《華爾街日報》報導，北京看好鄭麗文未來政治發展，並期待她能代表國民黨角逐2028年總統大選，讓台灣未來出現願與中國進行政治對話的政府。意外嗎？其實早在4月上旬鄭習會後，本專欄就已經說過：「鄭麗文已非吳下阿蒙，下一步參選總統。」鄭麗文會參選總統，而且是不管年底國民黨縣市長選舉結果如何，她都會參選總統。

很多人認為，黨主席必須為選舉結果負責，鄭麗文怎麼可能不管選舉結果如何都要參選總統？上述說法，是正常民主政黨的邏輯；問題在於國民黨不是個正常的政黨，鄭麗文也不是個正常的黨主席。對鄭麗文而言，如果國民黨選得不好，那是大環境不好加上候選人本身條件也不夠好，跟她鄭麗文本人沒有關係。更何況，鄭麗文是6萬國民黨員選出來的黨主席，真要負責，也是對這6萬國民黨員負責，有什麼理由要她對空泛的選舉結果負責？

政治學上，政黨是公民社會通往國家機器的最重要媒介，它的功能是匯聚民意，表達民意，邁向執政。之所以說國民黨不是一個正常的政黨，原因在於它從解嚴30多年以來的黨員結構與選民結構始終存在著嚴重落差，隨著過去10年來年輕人不願加入國民黨，情勢甚至還在惡化。更奇怪的是，所有國民黨的民選公職沒人願意去解決這個問題，因為任何解決的方案都會碰到國民黨內的「一中法統」──這是國民黨捧上天的神主牌，誰敢擱置或放棄這個法統，黨內的基本教義派甚至共產黨都一定跟你沒完沒了。

共產黨就是看到了這個隙縫，所以當國民黨主席選舉一起跑，它就以各種方式支持鄭麗文。共產黨支持鄭麗文拿下國民黨主席，是因為它非常不耐於過去20年來國民黨人對它「說一套做一套」，也就是私下講兩岸統一，但公開場合卻頌揚中華民國主權獨立，於是想要自己介入台灣內部的政治議程。《華爾街日報》說：「鄭麗文若當選總統，將讓習近平得到10年軍事施壓都換不來的東西，就是一個願意與北京談判台灣前途的台北政府。」說的就是這件事。

當然國民黨人會說，北京根本不懂台灣的民意跟選舉，如此不顧國民黨選舉的死活，最後只會「吃緊弄破碗」。但如果你國民黨真的這麼會選舉，怎麼會連續輸了3任的民進黨總統；與其聽你國民黨吹噓自己多英明神武，還不如我共產黨自己來。

對共產黨而言，鄭麗文當選國民黨主席的關鍵意義是，終於有一位台灣政壇上重要的政治人物（最大反對黨主席）把「和平統一」、「兩岸政治協商」公開地說了出來。當台灣的重要政客敢公開說出「要統一」、「要兩岸政治協商」後，會帶動原本以主張統一為恥的人更勇於表達自己看法，就算短時間無法質變台灣的民意市場，也可以讓台灣的政治更分裂。君不見在鄭習會後台灣的多份民調都顯示，主張統一的民意均呈現微幅上揚的趨勢，這效果實在非同凡響。

拿下國民黨主席這個職務實在是太「香」了，所以共產黨絕不可能放棄這到嘴的肥肉。未來一年半，鄭麗文可以決定國民黨總統提名人的提名規則，還可以全權決定國民黨的不分區名單，這意味著下一屆立委至少有10席以上的立委是由她一人決定，此將是鄭麗文合縱連橫黨內勢力的絕佳籌碼。10席立委已經可以把立法院搞到天翻地覆了，這也意味著鄭麗文個人的政治影響力甚至將遠達2032年。

盧秀燕肯定沒想到，半年前的一次黨主席選舉怯戰，會對她個人以及國民黨產生那麼深遠的影響。只是這一切難道都無力回天嗎？其實也未必。如果盧秀燕、韓國瑜、蔣萬安等人敢公開地標舉路線，呼群保義，糾集公職與群眾與之對抗，未嘗不可能撥亂反正。但國民黨從來沒有路線辯論的傳統，加上共產黨一定從中威逼利誘見縫插針，實在很難期待這些政客們敢有所作為。

生出鄭麗文這樣的黨主席是國民黨的宿命，只是她同時是台灣最大反對黨黨主席，其言行路線一定會波及台灣社會。此刻只能希望，鄭麗文不會是台灣的宿命。

★《鏡報》徵文／《鏡報》歡迎各界投書，來文請寄至：editor@mirrordaily.news，並請附上真實姓名（使用筆名請另外註明），職稱與聯絡電話。來文48小時內若未收到刊登通知，請另投他處。

回到原文更多鏡報報導鄭任汶專欄：不管是國統綱領或台獨黨綱 中共打台灣不需要找理由梁東屏專欄：馬英九基金會已提告 各種陰謀論應該停止了吧 不只隆乳！41歲女星認了動縮乳頭手術 大方「秀傷口」罩杯真實尺寸全說了

鄭麗文 馬英九 韓國瑜 盧秀燕 蔣萬安 習近平

陳嘉宏專欄：鄭麗文是國民黨的宿命 但希望不是台灣的 - 鏡週刊 Mirror Media


記者蔡維歆／台北報導

胡文英表示，這兩天看到阿順與薔妹的爭執，讓她回想起內心深埋已久的恐懼。（圖／翻攝自臉書）

女星薔薔的妹妹林嘉珍去年初公開與同性伴侶「阿順」（原名小潔）結婚的喜訊，今年3月更迎來兩人的寶寶。不料，薔妹與阿順近日公開互撕，雙方關係徹底決裂。消息曝光後引發各界關注及討論，為此，女星胡文英今（2）日也在臉書發文，分享自己對此事的看法。

胡文英感慨發文。(圖／翻攝自IG）

胡文英表示，這兩天看到阿順與薔妹的爭執，讓她回想起內心深埋已久的恐懼。她指出阿順在懷胎五個月、身心最脆弱的旅遊期間遭遇伴侶背叛，回台後更面臨產後不到十天就被粗暴趕出月子中心的難堪境遇。在懷孕過程中，阿順不僅承受精神霸凌與言語羞辱，甚至生命安全也遭受威脅，且婚前還被欠下一千萬元的債務。看到這種在最無助時刻遭遇情感與金錢雙重打擊的慘況，讓胡文英感到不勝唏噓。

女星薔薔（林嘉凌）家中再傳風波，妹妹薔妹（林嘉珍）與陸籍同性伴侶阿順的婚姻關係急遽惡化。（圖／翻攝自IG@ nikenikelin）

胡文英也提到，男方當下不但極力否認，甚至還反過來指責是她幻想，「但事後證明，女人的第六感果然很靈，他確實外遇了。」她無奈地表示，自己和阿順的共通點，就是金錢上的損失，「我前夫也陸續向我借了一千萬，至今未還」。

更多三立新聞網報導． 就任將滿1年！駐芬蘭代表林昶佐「暴瘦一圈」近照曝光 網全嚇傻了． 突宣布罷工1個月不忍了！「國光女神」曬火辣比基尼照 鬆口關鍵主因． 愛莉莎莎遭控只給1％收益！瑜珈大師再開轟：來台住她家、她卻住飯店． 愛莉莎莎稱給了500萬！瑜伽大師公布帳單反擊：378萬就是全部

薔妹當媽爆婚變 女星痛揭孕期遭施暴欠債 - 鏡週刊 Mirror Media


中國國民黨主席鄭麗文啟程訪美，6月1日行前記者會，鄭麗文揮動雙手激動的說，全世界各國都奉行一中政策，不支持台獨，希望把第一島鏈變成和平繁榮之鍊，這就是台灣主流民意，她並重提「為了兩岸的和平與穩定，民進黨應該下架台獨黨綱。」就在不久前的5月中，國民黨群起猛攻，也把台北市長選舉拉高到統獨層級，要求民進黨台北市長參選人沈伯洋對台獨黨綱表態，蔣萬安還說：「中華民國本來就是主權獨立的國家，應該要問的是民進黨要刪除台獨黨綱嗎？」

這些是與中國共產黨如出一轍的論述，也難怪美國《華爾街日報》用「台灣反對黨領袖帶著直接來自北京的訊息赴美訪問（Taiwan’s Opposition Leader Comes to U.S. With a Message Straight Out of Beijing）」來報導此行。國民黨與共產黨兩者的邏輯相當一致，那就是「台獨黨綱的存在是造成中共武力犯台的主因」，畢竟這對中共來說，只要台灣人民有想要追求獨立自主、民主自由的意志，就是中共所不願意看到，更何況民進黨把「建立台灣共和國」列入黨綱，因此中共就要用武力攻打台灣。

那就回頭來看台獨黨綱，主要文字是這樣寫著：「基於國民主權原理，建立主權獨立自主的台灣共和國及制定新憲法的主張，應交由台灣全體住民以公民投票方式選擇決定。」這是1991年10月民進黨全國黨代會所新增的內容，並把此條文位列黨綱的第一條，宣示意味濃厚。但用「台獨黨綱」去描述這一條文是非常不精確的，為什麼？因為要建立台灣共和國，還要交由住民公投決定，而且是「應」而不是「得」，簡言之，要建立台灣共和國，也不是民進黨自己說了算，還要全體住民投票同意。

再回想，民進黨創黨是在1986年，那為什麼在創黨5年後，才突然想到要把這段文字放進去黨綱？創黨之初，為什麼沒想到？民進黨的創黨過程，許多參與者有相當多的描述，參與創黨相當多文宣設計的邱萬興這樣回憶：當時謝長廷和尤清極力主張使用「民主進步黨」，因為這樣的黨名，可避免「中共結」與「台灣結」的困擾，以及避免不必要的省籍糾紛，他認為「民主進步黨」象徵動態，也象徵黨外人士追求的目標。

就此點來說，顯見對於中國與台灣的關係，在民進黨創黨之初就已經有許多顧慮。創黨有許多複雜動機，包括：追求民主政治、衝破黨禁、參與選舉、推動社會運動等，但一開始，基於現實考量，他們並沒有把台獨列為最主要的政治訴求。事實上，台獨也不是民進黨的創見，台獨運動遠比民進黨的歷史更加深遠，近代台獨運動的起始來自於日本治理台灣，台灣人想要脫離殖民母國日本的統治，來建立自己的國家。

回到1990年代，台灣海峽情勢動盪，絕不下於今日。1986年民進黨創黨，政治社會運動在街頭狂飆，1988年蔣經國辭世李登輝繼任總統，1990年國民黨二月政爭主流與非主流暗潮洶湧。為了安撫黨內統派與避免刺激中共，在李登輝主導下，1991年2月，總統府國家統一委員會通過《國家統一綱領》。在這樣的時空環境下，1991年10月，民進黨全代會新增所謂的《台獨黨綱》，某種程度來說，就是回應當時國民黨政府主政下的兩岸情勢變化。

之後，1995年6月李登輝訪美，赴康乃爾大學發表「民之所欲，長在我心」演講，7月中共展開一連串的艦艇飛機擾台，以及試射東風15短程彈道飛彈，命中台灣的東北角海域。隔年，1996年3月第一次中華民國總統直選，眼見台灣人民走在「實質台獨」的道路上，3月初，中共即進行第二波的飛彈發射及軍事演習，飛彈落點就在基隆及高雄外海。。

2000年台灣第一次政黨輪替至今，兩岸情勢已有複雜變化，兩國論、九二共識、一中各表、一中一台、一邊一國等論述與主張分別出爐，為了鋪陳執政道路，民進黨在1999年全代會通過《臺灣前途決議文》，2007年民進黨再通過《正常國家決議文》，試圖讓後法壓過前法，希望可以化解社會對台獨黨綱的恐懼與質疑；期間，國統綱領也在2006年2月陳水扁執政時宣告終止運作與適用。

回顧這段歷經近30年的兩岸關係發展，中共飛彈最接近台灣的那一年，就是1996年的台海危機。當時執政的國民黨政府有寫著「大陸與臺灣均是中國的領土，促成國家的統一，應是中國人共同的責任」的國統綱領，有台獨黨綱的民進黨還是一個執政無望的在野黨，然後呢？中共照打不誤。中共隔海發射飛彈，跟什麼綱領、黨綱都無關，目的就是在反制李登輝打破慣例以總統身分訪美，以及，台灣所建立的民主自由政治體制逐漸成熟，人民可以自己投票選舉總統，這些都不見容於中共的獨裁政權。

時間環境迥異，朝野主客易位，兩岸與國際情勢當然有所不同。但不變的是，惡漢中共一直想要併吞台灣，喊打喊殺，不管受壓迫者說什麼，只要不聽話，不照惡漢的意思走，那就是打。美國是全世界最支持台灣的盟邦，鄭麗文在出訪前再度跟著中共喊著「全世界都支持一中、反對台獨」、「要求刪除台獨黨綱」，她的主要用意不在對美國或國際社會喊話，而是隔空與中共唱和，幫共產黨的軍隊鋪路。然而，從1996年至今都一樣，只要台灣人民可以投票選總統，就代表中華民國是一個主權獨立的國家，才不管什麼兩岸路線或者哪一個政黨有怎樣的黨綱或綱領？中共想打台灣就會打，根本不需要找任何理由。

★《鏡報》徵文／《鏡報》歡迎各界投書，來文請寄至：editor@mirrordaily.news，並請附上真實姓名（使用筆名請另外註明），職稱與聯絡電話。來文48小時內若未收到刊登通知，請另投他處。

回到原文更多鏡報報導陳嘉宏專欄：鄭麗文是國民黨的宿命 但希望不是台灣的鄭麗文今率團訪美！重申一中、反台獨：國民黨不會讓美國捲入可避免的戰爭

明晚率團訪美 鄭麗文：要讓美國了解國民黨才是真正的朋友

台灣 日本 美國 臺灣 中華民國

李登輝 陳水扁 鄭麗文 蔣萬安 謝長廷

鄭任汶專欄：不管是國統綱領或台獨黨綱 中共打台灣不需要找理由 - 鏡週刊 Mirror Media


社會中心／林昀萱報導

Ｔ-34教練機墜毀2飛官殉職。（圖／翻攝IDF經國號 臉書）空軍2日上午發生嚴重飛安意外，機號3414的T-34教練機於上午8時8分墜毀，機上中校飛官盧季佑、過俊男不幸殉職。空軍司令部指出，由於這架教練機屬於較早期機型，並無黑盒子，將交叉比對資料全力釐清事故原因。

空軍岡山基地一架機號3414的T-34初級教練機，2日上午8時8分進行「模擬發動機失效」航線訓練任務時，不幸墜落跑道北端，造成2名中校雙雙殉職。事發當時坐在後座的過俊男中校現年46歲，為空軍官校93年班畢業，T-34型機飛行時數高達2172小時；坐在前座的盧季佑中校現年41歲，空軍官校97年班畢業，T-34型機飛行時數也達到2114小時。兩名優秀飛官皆已成家，如今在執行訓練任務中不幸雙雙殉職，令同袍與家屬悲痛萬分。

這架失事的T-34 C型機，週檢出站時間為今年4月9日，週檢出廠迄今已飛行9855 小時，無發生重大故障。空軍司令部事發後緊急召開記者會說明，表示教練機失事前，機上飛官並未用無線電求救或反映機體異常故障，顯示事發相當突然。由於這架T-34C教練機是較早機型，並未配備「黑盒子」相關系統，也就是飛航資料紀錄器與座艙語音紀錄器。目前事故現場已拉起封鎖線，調查小組已進駐基地，將由飛航管制紀錄、雷達資料、殘骸鑑識及維修保養紀錄交叉比對，進一步釐清事發前後狀況及事故原因。

更多三立新聞網報導． 一語成讖惹淚！殉職飛官5年前發文「開T-34在玩命」 空軍回應了． 馬辦金流掀風暴！馬辦查帳最新進度曝 3筆帳顯示蕭王稱台商捐款攏是假． 0050換股倒數！「這4檔黑馬」入列呼聲高 中鋼、台塑恐被剔除． 「台積電面臨最大危機」他發文直諫魏哲家 揭員工最不滿一件事

