Eternal Economy Press 經綸天下

22/07/2024

https://money.udn.com/money/story/122337/8110357?from=edn_maintab_vip

台積電（2330）上周四繳出精彩的業績展望，不僅本季毛利率在53.5%以上超出預期，今年營收成長上修至略高於25%，在領...

21/05/2024

https://money.udn.com/money/story/122337/7977424?from=edn_courselist_vip When faced with the dual challenge of developing energy-intensive artificial intelligence (AI) while striving for net-zero emissions, how do big tech companies respond?

In 2020, Microsoft pledged to achieve carbon negativity by 2030, vowing to remove more carbon dioxide from the atmosphere than it emits.

However, in a sustainability report released last week, Microsoft disclosed that its emissions have surged nearly 30% over the past four years. This increase is largely attributed to the construction of data centers necessary for AI and cloud computing, a development the company had not fully anticipated.

Microsoft's situation highlights the challenge of balancing AI advancement with emission targets. As a leader in generative AI and the world’s most valuable compan, Microsoft acknowledges that emissions from its supply chain and other indirect sources pose significant obstacles to achieving its carbon-negative goal.

The company will now require “select scale, high-volume suppliers to use 100% carbon-free electricity by 2030”.

Among Microsoft's Taiwan suppliers, only MediaTek, Delta Electronics, and ASUS will meet the new standards. Other manufacturers, such as Pegatron, Foxconn, and Quanta, pledge to use 50% or slightly more renewable electricity by 2030.

If these suppliers fail to align with Microsoft's 100% renewable energy target by the 2030 deadline, it could mark a critical juncture where some Taiwanese firms might lose a significant client.

With or without policy encouragement from the government, Taiwanese manufacturers are under urgent pressure from customers to adopt renewable energy at any cost. The real issue is whether the new Lai Ching-te government can meet the industry's renewable energy demands in less than four years.

Microsoft has fired the first shot in advancing the net-zero agenda. It remains to be seen which tech giant will follow suit, but the pressure on Taiwan's electric sector to reduce carbon emissions will only grow.

既要發展高耗電的人工智慧（AI），又要達到淨零排放，當科技大廠碰到這種魚與熊掌都要的情況，會怎麼辦？

10/05/2024

https://money.udn.com/money/story/122337/7954371?from=edn_courselist_vip 面對中共舉世數一數二的強大海軍，我海軍可建立成本遠低於潛艦、發揮最大嚇阻、又能迅速成軍的絕佳部署

俄烏戰爭已邁入第三個年頭，由於美國為主西方國家的軍事援助不及，烏克蘭部隊彈藥整補不足，在地面攻防上陷入苦戰。不過在海上，...

09/04/2024

https://money.udn.com/money/story/5944/7886951?from=edn_maintab_vip 中國需要一套新的成長模式，集中於國內服務而非商品，以及民間消費。

今年的中國發展高層論壇上，中國大陸會不會陷入聞之色變的「中等所得陷阱」，成為會中直接切入的焦點。畢竟，很少有新興經濟體能夠成功晉身高所得國家。 中國會是個例外嗎？中國長達30年實現年均近10%的經濟成長後，本...

09/04/2024

中國需要一套新的成長模式，集中於國內服務而非商品，以及民間消費。https://money.udn.com/money/story/5944/7886951?from=edn_maintab_vip

27/03/2024

https://money.udn.com/money/story/122337/7856097?from=edn_VIP_index_side

我央行以抑制國內通膨預期心理為由，上周四意外調升利率半碼，與歐美央行預料最快在6月啟動降息周期的走向呈現罕見分歧。

19/03/2024

https://money.udn.com/money/story/122381/7840615?from=edn_VIP_index_side 有沒有辦法走出這樣陷阱？理想情況下，雙方都應放棄除掉對方的幻想。和平解決這場衝突技術而言是可行的。在約旦和地中海之間，有的是可以給人興建住宅、學校、公路和醫院的土地。但只有在雙方都能誠實回答，即使擁有無限的權力並在一無限制的條件下，也不希望趕走對方，這樣解方才能實現。「無論他們對我們犯了什麼不義，構成了什麼威脅，我們仍然尊重他們有權在自己出生的國家過有尊嚴的生活。」如此深切改變的意願，必須彰顯在行為上，終可化解恐懼和憎恨，為真正的和平創造空間。

以色列和巴勒斯坦之間的衝突，是由相互滅絕彼此的恐懼而發的。雙方都擔心遭到對方殺害或趕逐，整個國家面臨集體終結。遺憾的是，這並非出於偏執的非理性恐懼，而是基於最近的歷史記憶和對方意圖的合理分析。

08/02/2024

這是下本書的好題材https://www.businesstoday.com.tw/article/category/183027/post/202402070027/?utm_source=businesstoday&utm_medium=search&utm_campaign=article

2013年9月21日，葉門現據北方和首都的叛亂團體「胡塞組織」（Houthis）舉行大規模的閱兵典禮，展示飛彈、無人機、防空火砲在內的各式武器裝備，但最吸睛的，莫過於一架凌空飛越現場的美製F-5E戰機，這是外界所知胡塞組織「...