With Donald Trump returning to the White House in 2025, the United States has reinvigorated its “America First” agenda through tariffs, export controls, investment screening, and industrial policy measures. Combined with intensifying U.S.-China strategic competition, these developments are accelerating the restructuring of global trade and supply chains. As geopolitical considerations increasingly outweigh traditional efficiency-driven approaches, governments and businesses worldwide are adapting their strategies to navigate a more fragmented and uncertain global economic environment.
Meanwhile, the rapid advancement of artificial intelligence (AI) is reshaping the global technology landscape and emerging as a critical driver of economic competitiveness. Strategic industries such as semiconductors and connected & electric vehicles are increasingly influenced by U.S. technology policies and broader geopolitical rivalries. In response, many Asian economies are accelerating the implementation of national AI strategies and policy frameworks to enhance technological capabilities, strengthen economic security, and reinforce supply chain resilience.
Against this evolving landscape, the conference will explore how recent shifts in U.S. economic, trade, and technology policies are reshaping global supply chains and influencing AI policy and strategic development across Asia. It will further examine how major economies are responding to geopolitical and technological challenges by strengthening supply chain resilience, fostering technological innovation, and deepening international cooperation. Through these discussions, the conference aims to provide valuable insights for policymakers and business leaders in shaping future economic and industrial strategies.
近年來,美中貿易戰、COVID-19疫情及地緣政治風險升高,持續衝擊全球供應鏈與國際貿易秩序,全球產業布局亦由過去追求成本效率,逐漸轉向強調供應鏈韌性與經濟安全。隨著2025年美國川普總統重返白宮(Trump 2.0),美國再度強化「美國優先」(America First)政策主軸,透過高關稅、出口管制、投資審查及產業補貼等政策工具,推動製造業回流與供應鏈調整,進一步加速全球供應鏈朝向區域化、陣營化與碎片化發展。地緣政治亦逐漸取代市場效率,成為影響全球供應鏈布局與企業投資決策的重要因素。
此外,在人工智慧(AI)快速發展下,AI技術與相關產業已成為全球科技與經濟競爭核心,包括半導體、車聯網等關鍵領域,皆受到美國科技政策與美中競爭之深刻影響。各國尤其是亞洲國家,亦積極推動AI產業政策與國家戰略,以強化科技自主能力與供應鏈韌性。
基於此,本研討會以「美國經貿及科技政策新局下的全球供應鏈趨勢」為主題,探討美國政策轉向對全球供應鏈、AI政策發展之影響,以及主要國家如何建構韌性的供應鏈網絡,並可作為政府與企業未來政策與產業布局之參考。
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Time 時間 |
Program 議程 | |
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| 08:40-09:00 | Registration 報到 | |
| 09:00-09:05 |
Opening Address 開幕致詞
Industrial Development Administration (IDA)/ MOEA 經濟部產業發展署 Chung-Hua Institution for Economic Research (CIER) 中華經濟研究院 |
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| 09:05-09:10 | Photo Session 大合照 | |
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Session 1:The Impact of Shifting U.S. Economic and Trade Policies on Global Trade and Supply Chains
場次一:美國經貿政策變化對全球貿易與供應鏈之影響 |
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| 09:10-10:15 |
Moderator (5ms)
主持人 (5分鐘) |
Daniel Liu
Director, Regional Development Study Center, Chung-Hua Institution for Economic Research (CIER) 劉大年 中華經濟研究院區域發展研究中心主任 |
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Panelists
(each/20ms) 引言人 (1人/20分鐘) |
Michael Beeman
Visiting Assistant Professor, Politics and International Relations, Loyola Marymount University (LMU) and Senior Associate (Non-resident), Japan Chair, Center for Strategic & International Studies (CSIS), USA 邁克爾·比曼 洛約拉馬利蒙特大學訪問助理教授暨戰略與國際研究中心資深副研究員(美國) TOPIC / 題目
Demystifying America's New Trade Policy: What to Expect Next?
