2021年3月24日 星期三

台灣的外銷罩門:綠電,水、台幣值、人才




Ben Chen

用綠電,來分解水,產生高鈍度的氫,用在EUV製程。
外界可能的疑慮:台灣的綠電,夠不夠台積電用?



CW.COM.TW
台積電先進製程的未來 藏在一座台南的氫氣廠|天下雜誌
法商亞東工業氣體日前在台南揭幕全球最大超純低碳氫氣生產設備,將以再生能源電解水取得氫氣。在完工典禮上,來自台積電與美光的代表坐滿一整排,連台電董事長楊偉甫也特別出席。這看不見、摸不著的氫氣,為何攸關台...

Taiwan's exports soared by 49% compared with a year earlier. There is just one snag:
export strength



Too much of a good thing?
Trade inflows in Asia fuel debate over currency intervention

Foreign-exchange reserves are both an insurance policy and a lightning rod for criticism
Finance & economics
Mar 23rd 2021


IT MIGHT SEEM cause for celebration. Taiwan was already a standout economic performer in a pandemic-plagued world, and its good run, fuelled by semiconductor sales, is continuing. Orders for its exports soared by an eye-watering 49% in the first two months of 2021 compared with a year earlier, according to data released on March 22nd. There is just one snag: export strength has become awkward for officials in Taipei, for it attracts unwanted attention. America’s Treasury has already placed Taiwan on its “monitoring list” for countries that manipulate their exchange rates, and the boom only adds to the harsh glare.

If it is any solace to Taiwan, it is far from alone in drawing such scrutiny. Across Asia foreign-exchange reserves—a good proxy for currency intervention—have soared. Excluding China (where the data are trickier to interpret), reserves in the next ten largest Asian economies increased by about $410bn last year, the biggest annual jump on record, according to calculations by The Economist.


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