2025/04/05 - 2025/04/13
4/5
外媒報導,白宮與美國商務部官員持續敦促台積電與英特爾達成協議,成立合資企業,共同經營英特爾在美國的晶圓製造廠,台積電預計將持有新公司20%的股份。對此,台積電表示,英特爾為其重要客戶,對市場傳聞不予置評。
April 5
According to foreign media, White House and Department of Commerce officials have been urging the Taiwan Semiconductor Manufacturing Company (TSMC) and Intel to reach an agreement to establish a joint venture to operate Intel's wafer manufacturing plant in the United States. TSMC will hold a 20 percent stake in the new company. TSMC stated that Intel is an important client and declined to comment on market rumors.
4/6
針對美國擬對台課徵32%對等關稅,賴清德總統喊話,台灣無意施加報復關稅,願從零關稅開始與美談判。他並表示,將擴大對美採購,降低貿易逆差、擴大對美投資、排除非關稅貿易障礙,以及解決美方長期關切的高科技產品出口管制與洗產地問題;賴並拋出要「脫中入北(全球北方)」。
April 6
In response to the United States imposing a 32 percent reciprocal tariff on Taiwan, President Lai Ching-te stated that Taiwan has no intention of imposing retaliatory tariffs and is willing to start negotiations with the United States from zero tariffs. He also mentioned plans to expand purchases from the United States, reduce the trade deficit, increase investments in the United States, remove non-tariff trade barriers, and address long-standing American concerns about high-tech product export controls and origin labeling issues. President Lai also proposed the concept of "decoupling from China and integrating with the Global North."
4/7
因應美國關稅政策,行政院提出880億元(約26.8億美元)支持工、農產業措施,閣揆卓榮泰並邀朝野黨團共商國是。會後,在野黨表態願支持,卓也允諾赴立法院專案報告。但執政的民進黨團因別案仍持續杯葛議程,再次協商後卓遲至11日才成功進行專案報告。
April 7
In response to U.S. tariff policies, the Executive Yuan proposed a NT$88 billion (about US$2.6 billion) support package for industrial and agricultural sectors. Premier Cho Jung-tai invited the ruling and opposition parties to discuss national policies. After the meeting, opposition parties expressed support, and Cho promised to report to the Legislative Yuan. However, due to a separate issue, the ruling Democratic Progressive Party (DPP) continued to block the agenda, delaying the report until April 11.
4/9
主計總處預估我國今年經濟成長率受美國關稅政策衝擊,最糟將無法「保二」,僅剩1.64%。若以國發會委外研究的推估,最糟的情境將只有1.53%。 央行三月下旬經濟成長率預測值為3.05%。根據主要投資銀行預測,渣打最悲觀,推估我GDP今年將減少1.5個百分點;野村相對樂觀,評估減少0.4個百分點。
April 9
The Directorate-General of Budget, Accounting and Statistics, Executive Yuan, estimated that Taiwan's economic growth rate this year, impacted by U.S. tariff policies, could drop to 1.64 percent in the worst-case scenario and fail to maintain the 2 percent threshold. A commissioned study by the National Development Council projected an even lower worst-case scenario of 1.53 percent. The Central Bank's forecast in late March was 3.05 percent. Among major investment banks, Standard Chartered was the most pessimistic, predicting a 1.5 percentage point reduction in gross domestic product (GDP), while Nomura was relatively optimistic, estimating a 0.4 percentage point reduction.
4/9
移民署大規模發函,要求已取得中華民國身分的大陸配偶,在三個月內補交「喪失原籍證明」,否則可能喪失國民身分,其中不乏來台逾30年者。此舉遭質疑違反不溯及既往的基本法律原則,更是對大陸配偶的制度性歧視。政策引發爭議後,移民署長鐘景琨突申請屆齡提前退休,在野黨質疑成「代罪羔羊」。
April 9
The National Immigration Agency (NIA), Ministry of the Interior, issued a mass notice requiring mainland Chinese spouses who have obtained Republic of China (Taiwan) citizenship to submit proof of renunciation of their original nationality within three months, or risk losing their citizenship. This includes individuals who have lived in Taiwan for over 30 years. The move was criticized for violating the principle of non-retroactivity in basic legal principles and for being institutionally discriminatory against mainland spouses. Following the controversy, NIA Director-General Chung Ching-kun unexpectedly applied for early retirement, with opposition parties accusing him of being a scapegoat.
4/10
國民黨召集黨籍縣市首長共商美國關稅對策,發表四點對策:擴大紓困規模到2000億元(約61億美元);擴大內需;啟動國際談判;中央與地方攜手面對挑戰。朱立倫呼籲,國難當頭,停止政治內耗,籲請賴總統召開國是會議。 但同時,行政院卻證實,卓揆周末仍會參與民進黨發動大罷免在野立委的宣講活動。
April 10
The opposition Kuomintang (KMT) convened party-affiliated local government leaders to discuss countermeasures against U.S. tariffs, proposing four strategies: expanding the relief package to NT$200 billion (about US$6.1 billion), boosting domestic demand, initiating international negotiations, and fostering central-local cooperation to face challenges. Chairman Eric Chu called for unity during this national crisis and urged President Lai to convene a national affairs conference. Meanwhile, the Executive Yuan confirmed that Premier Cho Jung-tai would still participate in the DPP campaign to recall opposition legislators over the weekend.
4/10
川普宣布課徵對等關稅,台股7日大跌2065點,跌幅9.7%,均創史上新高。此後連跌3天,累計重挫近4000點,國安基金宣布進場護盤。立委關切市場是否已進入「熊市」?金管會主委彭金隆表示,照定義來說,還沒到那個程度。央行總裁楊金龍也表示,雖然不確定性仍高,但直覺判斷,進入熊市還言之過早。
April 10
Following U.S. President Donald Trump's announcement of reciprocal tariffs, the Taiwan Stock Exchange plummeted by 2,065 points on April 7, a 9.7 percent drop, both record highs. The market continued to fall for three consecutive days, with a cumulative drop of nearly 4,000 points. The National Financial Stabilization Fund announced its intervention to stabilize the market. Legislators questioned whether the market had entered a "bear market." Chairman Peng Chin-lung of the Financial Supervisory Commission (FSC) stated that, by definition, it had not reached that stage. Governor Yang Chin-long of the Central Bank also commented that while uncertainty remains high, concluding that the market has entered a bear phase is premature.
4/10
財政部公布三月進出口統計,因客戶端預期美國關稅措施持續提前拉貨,出口495.7億美元創歷年單月新高。其中,對美出口127.5億美元,為史上新高,資通與視聽產品為主要的驅動力。第一季總出超236億美元,其中對美出超220億美元、更勝對陸港的169億美元,首度出現對美出超超越陸港。
April 10
The Ministry of Finance released March import and export statistics, showing that clients anticipated continued U.S. tariff measures and advanced shipments, producing exports of $49.5 billion, a record high for a single month. Exports to the United States reached $12.7 billion, which is also a record high, driven mainly by information and audio-visual products. The trade surplus for the first quarter totaled $23.6 billion, with a surplus of $22 billion with the United States, surpassing the $16.9 billion surplus with mainland China and Hong Kong for the first time.