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Back慢評》蔣萬安妻稱人脈牽線促成輝達投資 應是一葉障目不見泰山
慢評》蔣萬安妻稱人脈牽線促成輝達投資 應是一葉障目不見泰山
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自由时报yesterdayOpinion9 min readChinaView translation

慢評》蔣萬安妻稱人脈牽線促成輝達投資 應是一葉障目不見泰山

蔣萬安太太石舫亘指透過人脈聯繫黃仁勳推進輝達總部,遭評為未能呈現經濟部多年奠定之基礎。

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台北市長蔣萬安太太石舫亘指透過夫妻人脈聯繫輝達執行長黃仁勳推進北士科總部,引發爭議。評論指出此說法忽略了經濟部多年來在早期招商、研發中心設立及跨部會稅制協商等奠定的深厚基礎。

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Why It Matters

台北市長蔣萬安太太石舫亘在專訪中表示透過人脈聯繫黃仁勳推進輝達總部落腳北士科,引發各界對招商功勞歸屬的討論。

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台北市長蔣萬安太太石舫亘近期為力拚連任的丈夫輔選時指出,透過夫妻的人脈與輝達執行長黃仁勳聯繫上,才得以快速推進輝達總部落腳北士科,人脈牽線說因未充分交代既有招商與後續協作,易使人誤認全案主要由個人促成,也引起各界爭論。觀察石舫亘的說法應屬「一葉障目、不見泰山」,未能充分呈現輝達海外總部落腳北士科是集結眾人、各單位多年所奠定的基礎。

平心而論,輝達在台灣建置海外總部背後功不可沒的關鍵推手,屬當時經濟部技術處(現技術司)的早期招商,才促成輝達研發中心在台北內湖設立,以及財政部與經濟部在商榷多年後終在稅制公平與合理性取得平衡,給予輝達租稅優惠,才助攻台灣從香港手上搶到輝達的物流運籌中心,奠定了輝達決定在台灣建置海外總部的基礎。

蔣萬安太太石舫亘上月28日在王偉忠專訪節目上,談及她最有感的蔣萬安政績時表示,輝達投資案推進過程中有一些蔣萬安沒向媒體分享的故事,她是科技人所以對輝達的投資案特別有感,「我看到他(蔣萬安)其實有點擔心台北不是輝達首選怎麼辦?還好我們當時其實在美國有交到很好的朋友,那當時他也在輝達上班,我們就因為他而直接跟這個就是...(蔣萬安在旁提示:黃仁勳)聯繫上,然後就開始非常快速地往前推進」,石舫亘更直呼,輝達案讓她真的感到非常光榮。

不過,石舫亘這短短幾句話並未詳述既有招商與正式協商過程細節,容易讓外界高估人脈在全案中的作用,事實上人脈作用尚不足以完整解釋輝達投資與選址決策。

關於石舫亘的「人脈牽線說」是否說得太滿,就需從幾個面向審視,首先是輝達在台灣建置海外總部的脈絡。

曾從頭到尾參與輝達投資案決策過程的消息人士接受本報專訪時指出,輝達最一開始在內湖的辦公室業務內容大致是營運,並沒有研發部門,後來是在通過經濟部大A+計畫後,輝達內湖辦公室才成為輝達在亞太地區設立的第一個研發中心。

當初內湖辦公室設立的規模較小,員工約數百名,大A+計畫執行項目中有一項是輝達要「新增1000名研發人員」,因此在人力擴編下租借南港的辦公室,但內湖、南港的空間都是租借,輝達評估不敷所需才有建置海外總部的構想,並希望能夠比照「矽谷總部」的規格,且考量員工通勤的便利性,輝達希望海外總部能在雙北落地,而北士科基地完整是黃仁勳屬意的首選。

消息人士坦言,經濟部是第一時間收到輝達希望在台灣成立海外總部訴求的單位,輝達請經濟部協助尋找合適地點時,就已經明確表達一定要是台北市或新北市,當時經濟部推薦了許多地點給輝達評估,最後黃仁勳拍板屬意北士科。

消息人士委婉表示,台北市政府在此招商過程的成分並不多,輝達海外總部案要說成是蔣萬安或是北市府招商的功勞有些牽強,輝達原先就屬意要在雙北,但能理解選情激烈會盡可能highlight自己有參與的部分,平心而論輝達在台灣設立海外總部的構想,勢必得在經濟部補助設立的研發中心基礎上來擴大才有可能達成。

