
欣興電子涉嫌將中國製產品貼牌洗產地遭檢調搜索,財信傳媒集團董事長謝金河指出在美中角力深化下,美國對中國堅壁清野,台灣廠商不能玩兩面手法,強調失去美國信任將毀掉台灣今日好景,並引用家登董事長邱銘乾及張忠謀論述強調信任對台灣在全球供應鏈地位的關鍵作用。
AI-generated summary
欣興電子為IC載板大廠,涉嫌將中國製產品貼牌洗產地遭檢調搜索。謝金河指出美中角力深化,美國對中國堅壁清野,台灣廠商不能玩兩面手法。
IC載板大廠欣興電子因涉嫌將中製產品貼牌「洗產地」,近日遭到檢調單位搜索。(資料照)
〔即時新聞/綜合報導〕IC載板大廠欣興電子因涉嫌將中製產品貼牌「洗產地」,近日遭到檢調單位搜索。財信傳媒集團董事長謝金河指出,在美中角力深化下,美國對中國愈來愈堅壁清野,台灣的廠商不能玩兩面手法,他也強調,如果失去美國信任,台灣絕對不會有今日的好景。
謝金河在臉書以「台灣最不能失去的是信任元素!」為題發文指出,欣興電子遭到檢調搜索約談,涉及洗產地的問題,公司股權從1230元跌至873元,這家績優的ABF載板廠失去的除了是股價下跌,股東損失,衝擊最大的是公司治理形象,及市場對這家公司的信賴。
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謝金河表示,這個事件發生的第一時間,家登董事長邱銘乾接受媒體訪問時表示,今天你能賺大錢是因為西方信任你,還洗產地,吃飽沒事幹!邱銘乾說:台灣能在全球供應鏈站穩腳步,並且賺大錢,靠的是西方長年累積的信任,廠商絕不能做出讓客戶認為會被出賣的事,若台廠玩掉信任,傷害的絕對不會只是一家的事!
謝金河直言,邱銘乾站出來,且毫不留情面批評業界人士,對他的尊敬增加好幾分。這也讓謝金河想到,在2019年台積電還沒有成為神山的時候,有一次中醫大蔡長海請張忠謀夫婦用餐,當時謝金河直白請教張創辦人台積電成功的元素是什麼?張先生慢條斯理說出:Trust!Trust!Trust!這件事謝金河一直牢記在心中。今天邱銘乾董事長這一席話可以直接呼應張創辦人。
謝金河說明,邱銘乾說的西方信任,指的是美國!如果台灣失去美國信任,今天台灣絕對不會有今日的好景。今天媒體報導台灣對美國7月的順差高達207億美元,其實今年前7月台灣對美國出口1556.52億美元,進口只有341.9億美元,台灣前7月對美國的貿易順差高達1224.62億美元,台灣是美國的大逆差國。
謝金河指出,過去台灣出口最大市場在中國,最高占比43.9%,現在降到24%,對美國的占比從11.7%上升到31.8%。最大的助力來自AI,台灣成為美國最重要的AI供應鏈夥伴,這個時候信賴元素格外重要。
謝金河強調,在美中角力深化下,美國對中國愈來愈堅壁清野,台灣的廠商不能玩兩面手法,一方面和美國做生意,另一方面又把違禁產品出口到中國,或是把中國製造產品貼上台灣標籖再賣到美國。
謝金河提到,這些年很多印刷電路板大廠生產基地都在中國,像楠梓電把產能全部移到滬電股份,臻鼎有鵬鼎,定穎有超穎,欣興在昆山、蘇州、黃石有十幾個生產基地。台廠如何規範產能,避免洗產地,這是重要課題!
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AI outlook — possibilities, not facts
檢調單位將對欣興電子進行進一步偵查,可能提出洗產地相關法律責任。
Likely · Within weeks
台灣廠商將面臨來自美國客戶的更嚴格供應鏈審核,以避免類似洗產地事件。
Very likely · Within months

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