T-34墜毀沒有「黑盒子」 關鍵原因曝光 - 鏡週刊 Mirror Media


從一支令旗到公司守護神！《三清》導演陳毅首揭毅然媽祖故事　背後藏洋蔥

對許多信眾而言，媽祖是守護地方與眾生的重要神明；但對《三清：有祢我不怕！》導演陳毅及毅然文創團隊來說，公司供奉的「毅然媽祖」，有著獨特的意義。

近日，陳毅首度在社群平台分享毅然媽祖背後的故事，引起不少網友關注。從一支來自湄洲的媽祖令旗，到如今成為公司守護神，這段長達三年的緣分，也見證了《三清》這部電影從無到有的誕生過程。

陳毅導演分享與毅然媽祖之間的故事。圖：陳毅提供。陳毅回憶，三年前，一支媽祖令旗輾轉來到家中。起初，他只是按時上香參拜，鮮少特別請示或帶令旗外出。然而就在電影《三清》籌備與募資期間，媽祖卻開始頻繁陪伴團隊參與各項活動，陪著劇組走訪全台宮廟、進行田野調查與拍攝工作。

陳毅表示，拍攝紀錄片的過程充滿挑戰，許多時候甚至不知道下一步該怎麼走。但一路上總感覺有股力量陪伴著自己，也讓追夢的路不再孤單。

在《三清》拍攝期間，媽祖令旗幾乎陪著劇組南征北討，走遍各地宮廟。即使在神尊雕刻完成、正式開光安座前一週，仍持續陪同團隊外出訪宮。多年累積下來，令旗上留下許多香火與歲月痕跡，也成為團隊珍貴的回憶。

毅然媽祖。圖：陳毅提供。直到2026年1月，毅然文創終於有能力為媽祖雕塑神尊。一切過程皆依照請示結果進行，包括神尊要以軟身雕塑、雕刻師人選以及開光安座儀式。開光地點更特別選在《三清》拍攝地之一的彰化員林圳安宮，希望以最具意義的方式完成這項心願。

陳毅透露，神尊安座後，經請示同意，團隊正式為祂取名為「毅然媽祖」，並成立Facebook與Instagram粉絲專頁，希望記錄一路走來的點點滴滴。

談到這段緣分時，陳毅在文章中寫下：「祂守護我們完成夢想，我們能為祂做的卻是如此的少。」短短一句話，也讓許多網友直呼「有洋蔥」。

如今，《三清》已完成院線上映，並獲選新加坡天視國際電影節閉幕片，而毅然媽祖依舊持續陪伴著團隊出席各項活動，廣結善緣。對毅然文創而言，祂不僅是一尊神明，更是一路陪伴公司成長、見證夢想實現的重要存在。

從一支令旗，到公司守護神；從一名懷抱夢想的青年導演，到完成首部電影作品的創作者。這段人與信仰相互陪伴的故事，至今仍持續書寫著新的篇章。

〈從一支令旗到公司守護神！《三清》導演陳毅首揭毅然媽祖故事 背後藏洋蔥〉這篇文章最早發佈於《世界觀新聞網》。


DXC 正式將其工程部門提升為諮詢與工程服務 (CES) 組織內的一項獨立服務，此服務融合深入的特定領域解決方案、強大的策略技術合作夥伴生態系統，以及人工智能驅動的解決方案

諮詢與工程服務團隊在全球 29 個國家擁有超過 11,000 名工程師，直屬於 DXC 規模達 40,000 人的諮詢與工程服務組織在這個高速增長的工程市場，DXC 將領域底蘊、專屬平台與精心籌劃的合作夥伴生態融為一體，締造出結構上別具一格的價值宣言軟件推動全球逾 5,000 萬輛汽車的動力，贏得全球前 20 大銀行中 17 間的信賴，並守護關鍵任務基礎設施——凡此種種，皆印證其工程實力早已遍及全球

維珍尼亞州阿什本2026年6月3日 /美通社/ — DXC Technology (NYSE: DXC) 為頂尖的企業科技與創新合作夥伴，今天宣佈成立 DXC Engineering，作為一項獨立服務及其諮詢與工程服務 (CES) 業務的基石。 DXC Engineering 建基於 Luxoft（DXC 在 2019 年收購）長達 20 年的數碼工程底蘊，旗下擁有超過 11,000 名極為專業的工程師，為金融服務、汽車、製造、電訊、能源及其他行業交付關鍵任務解決方案。

此新實體結合三種獨特能力：深厚的領域專業知識、行業特定 / 人工智能 (AI) 合作夥伴生態系統，以及由物理人工智能驅動的智能產品設計。 DXC Engineering 從不把行業知識與技術執行分開，讓客戶只需一個夥伴，便可將關鍵挑戰迎刃而解。 DXC 為客戶建立的解決方案包括：可駕馭真實市場波動的交易風險引擎、符合功能安全標準的自動駕駛技術堆棧，以及可擴展規模的實時電訊網絡平台。 DXC Engineering 在此基石之上，憑藉聚焦投資，發揮人工智能所激發的潛能。

「藉著 DXC Engineering，我們正審慎下注，並加倍彰顯 DXC 獨一無二的工程精髓。 我們正處於軟件定義時代的早期階段，現在客戶正是時候把研發成果轉化為軟件定義的智能系統，助其在市場上穩操勝券。 DXC Engineering 是向市場及客戶傳遞訊號：我們正提升自身知識產權 (IP)（包括人力及數碼方面）的重要性。 客戶期望 DXC 大規模設計、建構和營運智能系統，尤其是在不容有失的環境中，而 DXC Engineering 將在市場最需要之際，加速提升這項能力。」

— Ramnath Venkataraman，DXC Technology 諮詢與工程服務總裁

DXC ENGINEERING 貢獻給市場的能力特定領域解決方案：DXC Engineering 在工程領域的兩端並行馳騁：一方面整合客戶所依賴的行業特定軟件方案，另一方面建構讓客戶脫穎而出的專屬系統，包括交易引擎、風險平台、數碼銀行基礎設施。 在金融服務業，DXC Engineering 為全球頂尖機構提供交易、風險、資金管理、支付、數碼銀行及監管平台等方面的支援。 在汽車行業，這種雙重模式為 DXC 的專屬軟件架構 AMBER 提供動力，能夠縮短汽車軟件開發週期高達 50%，並降低資訊娛樂成本高達 30%。 在其他行業中，DXC Engineering 提供電訊網絡現代化、人工智能驅動的營運平台、智能製造，以及支援關鍵流程與基礎設施的工業工程解決方案。 憑藉深厚整合經驗與定製工程能力的完美結合，DXC 能高效精準而充滿信心地推動大規模的複雜業務轉型。

穩健的合作夥伴生態系統DXC Engineering 精心構建出合作夥伴生態系統，全面覆蓋客戶所需，從實現硬件與軟件融合的晶片及人工智能運算領導先驅，到確立金融市場、交易業務及核心銀行系統運作的行業平台專家（包括 Murex、Temenos 等），再到越漸將前沿技術引入生產環境的特定領域技術初創公司。 貫穿每個層面，DXC Engineering 均注入其獨有的定製工程與企業級整合，其成效遠非任何單一能力的合作夥伴所能企及。

物理人工智能及人工智能驅動的智能系統DXC Engineering 將人工智能應用於企業及物理環境，從而提升自動化、穩健能力、生產力及營運智能。 當中包括銀行及營運平台、智能電訊與基礎設施系統，以及跨行業的先進營運分析。

在 DXC Engineering 智能產品能力的核心——物理環境中，物理人工智能是指一門工程學科，專門在真實環境中融合軟件、硬件與人工智能，以建構智能系統

從讓自動駕駛汽車達到上路標準，到以前所未有的速度提高生產線的生產力，DXC 與 NVIDIA 等晶片及人工智能運算領域的領導先驅攜手，整合嵌入式運算力解決方案，以重新定義一切可能，為客戶實現物理人工智能。

如今蔚然成勢

金融服務：已為全球頂尖 20 大銀行的其中 17 家提供服務；客戶遍佈 70 個國家，涵蓋 350 多間銀行及資本市場客戶；擁有全球規模最大的 Murex 實施業務汽車：軟件搭載於超過 5,000 萬輛汽車之中；並透過 AMBER 平台，與領先的歐洲及全球代工生產商 (OEM) 和一級供應商共同推行多個活躍項目其他重點行業涵蓋 150 多個客戶，並已完成超過 3,000 個項目

DXC Engineering 的業務遍及超過 29 個國家及 51 個交付地點，並在北美、歐洲大陸，以及亞太區日本、中東和非洲地區 (APJMEA) 設有專門服務客戶的團隊，這些團隊均屬於 DXC 全球諮詢與工程服務組織的一部分。 如欲了解更多資訊，請瀏覽 dxc.com/engineering。

媒體聯絡人：Ashley Houk-Temple，媒體關係部，[email protected]

DXC 推出極致強勁的增長引擎：DXC Engineering


Military trainer aircraft crashes, killing two pilots

‘TRAGEDY’: The air force has grounded all T-34C trainer aircraft as it investigates the cause of the crash that killed the pilots carrying out a simulated engine-failure exercise

The air force yesterday said that pilots reported no anomalies or malfunctions before a T-34C trainer aircraft crashed at an air base in Kaohsiung while carrying out a simulated engine-failure exercise earlier in the day.

Following the crash yesterday morning, killing two pilots, the air force grounded all of its T-34C trainers pending thorough safety checks, air force chief inspector Major General Chiang Yi-cheng (江義誠) told a news conference.

The two-seat aircraft, tail No. 3414, carrying Lieutenant Colonel Lu Chi-yu (盧季佑) and Lieutenant Colonel Kuo Chun-nan (過俊男), took off from Runway 36L at Gangshan Air Base (岡山基地) in Kaohsiung at 7:47am, Chiang said.

The flight was to conduct a routine flight evaluation of Lu, a chief instructor who had logged 2,114 flying hours in T-34Cs, who flew in the front seat.

Kuo, who had logged 2,172 flying hours in T-34Cs, served as the examiner and was seated in the rear, Chiang said.

The aircraft crashed near the northern end of the runway at 8:08am, Chiang said.

An emergency rescue team found the bodies of the two pilots inside the aircraft after extinguishing the fire at about 8:53am.

The air force has formed a task force to investigate the cause of the crash, Chiang said.

It has grounded all T-34C aircraft, and pilots are using simulators for training in the meantime, he added.

The aircraft passed a round of safety checks on April 9, and no major malfunctions had been reported since then, he said.

Neither pilot reported any anomalies or malfunctions during the flight test, he said, adding that weather conditions, including visibility, were suitable for flying.

The air force purchased about 50 T-34Cs in 1985 as basic trainer aircraft. About 30 remain in service.

The air force has said it plans to replace the trainer aircraft with either domestically built or imported basic trainers, and estimated that the T-34Cs would enter decommissioning in 2033.

Earlier yesterday, President William Lai (賴清德) expressed condolences to the families of the two officers killed in the crash.

“I am deeply saddened by this sudden tragedy. On behalf of the country, I would like to thank the two pilots for their sacrifices and contributions, and extend my deepest condolences to their families,” Lai told reporters in Taipei.

Lai said he had instructed the Ministry of National Defense to establish a task force to determine the cause of the accident as soon as possible and prevent similar incidents from recurring.

The ministry is directed to assist the bereaved families with funeral arrangements to ensure the pilots receive a proper farewell, Lai said.


The Legislative Yuan yesterday passed amendments to the law governing recycling, its most significant overhaul in more than two decades, expanding regulatory oversight to cover the entire life cycle of products.

The passage of the third reading of the Resource Circulation Promotion Act (資源循環推動法) symbolizes Taiwan’s resolve to adopt a circular economy and heralds Taiwan’s official transition from “waste management” to recycling, the Ministry of Environment said.

Renamed from the Resource Recycling Act (資源回收再利用法), the amendment would expand the law’s scope to oversee products from design to production, use and recycling, providing the opportunity to consider new laws under a regulatory “sandbox.”

A person throws away recycling at a convenience store in Changhua County on April 9. Photo: Chang Tsung-chiu, Taipei Times

The amendment has changed mentions of recycling to “circularity,” and the government is to meet with competent authorities overseeing state businesses to discuss implementation of a national circularity plan, which would be announced after Executive Yuan approval.

The meeting should be held every five years, according to the amendments.

The amendments were the most significant since the act’s promulgation in 2002, the ministry said.

They have introduced environmental sustainability measures, allowing the government to designate certain products and constructions to use materials that are easy to dismantle, from a single source or to require that constructions use materials with a certain percentage of recycled content.

Businesses would be asked to adopt measures that would reduce their dependence on natural resources, the amendments say.

The ministry said new signage would be adopted for materials to be recirculated, and products should carry information that allows consumers to know the percentage, durability, repairability and how to circulate them, allowing consumers to choose circulated goods.

The amendments say that, to implement a circular economy, public offices should prioritize purchasing circulated goods, and businesses investing in circularity, circular sustainability, talent development or purchasing equipment aligned with these concepts should be eligible for tax deductions.

Businesses involved in implementing the concept should be given priority for financing or credit guarantees, the amendments say.

Businesses that seek to prevent, evade or deny inspections, refuse to provide information when asked for, or who have violated regulations regarding removal or storage of products, or regulations on how the facilities should be used, or have contravened licensing laws, could be fined between NT$12,000 and NT$150,000, the amendments say.

Failing to fix the issue or comply within the grace period, would result in fines. In severe cases, the violator could face suspension from one month to one year.Except for Article 14 and Paragraph 1, Article 38, which are to be executed two years after the date of announcement, the remainder of the law is to enter into effect immediately.

Recycling amendment to focus on ‘circularity’


Taiwan eyes eliminating hepatitis B, early detection

HEALTH TECHNOLOGY: Newly developed AI-powered software provides real-time, automatic detection and differentiation of liver tumors during ultrasound exams

Minister of Health and Welfare Shih Chung-liang (石崇良) yesterday said the ministry is expanding efforts to eliminate hepatitis B and enhance early detection of liver cancer.

Taiwan achieved the WHO’s hepatitis C elimination goals in December last year, ahead of the global health body’s timeline. The WHO is aiming to eliminate viral hepatitis as a public health threat by 2030. It aims for a 90 percent diagnosis rate and an 80 percent treatment rate of hepatitis C.

Taiwan also submitted its report on eliminating hepatitis C to the WHO Western Pacific office for validation earlier this year.

Liver Disease Prevention and Treatment Research Foundation chairman Hsu Ching-chuan, second left, and Minister of Health and Welfare Shih Chung-liang, second right, pose for a photograph with others at a news conference in Taipei yesterday. Photo: CNA

At a news conference held by the Good Liver Foundation in Taipei yesterday morning, Shih said that Taiwan has established a prevention and control model that could be shared with the international community.

Following the achievement, Taiwan must follow up by expanding efforts in eliminating hepatitis B, enhancing early liver cancer detection, and preventing non-viral hepatitis, obesity and fatty liver disease, he said.

Liver cancer is the second-leading cause of cancer deaths in Taiwan, with more than 7,000 deaths reported annually, Shih said, adding that about 40 percent of those cases were diagnosed at advanced stages, which require high treatment costs, but usually have poor prognosis.

The Health Promotion Administration is drafting a new national cancer control program and would launch an early detection initiative for non-viral liver cancer, he said, adding that the agency is working on a liver cancer risk assessment model tailored to Taiwanese.

Meanwhile, most early-stage liver diseases have no noticeable symptoms, so an ultrasound is the easiest non-invasive way to detect early-stage liver cirrhosis and cancer, but its accuracy is highly dependent on the experience of the technician operating the scan, the foundation said.

It said it cooperated with National Taiwan University Hospital and video solution provider Yuan High-Tech to develop artificial intelligence (AI)-powered software named “iGood Liver AI” (肝瘤偵), which provides real-time, automatic detection and differentiation of liver tumors during standard ultrasound exams.

The software uses deep learning, is capable of outlining areas suspected of having tumors, and automatically differentiates between benign and malignant growths, foundation chief executive officer Nien Hsiao-ching (粘曉菁) said.

Liver cancer is one of the most prevalent cancers in Asia, Liver Disease Prevention and Treatment Research Foundation chairman Hsu Ching-chuan (許金川) said.

Ultrasounds are more widely accessible and cost-effective than CT and MRI scans, which makes them essential for liver disease screening, Hsu said.

The software would not replace physicians, but serve as a “second pair of eyes” that assist in identifying suspicious lesions that might be overlooked, increasing the chances of early detection, he said.

The Good Liver Foundation announced that it has raised funding to purchase 50 sets of iGood Liver AI, which it would donate to healthcare facilities in remote areas.


