2023/07/16-2023/07/22

7/17
副總統賴清德將任特使出席友邦巴拉圭總統當選人潘尼亞就職典禮,過境美國行程受到關注。中國駐美大使謝鋒表態,台灣問題是中美關係中最重要、最敏感的問題,應制止台獨人士的冒進行為,當務之急,是堅決擋住賴清德訪美。
國民黨總統參選人侯友宜則規劃九月初訪美;四月已訪美的民眾黨參選人柯文哲,也傳出考慮二度訪美,互別苗頭意味濃厚。

July 17: 
Vice President William Lai will serve as a special envoy to attend the presidential inauguration of Santiago Peña in Paraguay. Mr. Lai's expected transit stop in the United States has attracted scrutiny. Xie Feng, mainland China's ambassador to the United States, stated that Taiwan is the most important and sensitive issue in U.S.-China relations and that the presumptuous behavior of Taiwan independence activists should be stopped. The top priority is to resolutely block Mr. Lai's visit to the United States, Feng added.
Kuomintang (KMT) presidential candidate Hou Yu-ih is planning to visit the United States in early September. Taiwan People's Party (TPP) presidential candidate Ko Wen-je, who visited the United States in April, is reported to be considering a second visit to the United States. 


7/18
台美蒙特瑞會議在華府落幕。據聯合報報導,美方將售我NASAMS(國家先進地對空防空飛彈系統)2型,以強化重要政經據點、飛彈指揮機制的野戰防空部署,反制無人機。空軍規畫對美採購四個連、十六個排的NASAMS系統。國防部長邱國正證實,工作正在進行中。

July 18: 
The U.S.-Taiwan Monterey Talks closed in Washington. According to the  United Daily News, the United States will sell Taiwan National Advanced Surface-to-Air Defense Missile Systems 2 (NASAMS 2) to strengthen the field air defense deployment of important political and economic strongholds and missile command mechanisms, and to counter drones. The Air Force plans to purchase NASAMS systems for four companies and 16 platoons from the United States. Minister of National Defense Chiu Kuo-cheng confirmed that work is underway. 


7/18
美國前總統川普在最新專訪中,被問及美國是否應該協防台灣時表示,若他擔任總統就不會這麼說,這對美國談判地位很不利。川普稱自己是習近平的好朋友,指責台灣搶走了美國的晶片生意,早該阻止,甚至稱應該向台灣加徵關稅。
對於川普所言,行政院與外交部沒有評論;行政院長陳建仁在立法院答詢時才回應,不能接受,川普所有的數字根據都錯。

July 18: 
In his latest interview, former U.S. President Donald Trump stated that he would not answer the question of whether the United States should help defend Taiwan if it means going to war with China because it would put him in a very bad negotiating position if he were the president. Mr. Trump called himself a good friend of Xi Jinping, accused Taiwan of taking away U.S. chip business, which should have been stopped long ago. He even stated that tariffs should be imposed against Taiwan. 
The Executive Yuan and Ministry of Foreign Affairs did not comment on Mr. Trump's remarks. During interpellation at the Legislative Yuan, Premier Chen Chien-jen stated that he finds the remarks unacceptable and claims that Mr. Trump's comments are based on mistaken figures.


7/19
民進黨總統參選人賴清德日前在活動致詞時指出,這場選舉是「中南海」和「白宮」的選擇,還提到「當台灣總統可以走入白宮」。金融時報報導,美國官員已要求台灣方面澄清賴清德關於白宮訪問的爭議性言論,報導也指,這凸顯明年1月總統大選賴若勝出,美方對他處理兩岸關係態度的疑慮。總統府否認報導,美方高層並未向賴副總統團隊做出相關表示。

July 19: 
In a speech, Democratic Progressive Party (DPP) presidential candidate William Lai indicated that this election is a choice between "Zhongnanhai" and the "White House." He also mentioned that the president of Taiwan entering the White House is a political goal. The  Financial Times reported that U.S. officials have asked Taiwan to clarify Mr. Lai's controversial remarks about visiting the White House. The report also pointed out U.S. doubts about Mr. Lai's handling of cross-strait relations if he wins the presidential election in January next year. The Office of the President denied allegations made in the news report that top U.S.-officials expressed concerns to Vice President Lai's staff team.


