「Export」的搜尋結果

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#Export也是一個關鍵字標籤

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  • 南華早報

    Opinion | As an ageing mainland China takes to AI, Hong Kon…

    A decade ago, when Beijing ended its one-child policy, demographers and economists issued a grim consensus: a rapidly shrinking workforce would cripple China’s manufacturing and export machine. Indeed, the demographic dividend that powered China’s rise between 1980 and 2010 has run its course; from 2022, the population began contracting annually. Yet, rather than surrendering its status as the world’s factory, China is neutralising its demographic crunch with an algorithmic dividend. China has...

    #Hong Kong economy#Hong Kong#China#Artificial intelligence (AI)#AI: Industry Trends#China manufacturing

  • 今周刊

    GLOBAL SHIELD ROBOTICS Leads 17 Taiwanese Manufacturers fro…

    From national defense and logistics to infrastructure inspection, drones are rapidly expanding beyond single-use applications to become a strategic emerging industry contested by nations worldwide. This year, the Japanese government officially designated drones as "Specified Critical Supplies," actively pursuing a non-red supply chain policy and accelerating its search for non-red drone partners—opening significant new market opportunities for Taiwanese suppliers. GLOBAL SHIELD ROBOTICS has united 17 Taiwanese companies, integrating drone hardware, AI image recognition, smart logistics, and parking management technologies. By moving beyond its strengths in hardware manufacturing toward comprehensive system integration, the company aims to enter the Japanese market and help Taiwan’s unmanned vehicle industry evolve from a manufacturing powerhouse into a provider of integrated solutions.

    #雜誌#財經雜誌#投資理財#產業動態#個人投資#股市

  • 南華早報

    Deal vs Deal? US, China trade calls to honour commitments b…

    During a video call on Friday, US Trade Representative Jamieson Greer and Treasury Secretary Scott Bessent urged Chinese Vice-Premier He Lifeng to uphold China’s previous commitments on agricultural goods and rare earth exports. A day earlier, Beijing reminded Washington to implement another deal – reciprocal tariff cuts covering US$30 billion worth of products on each side – as a precondition to buying more American farm products. Just days before President Donald Trump meets Chinese leader Xi...

    #2026 Xi-Trump summits#US-China relations#Donald Trump#US-China trade war#South Korea#China