Taiwan Cycling Route No. 2 to be connected this year

Taiwan Cycling Route No. 2 (環島2號線), a 1,020km cycling network around Taiwan proper designed to link scenic and cultural attractions, should be connected by the end of this year, Minister of Transportation and Communications Chen Shih-kai (陳世凱) said yesterday.

Chen told reporters about the new cycling route after witnessing the signing of a memorandum of understanding (MOU) between the Japan Cycling Congress (JCC) and Taiwan’s Cycling Life Style Foundation.

Under the agreement, the two organizations pledged to work together to advance cycling and cycling safety education in Taiwan and Japan.

Graduating students from Dahua Primary School in Taoyuan cycle around Taiwan in an undated photograph. Photo courtesy of Dahua Primary School

About 40 percent of Taiwan Cycling Route No. 2 would have dedicated bike lanes, providing a safe environment for cyclists and allowing travelers to appreciate the scenery at slower speeds, Chen said.

Meanwhile, the Tourism Administration has set up 16 bike routes in national scenic areas, he said.

“We hope these facilities would boost cycling across the country and attract cyclists from Japan,” he said, adding that the Tourism Administration is to promote a series of cycling events during the second half of this year.

The MOU is aimed at promoting cycling safety education, Chen said.

To facilitate such efforts, the ministry is to subsidize local governments in promoting cycling safety education and help them secure funding, Chen said.

The ministry would work with the foundation and other organizations to train lecturers, he said, adding that the JCC would provide course materials and share its experiences.

Cycling safety education would be available in about 2,600 elementary schools across the country, Chen said.

“Children’s education cannot wait, and neither can traffic safety education,” Chen said. “We will work with local governments, elementary schools, civic groups and JCC to train lecturers and secure resources to instill bicycle safety education from an early age and foster safer cycling habits among children.”


淡水 南屯 大園 大雅 梧棲

A NT$21 oolong milk tea purchase at a FamilyMart in Daya District (大雅), Taichung, was the lowest amount spent to win the NT$10 million (US$317,656) special prize in Taiwan’s March-April uniform invoice lottery, the Ministry of Finance (MOF) said yesterday.

A total of 20 receipts matched the winning number 19531471 for the NT$10 million special prize, the ministry said.

Among them, seven winning receipts involved spending less than NT$100.

Uniform invoices are pictured in Taipei in an undated photograph. Photo: Cheng Chi-fang, Taipei Times

Other low-value winning receipts included a NT$39 purchase at a FamilyMart in Taichung’s Nantun District (南屯), a NT$40 drink at a Hi-Life in Taichung’s Wuci District (梧棲) and a NT$45 beverage at a 7-Eleven in Taoyuan’s Dayuan District (大園).

A NT$65 beef and egg burger sold at a MOS Burger in Tamsui District (淡水), New Taipei City, also won the NT$10 million prize.

The ministry said that winners can claim their prizes from Saturday to Sept. 7.

A total of 119 receipts won the special, grand, first-prize and cloud-exclusive lottery categories this round, with total prize payouts reaching NT$270 million, the ministry said.

The uniform invoice lottery is held every two months and designed to encourage consumers to request receipts and help prevent tax evasion.

NT$21 milk tea wins NT$10 million in Taiwan invoice lottery


From Kinmen to Prague

Members of the traditional drum and wind instrument band from Kinmen County’s Jhong Jheng Elementary School stage a flash mob performance at Taiwan Taoyuan International Airport yesterday before flying to the Czech Republic. The band was invited by the Taipei Economic and Cultural Office in Prague to perform at the city’s Embassy Festival on Saturday.


New AI phase starting: Pegatron

‘SIMBA’ UPGRADED: The rapid development of agentic and physical AI models could lead to the deployment of more than 1 billion AI agents, an executive said

The artificial intelligence (AI) industry is entering a new phase centered on agentic and physical models, shifting from generative AI and creating new opportunities across Taiwan’s technology supply chain, Pegatron Corp (和碩) chairman Tung Tzu-hsien (童子賢) said yesterday.

Agentic AI is capable of carrying out more complex tasks, while physical AI encompasses applications such as autonomous vehicles, robots and smart medical devices, representing the next stage of the technology’s integration into the real world, Tung said on the sidelines of the Computex expo in Taipei.

Rapid development of agentic and physical AI could lead to the deployment of more than 1 billion AI agents worldwide, he said.

Pegatron Corp chairman Tung Tzu-hsien, front, third right, cochief executive officer Gary Cheng, front, second right, and others gesture at the company’s booth at the Computex trade show in Taipei yesterday. Photo: Meryl Kao, Taipei Times

This trend would drive demand for sensors, motors, printed circuit boards, IC substrates, advanced packaging, optical fibers and other components, creating significant opportunities for Taiwanese suppliers, he said.

At Computex, Pegatron is showcasing a new version of its robotic dog “Simba,” with significant improvements in weight and system integration.

It is suitable for use in patrol, security and other mission-critical environments, Tung said.

The company has about 1,000 employees dedicated to AI-related tasks, more than tripling in size over the past three years, Pegatron cochief executive officer Gary Cheng (鄭光志) said.

While the company was slower than some of its local peers in entering the AI server business, it aims to make a major push into the business this year, as inference applications, agentic AI and physical AI begin to gain real-world traction, Cheng said, adding that revenue contribution would become more visible next quarter.

Pegatron, which plays multiple roles within Nvidia Corp’s ecosystem, said that DRAM was the most constrained component in the AI server supply chain, while central processing unit (CPU) availability has improved following capacity expansions by Advanced Micro Devices Inc and Intel Corp.

About 80 to 90 percent of Pegatron’s AI server customers are medium-sized cloud data center operators, Cheng said.

Demand for general-purpose servers is steady, as traditional CPU-based servers are still well-suited for AI inference workloads, he said.

However, the shift from x86 to Arm Holding PLC architecture requires significant software modifications, giving large cloud service providers an advantage over smaller customers, he added.


By Lisa Wang

Staff reporter

Intel Corp regards Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) as a longstanding partner, as the US chipmaker would continue outsourcing production of advanced chips to TSMC, Intel chief executive officer Lip-Bu Tan (陳立武) said yesterday.

Intel chief executive officer Lip-Bu Tan speaks at Computex in Taipei yesterday. Photo: Cheng Yu-chen, AFP

“I don’t look at people as competitors. I look at the collaboration... Nvidia is also, you know, a good friend,” Tan told a news conference following his keynote speech at the Computex trade show in Taipei.

“It’s a very trusted partnership for us... We are a big, top customer for them, and we’re going to continue doing that,” he said, referring to TSMC, the world’s largest foundry service provider.

Chen said he has formed trusted friendships with TSMC founder Morris Chang (張忠謀) and chairman C.C. Wei (魏哲家).

Intel is one of TSMC’s key customers utilizing 3-nanometer process nodes, along with Nvidia Corp, Apple Inc and Advanced Micro Devices Inc, he said.

Intel has long made chips inside its factories and also outsourced production to multiple foundry partners.

The company has made significant progress in enhancing its foundry business and makes most of its own data center chips to differentiate itself from others and create partnerships more easily, it said.

The company’s advanced 18A process node has entered full production, Tan said.

It has also made “tremendous progress” in next-generation 14A technology, so the company “can really scale volume,” he said.

Meanwhile, Intel reported robust demand for its central processing units (CPUs), thanks to fast growth in agentic artificial intelligence (AI), Tan said.

“In the last four weeks, I have had all CEOs calling me, [saying]: ‘I need more CPU,’” he said.

Commenting on Nvidia’s return to the PC chip market, Intel said it welcomes the competition.

Nvidia on Monday announced its new RTX Spark superchip for Windows PCs.

The chip, codenamed N1X, includes a CPU developed in collaboration with MediaTek Inc (聯發科), Nvidia said.

“If you take a look at what they brought to market [on Monday], I think it’s a good thing,” Alex Katouzian, Intel’s executive vice president and general manager for client computing and physical AI group, told the news conference. “It shows the importance of how critical the PC is.”

“We welcome the competition, but I think we’re going to do really well,” Katouzian said, citing Intel’s scale and the trust of its customer base.

“They want us to grow with them, there’s new opportunities on the AI side,” he said, calling the company’s roadmap “super strong.”

Additional reporting by AFP

Intel CEO says TSMC a ‘partner’ in chip production


HSBC Taiwan Conference focuses on Agentic AI to connect new momentum in Taiwan’s capital market

HSBC Bank (Taiwan) Ltd and HSBC Securities (Taiwan) Corp Ltd cohosted the HSBC Taiwan Conference 2026 in Taipei on Monday and Tuesday.

The event brought together more than 30 Taiwan-listed companies for investors’ meetings, and has attracted about 550 institutional investors and corporate clients from around the world, including from Taiwan, for in-depth discussions on the latest developments and direction of Taiwan’s capital market.

The conference featured experts and industry leaders discussing the innovation in agentic artificial intelligence (AI) technology and how it could unlock potential for Taiwan’s industrial and financial development.

Representatives of HSBC Bank (Taiwan) Ltd and HSBC Securities (Taiwan) Corp Ltd cohost the “HSxBC Taiwan Conference 2026,” providing an important platform for corporate clients and institutional investors to connect and engage in dialogue. Photo courtesy of HSBC Bank (Taiwan) Ltd

This year’s conference, titled “Dawn of Agentic AI,” welcomed HSBC group and regional leaders, including HSBC group customer and culture director Ian Stuart and HSBC cochief executive officer for Asia and the Middle East Surendra Rosha, who met with customers and offered their congratulations on the success of the event.

Rosha said in his remarks: “HSBC has been committed to investing in Taiwan for more than 40 years. From supporting Taiwan’s exporters in the early days with our expertise in trade finance, to leveraging our extensive global network and deep Asia expertise, we help clients capture opportunities arising from the growth in regional trade and cross-border investment through Taiwan’s transformation into a global technology hub, and stay ahead in a fast-changing environment. In addition, HSBC has continued to expand in Taiwan into a full-fledged international financial institution, and remains the only international bank in Taiwan with a truly global footprint, serving the full spectrum of needs across individual, corporate and institutional clients.”

HSBC Bank (Taiwan) CEO and head of banking Adam Chen said: “As the financial landscape evolves rapidly, Taiwan’s leadership in semiconductors and AI continues to demonstrate strong dynamism and resilience. This has also fueled an increasingly active capital market in recent years, creating unprecedented growth opportunities and attracting significant interest from both domestic and international investors.

The 2026 HSBC Taiwan Conference provides an important platform for industry experts, corporate clients and investors to connect and engage in dialogue, helping all parties gain deeper insights into the latest developments and future direction of Taiwan’s capital market.”

OPPORTUNITIES

Chen emphasized that a sound and vibrant capital market can create more opportunities for direct investment for Taiwanese companies.

HSBC will continue to support the development of Taiwan’s capital market and provide investors and corporate clients with forward-looking market insights and comprehensive financial solutions, he said.

Echoing the “Dawn of Agentic AI” theme, the conference opened with a specially designed surprise segment, inviting a humanoid robot and a robot dog to interact with guests on site. The robot not only performed a popular dance on stage — showcasing agile, smooth movements and good balance — but also cohosted the opening session with Chen. Their witty, humorous exchange highlighted the progress and innovation of AI technology, infusing the event with a strong sense of tech, and sparking the audience’s boundless imagination for an intelligent future.

This year’s conference featured a wide range of industry leaders, including global technology companies discussing how generative AI is expanding from industrial applications into personal workspaces, and how AI agents could fundamentally redefine the way humans interact with systems.

SPACE

A technology expert explored breakthroughs in the space industry through key innovations from renowned aerospace designers and manufacturers.

An HSBC expert shared perspectives on how digital assets and currencies — such as tokenized deposit — might transform the future of finance and the role banks play.

This year’s HSBC Taiwan Conference had eight keynote sessions, and nearly 100 meetings and networking engagements, facilitating two-way dialogue between Taiwan-listed companies and international investors. The conference helped investors gain deeper insights into the strong global competitiveness of Taiwanese companies, and their views on industry trends and business outlooks for the year.

Looking ahead, with Taiwan’s capital market moving toward a more transparent and efficient environment, the market is expected to continue its growth by attracting more domestic and international capital.

HSBC Bank (Taiwan) and HSBC Securities (Taiwan) will continue to play a key role in driving momentum and supporting Taiwanese companies to expand steadily onto the global stage.


MediaTek pledges hiring spree to support its AI push

Chip designer MediaTek Inc (聯發科) is to hike hiring to support a push into new artificial intelligence (AI) activities.

The company, which is helping to power Nvidia Corp’s new chip for PCs, dubbed the Spark, is confident in its prospects for growth, MediaTek senior vice president Vince Hu told Bloomberg Television.

MediaTek also has good order visibility for its new data center business over the next few years, Hu said.

MediaTek Inc signage is pictured on one of its buildings in Taipei’s Neihu District on Nov. 4 last year. Photo: CNA

“I feel very good about the fundamentals of the business we are pursuing and I think we are pretty set at least through the 2030 horizon,” Hu said on the sidelines of the Computex trade show in Taipei on Monday.

Around the world, workers are worried that their jobs could be at risk from AI.

Hu’s vow to grow MediaTek’s engineering staff reinforced comments from Nvidia chief executive officer Jensen Huang (黃仁勳) at the same gathering yesterday that AI would boost rather than hinder human resources at tech firms.

The Taiwanese company has said it expects AI chip revenue of about US$2 billion this year.

It is looking to secure as much as 15 percent of an US$80 billion data center opportunity next year.

MediaTek is already building AI chips for one cloud service provider and while Hu declined to name that customer, he said the company has secured business for a second design.

Analysts have identified Alphabet Inc’s Google as MediaTek’s AI chip customer.

The company has “a healthy pipeline” of additional opportunities with other hyperscalers beyond the first one, Hu said.

AI is bringing changes that will cause MediaTek to see a “dramatically different makeup” of its business in the future, he added.


Lite-On positive about its outlook

‘MATTER OF TIME’: The company is optimistic about opportunities driven by AI PCs, with president Anson Chiu saying they would become ‘everyone’s assistant’

Lite-On Technology Corp (光寶科技) is positive about its outlook for the second half of this year, given robust demand and capital expenditure, company president Anson Chiu (邱森彬) said yesterday.

The company is focused on improving profitability this year on artificial intelligence (AI)-fueled demand, aiming to lift earnings per share above last year’s NT$6.64, Chiu said on the sidelines of the Computex trade show in Taipei.

Shipments of AI-related products — including power shelves, power racks and integrated rack solutions for AI servers — are expected to accelerate in the second half of the year and account for 30 percent of the company’s total revenue this year, he said.

Lite-On Technology Corp president Anson Chiu, center, and others pose for a photograph at the company’s booth at the Computex trade show at the Taipei Nangang Exhibition Center yesterday. Photo courtesy of Lite-On Technology Corp

Among them, 110 kilowatt power shelves with a higher average selling price are expected to contribute half of total power shelf revenue this year and become one of the company’s main products, he said.

The company plans to begin shipments of power rack products by the end of this year, with a more meaningful production ramp-up for next year, he added.

Lite-On expects to begin shipping its 800 volt direct-current products, capable of delivering more than 1.5 megawatts per rack, in the second half, with significant revenue contribution projected for next year, Chiu said.

As for liquid-cooling products for AI servers, it began small-volume shipments last month and aims for marked growth next year, he said.

Lite-On is working with two major cloud service providers to develop integrated racks and expects that business to grow the second-fastest after power products, he said.

While a shortage of memory chips remains a challenge for AI server customers, the problem is expected to ease next quarter, allowing the company’s shipments of AI-related products to ramp up further in the second half, Chiu said.

Beyond AI data centers, Lite-On is also optimistic about new business opportunities driven by AI PCs, he said.

AI PCs represent more than a hardware upgrade and could redefine the value of PCs, Chiu said.

“PCs will eventually become everyone’s AI assistant,” he said. “It is only a matter of time.”


SK Hynix plans to double capacity to ease memory crunch

SK Hynix Inc plans to double its memory chip capacity over the coming half-decade, a major expansion that should help ease a global shortage of an essential component of artificial intelligence (AI).

The company is responding to an endemic deficit of storage chips that could last till 2030, SK Group chairman Chey Tae-won told reporters in Taipei, upholding a previous estimate.

SK Hynix is ramping up spending to address that demand-supply imbalance though it is hard to quantify because of volatile prices for a panoply of resources including land, equipment and electricity, Chey said.

SK Group chairman Chey Tae-won speaks at the SK Hynix Inc booth at the Computex exhibition in Taipei yesterday. Photo: Ann Wang, Reuters

The company will do whatever it requires to fund that expansion in chip wafer capacity, he added.