7/20
經濟部公布6月外銷訂單金額為441.8億美元,年減24.9%,達「連十黑」。今年第2季外銷訂單為1323.5億美元,年減20.4%;上半年訂單金額為2685.7億美元,年減20.8%,為13年以來最大減幅。
全球景氣降溫,延後台灣出口復甦時間,星展集團、標準普爾兩大重量級外資皆將台灣今年GDP砍到0.5%,是國內外預測機構最悲觀的,與主計總處、中央銀行預估值更出現超過1個百分點的落差。

July 20: 
The Ministry of Economic Affairs announced Taiwan's export orders in June totaled $44.1 billion, a year-on-year decrease of 24.9 percent, recording the 10th consecutive monthly decline. Export orders in the second quarter of this year totaled $132.3 billion, an annual decrease of 20.4 percent. Orders in the first half of the year were $268.5 billion, an annual decrease of 20.8 percent, the largest decrease in 13 years. 
The cooling of the global economy has delayed the recovery of Taiwan's exports. Both DBS Bank and Standard & Poor's, two heavyweight foreign investors, have cut Taiwan's gross domestic product (GDP) growth forecast this year to 0.5 percent, the most pessimistic institution estimate thus far. The figure contrasts with the forecast of more than 1 percent by the Directorate-General of Budget, Accounting and Statistics (DGBAS) of the Executive Yuan, and the Central Bank. 


7/20
台積電舉行法說會,總裁魏哲家坦言雖AI人工智慧需求強勁,仍難抵銷總體經濟情勢持續走軟、中國需求復甦較預期緩慢,終端市場整體需求疲弱,二度下修今年營收目標,擴大至約衰退一成。
董事長劉德音在法說會上也宣布,台積位於美國亞利桑那州廠量產時程將推遲至2025年;日本廠則將如期於2024年底量產。

July 20: 
The Taiwan Semiconductor Manufacturing Company (TSMC) held an investor conference. Chief Executive Officer C. C. Wei stated frankly that although the demand for artificial intelligence is strong, it remains difficult for it to offset the continued weakening economy, slower-than-expected demand recovery in China, and overall weak demand in the end market. The revenue target for this year has been revised down for the second time, now down to about 10 percent. 
Chairman Mark Liu also announced at the investor conference that the mass production schedule of TSMC's Arizona plant in the United States will be postponed to 2025; the Japanese plant will start mass production at the end of 2024 as scheduled. 


7/21
超微(AMD)執行長蘇姿丰訪台,稱台積電是重要合作夥伴,強調AMD與台灣供應鏈關係很穩固。但她接著在日本接受日媒專訪,透露考慮分散生產與合作晶圓廠,以確保擁有最具韌性的供應鏈。
蘇姿丰說,在先進晶片這方面,目前沒有任何相關規畫,尋找合適的替代廠商並不容易,因為台積電獨占鰲頭,並擁有最先進的技術。她並未提到任何候選廠商的名字。

July 21: 
Chief Executive Officer Lisa Su of AMD visited Taiwan. She stated that TSMC is an important partner and emphasized that the supply chain relationship between AMD and Taiwan is very stable. But then in an exclusive interview in Japan, she revealed consideration about decentralizing production and cooperating with fabs to ensure a more resilient supply chain. 
Su stated that in terms of advanced chips, there is currently no such plan, and it is not easy to find a suitable alternative manufacturer because TSMC is the leader and has the most advanced technology. She did not name any candidate firms. 


7/23
國民黨全代會正式通過提名侯友宜為國民黨總統參選人。侯重申反對台獨,反對一國兩制。黨主席朱立倫則再度呼籲組在野大聯盟。
稍早,鴻海創辦人郭台銘則在臉書發文,引用孟子「雖千萬人吾往矣」,要扮演帶來希望、帶來改變的角色,一定不會讓大家失望。郭是否獨立參選仍受關注。

July 23: 
The Kuomintang (KMT) officially nominated Hou Yu-ih as the party's presidential candidate in its National Congress. Hou reiterated his opposition to Taiwan independence and "One Country, Two Systems." Chairman Eric Chu once again called for an opposition alliance. Earlier, Terry Gou, founder of Hon Hai Precision Industry Company (Foxconn), posted on Facebook, quoting Mencius about "going forward against tens of thousands," articulating about playing a role of bringing hope and change and not disappointing his supporters. Whether Gou runs for president as an independent candidate remains to be seen.