  • 商傳媒

    臺灣 AI 供應鏈居全球核心地位 美國視為關鍵盟友

    圖/示意圖商傳媒|何映辰/台北報導在人工智慧(AI)技術快速發展的時代,臺灣在全球 AI 產業鏈中扮演著不可或缺的角色,被美國視為重要的戰略夥伴。目前全球逾九成的高階半導體晶片在臺灣製造,同時全球近九成的 AI 伺服器也由臺灣組裝,凸顯臺灣在這一波科技浪潮中的核心優勢,根據《VOZ News》等外媒報導。臺灣外交部長林佳龍(Lin Chia-lung)曾於《外交雜誌》(Foreign Affairs)撰文指出,臺灣是美國在人工智慧領域的「力量倍增器」,具備支持美國科技雄心的能力、可靠性和價值。 然而,臺灣的戰略地位也面臨挑戰。由於美國持續追求 AI 領導地位,台積電(TSMC)已投資高達兩千五百億美元,計畫在美國興建十座晶片廠。儘管此舉旨在提升美國供應鏈韌性,但《Asia Times》分析認為,這可能讓美國在中國與臺灣的潛在衝突中,因其在臺的經濟利益而被捲入亞州的「火藥庫」中心。評論指出,在臺積電設立的美國廠,不應成為美國軍事介入台海衝突的理由,且臺灣半導體生產的重要性可能被過度強調,因日本、馬來西亞、新加坡、南韓等地亦有半導體製造能力,且相關技術多源自美國與歐洲,可在合理時間內複製。 臺灣業者對此看法分歧。廣達電腦(Quanta Computer)副董事長茨-茨·梁(C.C. Liang)表示,AI 需求並未放緩,美國為維持全球領導地位,必須持續擴大對 AI 基礎設施的投資,特別是資料中心(data center)。他強調,無論美國政治情勢如何變化,華府(Washington)都無法減緩其維持全球領導地位的步伐,基礎設施投資是維持競爭力的手段,而非可隨意停止的選項。他對臺灣供應鏈的競爭力深具信心,稱其為全球表現最佳。然而,佳世達科技(Qisda)董事長陳其宏(Chen Chi-hung)則指出,民主黨(Democratic Party)在多州執政後,可能會放緩 AI 資料中心的建設速度,但他認為這並非壞事,反而能讓因零組件短缺和價格上漲而承壓的供應鏈有喘息機會。 《BigGo Finance》報導顯示,受惠於 AI 及半導體相關設備需求強勁,臺灣機械產品出口表現亮眼。今年十月,臺灣機械出口額達到 35.93 億美元,年增 35%,連續 21 個月呈現正成長。今年前十個月累計出口額達 315.72 億美元,年增 21.8%,預計全年出口總額有望超越 2022 年 347 億美元的歷史紀錄。其中,電子設備出口額年增 57.5%,檢測與測量設備出口年增 33.6%,控制器出口額更年增 64.6%,顯示 AI 設備是主要成長動能。美國是臺灣機械產品最大的出口市場,佔比達 26.3%;其次是中國,佔 21.3%。 然而,美國國內對 AI 資料中心的擴張也出現阻力。《Dagens.com》報導,最近中期選舉結果顯示民主黨在各州取得壓倒性勝利,部分歸因於草根民眾對 AI 資料中心設施的不滿。例如,新任德州州長吉娜·伊諾埃薩(Gina Hinojosa)誓言凍結 AI 資料中心的許可證,以便社區參與審查。當地反對資料中心的原因包括電費飆漲、耗水量大、噪音污染以及對失業的擔憂。儘管現任美國總統川普(Donald Trump)政府主張加速伺服器建設,但其權力無法凌駕於州及地方政府的區域劃分權力。馬斯克(Elon Musk)等科技巨頭投資者,雖然投入巨額資金支持相關政治人物,卻未能影響選舉結果。 整體而言,臺灣在全球 AI 供應鏈的核心地位鞏固了其在美中科技競爭中的戰略價值,但地緣政治風險與美國國內政策變化仍是未來合作中需要關注的變數。臺灣業界領袖對於美國 AI 投資前景的看法,反映出科技產業在全球地緣政治與經濟局勢下複雜而動態的發展。 參考來源 Don't let Taiwan's silicon shield become a US silicon trap(Asia Times) Taiwan's AI Equipment Demand Surges: Machinery Exports Post…(BigGo Finance) Quanta's C.C. Liang: U.S. AI Infrastructure Investment Won't…(BigGo Finance) Silicon Valley panic: Blue tsunami derails America’s AI boom(Dagens.com) Taiwan, the United States' Valuable Ally in AI(VOZ News)

    #臺灣AI產業#台美關係#半導體#AI伺服器#地緣政治

  • 阿波羅新聞網

    徒步的騎手:黃仁勛間諜門

    英偉達跟美國政府玩這種貓捉老鼠的游戲,玩了好幾年。不但如此,黃仁勛還公開向美國政府施壓,要求放開對中國的芯片出口。川普上台後,他成功游說川普,放鬆了對中國的芯片出口管制。2025年4月,他在北京見中國官員,說英...

    #美國#黃仁勛#中共間諜#英偉達#川普#國家安全

  • Taipei Times偏綠

    Machinery exports surpass NT$1tn in first 10 months

    Taiwan’s machinery exports in the first 10 months of this year rose 21.8 percent year-on-year to US$31.572 billion, with the full-year total likely to surpass the 2022 record of US$34.813 billion, the Taiwan Association of Machinery Industry said in a report yesterday. In New Taiwan dollars, machine

    #IN

  • Taipei Times偏綠

    GDP growth forecast lifted to 12.8%: Standard Chartered

    Standard Chartered Bank yesterday raised its growth forecasts for Taiwan for a second time, projecting the economy would expand 12.8 percent this year and 7.5 percent next year, as the artificial intelligence (AI) investment boom continues to drive exports and business investment while gradually sup

    #GDP

11/10(二)