“Whatever we need, we’ll provide it,” he said. “Until 2030 there’s still some shortage.”

SK Hynix, which with Samsung Electronics Co and Micron Technology Inc dominates the global market for memory chips, is one of the biggest beneficiaries of a global data center buildout.

Trillions of dollars in projected spending by hyperscalers like Meta Platforms Inc sent SK Hynix’s and Micron’s market valuations past the US$1 trillion mark for the first time last week.

Memory chips, used to store and funnel the large amounts of data required for AI services, have become one of the biggest bottlenecks to AI development.

Some industry executives have declared a “super-cycle” of exponential demand for memory, from the high-bandwidth memory required to train AI such as ChatGPT to more conventional DRAM and NAND flash employed across data centers. That’s helping the industry break a decades-long cycle of boom-and-bust.

Arm Holdings PLC chief executive officer Rene Haas said yesterday that memory remained the biggest bottleneck for the global AI industry, in part because the sector leaders had pulled back on expansion during the post-COVID-19 downturn of a few years ago. More generally, the memory industry remains wary of over-expanding and precipitating another market collapse.

Chey said that the lead time for setting up a new site was long, with a greenfield project potentially requiring more than five years.

SK Hynix’s capital expenditure this year will rise significantly from last year’s 30.2 trillion won, executives have said previously without elaborating.


Hon Hai chair meets with Macron, announces new investments in France

Hon Hai Precision Industry Co (鴻海精密) chairman Young Liu (劉揚偉) met with French President Emmanuel Macron in Paris on Monday, as the company unveiled new investments in France in semiconductors and artificial intelligence (AI) infrastructure.

The meeting took place during the annual “Choose France” summit, an event hosted by Macron to promote foreign direct investment, according to a briefing by French Office in Taipei Director Franck Paris.

Speaking to reporters on Monday ahead of the meeting, Paris said Liu was expected to brief Macron on “two important developments” involving Hon Hai, also known internationally as Foxconn Technology Group (富士康).

Visitors walk by Hon Hai Precision Industry Co’s booth at the Computex trade show in Taipei Nangang Exhibition Center yesterday. Photo: Chang Ying-ying, AP

The two projects are a semiconductor packaging venture with French partners Thales Group and Radiall SA, and an AI infrastructure partnership with Bull, a French advanced computing company, Paris said.

Paris said the meeting would give Macron an opportunity to “guarantee to Liu that these investments will be followed and monitored at the highest political level in France.”

Hon Hai in a statement on Monday said the project with Thales and Radiall involves the launch of Tessalia Technology SAS, a joint venture between the three companies dedicated to outsourced semiconductor assembly and testing.

Representatives of the three companies and French officials attended a ceremony on Monday to lay the foundation stone for the future Tessalia facility in Le Barp, near Bordeaux in southwestern France, Hon Hai said.

The three companies are “combining their strengths to create, test and assemble advanced packaging solutions for electronic chips (Systems in Package, SiP) for aerospace, telecom infrastructure, automotive and medical sectors notably,” the statement said.

With production expected to begin at the end of 2029, Tessalia aims to produce more than 50 million SiP components per year by 2033 and employ 800 people at full production, it said.

The initiative also aims to bring in other industrial players to support an investment that could exceed 250 million euros (US$290.96 million) by 2033, Hon Hai said.

In a separate statement, Hon Hai said its second project is a strategic collaboration with Bull to manufacture AI and cloud infrastructure in Europe for global markets.

Under the partnership, the two companies will combine their strengths to deliver AI infrastructure solutions, including computing systems and related components, by leveraging Bull’s factory in Angers, western France, and Hon Hai’s factories in the Czech Republic, it added.

The project is expected to involve initial investment exceeding 120 million euros, the company said.


Taiwan firms eye Philippines amid shift to non-China supply chains: CIER

Taiwanese firms have increased investment in the Philippines in recent years as Manila’s ties with Washington deepen and global supply chains continue to shift away from China, an expert at the Chung-Hua Institution for Economic Research (CIER, 中華經濟研究院) said yesterday.

The Philippines had not been among Taiwanese investors’ top choices in Southeast Asia, CIER Taiwan ASEAN Studies Center director Kristy Hsu (徐遵慈) said at a seminar in Taipei.

However, Taiwan’s investment in the country has grown significantly since the COVID-19 pandemic, reaching US $257 million last year, a high in recent years, she said.

A Filipino youth holds a paper crane and a Philippine flag inside a Catholic church in Quezon City, Metro Manila, Philippines, on April 21. Photo: EPA

Although Taiwan’s total investment in the Philippines still lags far behind that in Vietnam, more firms are now showing interest in the Philippines, Hsu said.

“Taiwanese businesses have realized that the Philippines has special advantages in future cooperation with the United States, especially in non-China supply chains,” she said.

The idea of “non-China supply chains” has gained traction in recent years as companies seek to reduce their exposure to China amid geopolitical tensions and US- China trade frictions.

Citing interviews conducted by her team with more than 10 Taiwanese companies, Hsu said several had been asked by their US clients to set up or expand factories in the Philippines to serve the US market.

The Philippines has other advantages for Taiwanese businesses including a young labor force, strong English-language ability, mature economic zone planning, one-stop investment procedures and proximity to Taiwan, she added.

However, Hsu said that the country still faces challenges, including a shortage of talent for high-end and advanced chip processes, relatively high electricity prices compared with other Southeast Asian countries, and heavy dependence on imported raw materials.

Although Taiwanese manufacturing investment is mainly concentrated in the electronics and semiconductor packaging and testing sectors, some companies have entered the US AI data center supply chain in recent years, Hsu said.

Her comments were consistent with information provided to CNA in February by the Manila Economic and Cultural Office (MECO), the Philippines’ de facto embassy in Taiwan, following an interview with its chairperson and resident representative, Corazon Avecilla-Padiernos.

At the time, MECO told CNA that the Philippines was “encouraging” Taiwanese investment in several priority sectors, including advanced manufacturing and industrial development, covering electronics, semiconductors and smart manufacturing.

Regarding the locations of Taiwanese investments, Hsu said they are mainly concentrated in Manila, the Calabarzon region south of the capital, and Central Luzon to the north.

Industrial clusters have gradually taken shape in those areas, she added.


People listen to explanations from a company representative at the Vertiv OneCore Hybrid-Built Data Center booth at the Computex Taipei exhibition in Nangang District yesterday.

Complex model


Taiwan’s high-tech industry is undergoing a major shift. Local companies are becoming deeply integrated with global artificial intelligence (AI) supply chains through engagement with customers and operational restructuring, while technology shifts to agentic AI from generative models.

That increases Taiwan’s role in the AI evolution and has a spillover effect across the entire electronics supply chain.

The close and strategic partnerships involving Taiwanese suppliers was made clear in remarks by Nvidia Corp chief executive officer Jensen Huang (黃仁勳).

“Taiwan is much more than a semiconductor hub — it is the epicenter of a highly complex [AI] supply chain that ultimately builds the world’s technology,” Huang told reporters on Thursday while dining in Taipei with more than 30 CEOs of local suppliers. “It starts with wafers, of course, which are used to build chips; then packaging, which connects the systems; interconnects; copper; silicon photonics; and the entire supply chain required for power delivery, cooling systems and power generation.”

That is why Nvidia is substantially increasing its spending in Taiwan to US$100 billion or US$150 billion a year, from US$10 billion or US$15 billion the company spent five years ago, he said on Tuesday last week.

Nvidia’s local ecosystem has expanded to about 150 companies this year since the company spoke about moving toward agentic AI at Computex Taipei last year, when 122 local companies were part of Nvidia’s supply chain.

Taiwan Semiconductor Manufacturing Co (TSMC), the world’s biggest supplier of AI accelerators, as well as key component suppliers to Nvidia — from chip designer MediaTek Inc, power unit supplier Delta Electronics Inc, Unimicron Technology Corp, a supplier of printed circuit boards and IC substrates, and heat dissipation specialist Asia Vital Components Co — are being affected by the AI capital expenditure cycle, research firm Semivision said.

MediaTek is a good example. Taiwan Stock Exchange data showed that the company’s shares have surged to NT$4,410 as of Friday last week from NT$1,470 at the beginning of the year amid a bright outlook for its new customized chip business. MediaTek is collaborating with Nvidia to produce Microsoft Windows-based notebook computers that are aimed at meeting agentic AI demand among average consumers using edge devices.

Santa Clara, California-based Advanced Micro Devices Inc (AMD) also aims to build its own AI chip packaging ecosystem to ensure stable capacity supply. AMD on May 22 said it would invest US$10 billion in the Taiwanese microchip ecosystem over the next three years to enhance packaging capacity availability after rapidly growing AI infrastructure demand led to supply constraints of TSMC’s chip-on-wafer-on-substrate (CoWoS) packaging technology.

AMD’s advanced packaging ecosystem partners include ASE Technology Holding Co and its subsidiary Siliconware Precision Industries Co, as well as Powertech Technology Inc.

The revaluation of stock prices of firms in the AI supply chain indicates that Taiwanese electronics companies are moving toward a better profit model and breaking away from the traditional business of providing contract manufacturing services with slim margins. The electronics industry’s transformation is fueling Taiwan’s GDP growth to the highest it has been in 16 years, according to a forecast released on Thursday last week by the Directorate-General of Budget, Accounting and Statistics. Taiwan’s economy is expected to expand 9.64 percent this year, the government agency said.

However, Wistron Corp chairman Simon Lin (林憲銘) said that it is a “painful” transformation, given the increase in complexity of making a server compared with making a standard PC. Servers are more likely to be semi-customized products, while technology migration has accelerated, Lin said.

The development of AI technology accelerates technology cadence, meaning that each year there is a new generation of server models and chips, he said, from the three-year generation cycle that had been the standard. Companies have to be prepared for a complete transformation of operating models, or they will not catch the opportunities in AI, he said.

TSMC cochief operating officer Y.J. Mii (米玉傑) said the company began investing in CoWoS technology 15 to 17 years ago, before the packaging technology gained the massive traction it has recently, to the point of being a pillar of the AI industry. Mii attributed the success to the chipmaker’s longstanding and close partnerships with customers, allowing TSMC to deploy new technologies earlier than others.

After more than three decades of being primarily hardware assemblers, Taiwan’s electronics companies have become the backbone of global technology development, as no other country has such a comprehensive AI supply chain.

EDITORIAL: High-tech upgrade


A recent report concerning a student who is suing his teacher posed the question in its headline: Does failing a student in two subjects constitute bullying?

The college student in Chiayi County apparently sought NT$2 million (US$63,603) in state compensation, but a court dismissed the case.

The first reaction of many might have been to ask: What has happened to students nowadays? Some say that teachers have lost their authority, while others say students are overindulged. Some even start reminiscing over the days when “whatever the teacher says goes.”

However, the real issue might be overlooked if emotional reactions like that are the focus. What happened was not solely about education. Rather, it was a sign that society is undergoing a transformation and Taiwanese are not prepared for it.

After the marketization of education, the “learning relationship” has been transformed into a “consumption relationship.” Over the past two or three decades, a similar phenomenon has emerged in many other parts of the world: Education has become increasingly a service industry. Under such marketization, students become clients and parents consumers, while schools worry about enrollment rates and teachers worry about customer complaints.

Previously, teachers made demands on students. Now, students evaluate teachers. In the past, the core of education was growth.

Now, education is increasingly expected to be a “comfortable experience.”

The problem is that growth is not always comfortable. It demands effort, challenges the mind, and involves mistakes and setbacks. When the system begins to fear conflict, what education loses might be the courage to demand growth.

Education used to be effective because teachers held a monopoly on knowledge. The traditional education system was quite reasonable in the era of information scarcity. The greatest value of teachers was “I know something, but you do not.”

From historical knowledge to English grammar, expert knowledge and geographical data, students could only rely on teachers, textbooks and libraries. So teachers lectured while students memorized. The approach was effective because “explicit knowledge” was previously in the hands of the teachers.

However, in the artificial intelligence (AI) era, explicit knowledge has already been overwhelmed. Students can quickly check ChatGPT, YouTube, Google, online courses and overseas academics for information via their smartphones. Oftentimes, such tools find information faster than their teachers can provide.

Sometimes, they even explain things more clearly. If teachers stick to the old-fashioned method of “I lecture, you listen,” students will naturally ask: “Why should I listen?” That is also one of the reasons behind the widespread phenomenon of students scrolling on their phones in class. The problem is not just about laziness on the part of students, but rather their perception that AI is better.

What is valuable in education is “tacit knowledge.” No matter how powerful AI is, it has limitations. AI excels in teaching explicit knowledge — like facts, definitions, formulas and vocabulary, but real challenges lie in tacit knowledge — such as how to judge, make decisions, interact with others, handle stress, solve problems, read the room, respond on the spot and learn how to deal with failure.

AI can explain these things, but explanations cannot replace real-life practice.

Watching 100 instructional videos on how to drive a car does not mean you will actually be able to take the wheel on the road and memorizing geographical and historical facts does not guarantee you could be a tour guide.

True expertise always involves a significant amount of “learning by doing.” That is the irreplaceable value of real professionals.

Unfortunately, many schools still operate under the traditional education model. Many education providers in Taiwan remain stuck in the cycle of “memorization, exams and grades,” instead of “doing, refining and enabling.” However, high scores do not necessarily lead to ability and being good at tests does not necessarily mean being good at doing things.

Many teachers feel trapped within the system. Faced with 18-week courses, large class sizes, pressure from grading students and demands for fair assessment, teachers are forced to adopt the most efficient methods, focusing on lectures, exams and assignments.

That exhausts and numbs teachers and students, as they form tacit agreements on low effort, low conflict and low growth.

More worryingly, there is an increasing number of teachers who rely on sales pitches. As competence has become more difficult to detect, another social phenomenon has emerged: Those who talk the talk are replacing those who walk the walk. Nowadays, everybody is a teacher, mentor, expert or consultant. Some possess skills, while others are simply good at self-branding. Although they are good at managing their image, they are not good at solving problems, while taking advantage of their “teacher” status to build influence, set trends and gain trust.

In the AI era, the role of teachers needs to be redefined. In the future, it will be risky if teachers only teach knowledge, because AI can do that faster and cheaper. So the truly valuable teachers will resemble coaches, mentors, trainers and curators. Their value will shift to helping students judge what matters, guiding them through practice, creating real-world scenarios and providing feedback. They will pass on tacit knowledge, transforming students from “knowing” to “doing.”

The greatest value of teachers was “knowing the answers.” In the AI era, their greatest value is “doing tasks with students, guiding them through practice and teaching them how to face the real world.”

The real crisis is not AI; it is that education is still stuck in an era without AI.

Dennis Ma is president of the Tourist Guide Association and an assistant professor at a university.

Translated by Eddy Chang

Redefining teaching in the AI era


The White House’s decision to take a 9.9 percent stake in Intel Corp is looking like very shrewd business indeed. Since the government bought in at US$20.47 a share last August, the US chipmaker’s surging stock price has delivered the US a US$43 billion return. One of the reasons the investment has so far proved so sound is that the White House has made sure of it. According to The Wall Street Journal, Howard personally pushed deals on Intel’s behalf with some of the most lucrative clients imaginable. They include Nvidia Corp, the company at the heart of the AI

By Dave Lee

EDITORIAL CARTOON


The ubiquity of social media and the splintering political system have created the perfect conditions for the type of ethno-nationalist party that would once have been confined to the fringes to enter the mainstream

It has become fashionable to say Reform UK has shifted the Overton window, the concept that encapsulates the range of opinion acceptable to the mainstream at a particular time. Nigel Farage’s hard-right party has moved the terms of the British debate on immigration, much as its predecessors created the spark that ultimately fueled Brexit.

The rewards have been immense. From its foundations just seven years ago, Reform is now dominant in English local authorities. Polls suggest Farage is on his way to entering No. 10 at the next election.

It is easy to forget Reform still has only eight members of the British parliament. In three weeks’ time it hopes to add another in a special election in Makerfield in northwest England. A victory would be doubly sweet, because it would be at the expense of Manchester Mayor Andy Burnham, who is contesting the seat to re-enter the British House of Commons and supplant Keir Starmer as Labour prime minister. The vote is shaping up as a historic moment in British politics.

