2025 年 11 月 21 日｜HOT 基礎英文新聞｜S1 EP108
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第一則：台灣病怎麼解？薪資改革成焦點
《經濟學人》指出，「台灣病」的核心在於出口強、內需弱，企業獲利創新高但薪資成長停滯，使民眾難以感受到經濟成果。
前政務委員認為，台灣長期存在薪資偏低與房價所得失衡的結構問題，改革應從提高薪資著手，並估算合理平均月薪約 9 萬元、才能讓利潤回到勞工。對此，經濟部長龔明鑫則反駁此觀點，強調台灣經濟表現穩健，並表示「我們沒有病」。
Solving the ‘Taiwan Disease’? Pay Reform Becomes the Key Issue
The Economist points out that the core of “Taiwan’s disease” is the gap between strong exports and weak domestic demand. Although corporate profits have reached new highs, wages have barely grown, making it hard for people to feel the benefits of the country’s economic performance.
A former Minister without Portfolio says Taiwan has long faced structural problems such as low wages and housing prices that do not match income levels. He argues that reforms should start with raising wages, estimating that a reasonable average monthly salary would be around NT$90,000 so that profits can return to workers. In response, Minister of Economic Affairs Ming-Hsin Kung disagreed, stressing that Taiwan’s economy is performing well and saying, “We are not sick.”
第二則：AI 用電飆升！全球變壓器嚴重缺貨
台電董事長曾文生指出，全球正競逐電力資源，電力設備價格大幅上漲，變壓器等大型設備嚴重缺貨，交期從過去的 12 至 18 個月拉長至 24 個月，美國報告更顯示交期甚至長達五年。
AI 用電需求快速湧現，台電緊急向台廠調度產能，但各大廠目前已滿載。由於零組件供應鏈沉寂多年，無法因應需求即時產出，儘管業者加速擴產仍難以緩解缺口。
Rising AI Power Use！Worldwide Transformer Shortage Worsens
Chairman Tseng Wen-sheng of Taiwan Power Company said that global competition for power resources has pushed electrical equipment prices sharply higher. Transformers and other large equipment are now in severe shortage, with delivery times rising from 12–18 months to 24 months. A U.S. report also warns that some orders may take up to five years to deliver.
AI power demand is rising quickly, and Taipower has urgently asked Taiwanese manufacturers to increase production. However, major factories are already running at full capacity. Because the component supply chain has been quiet for many years, it cannot ramp up output fast enough. Even though manufacturers are expanding production, the shortage remains hard to solve.
第三則：美沙達成AI晶片協議！台灣供應鏈成最大贏家
美國將首次批准向沙烏地阿拉伯 AI 企業 Humain 出售先進 AI 晶片，沙國表示對獨特運算能力需求龐大，將在半導體投入約 500 億美元，目標是在 2030 年前部署最多 40 萬組 AI 晶片。
市場預期，輝達與超微可望擴大沙國商機，作為主要代工廠的台積電將成最大受益者，伺服器組裝廠如鴻海、緯穎也可受惠。此外，沙國承諾不採購華為設備，以回應美方對晶片流向的疑慮。
US–Saudi AI Chip Breakthrough! Taiwan Tech Companies Stand to Gain Most
The United States will approve the sale of advanced AI chips to Saudi AI company Humain for the first time. Saudi Arabia says it has a strong need for unique computing power and plans to invest about US$50 billion in semiconductors. The country aims to deploy up to 400,000 AI chips by 2030.
Market expectations indicate that NVIDIA and AMD may gain more business in Saudi Arabia. TSMC, as their main chip foundry, is expected to benefit the most, while server makers like Foxconn and Wiwynn may also see growth. In addition, Saudi Arabia has promised not to buy Huawei equipment, addressing U.S. concerns about where the chips might end up.
第四則：京站砸2億併百八魚場母公司！邁向上市櫃
京站時尚廣場宣布，以新台幣2億元收購「京饌餐旅事業」67%股權，預計明年初完成交割。這是國內少見百貨業者主導餐飲集團的併購案。
京站此舉被視為轉上市櫃鋪路，藉多角化經營擴大營收來源。專家分析，此策略有助提升獲利與品牌價值，但未來展店恐受限於他牌百貨合作意願。
Q Square Invests NT$200 Million in Jing Zhuan Restaurant Management to Move Toward Listing
Q Square announced that it will invest NT$200 million to acquire a 67% stake in “Jing Zhuan Restaurant Management,” with the deal expected to close early next year. This is a rare case of a department store group taking control of a restaurant company in Taiwan.
The move is seen as part of Q Square’s plan to pave the way for a stock market listing by diversifying its business and expanding revenue sources. Experts say the strategy could boost profits and brand value, but future restaurant expansion may depend on cooperation with other department stores.
第五則：APEC 聚焦慶州！南韓用文化體驗打造國家新形象
南韓今年於慶州舉行的 APEC 峰會，打造出一場成功的文化外交示範，藉由新羅歷史背景與世界遺產特色，透過老韓屋改造、結合飲食設計，讓歷史成為可觸及、可品嚐、可分享的文化符號。
韓流產業成熟後，影像敘事與音樂被納入國家策略，用以強化國家品牌形象。同時，慶州經驗顯示，文化外交不必侷限首都，地方文化與食物設計同樣能成為提升國家吸引力的重要途徑。
Gyeongju in the Spotlight at APEC! South Korea Builds a New National Image Through Culture
This year’s APEC Summit in Gyeongju, South Korea, became a clear example of cultural diplomacy. Using the city’s Silla Kingdom and World Heritage sites, the event redesigned traditional Korean houses and added food experiences, turning history into something visitors could see, taste, and share.
As the Korean Wave industry matured, visual storytelling and music were added to national strategies to strengthen South Korea’s brand image. The experience in Gyeongju also shows that cultural diplomacy does not have to stay in the capital. Local culture and food design can play an equally important role in increasing a country’s appeal.
Let’s wrap up today’s episode. We’ve learned about some important events happening around the world.
The debate over “Taiwan’s disease” centers on rising corporate profits but slow wage growth, raising questions about how to fix the country’s economic imbalance.
Global demand for power and rising AI electricity needs are causing a severe shortage of transformers and long delivery delays.
The U.S. approval of Saudi Arabia’s AI-chip purchase signals a major expansion of AI investment that could benefit key players in the global tech supply chain.
Q Square’s NT$200 million majority takeover of Jing Zhuan signals a strategic push to boost revenue diversity and strengthen its path toward a future stock listing.
The APEC event in Gyeongju shows how South Korea is turning culture into a key strategy for promoting its national image.
In the next episode, we will together explore the recent hot news with you in the morning. Don’t forget to come back. Have a nice day and hear me next time. Bye.
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