Following TSMC, Innolux Also Encourages Employee Vacations 繼台積電之後 群創也推出鼓勵休假方案

Taiwan's semiconductor sector has been under a lot of pressure with concerns over an economic slowdown and the political risk attached to Taiwan's relationship with China. Recently, TSMC as well as Innolux have both encouraged their employees to take paid leave after working hard during the pandemic.

JPMorgan Chase CEO Jamie Dimon recently pointed out that geopolitical uncertainties were among the biggest concerns facing the global economy. Tensions in the Taiwan Strait and talks of the semiconductor industry cutting its reliance on Taiwan have sparked concerns. Industry veterans, including Powerchip Chairperson Frank Huang, believe that Taiwan's semiconductor status is difficult to unseat! National Development Council Minister Kung Ming-hsin was at the Legislative Yuan for inquiry and responded to the issue.

Kung Ming-hsin, NDC Minister: “If you get rid of Taiwan, the whole world stops working. For us, strengthening our capabilities is the most important thing. So we won't worry about this de-Taiwanization.”

The overall global economy is full of crises. Not only has TSMC begun encouraging their employees to take paid leave, but also Innolux, one of the panel manufacturing leaders, has launched a plan to encourage vacations. Paul Peng, the chairperson of panel leader AUO, said the current consumer market is falling off a cliff. This is one of the most severe recessions. Everyone is concerned about where Taiwan's economy is headed.

Kung Ming-hsin, CDC Minister: “The destocking of inventory for some in the electronics industry will probably last until the first or even the second quarter of next year. ”
Chiu Yi-ying, Legislator (DPP): “The economy won't get better? ”
Kung Ming-hsin, CDC Minister: “It will be challenging.”

In addition to increasing the budget for next, Kung believes that with the U.S.-China technology war, it's an opportunity to bring employees and production back to Taiwan and use the crisis to our advantage. Taiwan's four domestic industrial and commercial associations recently stated that they will visit China after the closing of the CCP's 20th National Congress. Kung expressed his respect and believed that the trip could be beneficial for Taiwanese business owners. 

美國摩根大通執行長戴蒙，日前指出地緣政治，是全球經濟的最大擔憂，加上近期台海局勢緊張，半導體去台化議題，引發討論。包括力積電董座黃崇仁等業界大老，認為台灣半導體地位難以撼動。國發會主委龔明鑫，今日上午到立院備詢，回應去台化議題。

國發會主委龔明鑫表示：「如果去台化的話，這個全世界就停止運轉了，對我們來講，強化我們的這個動能，才是最重要的一件事情，所以我們不會擔心這個（去台化）。」

只是全球總體經濟危機四伏，不只半導體龍頭台積電，要員工多休假，就連面板雙虎之一的群創，也推出鼓勵休假方案。面板龍頭友達董事長彭双浪昨日說，目前消費市場呈現斷崖式下滑，這次是景氣衰退最嚴重的一次，外界關心，台灣接下來的經濟走向？

國發會主委龔明鑫表示：「有一些電子產業它的庫存的去化，庫存的去化有可能，它的去化的時間，會到明年第一季甚至到第二季。」民進黨立委邱議瑩問：「整個經濟發展的景氣是不會好轉的?」對此，龔明鑫認為「會比較有挑戰性」。

除了增加明年預算，提振內需經濟，對於美中科技戰，龔明鑫認為，不妨藉機把人才和產能移回台，把危機化為轉機。至於國內四大工商團體日前表態，將在中共二十大會議閉幕後，訪問中國大陸，龔明鑫表達尊重，認為能藉此更透明，了解中國產能，對台商有幫助。