However, Reform’s ambition could be thwarted by Restore Britain, the similarly monikered rival that has seized advantage of Farage’s shifting of the Overton window and set up camp even further into the far right. This is not just bad news for Reform. Restore’s social-media march into culture warzones such as climate change and social cohesion is profoundly depressing. To paraphrase poet William Butler Yeats, if the center cannot hold, then things would fall apart.

The problem with iconoclasm is that it is difficult to control. Having blurred the boundaries of what is acceptable, Farage is now in a struggle to hold the line. His party already often fails to get its supporters to stay on the right side of naked racism. Hard-left opponents such as the Green Party regularly flunk the same test on anti-Semitism.

Reform has at times been unable, or unwilling, to weed out election candidates who voice views that are abhorrently sexist, anti-Semitic, pro-Russian or Islamophobic. It has not been strong enough on condemning mobs targeting asylum seekers. Once you are into this ugly world, what is to stop anti-immigration voters from jumping all the way into Restore Britain’s arms?

The new party advocates a nasty “little Englander” patriotism that was considered beyond the pale, but has entered the mainstream. Founder Rupert Lowe and his supporters rail against what he calls the “relentless creep of radical Islam,” and he is unconcerned about being tagged as far right or racist.

Restore advocates “make America great again”-style mass deportations of undocumented immigrants, including asylum seekers, and proposes raids to eject as many as 2 million men, women and children over three years. In a recent X post, Lowe said a Restore-led government would “ban the burqa, sharia courts, cousin marriage, halal slaughter, dominating public prayer. Reverse mass immigration. Deport foreign islamists. End political islam [sic].”

Founded only three months ago, Restore is polling between 3 percent to 6 percent. That might not seem a lot, but it is worrying Reform. Farage’s party has already lost one in eight supporters to the upstart, pollster John Curtice said.

In Britain’s newly fragmented and highly fluid politics, the old Labour and Conservative duopoly has been replaced by five viable national parties, as well as powerful nationalists in Scotland, Wales and Northern Ireland. Having another party on the far right just adds to the confusion.

In Makerfield, a recent poll (albeit on a small sample) put Restore in third place on 7 percent, ahead of the mainstream Conservatives and Liberal Democrats. That is enough to stymie Reform, which is trailing Labour by 3 percent. Reports on the ground suggest this might even underestimate Restore’s reach.

Social media is a big part of the party’s success. Lowe has 2 million Facebook followers, substantially more than Starmer. Restore supporters tend to be young, male, non-graduates who are economically insecure, and largely get their news and opinion from social media, Focaldata researcher Jack Peacock said.

Before last month’s local elections, I had a quick scroll through accounts identifying themselves with Restore, finding dozens of messages with photographs of black and Asian Reform candidates. The implication was clear: Farage’s outfit lacks the necessary racial purity.

It is no great surprise that Restore is heavily backed by Elon Musk, the racially fixated billionaire owner of X who regularly shares Restore posts. Other far-right provocateurs have followed suit, including Tucker Carlson, whose YouTube interview with Lowe has been viewed millions of times.

A multimillionaire businessman and former soccer-club chairman who served as a European lawmaker for Farage’s Brexit Party, Lowe was elected to the British parliament in 2024 under the Reform banner. However, after years of friction with the party leader, he went it alone about a year ago. The motivation was likely a tweet from Musk — who used to like Farage, but now finds him too lacking in blood-and-soil fervor — arguing that Lowe should take over Reform.

Restore’s rise has been so swift that Reform is panicking. Attempts to encourage Lowe to step aside to avoid splitting the anti-migrant right in Makerfield have been met with derision. Farage’s struggles would be watched with a wry smile by the Conservative Party, which has been through this particular dance with him over the years.

Reform seems divided between those who want to ramp up the immigrant bashing, and those who fear that might put off defectors from the Tories. Last week, the party’s home affairs spokesman Zia Yusuf slapped down Robert Jenrick, an ex-Tory minister who heads Reform’s economics brief, for denying that a Farage government would deport foreign nationals living in social housing. Lowe proudly advocates for such a scheme.

The temptation for Labour and the Conservatives, who have suffered from the rise of Reform, is to relish Farage’s difficulties. That’s particularly true of Burnham, as pretty much every vote for Restore in Makerfield would be one less for Reform, but no one should celebrate the rise of a party like this one.

The ubiquity of social media and the splintering political system have created the perfect conditions for the type of boorish, ethno-nationalist party that would once have been confined to the fringes to enter the mainstream. We are all poorer as a result.

Rosa Prince is a Bloomberg Opinion columnist covering UK politics and policy. She was formerly an editor and writer at Politico and the Daily Telegraph, and is the author of Comrade Corbyn and Theresa May: The Enigmatic Prime Minister. This column reflects the personal views of the author and does not necessarily reflect the opinion of the editorial board or Bloomberg LP and its owners.

Britain is being dragged into a very ugly place


Tony Blair is wrong about one crucial thing for the UK

When the UK’s most charismatic postwar leader protests that British Prime Minister Keir Starmer’s failures are not due to “personality” or “a failure to communicate,” we should only half-believe him.

Former British prime minister Tony Blair insists that changing the ruling party’s leader is “irrelevant if it does not start a policy debate.” In a self-fulfilling prophecy, it already has — although the main effect has been to make rivals for the Labour crown, including Starmer, vie to define themselves against Blair. Manchester Mayor Andy Burnham suggested that the architect of three election victories is merely a titan whose time has gone.

Knowing that his near 6,000-word essay last week on the government’s predicament would spark a reaction, Blair insists that his analysis is all about the need to reframe “policies” and a “vision,” rather than a critique of Starmer as an ineffectual leader.

Much of Blair’s thinking is sound. He is more alert to the limits of the state than his party is today and more attuned to sweeping technological changes, saying in a subsequent newspaper column that artificial-intelligence developments “blow his mind.”

However, on the idea that you can change politics, divorced from personality, he is mistaken. You do not have to subscribe in full to the Victorian idea that history is driven by the impact of great men and women on events (rather than the other way round), but Blair underplays how important strong will and persuasive powers are to a successful prime minister. One like him, in fact.

Starmer failed to have “a worked-out, coherent plan for the country,” Blair said, and that much is true — the prime minister arrived in No. 10 without a substantial agenda. However, character traits determine whether leaders take chances to forge a path, not lack of commitment to the right think-tank solutions.

Two years of international crisis since Starmer took office have provided opportunities his government did not take or even seem to consider to be worth acting on. It is unfair to complain that he is not Blair at the height of his powers. Starmer never claimed to be visionary. What worries colleagues and reasonable critics alike is his marked inability to seize the moment.

In short order, Germany’s unwieldy coalition government has set up a 500 billion euro (US$582.3 billion) fund for military spending and security infrastructure. Berlin has seen the scale of the Russian threat, and the US’ wavering commitment to countering that, and done something decisive about it.

Compare that with a prime minister who parades his credentials as a supporter of Ukraine, but has failed to rally voters and his lawmakers for a period of intensifying hybrid war. It has already taken a year to bang together the heads of his chancellor of the exchequer and defense secretary just to put another ￡18 billion behind the UK’s armed forces and publish an overdue defense investment plan. Starmer has spoken of the US’ war of choice in the Persian Gulf, too, as a “line in the sand” and is calling for greater national self-reliance, but what he actually wants to do about this is magisterially unclear.

I believe Blair, who told voters that “I feel the hand of my history on my shoulders” when helping bring peace to Northern Ireland, would not have stood for such nonsense on the greatest matters. By the time the Good Friday Agreement was in play, Blair had mastered every detail, wooing every player at home and abroad to secure a deal. Later, he applied a similar degree of commitment to the second Iraq war. On that, his judgement was flawed, overcome by a desire to saddle up alongside the US.

However, these two examples — one success, one failure — remind us that a leader’s sheer force of personality and eloquence can move mountains. Blair won his British House of Commons vote on Iraq in 2003 with a hefty majority. A diffident Starmer, by contrast, failed to win over his lawmakers for key welfare reform last year — measures most outside the party’s hard left know are essential — because he could not craft a narrative to explain why they should follow him.

Like it or not, a leader’s personality and determination make a difference. Former British prime minister Margaret Thatcher had a similar ability to drive her party where she wanted, and yes, it does often end in securing the wrong goal and a rueful departure from office. However, at least she and Blair had a decade of boom before the bust.

Starmer too often wills the ends, but not the means, mistaking activity for achievement. In the Gulf crisis, this has been the British government’s default setting. It leaves gaps where plans are needed.

In illuminating commentary on the fallout from the closure of the Strait of Hormuz oil and gas route, Nick Butler, a former BP Plc executive close to Labour governments, said that the crisis would be devastating for economies such as the UK even if a truce between US President Donald Trump and Iran holds. Consumers are set to suffer from an inflationary spiral and rising food prices. The long tail of damage to the UK would be drastic. The British government has responded with gimmicks, offering free bus travel for children in August. Is that really their best shot?

British MP Wes Streeting, aiming for the pragmatists’ vote in the Labour leadership race, seems to have got the point. In a weekend interview, he said that by failing to reopen oil and gas fields in the North Sea, Starmer’s government is sacrificing tax receipts at a time of stressed public finances during an energy crisis.

“There’s sometimes a danger of Britain wanting to lead the world. We cut off our own nose to spite our face without contributing to the greater whole,” he said.

Given Britain’s fiscal straits, the rest of this year would be a stern test for any prime minister, but the short takeaway from a loquacious former Labour leader’s essay on his party’s inadequacies is that it is folly to waste a serious crisis. Instead of providing the “coherent plan” Blair demands, the contenders for No. 10 are refighting ancient party battles about “neoliberalism.” However, the lesson of what might be the short Starmer era is that it is not only the plan that needs to stick: It is the sheer bloody-minded force of will needed to drive it through — or to pivot when facts change dramatically.

It is fashionable to complain that Britain today is ungovernable. Blair, warts and all, reminds us of the flaw in that analysis. To govern effectively needs leadership. When that is missing, things fall apart. First, you need the person; the politics follows.

Martin Ivens is the editor of the Times Literary Supplement. Previously, he was editor and chief political commentator of the Sunday Times. This column reflects the personal views of the author and does not necessarily reflect the opinion of the editorial board or Bloomberg LP and its owners.


Prepare for imminent return of El Nino, UN warns

The world must prepare for the imminent return of El Nino and the supercharged weather extremes it brings, the UN has warned.

The powerful natural weather pattern, which raises global temperatures and worsens some rainfall, has an 80 percent chance of forming before September and a 90 percent chance of persisting until November, the World Meteorological Organization (WMO) said yesterday.

It found most models projected the return of the cyclical phenomenon in the ocean and atmosphere to be “at least moderate” in strength, and possibly strong. Scientists have previously warned that it could be the strongest this century.

Wilfran Moufouma-Okia, head of climate prediction services at the World Meteorological Organization, points to a graph on a computer screen at the agency’s headquarters in Geneva, Switzerland, on Monday. Photo: AFP

UN Secretary-General Antonio Guterres said the world “must treat it as the urgent climate warning it is..

“El Nino conditions will pour fuel on the fire of a warming world,” he said. “Impacts will hit even harder, travel even farther, and cross borders with devastating speed.”

The most recent El Nino, which hit in 2023-24, was one of the five strongest on record and contributed to a scorchingly hot year in 2024 that broke global temperature records.

The WMO said unusually high temperatures were forecast in nearly all parts of the planet for the next three months, and warned of a greater probability of extreme rain and drought.

Although each El Nino event is unique, scientists usually associate them with heavier rain in parts of South America, the southern US, the Horn of Africa and central Asia. Drier conditions typically hit Central America, northern South America, the Caribbean, Australia, Indonesia and parts of south Asia.

The warm waters can also fuel hurricanes in the central and eastern Pacific Ocean, but hinder their formation in the Atlantic basin.

The finding comes as western Europe emerges from an unusually hot May in which temperature records for the month were broken in the UK and Ireland.

Last week, the WMO and the UK Met Office warned that a record-breaking hot year for the globe was almost certain before the end of the decade, with the expected return of El Nino likely to make that come as soon as next year.

Gareth Redmond-King, from the British think tank Energy and Climate Intelligence Unit, said the latest findings were “bad news” for food supplies as they were already under strain from climate breakdown and the restriction of fertilizer flows from the Iran war.

“The havoc El Nino will wreak as it likely delivers another hottest year, in 2027, will be devastating for many farmers, and a question of life or death for far too many people,” he said.

El Nino conditions occur every few years and last about nine to 12 months. During such years, winds that push warm waters to the west soften or shift direction, enabling the surface waters in that part of the Pacific to warm.

The WMO said sea surface temperatures in parts of the Pacific that scientists use as a reference were approaching El Nino thresholds in late April to mid-May, fed by unusually warm subsurface conditions. It said the atmospheric component of El Nino was also consistent with its development.

It rejected the term “super El Nino”, which some scientists have used in recent months in anticipation of a particularly strong event, because it falls outside the official classification system.

“The only effective response is climate action equal to the crisis — ending the addiction to fossil fuels, accelerating the shift to renewables, protecting the most vulnerable, and delivering early warning systems for all,” Guterres said.


Speculation rife after huge meteor hits New England

When a double boom rang out in New England over the weekend, shaking homes and sending pets fleeing, questions started flooding social media.

“Did anyone else hear that boom?”

“Anyone feel that?”

An image taken from a video shows a view from a car dashcam when a meteor produced two loud booms over Cambridge, Massachusetts, on Saturday. Photo: Stanley Fung via AP

NASA let people know over the weekend that the cause of the commotion was a meteor, but on Monday they revealed even more stunning details.

The fireball was as heavy as an elephant and 1.52m wide, and was going 67,592.5kph when it entered Earth’s atmosphere.

It broke up miles above New England on Saturday and the energy released was equivalent to about 230 tonnes of TNT, the agency estimated, accounting for the booms.

A satellite image handout taken on Saturday shows a meteor exploding in the atmosphere over northeastern Massachusetts and southeastern New Hampshire. Photo: AFP / Cooperative Institute for Research in the Atmosphere at Colorado State University and the National Oceanic and Atmospheric Administration

NASA revealed the jaw-dropping details in a social media post on Monday along with other statistics.

The meteor was made up of natural material — not a satellite or space debris — and traveled through the atmosphere for about 41.8km, NASA said, before falling into Cape Cod Bay, which sits along southeastern Massachusetts.

The agency was quick to point out that meteors are very common, but typically do not have as big an audience as this one.

“They often occur over the ocean or unpopulated areas with no witnesses, or during the daytime, making them difficult to spot,” NASA said.

The event prompted widespread speculation initially.

The rattling boom had some people in Massachusetts and Rhode Island thinking there had been an earthquake or that a tree had fallen. Others posted that their dogs were freaking out.

At least one person posed the possibility of aliens.

A man in Peabody, Massachusetts, posted that it had been a windy day, so he thought a large tree had hit his house.

When he came outside, he said, he found most of his neighbors in the street asking the same questions.

Several people filed reports with the US Geological Survey, registering the shaking they felt with the National Earthquake Information Center, agency spokesman Steve Sobie confirmed.

The agency opened an event page, based on the number of “Did you feel it?” reports it received on its Web site.

However, Sobie said there was no event registered on the agency’s seismographs, meaning the shaking was not due to an earthquake.

The American Meteor Society received dozens of reports from Delaware to Montreal with people either hearing the double boom, feeling the ground shake or seeing the fireball, program monitor Robert Lunsford said.


Japanese dancers pursue ballet dreams in Russia

En pointe, demi-pointe, entrechat — for Jotaro Kanazasi and Haruka Takemi, two Japanese dancers based in the historic Russian city of Nizhny Novgorod, life revolves entirely around their art, even as the war in Ukraine occasionally interrupts their daily routine.

Jotaro Kanazasi, 32, chose to settle in Russia 14 years ago, the country known for Moscow’s Bolshoi and St Petersburg’s Mariinsky theaters, to fulfil himself “fully as a dancer,” as he puts it in halting Russian.

Some foreign dancers chose to leave Russia after it sent troops to Ukraine in 2022, but Kanazasi decided to stay. The villainous sorcerer Rothbart in Tchaikovsky’s Swan Lake, Albrecht in Adolphe Adam’s Giselle, Kanazasi moves from role to role as a principal dancer at the Nizhny Novgorod Opera and Ballet Theatre, about 400km east of Moscow.

Japanese ballet dancer Haruka Takemi, front left, performs in Magical Night at the Nizhny Novgorod Opera and Ballet Theatre in Nizhny Novgorod, Russia, on May 17. Photo: AFP

“I love Russian ballet and always wanted to become a dancer, but there is no national ballet school in Japan, so I chose Russia,” said his compatriot Haruka Takemi, 20, who has lived in Russia for six years.

