Page 14 - NO.149銀行家雜誌

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Global View

中國停止與立陶宛貿易往來之前，立陶宛的雷 國市場，可以一定程度抵抗北京當局的威脅。
射產品大約有三分之一都是賣給中國，只有 相較之下，大部分國家的企業跟政府都無法捨
2%賣給台灣。但在立陶宛的政策轉向台灣之 棄中國市場的巨大誘因，經常在權衡之下犧牲

後，賣給台灣的產品應該可以增加。 台灣的權益。台灣若能跟立陶宛、捷克、斯洛
如果台灣成功在立陶宛建造了晶片廠， 伐克合作，將獲得珍貴的機會。
之後就可以考慮繼續前往捷克和斯洛伐克， 台灣的市場規模永遠不可能比得上中國，
這兩國都對與台灣合作半導體相當有興趣。 但台灣擁有許多重要的戰略性科技，而且擁有
國發會主委龔明鑫2021年11月曾說，台灣 一個遵守全球貿易規則的自由民主社會，比中

將成立與立陶宛、捷克、斯洛伐克的工作小 國更值得信賴。在俄羅斯入侵烏克蘭之後，各
組，推動與這些國家合作生產晶片，並提供 國都看到北京的反應，它不僅沒有譴責俄國，反
技術培訓獎學金。 而把罪怪到美國跟北約的頭上，這時候台灣前述
立陶宛、捷克、斯洛伐克三國，在與中國 優勢的重要性更是不言可喻。（作者為台灣金融

合作時都相當謹慎，因此目前並不嚴重依賴中 研訓院外籍特聘研究員；譯者為廖珮杏）

industry is a global leader in many areas, silicon and also provide scholarships for technical training. AD
photonics is not one of them. Cooperating with All three of these Eastern European countries
Lithuania could help Taiwanese chipmakers narrow are wary of close cooperation with China and
the gap with Intel, generally considered a pioneer have flexibility to push back against Beijing due
in silicon photonics technology. to limited reliance on its markets. Therein lies an

Before China blocked trade with Lithuania, unusual opportunity for Taiwan, which often sees
Vilnius exported about 1/3 of its laser products to its interests compromised because firms and
China and just 2% to Taiwan, Quartz noted in a governments prioritize access to the enormous
January report. Now that Lithuania is prioritizing China market.

ties with Taipei, it could sell more lasers to Taiwan. Taiwan can never compete with China on
Should Taiwan successfully develop a market size, but it can offer advanced strategically
chipmaking facility in Lithuania, it could consider important technology and the trustworthiness that
setting up fabs in the Czech Republic and Slovakia comes with being a free-market liberal democracy
as well. Both countries have expressed interest in that plays by the rules of global trade. Those
working with Taiwan on semiconductors. NDC head attributes have become more important than ever

Kung said in November that Taiwan would set up in the wake of Russia’s brutal invasion of Ukraine
working groups with Lithuania, the Czech Republic that Beijing has failed to condemn, and indeed, for
and Slovakia focused on chipmaking cooperation which it blames the United States and NATO.

14 台灣銀行家2022.5月號

1 5% JOEE