2023/11/19-2023/11/25

11/20
美國公布CPI、PPI等漲幅均低於市場預期,市場研判聯準會升息循環告終,激勵台幣匯率勁升,創逾三個半月新高,累計升幅達6.94角。匯銀人士預測台幣短期將測試31.5元關卡。熱錢湧入亞洲新興市場,台幣升值幅度2.19%,超越韓元、日圓、人民幣等主要貿易對手國。

November 20: 
The consumer price index (CPI) and producer price index (PPI) announced by the United States were all lower than market expectations. The market expects the Federal Reserve to end its rate hike cycle, stimulating the exchange rate of the New Taiwan Dollar (NTD), breaking a three-month high, and reaching a cumulative increase of NT$0.694 (about US$0.22). With hot money flowing into emerging markets in Asia, the NTD appreciated by 2.19 percent, surpassing South Korea, Japan, mainland China, and other major trade competitors.


11/20
11月3日南沙太平島東側出現美、中船艦,海巡署宣稱艦艇距島最近13.4浬;但國防部在立法院公開證實,當時美艦與共艦都在一起,美艦距島12浬附近。國民黨立委陳以信批評海巡署公然說謊;他要求國防部在主權議題絕對不能退縮,「我國若始終不提出主張,國際就會認為主權不是我們的。」

November 20: 
On November 3, American and mainland Chinese warships appeared on the east of Taiping Island in the South China Sea. The Coast Guard Administration (CGA) of the Ocean Affairs Council stated that the ships were about 13.4 nautical miles away from the island, but the Ministry of National Defense (MND)confirmed in the Legislative Yuan that at the time, both American and Chinese warships were together, and American warships were about 12 nautical miles away from the island. Kuomintang (KMT) Legislator Charles Chen criticized the CGA for lying openly; he demanded that the MND not retreat on sovereignty issues. According to the lawmaker, if we do not make any claim, then we will be considered as having no sovereignty.


11/21
彭博資訊報導,台積電已告知供應鏈合作夥伴,正考慮在熊本興建第三座廠,代號「Fab-23第三期工程」,但開工時間還不清楚。台積電回應,目前正專注評估在日本設置第二座晶圓廠的可能性,沒有更多可分享的資訊。

November 21: 

According to a Bloomberg report, the Taiwan Semiconductor Manufacturing Company (TSMC) has informed its supply chain partners that it is considering building a third plant in Kumamoto Prefecture, Japan, designated as the "Fab-23 Phase 3 Project," but there is no clear start time yet. TSMC responded that it is currently focusing on evaluating the possibility of setting up a second semiconductor factory in Japan and has no additional information to share.


11/23
民進黨副總統參選人蕭美琴舉行國際媒體茶敘,針對兩岸議題,她表示,對話是解決分歧的唯一途徑,戰爭不是選項。對中國國家主席習近平否認有2027年或2035年攻台計畫,蕭引用雷根時期對蘇聯談判的論述,「Trust, but verify.」。

November 23: 
Democratic Progressive Party (DPP) vice-presidential candidate Bi-khim Hsiao held a press conference for the international media. On cross-strait relations, she stated that dialogue is the only solution to resolve differences, and war is not an option. On Chinese President Xi Jinping denying plans to attack Taiwan in 2027 or 2035, Hsiao quoted U.S. President Ronald Reagan's statement on Soviet negotiations at the time: "Trust, but verify."


11/23
行政院宣布,開放註冊且學籍滿6個月以上中國籍學生,比照其他外籍生、僑生納保,明年二月起實施。受惠陸生約2000人。

November 23: 
The Executive Yuan announced that starting from February next year, mainland Chinese students who have enrolled and been studying for more than six months in Taiwan will be included in the National Health Insurance system the same way as other foreign and overseas Chinese students. About 2,000 mainland Chinese students will benefit from this policy.


11/23
義務役明年恢復為一年期,國防部公布,明年預定徵集9127人,分發單位含守備海空軍、資通電軍高山站台及儎台武器等重要設施;分發後依單位作戰任務及編制,實施軍事專長訓練,訓練重點包含強化單兵戰技、新式武器操作、落實民防任務。

November 23: 
Compulsory military service will be restored to one year next year. The MND announced that it plans to recruit 9,127 people next year, and units to which conscripts will be distributed include important facilities in the Navy and Air Force, information and communication stations in the mountains, and station platforms for weapons and equipment. After distribution, professional military training will be conducted according to the unit's combat mission and organization. The training focus will include strengthening individual combat skills, operating new weapons, and implementing civil defense tasks.


11/24
藍白合破局。2024總統大選登記截止,共三組登記,依序為民進黨提名賴清德搭配蕭美琴、民眾黨提名柯文哲搭配吳欣盈,以及國民黨提名侯友宜搭配趙少康。鴻海創辦人郭台銘發表聲明,宣布退出總統大選。

November 24: 
Talks to formalize a coalition between the Kuomintang (KMT) and Taiwan People's Party (TPP) for the presidential election have failed. Registration for the 2024 presidential election has closed. There are three candidate tickets, including the DPP's William Lai and Bi-khim Hsiao, the TPP's Ko Wen-je and Cynthia Wu, as well as the KMT's Hou Yu-ih and Jaw Shaw-kong. In a statement, Terry Gou, independent candidate and founder of Hon Hai Precision Industry Company (Foxconn), announced his withdrawal from the presidential race.


11/24
美麗島電子報公布11月21至23日所做的最新總統大選追蹤民調,在三組總統參選人情況下,民進黨賴清德僅以31.4%維持領先,國民黨侯友宜31.1%緊追在後,民眾黨柯文哲25.2%居末,「賴侯」僅差0.3個百分點。

November 24: 
Electronic newsletter My Formosa issued its latest presidential poll. The DPP's Lai maintains the lead with only 31.4 percent support, followed by the KMT's Hou with 31.1 percent. The TPP's Ko was rated last with 25.2 percent support. The difference between Lai and Hou is a mere 0.3 percentage point.