Absorbed in their lives as professional dancers, Takemi and Kanazasi admit they follow the news only loosely, including the war Moscow has been waging in Ukraine since February 2022.

“My mother constantly sends me articles about Russia, about current events, about what is happening here, so that I stay informed,” Takemi said.

Japanese ballet dancers Jotaro Kanazasi, 32, second left, and Haruka Takemi, 20, third left, attend a ballet class at the Nizhny Novgorod Opera and Ballet Theatre in Nizhny Novgorod, Russia, on May 17. Photo: AFP

Russia has introduced huge censorship, unseen since Soviet times, during its military campaign. Her home country Japan has backed Ukraine since the start of the Russian offensive and joined Western sanctions against Moscow.

“I am either at the theater or at home, then back at the theater again. I work all the time and concentrate only on ballet,” she said, adding that it is her family who “worries” about her.

In response to near-daily Russian bombardments, Ukraine regularly strikes Russian territory, saying it hits military and energy sites to degrade Moscow’s capacity to fund its offensive.

Nizhny Novgorod — more than 800km from Ukraine — has not been spared. A nearby refinery of Russian energy giant Lukoil in Kstovo has been targeted by Ukrainian strikes in recent weeks.

“There are also difficulties with the Internet — you have to use a VPN as apps are sometimes blocked. But I need to stay in touch with my family so they know I am safe,” Takemi added.

Russia has imposed sweeping digital restrictions in the past few months, limiting access to mobile Internet in particular.

“There are quite a few Japanese dancers in Russia, who are graduates of the most prestigious Russian schools such as the Moscow State Academy of Choreography, the Vaganova Academy in St Petersburg and the Perm school,” said Valeri Konkov, director of the Nizhny Novgorod ballet company.

Making a career as a classical dancer in Japan is difficult, the dancers said — and, despite difficulties linked to the war, Kanazasi is determined to stay, saying: “As long as I can dance, I will stay here.”


科技公司大裁員，人工智慧是原因還是藉口？

Meta、Coinbase和Block近幾個月各自裁減了至少10%的員工，並將部分原因歸咎於人工智慧。三家公司總共削減了約1.3萬個崗位。但這些裁員也發生在公司業務發生重大變化且面臨越來越多質疑之時。Meta放棄了在所謂元宇宙上的巨額押注，該項目已耗資約800億美元。Coinbase首席執行官布萊恩·阿姆斯壯表示，公司業務仍波動不定，目前加密貨幣市場處於「低迷期」。Block首席執行官傑克·多爾西承認，公司在疫情期間擴張過度，2019年至2022年間員工人數增加了兩倍。


有些人能連續數小時沉浸在白日夢中，甚至演繹單一故事情節長達數十年。這可能帶來極大的痛苦。應該如何判斷你的白日夢是否已經過度。

我與美國精神科醫師兼研究員柯林·羅斯（Colin Ross）交談時說，我的白日夢如此生動，好像身臨其境，以至於能讓自己哭泣或大笑。我還告訴他，我能隨心所欲地進入或退出這些幻想，並且樂在其中。他對我這一「運動天賦」印象深刻，甚至建議我考慮從事演藝事業。我對此並不確定，但欣然接受了這份讚美。

然而，如果你無法從這場內心的電影中抽離呢？這正是所謂「不良適應性白日夢」（maladaptive daydreaming，簡稱 MD）患者的困境。他們常常在清醒時花費超過一半的時間，編織複雜且細緻的幻想，腦海中充滿角色與情節。羅斯指出，在極端情況下，人們每天可能會做長達12小時的白日夢，甚至能長達數十年持續演繹這一劇情。這聽起來或許美妙又激勵人心，但他們過度沉浸於內心世界，往往嚴重干擾日常生活，並造成強烈的痛苦。

沉迷白日夢的人  生活在兩個平行世界裡


▲果肉飽滿又多汁的荔枝，深受大人小孩喜愛。（示意圖／部立南投醫院提供）

記者李佳蓉／綜合報導

夏天正值荔枝盛產季，香甜多汁的果肉總讓人忍不住一顆接一顆，但小心吃錯時間與方法，恐暗藏致命危機！過敏氣喘免疫專科醫師鄭堪弘警告，若在空腹時大量狂嗑荔枝，極易引發俗稱「荔枝病」的急性空腹荔枝中毒，導致「急性低血糖症」。這種情況尤其好發於兒童，嚴重時甚至可能引發腦病變、危及性命。

許多家長可能納悶，荔枝明明那麼甜，為什麼吃了反而會低血糖？鄭堪弘醫師在粉專文章中解釋，關鍵並非糖太多，而是「未成熟青綠色」荔枝裡含有「Hypoglycin A（次甘氨酸A）」與「MCPG」2種天然毒素。這些物質會直接干擾肝臟的糖質新生與脂肪酸代謝，導致身體「無法正常升血糖」。

鄭堪弘醫師特別點出兒童是最容易發生重症的高危險群，原因在於小朋友體內的肝醣儲存量本來就比成年人少，加上肝臟解毒功能還未完全發育成熟，一旦空腹大量食用，很容易讓身體機能當機。

不過，民眾也不必因為害怕而拒吃。鄭堪弘醫師補充，過去在印度或中國部分產地爆發的「荔枝病」中毒事件，多半是發生在「營養不良」、「空腹」，且「大量進食未成熟荔枝」的兒童身上。必須同時符合這些條件才會發生重症，一般民眾不需過度恐慌，只要掌握正確吃法，依然能安心享受美味。

為了讓大家吃得安全，鄭堪弘醫師列出吃荔枝的3大原則：

1. 絕不空腹吃：嚴禁在清晨、空腹、飢餓或兩餐之間大量吃荔枝，最好的食用時機是「飯後適量」吃。

2. 不吃未成熟的：未成熟的青綠色荔枝，其毒素含量遠高於成熟的紅荔枝，因此在採摘和購買時，務必挑選已經熟透的果實。

3. 嚴格控制食用量：成人一天建議控制在10～15顆以內；至於兒童，一次最好不要超過5顆。

最後，鄭堪弘醫師也示警「血糖控制不佳」的慢性病族群，千萬別把吃荔枝當成降低血糖的「降糖食物」食用。相較於兒童擔心低血糖，這類人反而要當心高血糖危機，因為荔枝本身是高糖、升糖指數極高的水果，含有大量的果糖和葡萄糖，一旦攝取過多，外來的糖分會直接且快速地「讓血糖瘋狂飆高」，導致身體嚴重不適，絕對需要克制口腹之慾。

空腹猛嗑恐爆「荔枝病」！醫揭3保命吃法：兒童別超過5顆


9歲兒「GG會痛」尿亂噴　醫一看：爸爸也是包莖

▲醫師說，包莖有家族傾向，但後天更重要。（示意圖／記者洪巧藍攝）

記者陳俊宏／綜合報導

泌尿科醫師呂謹亨表示，一名9歲男童自述平時尿尿就會亂噴，經檢查「包莖」很嚴重，包皮完全無法退開；他和爸媽解釋許久，夫妻倆卻說「可是他包皮明明推得開啊？」他心想「該不會爸爸也是包莖吧…於是我請爸爸拿他的GG來示範，沒想到爸爸真的也是包莖」，後來父子倆決定一起割包皮。

呂謹亨在臉書提到，最近一對爸媽帶9歲的兒子來看診，媽媽說，小孩這兩天說GG會痛、尿尿也會痛，走路都要腳開開，一拐一拐地慢慢走。

呂謹亨指出，他幫小男生檢查，包皮整個腫起來，包皮發炎合併尿道炎；另外，包莖很嚴重，開口只有一個小洞，包皮完全無法退開，而且還有黃黃白白的分泌物。

呂謹亨問小男生，「你尿尿的時候，是不是都會像吹氣球樣，小GG前面鼓起來，脹滿了，尿才流出來？」小男生說，「對啊！而且常常都會亂噴，很麻煩。」

呂謹亨對爸爸媽媽說，「這是包莖喔！尿尿會容易積在包皮裡面，藏汙納垢，容易感染發炎。」這時爸媽看著醫師推小男生的包皮，卻說「可是他包皮明明推得開啊？」

▼醫師表示，陰莖大小真的會遺傳，而且遺傳比例非常高。（示意圖／記者李佳蓉攝）

呂謹亨跟爸媽解釋了很久，對方還是不懂，最後他心想該不會爸爸也是包莖吧，「於是我請爸爸拿他的GG來示範，沒想到，爸爸真的也是包莖！拿了一些包皮退下來，還有割完包皮的圖片給他們看，他們終於懂了！爸爸媽媽一臉尷尬，原來龜頭是長這個樣子！」最後等兒子吃藥擦藥一段時間，包皮發炎消了，爸爸跟兒子決定一起割包皮。

呂謹亨指出，常有男性朋友在診間或私底下悄悄問他，「醫生，我小時候包莖吃盡苦頭，我兒子是不是遺傳我？」或者「我常常包皮發炎，以後我小孩也會這樣嗎？」當然最常被熱烈討論的靈魂拷問還是「那...尺寸這件事，如果我比較雄偉（或比較精緻），兒子會完美繼承嗎？」

呂謹亨提到，今天就翻開國際頂尖的SCI醫學文獻，用最直白、有趣的方式，幫大家揭開男性生殖器的「遺傳密碼」！

一、陰莖尺寸：跟遺傳有關，但主要看「媽媽那邊」

呂謹亨說，大家都知道身高、膚色會遺傳，那陰莖尺寸呢？答案是沒錯，大小真的會遺傳，而且遺傳比例非常高！科學研究發現，陰莖尺寸和身高一樣，是由幾百個基因共同決定的「多基因遺傳」。

呂謹亨寫道，關鍵竟然在媽媽的基因：這點最有趣！決定陰莖長度與粗細的關鍵之一，是組織對雄性激素的敏感度；而這個負責感應的「雄性激素受體基因（AR Gene）」，其實大顛覆地存在於X染色體上。

呂謹亨表示，「兄弟大不同」的原因：男性的X染色體100%來自母親，這也解釋為什麼同一個爸爸生出來的親兄弟，尺寸卻可能大不相同——因為他們隨機分到媽媽不同的X染色體。

二、包莖：有家族傾向，但後天更重要

呂謹亨指出，包莖分先天和後天：

1、先天包莖（生理性包莖）是正常的

幾乎99%的男嬰出生時，都是「生理性包莖」（包皮與龜頭緊密貼合）。隨著年齡增長、開始勃起、分泌物累積，3歲有8-9成會退開，到了青春期約9成會自然退開。如果正確幫小朋友推包皮，有機會推開。

2、確實有「家族聚集性」

有些男生到了成年依然包莖，文獻統計發現，這在家族中確實有一點點「跟隨效應」（基因易感性）。可能與胚胎發育時，包皮末端細胞的凋亡調控基因有關。

3、後天包莖「受傷纖維化」造成

如果小時候包皮沒問題，卻因為後天反覆發炎，或是硬硬地去硬扯它導致裂傷，傷口結痂後形成的「纖維化包莖」，這種就是後天造成的。這時就是第三點要討論的，包皮發炎會不會遺傳?

三、包皮發炎：不直接遺傳，但會間接性的受基因影響

1、遺傳「易感體質」

「發炎」本身是一種感染或過敏現象，就像感冒一樣，有些人的體質天生就是包皮炎的「吸鐵」！

2、遺傳「難洗的結構」

如果你遺傳了上述的包莖，或是包皮過長，導致裡面像個天然的陰暗「垢倉」，洗不乾淨，那後天發炎的機率自然比別人高出好幾倍。

3、遺傳「免疫疾病基因」

醫學上有一種嚴重的慢性包皮發炎叫「硬化性苔癬」，會讓包皮變得像皮革一樣硬、失去彈性。研究證實，這種病與特定的人類白血球抗原基因強烈相關，如果你帶有這種基因，就比較容易發病。

4、遺傳「血糖代謝體質」

第二型糖尿病有很高的遺傳傾向，如果後代遺傳了糖尿病體質，尿液中糖分變高，尿道口就會變成「念珠菌（黴菌）」的免費豪華自助餐，導致包皮反覆發炎。

呂謹亨總結，簡單來說，尺寸主要看遺傳（尤其是媽媽的基因），包莖看發育和照顧，發炎則是看你的衛生習慣與體質！基因是天生的，我們無法選擇，但現代醫學非常發達，無論是包皮過長導致反覆發炎，還是包莖推不開，現在都有非常先進的微創手術（如雷射精雕包皮、包皮槍），可以輕鬆解決。

呂謹亨提到，至於尺寸，可以在割包皮時合併筋膜折疊，或是做增大增粗手術。他也強調，其實功能正常、硬度夠、技巧體能好，照顧體貼另一半，當個「健康、乾淨、自信又溫暖」的男人，才是最頂級的魅力。


快訊／台中人崩潰！　中捷無預警全線停駛半小時

▲台中捷運上午一度停駛半小時。（圖／資料照片）

記者游瓊華／台中報導

台中人上班注意！台中捷運今天上午7點32分無預警全線暫停營運，由於正值上班巔峰時間，不少上班族、學生受到影響。中捷表示，因發生號誌系統異常，全線暫停行駛，至稍早7點58分顯示恢復正常；至於影響班次以及人數，還有袋中捷進一步統計。


▲許常德（右）透露幫助陳盈潔（左）的原因。（圖／翻攝自臉書／許常德的地下手記）

記者柯沛辰／綜合報導

72歲台語歌后陳盈潔教唆偽造有價證券罪遭判刑入獄，後因急性腎衰竭、敗血症保外就醫，被醫生預告已病危無意識。身為多年摯友的音樂人許常德長年代為奔走，近日更為她舉辦告別音樂會，但也被質疑「為何要幫助做錯事的人？」對此，他近日發文回應，每個人都有需要幫助的時候，「不用去檢討別人該死或該活」。

許常德表示，常有人問他，陳盈潔做錯事，又不是偉人，為何他還要出手相助？而他通常會告訴對方：人生沒有誰能永遠靠自己走過所有難關，就算再謹慎、再努力，也可能突然需要別人拉一把，光是一場突如其來的地震，都可能讓驚魂未定的人需要一首歌或一句話安定下來。

幫忙其實也有獲得 如同他無償回信近20年

許常德提到，幫助別人對他來說不只是付出，更多時候也是收穫。像他長期無償回覆網友來信，至今將近20年，從未收取費用，但在閱讀、收信、回信的過程中，意外獲得救贖，那份喜悅並非旁人能輕易理解。

許常德直言，那些批評他「太傻」、「不該幫陳盈潔」的人，往往也恰巧是他最快按下封鎖鍵的一群人，畢竟無緣的人只要出現幾秒，就足以讓他討厭到不想解釋，也不明白對方究竟是想展現正義感、審判能力，還是自以為有能阻止他的決定。

▲陳盈潔。（圖／翻攝自臉書）

音樂會不只為陳盈潔 善款也分給其他弱勢

許常德說，每一次辦音樂會，其實都不單是為了陳盈潔，因為以陳盈潔目前的狀態，可能根本不清楚發生什麼事，因此現實層面的支援更多是給到家屬。他真正想做的，是讓一群願意幫忙的同行做出一場不一樣的演出，讓台上台下參與者都感受到「被幫助」，同時覺得值得、與有榮焉。

為此，相關活動始終採「免費入場」、無酬演出，也不發新聞稿、不接受採訪，只希望願意來的人都能有感。他也透露，這兩年半以來，陳盈潔收到的小額捐款並非獨享，而是與其他同行或弱勢者分享，這次部分資源也將用來協助一名下半身癱瘓的年輕人。

最後一次談陳盈潔 「各自繼續努力」

許常德文末表示，這將是最後一次公開談陳盈潔相關事情，若真有那一天到來，「小冬瓜會以專業且不打擾大家的方式處理後事，于美人也會在臉書公布唯一正確訊息。」

他感性寫道，人生每一秒的推進與連結都超乎想像，陳盈潔像是在沉默的時間裡，讓他們默默完成許多事，也讓好幾場有意思的聚會誕生，甚至拯救了3個人的生命，而這一切都是參與者心甘情願，「火箭即將升空，我們各自繼續努力。」

