2024/10/27-2024/11/02
10/27
美國大選前夕,拜登政府宣布對台新一波軍售。國務院批准售台兩款長程防空雷達,以及先進地對空飛彈系統(NASAMS),兩筆軍售總額約19.88億美元。這是拜登政府第17度對台軍售,也是拜登上台後最大筆軍售案。
October 27:
On the eve of the presidential election in the United States, the Biden administration announced a new wave of arms sales to Taiwan. The Department of State approved the sale of two-long range air defense radars and an advanced surface-to-air missile system (NASAMS) to Taiwan, with a total value of approximately $1.9 billion. This marks the 17th arms sale to Taiwan by the Biden administration and the largest since President Joe Biden took office.
10/28
美國之音與路透報導,中國大陸科技巨頭華為的AI處理器被發現使用台積電晶片後,台積電停止向陸晶片開發商Sophgo供貨。華為和台積電皆未回應,算能科技則否認與華為有任何業務往來。
日經亞洲也報導,台積電已暫停對至少兩家晶片開發商出貨,這些公司疑似企圖繞過美國對華為的出口管制。
October 28:
According to reports from Voice of America and Reuters, after Huawei's AI processors were found to use Taiwan Semiconductor Manufacturing Company (TSMC) chips, TSMC stopped supplying chips to Chinese chip developer Sophgo. Neither Huawei nor TSMC have responded, while Sophgo denied any business dealings with Huawei.
Nikkei Asia also reported that TSMC has suspended shipments to at least two chip developers suspected of attempting to circumvent American export controls on Huawei.
10/28
國發會發布9月景氣燈號,亮出代表轉向的黃紅燈,8月才亮出代表熱絡的紅燈「曇花一現」。9月綜合判斷分數34分,和8月相比一口氣掉了5分,創六個月新低。國發會分析,產業復甦不均衡,半導體產業受惠AI題材、表現暢旺,傳產則相對疲弱,但經濟在復甦軌道上無庸置疑。
October 28:
The National Development Council (NDC) released the business climate signal for September, which showed a yellow and red light indicating a turning point. In August, it showed a red light, indicating a brief period of prosperity. The comprehensive score for September was 34 points, a drop of five points from August, hitting a six-month low. The NDC analyzed that the industrial recovery is uneven, with the semiconductor industry benefitting from AI and performing well, while traditional industries are relatively week. However, the economy is undoubtedly on a recovery track.
10/29
行政院長卓榮泰在立法院宣布,2030年的能源配比目標,綠電必須提升到三成、燃煤二成、燃氣五成。未來若在「新技術必須安全」、「沒有核廢料問題」及「社會有充分共識」三大前提下,政府願抱持開放討論的態度,討論新核能。
October 29:
Premier Cho Jung-tai announced in the Legislative Yuan that the energy mix target for 2030 is to increase green energy to 30 percent, coal to 20 percent, and natural gas to 50 percent. In the future, if the three conditions of "new technology must be safe," "no nuclear waste problem," and "sufficient social consensus" are met, the government is willing to discuss new nuclear energy with an open attitude.
10/30
環境部審查台中電廠第二期新建燃氣機組計畫環評案,在抗議聲中通過審查。中火將成為規模11.4GW的全球最大火力電廠。
環團與台中市政府質疑,環評僅要求台電評估燃煤減量規畫就放行,中火卻大幅增加天然氣使用,假藉「以氣代煤,行擴廠之實」,開減碳倒車。中市府不排除提起行政訴訟。
October 30:
The Ministry of Environment reviewed and approved the environmental impact assessment for the second phase of the new gas unit project at the Taichung Power Plant amidst protests. The facility will become the world's largest thermal power plant with a scale of 11.4GW.
10/30
外匯管制大鬆綁,央行32年來首度調高結匯額度。金管會日前喊出打造台灣成為亞洲資產管理中心,央行跟進宣布放寬每年累積結匯金額限制,個人、團體由500萬美元提高至1000萬美元;公司行號由5000萬提高至1億美元。
October 30:
The Central Bank relaxed foreign exchange controls, raising the settlement limit for the first time in 32 years. The Financial Supervisory Commission recently announced plans to make Taiwan an asset management center in Asia. The Central Bank followed suit by announcing the relaxation of the annual cumulative settlement amount limit, increasing the limit for individuals and groups from $5 million to $10 million, and for companies from $50 million to $100 million.
10/30
美國共和黨總統候選人川普接受podcast節目訪問時,再度指責台灣「偷走了」美國的晶片生意,台灣若要美國保護,就應該付保護費;他揚言當選之後,將對「來自台灣的晶片」徵收關稅。
中國大陸國台辦表示,美國究竟是想「保台」還是「害台」,相信大部分台灣同胞已經作出理智判斷,台灣隨時可能從「棋子」變成「棄子」。
October 30:
During a podcast interview, U.S. Republican presidential candidate Donald Trump once again accused Taiwan of "stealing" America's chip business. He stated that if Taiwan wants U.S. protection, it should pay a protection fee. He threatened to impose tariffs on "chips from Taiwan" if elected.
The Taiwan Affairs Office of mainland China's State Council stated that it believes most Taiwanese have made a rational judgment on whether the United States intends to "protect Taiwan" or "harm Taiwan," and that Taiwan could easily go from being a "pawn" to being "abandoned."
11/1
司法院長許宗力在內的7名大法官任期10月31日屆滿,由於賴總統提名的繼任人選卡關,出現首次司法院正副院長等7名大法官、祕書長都出缺的狀況。依法,由總統指定一位現任大法官代理院長,直到立法院人事審查通過,任命新院長。賴總統已核示由大法官謝銘洋代理司法院長。
November 1:
The terms of President Hsu Tsung-li of the Judicial Yuan and six other grand justices expired on October 31. Due to the stalled nomination of successors by President Lai Ching-te, there is a vacancy for the first time in the positions of Judicial Yuan president, vice president, grand justices, and secretary-general. According to the law, the president shall designate a current grand justice to act as president of the Judicial Yuan until the Legislative Yuan confirms the nomination of a successor. President Lai appointed Grand Justice Hsieh Ming-yang to act as president of the Judicial Yuan.
Environmental groups and the Taichung City Government questioned the environmental assessment, which only required the Taiwan Power Company to evaluate the coal reduction plan before approval. However, the Taichung Power Plant significantly increased natural gas usage, allegedly "expanding the plant under the guise of replacing coal with gas," reversing carbon reduction efforts. The Taichung City Government does not rule out filing an administrative lawsuit.