另一方面,回顧過往與今年北市選情無關的輝達投資案報導,其中,時任技術處長邱求慧(現任經濟部產發署長)在2023年5月及2024年12月提及輝達投資案幕後細節時指出,輝達投資案要追溯至約2020年他回到經濟部時接到的第一個任務,行政院指示要與數家全球領導企業洽談來台設立研發中心,那時AI還沒有那麼火紅,但經濟部看見AI的無窮潛力,所以把招商目標鎖定輝達,「也是首度與輝達洽談」,期間受疫情阻撓只能視訊洽商,歷經1年多談判才敲定執行細節。

邱求慧當時指出,台灣其實並非輝達設置研發中心的首選,輝達來台投資案曾一度面臨破局,當時經濟部團隊緊急奔赴矽谷,直接向黃仁勳進行簡報,力陳台灣擁有人才、產業、基礎設施均備的完善生態系與國際大廠夥伴信任基礎,成功說服輝達執行長黃仁勳來台投資,最後輝達不但決定在台灣設立研發中心,而且規模還直接提升5倍。

經濟部早在2021年前就開始布局,相信也是促進雙方合作的重要因素之一。且當時輝達公司股價約是2024年的10分之1,「換做是今天,全世界都捧著銀子在邀請輝達,我們應該不會有那麼好的機會」,也相信輝達來台灣增加研發投資,主要是認同台灣的科技實力。

除技術司奠定研發中心擴大成海外總部的基礎外,輝達在台灣設置物流運籌中心也有重要角色,其實過去輝達的物流運籌中心是設在香港、不選在台灣,原因就是香港的稅制比台灣優惠。經濟部長王美花在2023年12月曾指出,外商投資的最後一哩路就是「物流」,輝達的晶片、伺服器等零組件明明都是在台灣採購,卻不在台灣組成最終成品出口,只因台灣課稅比香港更重,因此政府一直想辦法將輝達、超微、美商應材等國際大廠的物流中心移轉到台灣,經濟部在與財政部歷經近2年商榷,財政部終在稅制公平與合理性取得平衡下,助攻輝達物流運籌中心來台投資,也期能增加台灣的稅收。

經濟部投資司也在2023年說明,輝達在經濟部與財政部協助下,選擇將亞太成品倉儲設在遠雄航空自貿港加值園區內,以因應全球高階AI晶片需求,這不僅促成輝達在台進行更多元的零組件採購、其成品在台灣組裝完成後直接運與全球市場,亦有助於培植本土半導體及AI伺服器廠商。

新聞是歷史的初稿,上述內容除消息人士透露外,其餘則引用今年選舉前的報導,刊登年份為2024年之前。

整體來看,輝達在台灣建置海外總部的地點鎖定在雙北,經濟部奠定了早期招商、設立研發中心的基礎,並協尋合適基地,後續輝達總部落腳北士科的盼望能夠不落空,也有賴於新光人壽與北市府的具體貢獻,新光人壽割愛釋出T17、T18基地地上權、成全重大投資案的貢獻不可抹滅,不應被視為理所當然,北市府也積極推動協商合意解約並取回土地、推動都市計畫變更及專案設定地上權等作業,並在今年完成與輝達簽約,都是促成北士科總部落地的重要環節,市府團隊的努力也應被肯定。

綜觀石舫亘在節目上談話重點放在蔣萬安具海納百川的人格特質、領導與協調能力、毅力云云,話中滿滿都是對丈夫的肯定、支持與欣賞,但比較可惜的是蔣夫人「一葉障目,不見泰山」,未能呈現全貌,這樣說絕非否定蔣萬安在其中的參與,但談及輝達投資案不能只是見樹不見林,輝達投資案拍板是匯聚眾多公務員跨部會多年努力,如果宣傳時一味將輝達投資案歸於自身,效果可能適得其反,恐使蔣萬安在選民心中留下言過其實、好大喜功的印象。

Open Questions

  • 輝達未來在北士科總部的具體投資與建設時程為何?
  • 北市府與中央未來在科技招商上將如何分工合作?

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