陳盈潔「告別音樂會」被酸憑什麼　許常德不忍全說了


阿聯 以色列 美國 阿曼 伊朗

阿拉伯聯合大公國富查伊哈港（Fujairah）正迅速崛起。（歐新資料照）

阿聯每日自富查伊哈出口170萬桶原油

〔財經頻道／綜合報導〕美國、以色列在2月底與伊朗爆發戰爭後，受到衝擊的並不僅僅是中東地區。隨著衝突擾亂全球商業航運與商品流通，油價飆升、運輸成本上升，進一步推高全球通膨並動搖金融市場。

其中，「荷姆茲海峽」（Strait of Hormuz）這條全球最重要的石油航道之一，成為市場與政策制定者最關注的戰略焦點。國際能源機構（IEA）與多家外媒分析，全球約五分之一的石油供應以及大量液化天然氣（LNG）需經由該海峽運輸，一旦通行受阻，將對全球能源市場造成立即性衝擊。

《衛報》指出，自衝突升級並導致海峽通行受限以來，全球能源供應鏈已出現明顯緊縮，油價短期內多次飆升至每桶100美元以上區間，並引發連鎖性的通膨壓力。

同時，《路透社》（Reuters）分析也指出，由於航運風險上升與保險成本飆漲，多數油輪與商船被迫改道或減少通行，使全球原油與天然氣運輸效率明顯下降，市場進入高度波動狀態。

在這場地緣政治風暴中，阿拉伯聯合大公國富查伊哈港（Fujairah）正迅速崛起，成為全球能源供應鏈中的關鍵戰略節點。《大英百科全書》（Britannica）指出，目前阿聯約有一半的石油出口透過富查伊哈港港完成，原油則由阿布達比經「Habshan–Fujairah Pipeline（阿布達比原油管線）」直接輸送至港口。2025年，富查伊拉平均每日出口約170萬桶原油。

外媒分析就表示，富查伊哈港被視為國際能源物流的重要支點，在確保全球石油供應穩定方面發揮關鍵作用，尤其是在荷姆茲海峽面臨潛在中斷風險時。

荷姆茲海峽」（Strait of Hormuz）是全球最重要的石油航道之一。（法新資料照）

「阿布達比原油管線」可繞過荷姆茲海峽

荷姆茲海峽長年被視為全球能源市場最敏感的「咽喉點」，因此，能夠繞過該海峽的港口與基礎建設，在近年地緣政治風險升高下變得格外重要。

事實上，富查伊哈的重要性，並不只在於港口本身，更在於其背後完整的能源基礎設施。阿聯早在2012年便啟用「阿布達比原油管線」（ADCOP），將阿布達比油田的原油直接輸送至富查伊拉，藉此避開荷姆茲海峽。該管線目前每日輸送能力約150萬至180萬桶。

而根據介紹，富查伊哈港位於荷姆茲海峽之外，為原油和石油產品提供了至關重要的替代路線。其地理位置繞過了狹窄且政治敏感的海峽，該海峽是世界石油貿易的重要咽喉要道。

這種戰略優勢使油輪無需穿過海峽即可裝卸貨物，為全球能源市場提供關鍵的靈活性和韌性。該港口的基礎設施支援廣泛的儲存和出口能力，使其成為維持供應穩定的關鍵參與者。

分析指出，富查伊哈港營運能力，對於減輕該地區與地緣政治緊張局勢相關的風險至關重要。如果荷姆茲海峽內的海上交通受到阻礙，富查伊哈港將為石油出口提供一條直接且可行的途徑，使其能夠繼續到達國際市場。

而5月20日阿拉伯聯合大公國（UAE）國營石油公司「阿布達比國家石油公司」（ADNOC）執行長賈比爾（Sultan Al Jaber）表示，阿聯已加速推進該條輸油管線項目建設，預計將於2027年投入營運。

據稱，這條新管線將使ADNOC透過富查伊哈港口的出口原油的能力翻倍。富查伊哈位於阿曼灣（Gulf of Oman），地點就在荷姆茲海峽之外，這意味著，即使波斯灣航道遭遇封鎖、衝突或軍事威脅，阿聯仍能透過富查伊哈港持續對外出口原油與燃料，降低對荷姆茲海峽的依賴。

富查伊哈港俯視圖。（路透資料照）

中東最大的商業石油儲存中心

賈比爾分析，即便衝突立刻結束，全球石油流量至少也需要4個月時間，才能恢復至正常水準的80%；而要完全恢復正常，恐怕得等到2027年第1季或第2季。他強調，荷姆茲海峽遭封鎖不只是經濟問題，「事實上，當世界接受單一國家可以挾持全球最重要的海上航道時，這將開創一個極度危險的先例。」

美國能源部長萊特（Chris Wright）也在接受《CNBC》專訪時表示，隨著波斯灣國家加速建設替代運輸路線，荷姆茲海峽在全球能源市場中的相對重要性可能逐步下降。

外媒分析認為，這代表阿聯正試圖將富查伊拉打造為「國家級能源備援系統」，就算未來荷姆茲海峽遭封鎖，阿聯原油出口能力避免出現癱瘓。

除了原油出口外，富查伊哈港另一項重要戰略功能，則是全球航運燃料補給（bunkering）中心。根據Port of Fujairah官方資料，富查伊哈港目前已成為全球前3大船舶燃料補給港之一，也是中東最大的商業石油儲存中心。

此外，富查伊哈港目前還擁有約1800萬立方公尺石油儲存容量，聚集包括Vitol、Vopak、ADNOC等國際能源企業，使其成為全球重要的石油交易與調和中心。

伊朗對海灣鄰國發動空襲，圖為富查伊哈附近一處工業地發生爆炸。（法新資料照）

富查伊哈港仍能穩定輸出原油

近期伊朗危機與荷姆茲海峽風險升高後，富查伊拉的重要性再度大幅上升。《OilPrice》分析指出，隨著部分油輪改道、保險成本上升與海運風險增加，富查伊哈港已成為全球少數仍能穩定輸出海灣石油的重要港口之一。

不過，戰略地位提升，也讓富查伊拉成為潛在攻擊目標。今年3月，富查伊拉港部分設施曾遭無人機攻擊，引發市場對全球能源供應的憂慮。多家外媒指出，部分石油裝載作業一度暫停，凸顯全球能源供應鏈對該港依賴程度之高。

外媒分析，富查伊哈港如今早已不只是單純的港口，而是阿聯在全球能源與地緣政治競爭中的重要戰略資產。在全球供應鏈重組、AI產業推升能源需求，以及中東局勢持續不穩的大背景下，能源安全與航運安全正重新成為各國關注焦點。

對亞洲主要能源進口國而言，其能源安全與荷姆茲海峽及富查伊拉港的穩定運作高度相關。

一手掌握經濟脈動 點我訂閱自由財經Youtube頻道

LTN經濟通》阿聯的命根子 亞洲原油需求樞紐


武陵高中學生會連署要求道歉 詹江村：歡迎提告！

武陵高中學生會昨公告，表示今日將連署要求詹江村道歉，對此詹江村回應：「武陵學生若覺得我損害貴校名譽，歡迎向我提起民事訴訟。」（資料照）

桃園市長張善政出席武陵高中畢典、被學生譏諷「新店市長」，國民黨桃市議員詹江村PO文斥責學生「沒教養」、「教育失敗」，導致藍營支持者跑去肉搜學生，引發一連串爭議。武陵高中學生會昨（2日）發布公告，表示今日將連署要求詹江村道歉，對此詹江村回應：「武陵學生若覺得我損害貴校名譽，歡迎向我提起民事訴訟。」

武陵高中學生會昨公告提及，今日將發放連署書，請求校方重視校務問題，以及請求議員對波及的校內外學生以及校方道歉。不過詹江村昨晚發文表示，武陵學生代表們連署要求他必須向學生道歉，但是他不會道歉，學生以嗆貴賓來展現校風的自由，在他看來是全國教育的問題，他並沒有詆毀武陵也無意詆毀，即使同黨同志切割且無人相挺，他也不會後悔譴責學生的行為。

詹江村列出時序，表示學校邀請貴賓至校，學生嗆貴賓並嘲笑錄影，把影片放在社群揶揄，他僅擷取影片畫面評論此行為學校家庭教育失敗，並沒有說是哪一個學校，也沒有說是哪一個學生，更沒有所謂的肉搜，後來是學生自己來訊息道歉，他並沒有要求學生道歉，也沒有資格要求學生道歉，僅是對此行為評論。

詹江村提到，是學生媽媽打電話到服務處對辦公室助理「瘋狂輸出」，說孩子只有18歲、是身心障礙，因此他刪除貼文並說明刪文原因，他不知道貼文學生姓名也不知道學生長相，更沒有肉搜學生，僅是說明刪文原因而已。

詹江村強調：「武陵學生若覺得我損害貴校名譽，歡迎向我提起民事訴訟，我不後悔我對學生行為的評論。」隨後更直言：「輿論浪潮不會改變我的想法，縱然千夫所指、縱然眾叛親離。我是瘋豹、我是獨孤求告、我是村長詹江村。」


美國 台灣 中國 中華民國

習近平 馬英九 林楚茵 鄭麗文

帶紅統中配訪美 綠疑習辦外宣團 經民連批鄭：向習近平交心

經民連智庫召集人賴中強（ 中）痛批，鄭麗文訪美目的是推銷一中，帶中配過去是向中共總書記習近平交心。（記者劉信德攝）

國民黨主席鄭麗文訪美團昨抵達舊金山，訪團成員包括主張「兩岸統一」的中配中常委勤彭蓁。經民連智庫召集人賴中強痛批，鄭麗文訪美目的是推銷一中，帶中配過去是向中共總書記習近平交心；民進黨則質疑，該團根本是披著交流外衣的「習辦外宣團」。

鄭麗文行前在國民黨中常會聲稱，中華民國憲法是「一中憲法」，兩岸可以結束內戰；經濟民主連合智庫昨於立法院召開記者會，直指中國侵略台灣不是內戰，也沒有一中憲法，鄭麗文的說法並非和平，而是要讓習近平可以「關起家門來打小孩」，讓友盟國家無法聲援台灣。

賴中強：鄭訪美是要推銷一中賴中強說，鄭麗文訪美是要繼續推銷一中，將「內戰」與「一中憲法」框架向美國人推銷，想從美國政府或美方政治人物獲得一些肯定，希望成為國民黨的總統候選人，這是鄭的主觀企圖，也毫不掩飾。

賴中強分析說，鄭麗文是在「販賣台灣的前途，來換取自己的政治前途」，相信美國各界不會被這樣的話術所迷惑。但鄭確實透過「鄭習會」及美國行，不斷在墊高她在國民黨內的地位，把其他的太陽比了下去，不過台灣人民對此是有疑慮的。

對於勤彭蓁隨團訪美，賴中強說，鄭麗文帶著中配訪美，是向習近平交心，再次凸顯她和習近平的共同倡議，亦即中國是兩岸中華民族的共同家園。這種民族式「一中敘事」非常危險，鄭麗文希望用一中架構說服國際，但歐美民主國家對中國霸權擴張企圖和台海局勢有一定了解，應該不會上當。

民進黨發言人林楚茵批評，此次訪團名單中竟然夾帶身兼台企聯副會長的勤彭蓁，是否為「國台辦監軍」引發社會強烈質疑。令人震驚的是，近期與前馬英九基金會執行長蕭旭岑「捧錢合照」的正是台企聯會長，現又傳聞北京高層已下達「全力保蕭」的指令。種種不尋常的利益互動與政治默契，讓這場訪美動機蒙上巨大陰影，也讓台灣社會深感疑慮。


美國總統川普日前稱，尚待批准的 140 億美元對台軍售是很好的談判籌碼。美國國務卿盧比歐 2 日表示，川普的意思是中國總是會提到美國對台軍售議題，但這絕不會是耽擱美國決策的因素，軍售屬於由川普「決定何時及如何執行的事務」。

盧比歐（ Marco Rubio ）2 日行程滿檔，早上出席聯邦參議院外交委員會有關國務院預算的聽證會，下午接著出席眾議院撥款委員會國家安全、國務院及相關計畫小組聽證會。

不少參議員在外委會聽證會關切台灣相關議題，包括川普（ Donald Trump ）在川習會後提到，對台軍售是很好的談判籌碼。

盧比歐對此回應表示，川普真正的意思是中國總是會提及軍售議題，「就好像這是他們的優先事項」，他們不斷地談論美國對台軍售議題，「但這絕非耽擱我們決策或白宮決策的因素」。

美國是台灣對外採購武器的主要來源。北京向來反對美國對台軍售。

有關美國對台 140 億美元的軍售案，盧比歐表示，目前「仍在審查中」。

他指出，對台軍售屬於美國「總統將必須決定何時及如何執行的事務」。「我們去年 12 月才剛完成一項金額非常大的（對台）軍售，因此，有各種原因導致這些事情沒有立即發生」。

川普2.0去年 12 月批准價值 110 億美元的對台軍售案。

談及台灣的重要性，盧比歐表示，台灣的戰略重要性不僅在於地理位置，還包括如果台灣「發生什麼事」，向世界所傳遞出的訊息。

他也重申，華府對台政策沒有改變。

（新聞資料來源 : 中央社）

盧比歐：北京總會提台灣軍售議題　美決策不因此耽擱


美國司法部 2 日放棄一項備受爭議的計畫，原本這項計畫將設立規模達 18 億美元的賠償方案，遭批評人士抨擊是在為總統川普的政治盟友設立「小金庫」。

法新社報導，代理司法部長布蘭希（ Todd Blanche ）在聯邦眾議院委員會作證時表示：「我們不會繼續推動這項基金。」

這項政策的急轉彎，對川普第 2 任期最具爭議的措施之一而言，無疑是一項挫敗。這項計畫曾引起民主黨人、法律專家與國會多名共和黨人的批評。

一名聯邦法官先前已暫時阻止白宮推動這項所謂的「反武器化基金」，這筆基金目的在補償那些聲稱遭美國政府不公平對待的人。

聯邦地區法院法官布林克馬（ Leonie Brinkema ）下令在她考慮是否實施更長的暫停措施期間，政府不得採取任何進一步行動成立或運用基金。

這筆基金是由司法部設立，作為川普對國稅局提起民事訴訟、指控前政府承包商洩露其報稅資料的和解內容之一。（編譯：張曉雯） 1150603

（新聞資料來源 : 中央社）

擬補償盟友引反彈　川普政府撤18億美元基金計畫


美媒：比爾蓋茲自曝被控逾20段婚外情　坦承與2俄女有染

美國億萬富豪比爾．蓋茲的離婚官司持續引發風波。據報導，蓋茲在今年稍早一場氣氛沉重的蓋茲基金會員工大會上，向員工自曝他在離婚訴訟中，被指控有超過 20 段婚外情。

「紐約郵報」（ New York Post ）及「華爾街日報」（ The Wall Street Journal ）引述消息人士的話報導，微軟公司（ Microsoft ）共同創辦人、現年 70 歲的蓋茲（ Bill Gates ）在2月蓋茲基金會（ Gates Foundation ）的會議中坦承，自己與已故性犯罪富豪艾普斯坦（ Jeffrey Epstein ）檔案內提及的2位俄羅斯女子確實有染。

不過，他自曝在 2021 年與前妻梅琳達．蓋茲（ Melinda Gates ）的離婚訴訟中，被指控涉及超過 20 段的婚外情，更令與會員工大為震驚。

蓋茲與前妻梅琳達的婚姻長達 27 年，當時他曾發表道歉聲明，但聲稱自己與被定罪的已故金融家艾普斯坦往來期間「沒做任何非法的事」。

雖然關於這些婚外情指控的細節鮮為人知，但蓋茲承認，曾與俄羅斯橋牌選手安托諾娃（ Mila Antonova ），以及微軟旗下核電公司泰拉能源（ TerraPower ）的1名前員工發生過性關係。

蓋茲在 2010 年一場賽事中結識安托諾娃，這位俄羅斯女選手當時曾向艾普斯坦尋求設立橋牌學院的資助人。艾普斯坦後來為安托諾娃支付軟體程式設計的學費。

至於另一位身分沒有公開的女性，根據「華爾街日報」報導，蓋茲稱她為「俄羅斯核物理學家」，他們是「透過商業活動」認識，這名女子並曾在泰拉能源任職2年。

根據 2013 年艾普斯坦與蓋茲的首席科學暨技術顧問尼可立奇（ Boris Nikolic ）之間的電子郵件，艾普斯坦據稱察覺蓋茲有婚外情，並試圖以此要脅蓋茲。

這些電子郵件也想暗示，尼可立奇曾協助蓋茲取得藥物，「以應付與俄羅斯女孩發生性關係的後果」。

尼可立奇曾稱，這些郵件並非代表蓋茲、或是應蓋茲要求所寫。蓋茲的發言人則強調，暗示蓋茲染上性病是「絕對的荒謬且完全不實」的說法。

蓋茲在員工大會上承認，曾在紐約、德國、法國和華盛頓特區與艾普斯坦會面，但堅稱自己從未造訪過艾普斯坦在加勒比海臭名遠播的私人島嶼「小聖詹姆斯島」（ Little St . James ）。

