Page 95 - the taiwan banker (2024.10.178)
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๕ٙෂ፩ཀ೻dɰ݊ɓࡈࠠɽਪᕚf૰᜗                                    Brown࿁̨ᝄٙၑɢ೯࢝ഄଫd౤̈
              ٙ౳ᆠˢं᜗৷ܘεd̙˸͜૰иݖ࿴ܔ                               əʔΝٙܔᙄj˜ᒱ್வɰ஢ึˏৎܘɽ
              ͭ˜༟ࣘʕː2.0™d༆Ӕͦۃ༟ࣘʕːᗭ                             نᙄdШν؈Ң̨݊ᝄdҢʔึڀɽ፺ආ

              ˸߉ॎٙиۍਪᕚf                                        ɹɓ਼ঐ๕ԸႡிІʉࠅٙ؇ГfҢึ
                  ίவ˙ࠦd̨ᝄٙ޴ᗫ߅Ҧঐɢ                               ̘ঐ๕௰ک֝ٙ਷࢕ܔிʈᅀא༟ࣘʕ
              ޴຅ჯ΋fBr ownႩމ̨༺ཥę෧ࠠ                             ːdΎҪ༶ၑഐ؈༶Ϋ਷ʫdவᅵ༟ࣘ఻
              ʈeʕอཥʈe৷ɢᆠஈଣʈุே޴຅Ꮄ                               ˷ఱ݊е൬ٙf™

              Ӹd˜ҢޟЇႩމ̨ᝄঐ੄̍ɨɓɽ௅ʱ                                    Έ݊౤৷ঐ๕Ꮇπঐɢdೌجᆽڭ
              ٙߕ਷̹ఙd࠽੻ϓމ਷࢕ࠠࠅٙପุ˙                               ᖢ֛Զཥfཥϫ࢙ඎٙආӉ஺ܓԨʔ੄

              Σf™                                              ҞdೌجΪᏐ஼နࠥЭٙਿ͉ࠋ༱ଟiϾ
                  ˼Ⴉމ̨ᝄٙ೷᜗Ⴁிุdၾ˚͉ٙ                             ˲ཥϫӊࡈ඄ಂேึϞɓݬܘڗٙࣛගஈ
              ࠠۨʈุ˖ʷ޴ࢨܘεf˜Ңί͂ி೯ཥ                               ׵ཱིձً࿒dೌجᎷπһεཥɢdԶՉ˼
              ᅀࣛdۃֻ؇ԯdၾɧഷe؇ٺe؇ݱʈ                               ࣛගԴ͜d௰ڗ̙༺1ϋfν؈̨ᝄҬʔ

              ೻ڗಂΥЪdٝ༸˼ࡁڢ੬ᄫᆞνО͂ி                               ՑՉ˼Όϋೌ;ٙ৻ଋཥɢԸ๕d೯࢝༶
              ࠠۨண௪fЫࡁவᗙஈଣʈЪٙ˙όၾ˼                               ၑପุٙྼყ˙ࣩdܘ̙ঐఱ஗ࠗਗ਼༟ࣘ
              ࡁҁΌʔΝdҢ͍ίኪഹؚሧfҎૐʘܝ                               ᔷ୅Ցऎ̮ஈଣf（本文作者為金融研訓

              ঐ੄һ̋ə༆Ыࡁf™                                       院外聘研究員；譯者為劉維人）





              actually think that Taiwan could own a huge part of   – I would not import expensive energy and turn that
              the US economy,” he said. “It could be your part of   expensive energy into expensive bits. I would leave
              the economy.”                                    the expensive molecules and build a factory or a data

                  He contrasted Taiwan’s hardware manufacturing   center on top of the cheapest molecules in the world,
              to Japan’s construction industry. “Back when I   and import the bits for free.”
              was building power plants, I spent a lot of time in   Energy storage is not a viable way to ensure a
              Tokyo with Mitsubishi and with Toshiba and Toyo   stable power supply. It is necessary to think about

              Engineering, so I know that they know how to build   battery capacity scaling not only in terms of quantity
              heavy equipment really, really well. But you guys   of electricity stored, but also along a separate
              here have totally different approaches of things, and   dimension of time, which could correspond to

              I'm just learning to appreciate it. I hope to learn a lot   yearly planetary cycles, which is a long time to keep
              more about it as time passes.”                   storage infrastructure effectively offline.  Without
                  When it comes to  Taiwan’s own computation   other sources of clean, non-intermittent power, it is

              needs, however, he has different advice. “If I were   more practical to move the data itself offshore for
              Taiwan – and this will be probably very controversial   processing overseas.




                                                                                             2024.10     台灣銀行家     95




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