2024/11/10-2024/11/16

11/10
CNN報導,川普首個總統任期的白宮國安顧問歐布萊恩7日與我駐美代表俞大㵢餐敘時,收到台灣的政府賀函,再轉交給川普團隊。報導指出,低調致賀函與2016年充滿爭議的川蔡通話形成強烈對比。駐美代表處及歐布萊恩均未予置評。

November 10:

CNN reported that on November 7, during a dinner with Taiwan's representative to the United States Ambassador Alexander Yui, former White House National Security Advisor Robert O'Brien received a congratulatory letter from the Taiwan government, which he then passed on to President-elect Donald Trump's team. The report noted that this low-key congratulatory letter contrasts sharply with the controversial Trump-Tsai phone call in 2016. Both the Taipei Economic and Cultural Representative in the United States and O'Brien declined to comment. 


11/10
路透報導,美國商務部下令台積電即起停止出貨先進製程晶片給中國大陸客戶;台積電已通知幾個受影響的客戶,自11日起暫停晶片出貨。這類晶片多用於AI應用。TreadForce預估將影響台積電5至8%營收。

November 10:

According to Reuters, United States Department of Commerce has ordered the Taiwan Semiconductor Manufacturing Company (TSMC) to stop shipping advanced process chips to Chinese customers effective immediately. TSMC has notified several affected customers that chip shipments will be suspended from November 11. These chips are mostly used in AI applications. Trend Force estimates that this will impact 5 to 8 percent of TSMC's revenue. 


11/10
公視旗下的英語頻道 TaiwanPlus 報導美國總統大選,以「convicted felon」描述當選人川普,引發爭議。文化部長李遠表示,事情非常嚴重。該影片已下架,公視基金會將召開自律委員會檢討。

November 10:

TaiwanPlus, the English-language channel of the Public Television Service, reported on the American presidential election, describing President-elect Trump as a "convicted felon," sparing controversy. Minister of Culture Lee Yuan stated that the matter is very serious. The video has been taken down, and the Public Television Service Foundation will convene a self-discipline committee to review the incident. 


11/13
英國金融時報報導,台灣研擬購買總值逾150億美元的美國武器,包括神盾艦及F-35,藉此向川普新政府表明自我防禦的承諾;這項軍購由副總統蕭美琴和國安會祕書長吳釗燮負責。
國防部長顧立雄在立院答詢否認,「我們沒有提出這樣的清單」,並指國防預算無法設定達到GDP的3%,但不排除2027年後編列特別預算採購裝備。

November 13:

According to the Financial Times, Taiwan is considering purchasing over $15 billion worth of American arms, including aegis destroyers and F-35 fighter jets, to demonstrate its commitment to self-defense to the incoming Trump administration. This arms purchase is being handled by Vice President Hsiao Bi-khim and Secretary-General Joseph Wu of the National Security Council. During interpellation at the Legislative Yuan, Minister of National Defense Wellington Koo denied this stating that Taiwan has not submitted such a list and indicating that the defense budget cannot be set to reach 3 percent of gross domestic product (GDP). Minister Koo does not rule out the possibility of allocating a special budget for procuring equipment after 2027.


11/13
中央銀行總裁楊金龍在立院報告指出,未來台灣被列為匯率操縱國名單「恐成常態」,且美國新貿易政策具高度不確定性,恐加劇台灣金融市場波動;建議擴大對美採購能源、農產品及軍品,縮小對美貿易順差。
美國財政部公布半年度匯率政策報告,我續列觀察名單。

November 13:

Governor Yang Chin-long of the Central Bank reported to the Legislative Yuan that Taiwan's being listed as a currency manipulator may become a norm in the future. He noted that new U.S. trade policies are highly uncertain and may exacerbate volatility in Taiwan's financial markets. He suggested expanding purchases of energy, agricultural products, and military goods from the United States to reduce the trade surplus with the United States. The U.S. Department of the Treasury's semi-annual currency policy report continues to name Taiwan on the watch list. 


11/14
國安局長蔡明彥在立法院表示,從人事布局觀察,「美國優先、遏制中國」將成美國新政府主軸,為了遏制中國,不排除美方將提出全面性戰略,包括地緣政治、經貿脫鉤、供應鏈安全以及出口管制。台灣也會極大化台美共同利益,推展與美戰略合作。

November 14:

Director-General Tsai Ming-yen of the National Security Bureau stated in the Legislative Yuan that based on personnel arrangements, "America First" and "containing China" will become the main axis of the new axes of the new American administration. To contain China, the U.S. may propose a comprehensive strategy, including geo-political, economic decoupling, supply chain security, and export controls. Taiwan will also maximize shared interests and promote strategic cooperation with the United States. 


11/15
前中共重慶市委書記薄熙來之子薄瓜瓜情定宜蘭羅東博愛醫院創辦人許文政孫女,預定下周舉辦婚宴。薄熙來曾是中共總書記習近平政敵,薄瓜瓜成台灣女婿也驚動國安。

November 15:

Bo Guagua, son of former Chongqing municipal secretary of the Chinese Communist Party, is set to marry the granddaughter of Hsu Wen-cheng, founder of the Luodong Poh-Ai Hospital in Yilan, next week. The senior Bo was once a political rival of Chinse President XI Jinping, so the junior Bo's becoming a son-in-law of Taiwan has also alarmed national security authorities. 


11/15
美國商務部敲定對台積電亞利桑那州廠提供66億美元的政府補貼。商務部趕在川普上任前宣布此事,明顯要凸顯是在拜登政府任內,完成推動台積電等在美國境內投資先進製程晶圓廠的功績。

November 15:

The U.S. Department of Commerce has finalized a $6.6 billion subsidy for TSMC's Arizona plant. The Department announced this before Trump takes office, clearly highlighting that the project was accomplished during the Biden administration and that the administration promoted the investment of advanced process wafer fabs like TSMC in the United States.