（新聞資料來源 : 中央社）

法國 美國 德國 俄羅斯


AI 需求加持，記憶體銷售猛，世界半導體貿易統計協會（WSTS）大幅上修今年全球半導體市場規模（銷售額），預估將飆增 9 成，將創下史上最大增幅，年銷售額將史上首度衝破 1 兆美元大關，持續刷新歷史新高紀錄，且預估明年（2027年）將持續呈現大幅增長。

日本電子情報技術產業協會（JEITA）2日發布新聞稿指出，根據WSTS最新公布的預測報告顯示，因預期大型科技巨頭將持續積極投資資料中心，AI伺服器所需的記憶體以及包含GPU在內的邏輯晶片將呈現高度成長，因此2026年全球半導體銷售額自前次（2025年12月）預估的9,754.60億美元大幅上修至1兆5,112.48億美元，將較2025年飆增89.9%，年銷售額將史上首度衝破1兆美元大關、連續第3年創下歷史新高紀錄，且年增幅遠超1995年（年增42%），將創下史上最大增幅紀錄。

WSTS將2026年晶片（IC）全球銷售額自前次預估的8,742.91億美元大幅上修至1兆4,123.26億美元，將飆增101.5%。就IC細項來看，WSTS將2026年包含GPU、CPU等產品在內的邏輯晶片全球銷售額自前次預估的3,908.63億美元上修至4,113.71億美元、將大增37.3%；記憶體（Memory）全球銷售額自前次預估的2,948.21億美元大幅上修至8,039.41億美元、將狂飆249.5%。

WSTS表示，因預估AI相關投資將持續，2027年全球半導體市場預期將維持高成長，預估將大增26.6%至1兆9,136.83億美元，將續創歷史新高紀錄。

（Source：WSTS）

WSTS預估2027年全球IC銷售額將大增28.1%至1兆8,085.33億美元，其中邏輯晶片銷售額預估將大增27.1%至5,228.20億美元、記憶體將大增32.1%至1兆620.85億美元。

日經新聞報導，熟知半導體產業的KPMG FAS執行董事合夥人岡本准表示，「包含GPU在內的AI伺服器用半導體，預估至少到2028年左右，需求都不易降溫。」

（本文由 MoneyDJ新聞 授權轉載；首圖來源：shutterstock）

記憶體猛  全球半導體銷售額估飆 9 成、首破 1 兆美元


黃仁勳贊聲邁威爾  光通訊股嗨漲、博通躍史高

受惠輝達（Nvidia Corp.）執行長黃仁勳（Jensen Huang）讚譽將是下一家「兆元級企業」，ASIC 設計服務巨擘邁威爾（Marvell Technology, Inc.）股價暴衝逾 30%，其他光通訊類股也同步飛漲。

路透社、MarketWatch等外電報導，黃仁勳2日在台灣舉辦的台北國際電腦展（Computex）上表示，「當你遇到一個運算問題，並將其拆解成許多個部分、分散到整個資料中心去處理時，最不可或缺的就是『連接技術』（connectivity）。」

黃仁勳補充說，「這就是為什麼Matt表現得如此出色，這也是為什麼Marvell會如此重要的原因」，他指的是Marvell執行長Matt Murphy。

Murphy甫於5月27日在財報電話會議提到旗下800G與1.6T光學互連解決方案。他當時指出，隨著傳統銅線在AI資料中心遭遇物理傳輸瓶頸，這系列光學互連技術的市場動能日益強勁。Murphy還說，光學互連業務有望在本會計年度迎來超過70%的成長率。

Murphy補充表示，Marvell的客製化AI晶片（該公司將之稱為XPUs），以及相關的配套支援晶片（稱為XPU attach），同樣為業績帶來推升力道。他說，市場對「機櫃內」（scale-up，即伺服器機櫃內部連接）的近封裝光學（NPO）與共同封裝光學（CPO）解決方案具有強烈需求。

Marvell 2日終場跳空暴衝32.52%、收290.79美元，創歷史收盤新高，漲幅居費城半導體指數30支成分股之冠。Yahoo Finance統計顯示，截至6月2日收盤，Marvell市值來到2,543.83億美元，距離黃仁勳所盛讚的「一兆美元」仍有很大一段差距。

光通訊類股同步走強。光學與商用雷射元件供應商Lumentum、輝達矽光子共同封裝光學（CPO）供應夥伴Coherent Corp.、全球特殊玻璃與陶瓷材料兼光纖製造巨擘康寧（Corning Inc.）分別飆漲13.72%、17.63%、13.41%。

Marvell競爭對手博通（Broadcom Inc.）同步跳漲4.7%、收481.57美元，創歷史收盤新高。

除了受到Marvell飆漲的激勵，ASIC大客戶Google母公司Alphabet Inc.募資80億美元投入搭載自研晶片的資料中心，也激勵博通股價跳漲。Alphabet準備發行新股（equity offerings）、籌募80億美元的資金，當中包括波克夏海瑟威（Berkshire Hathaway）的100億美元投資款。

（本文由 MoneyDJ新聞 授權轉載；首圖來源：Marvell）

延伸閱讀：

墨菲 COMPUTEX 演講，黃仁勳力挺：邁威爾是下個兆美元公司


Anthropic 正以一場被求職者們形容為「比心理輔導更具侵入性」的文化面試，重新定義 AI 時代頂尖人才標準。這家 Claude AI 背後的公司，已成為全球最搶手雇主之一，其徵才邏輯也反映出 AI 時代企業選才的全新哲學。

10,000 人爭搶 AI 時代門票Anthropic 目前員工總數略超 3,000 人，估值預計突破 9,000 億美元。一旦下一輪融資完成，將超越 OpenAI，成為全球估值最高 AI 新創。

關鍵職位的薪資待遇最高可達 85 萬美元，讓加入 Anthropic 成為足以改變職涯軌跡的決定。倫敦一名新加入的招募人員宣布新職缺後，隨即收到超過 1,000 個 LinkedIn 邀請連結及大量訊息，足見市場熱度。Workday 前技術長 Peter Bailis 甚至願意放棄頭銜，以「技術人員」身分加入 Anthropic，成為這波人才虹吸效應縮影。

5 輪嚴格關卡：由 NDA 到禁用 AI進入 Anthropic 篩選流程，最多需經過 5 輪面試與技能評估。除非公司明確允許，候選人全程不得使用 AI 工具。對一家以 AI 為核心業務的公司而言，這種安排相當耐人尋味。根據 Bloomberg Businessweek 調查報導，應徵者在與部門主管以外的員工會面前，還必須簽署保密協議（NDA）。

Interviewing.io 平台數據顯示，成功進入 Anthropic 或 OpenAI 的求職者，平均花費約 4,600 美元準備面試，模擬面試每小時收費更高達 170 至 550 美元以上。平台創辦人 Aline Lerner 直言：「花幾千美元，薪水就漲 20 萬美元，這筆帳絕對划算。」

文化面試：不考知識，考靈魂在所有關卡中，文化面試才是真正「決戰場」。不論應徵研究科學家、會計師還是薪酬專員，幾乎所有面試者都必須通過這關。Anthropic 可從任何部門抽調面試官，一旦面試官給出低分，即可否決面試者。

應徵者形容整個過程「不像面試，更像心理輔導」。Anthropic 前招募人員透露，面試會由輕鬆且廣泛的問題開始，再逐步深入職業倫理兩難情境，「我都會提醒應徵者──這場面試可能感覺很奇怪，但請認真對待」。行政總裁 Dario Amodei 更將文化維護視為核心職責。據報他花費約 33%~40% 工作時間，確保公司文化方向正確，這在科技業高層中幾乎前所未見。

Anthropic 要的不是信徒，是獨立思考者Anthropic 聯合創辦人兼總裁 Daniela Amodei 曾在 Podcast 中清楚說明選才邏輯：「我們不是要找特定信仰體系，而是要找那種『我覺得這是對的、也許不受歡迎，但我堅持下去』的能力。」任職於 Exponent 的職涯教練 Kevin Landucci 指出，Anthropic 核心提問框架是：「這個兩難當下讓你有什麼感受、你怎樣回應、現在又怎樣看？」他建議應徵者應展現「不安」──挑選一個讓自己猶豫、但不至於撼動公司根本的倫理困境，例如涉及用戶資料的模糊決策。

更關鍵的是，Anthropic 公開鼓勵「知識獨立性」（Intellectual Independence）──候選人甚至可以對公司本身，或其追求使命的方式抱持懷疑態度。這與一般企業強調「文化契合度」、要求員工「融入」的邏輯截然不同：Anthropic 要的是敢於挑戰的人，而非盲目服從的人。

（Source：shutterstock）

Anthropic 早在 2025 年已於招募頁面明確聲明，要求應徵者在申請過程中不使用 AI 工具：「我們工作時鼓勵使用 AI，但在面試過程中，我們想透過人的語言，了解你對 Anthropic 的個人興趣，以及不借助 AI 的溝通能力。」這項立場背後，是 Anthropic 對「真實性」的執念。當 Claude 本身已能輕鬆通過大部分招募測驗，企業如何辨別人才真實思維能力，已成為 AI 時代人力資源面對最大挑戰。

留才數據印證吸引力這套嚴苛篩選制度另一面，是亮眼的員工留任率。

創投機構 SignalFire 分析顯示，Anthropic 的兩年留任率高達 80%，為業界最高。更具指標意義的是人才流向──工程師從 OpenAI 跳槽到 Anthropic 的機率，是反向流動的 8 倍；從 Google DeepMind 跳槽至 Anthropic 的機率更高達約 11 倍。OpenAI 創始成員、Tesla 前高層 Andrej Karpathy 近期也宣布加入 Anthropic 研究團隊，成為這波人才遷徙潮最新佐證。這些數字說明，嚴格入場門檻並未嚇退應徵者，反而強化品牌稀缺感與向心力。

選才藝術的時代啟示Anthropic 選才邏輯，反映出企業在 AI 時代的一項根本性轉變：當技術能力愈來愈容易被 AI 複製，「如何思考」遠比「知道什麼」更具差異化價值。首席商務長 Paul Smith 一語道破：「I’m looking for someone very nontraditional — like, very nontraditional.」

這場圍繞靈魂深處的面試，或許正預示未來頂尖企業選才新標準。當全球各大企業仍在糾結 AI 會否取代人力時，Anthropic 早已用行動回答：真正難以被取代的，是那個能在不安中堅持信念，敢於對抗主流的人類靈魂。

What It Takes to Get a Job at Anthropic

（本文由 Unwire Pro 授權轉載；首圖來源：shutterstock）

延伸閱讀：

麥肯錫推出免費 AI 面試練習工具，高價顧問面試教練恐受衝擊OpenAI 共同創辦人卡帕西加入 Anthropic，開啟「AI 輔助研發」新策略

AI 時代如何挑選人才？解析 Anthropic 的「文化面試」哲學


當全球目光都集中輝達（Nvidia）或台積電（TSMC）等半導體巨頭時，日本製造業也在發生技術跨界轉型。許多大家熟悉的日常品牌，現在都成為半導體產業的重要供應商，如花王（Kao）以洗髮精與洗衣精聞名，味之素（Ajinomoto）是全球知名的食品與調味料公司，現在都利用開發民生用品的技術，切入利潤更高的晶片材料市場。

人工智慧（AI）帶動高效能運算需求，晶片製造過程更複雜且要求更高，給予有深厚化學背景的日本企業新機會。這類轉型是將既有技術專長重新用於新領域。這些企業在本國民生市場面臨飽和，海外競爭又非常激烈，因此業務重心轉向半導體材料，有效回應市場對AI技術的需求，也為公司找到新獲利管道，是日本傳統製造業在數位時代的重要生存策略。

花王的分子級清潔製作半導體時，清洗是非常頻繁且關鍵的步驟，大約占整體製程三至四成。晶片體積縮小到2奈米以下後，任何微小灰塵或顆粒都會導致產品失效。花王將研發洗衣精、洗面乳累積的界面活性劑技術，應用到半導體清洗劑，核心在如何不傷害精細線路前提下，極微小的髒污也能徹底清除。4月花王剛在台灣設立技術研發中心，直接與台積電（TSMC）等大客戶合作，為不同製程需求開發專用清潔劑。筆者認為這種策略讓花王能快速反應市場變化，並帶動半導體清洗劑銷量成長四成。這種跨領域的應用，讓花王在競爭激烈的化學市場找到藍海，證明傳統產業累積的化學專業，在精密電子製造領域依然有很強的應用價值。

味之素的ABF傳奇味之素生產的ABF（Ajinomoto Build-up Film）絕緣薄膜，是高效能晶片封裝必用的材料，全球有超過九成五市占率。這項技術最初是利用製造味精時產生的副產品技術開發成功，ABF薄膜主要作用是包裹在晶片內的微小線路周圍，提供絕緣保護，讓訊號傳輸更穩定。由於生成式AI需要處理大量數據，帶動伺服器與AI晶片的需求，讓ABF薄膜跟著供不應求。味之素預定2030年前投入250億日圓擴充產能，以應付長期訂單需求。

這是非常典型的轉型案例，將原本產值較低的食品技術，轉為控制全球AI算力命脈的關鍵資產。筆者認為味之素的成功告訴我們，傳統食品業累積的生物與化學技術，只要找到適當的應用場景，就能發揮遠超過本業的經濟價值，成為公司最主要的獲利來源。

TOTO的陶瓷技術新舞台以頂級免治馬桶聞名全球的TOTO（東陶機器株式會社），同樣是傳統製造業切入半導體供應鏈的典型案例。TOTO長年深耕高純度陶瓷製程，原本用於衛浴產品的材料工藝，如今成為晶片製造不可或缺的關鍵。先進陶瓷事業生產的靜電吸盤（Electrostatic Chuck，ESC），主要功能是在晶片生產過程將矽晶圓牢牢固定，廣泛用於NAND快閃記憶體製造。而生成式AI帶動雲端業者大舉擴充儲存設備，需求快速升溫，TOTO先進陶瓷業務截至2025年3月的會計年度，營收達674億日圓，年增幅高達34%。

TOTO已計畫2028年前投資約300億日圓，擴充旗下三座陶瓷廠產能，以因應長期訂單需求。筆者認為TOTO轉型說明一件事：傳統製造業在某個領域長期鑽研所累積的材料技術，只要找到正確的應用場景，就能在高利潤的精密電子供應鏈站穩腳跟，成為企業AI時代開創第二成長曲線的核心動力。

跨界技術的新價值除了花王、味之素與東陶，還有更多日本公司利用本來專長切入晶片鏈。如生產蠟筆聞名的櫻花文具（Sakura Color Products），利用顏料反應的精準技術，開發出能偵測半導體生產過程電漿是否異常的標籤，幫助工程師判斷設備狀態，銷量兩年內成長四成，顯示晶圓廠對這類檢測材料的強大需求。日本最大麵粉集團日清製粉（Nisshin Seifun），也將磨製小麥的超微粉碎技術，協助處理精密的電子材料。

這些案例都顯示日本企業特色，就是某個領域鑽研很久後，累積的基礎技術其實有很強的通用性。筆者觀察這些傳統企業在面臨原本市場萎縮時，能迅速將老技術轉向新應用，避開低價競爭，並在半導體供應鏈找到自己的地位。這種從量產消費品轉向高品質材料供應的模式，讓日本企業在AI時代的全球分工，依然保有無法取代的優勢。

Japan’s Kao, Ajinomoto boost chip material operations on AI demand

（首圖來源：shutterstock）

延伸閱讀：

民生龍頭跨界出擊？味之素獨霸半導體關鍵材料花王在台佈局半導體洗淨製程，海外首座「花王化學製品事業 精密洗淨中心」開幕盤點日本隱形冠軍！除了味之素、TOTO，還有哪些日本老品牌默默賺 AI 財？不只賣馬桶！TOTO 靠「半導體材料」打入 AI 供應鏈，股價創五年最大漲幅

傳統產業找到新出口，日本企業如何因應 AI 浪潮