美國政府認定?我們的投資計畫是企業自主所以由企業決定它對美投資的計畫來來來,針對問題了吧你的MOU上面寫的1.5N、2.5N那個N誰認定?現在要跟委員報告每個國家有它本來的投審計畫我國也有我不要投審,我現在是講N啦美國產能的N是誰認定? |
| transcript.whisperx[37].start |
834.437 |
| transcript.whisperx[37].end |
856.003 |
| transcript.whisperx[37].text |
這個會跟商務部每個企業會他的投資計畫會跟商務部來這個協商那政府也會參與我希望會追這件事情我希望那個N的協定不是美國說的算我們現在目前會建立居土居的協商為什麼我跟委員再補充報告第二點這個協商除了取得優惠以外還有協商我們企業設廠營運它需要的原物料設備零組件要取得豁免 |
| transcript.whisperx[38].start |
862.225 |
| transcript.whisperx[38].end |
881.282 |
| transcript.whisperx[38].text |
所以我們要協商兩個表明所以我是覺得可能20兆的投資的金額這些東西可以再少一點這個是你一定要去努力的這個是不能這樣計算啦委員 這個不能這樣計算廠商自主它有它的需求廠商自主這個投資信保這個東西也是一個騙局啊2500億加上2500億的信保你們的投資都說只有2500億這事實上是超過的啊上限2500億融資MOU寫明 |
| transcript.whisperx[39].start |
888.749 |
| transcript.whisperx[39].end |
902.233 |
| transcript.whisperx[39].text |
不是嘛 我說整個投資金額絕對不是只有2500億嘛一定是7000多億嘛那有2500億是企業自主的投資不是政府的出資對 那個是企業自主投資好啦 我不用跟你吵數學我數學都寫在那邊了 好不好報告委員 我們的企業從美國來 最後喔 我想簡單 因為我只剩19秒我們呢 半導體的整個可能長遠要去防止它資金基礎人才的掏空 |
| transcript.whisperx[40].start |
916.212 |
| transcript.whisperx[40].end |
924.737 |
| transcript.whisperx[40].text |
再來最後一個就是這一個我覺得蠻嚴重的啦為什麼我在川普的眼中台灣是小偷要不要去抗議好好 謝謝 |
| transcript.whisperx[41].start |
947.144 |
| transcript.whisperx[41].end |
948.989 |
| transcript.whisperx[41].text |
謝謝洪委員,也謝謝卓院長 |