解析美國新貿易政策及展望未來
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Mathieu Duchâtel
Senior Fellow, Institute Montaigne, France 杜懋之 蒙田研究所國際研究主任(法國) TOPIC / 題目
Between the US and China: European Economic Security in the Age of America First
美中之間的戰略抉擇,美國優先政策下的歐洲經濟安全
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Roy Chun LEE
Senior Deputy Executive Director, Center for International Trade Policy, Chung-Hua Institution for Economic Research (CIER), Taiwan 李淳 中華經濟研究院國際經貿政策研究中心資深副執行長 TOPIC / 題目
The mainstreaming of economic security policy and the implications for Taiwan
主流經濟安全政策及其對臺灣之影響
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| 10:15-10:25 |
Commentator
(each / 10ms) 評論人(10分鐘) |
Shu-Fei Yang
Deputy Director, Regional Development Study Center, Chung-Hua Institution for Economic Research (CIER) 楊書菲 中華經濟研究院區域發展研究中心副主任 |
| 10:25-10:40 | Discussion (15ms) 討論 (15分鐘) | |
| 10:40-11:00 | Break 休息 | |
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Session 2:The New Landscape of AI Supply Chain Competition Under U.S.-China Tech Rivalry
場次二:美中科技競爭下的AI供應鏈競爭新格局 |
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| 11:00-12:05 |
Moderator (5ms)
主持人 (5分鐘) |
Terry Tsao
Global Chief Marketing Officer & President of Taiwan, SEMI 曹世綸 SEMI國際半導體產業協會全球行銷長暨臺灣區總裁 |
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Panelists
(each/20ms) 引言人 (1人/20分鐘) |
Miguel Alberto Gomez
Senior Research Fellow, National University of Singapore (NUS), Singapore 戈麥斯 新加坡國立大學高級研究員(新加坡) TOPIC / 題目
Threading the AI Needle: Navigating Strategic Alignment and National Interests Among Small and Middle Powers
AI競爭槓桿:小型與中等強國之戰略協調與國家利益
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Yonggi Kim
Associate Research Fellow, Science and Technology Policy Institute (STEPI), Korea 金傭起 韓國科學技術政策研究院副研究員(韓國) TOPIC / 題目
Shifting Chokepoints in the AI Value Chain: From Chips to Robot Joints, and the Choices That Remain
AI價值鏈關鍵瓶頸之轉變,從晶片到機器人關節的戰略調整
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Wen, Pei-Chang
Director, The Second Research Division, Chung-Hua Institution for Economic Research (CIER) 溫蓓章 中華經濟研究院第二研究所所長 TOPIC / 題目
U.S.-China Competition in AI: Implications for Taiwan’s AI Supply Chain
美中AI競爭下,臺灣供應鏈之影響及挑戰
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| 12:05-12:15 |
Commentator
(each / 10ms) 評論人(10分鐘) |
Chris Hung
Director General and Industry Consultant, Market Intelligence & Consulting Institute (MIC), Institute for Information Industry (III), Taiwan 洪春暉 財團法人資訊工業策進會產業情報研究所所長兼產業顧問 |
| 12:15-12:30 | Discussion (15ms) 討論 (15分鐘) | |
| 12:30-13:40 | Lunch 午餐 | |
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Session 3:Building Resilient Supply Chain Network Strategies
場次三:打造韌性供應鏈網絡策略 |
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| 13:40-14:45 |
Moderator (5ms)
主持人 (5分鐘) |
Daniel Liu
Director, Regional Development Study Center, Chung-Hua Institution for Economic Research (CIER) 劉大年 中華經濟研究院區域發展研究中心主任 |
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Panelists
(each/20ms) 引言人 (1人/20分鐘) |
Satoshi Hashimoto
Deputy Director General, Japan Organization for Metals and Energy Security (JOGMEC), Japan 橋本諭 日本能源金屬礦物資源機構副部長(日本) TOPIC / 題目
TBC
確認中
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Kyung, Heekwon
Research Fellow, Korea Institute for Industrial Economics & Trade (KIET), Korea 慶熙權 韓國產業經濟研究院研究員(韓國) TOPIC / 題目
Stacking the Alliance: Generational Technological Discontinuity and the Realignment of U.S. International Strategy
重塑同盟體系-科技變革與美國國際戰略之重新布局
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Jeremy Chih-Cheng Chang
Chief Executive Officer, Research Institute for Democracy, Society and Emerging Technology (DSET), Taiwan 張智程 科技、民主與社會研究中心執行長 TOPIC / 題目
Economic Security in the AI Era: Taiwan’s Strategic Advantages and Supply Chain Resilience Challenges
AI時代的經濟安全:臺灣供應鏈的戰略優勢與韌性課題
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| 14:45-14:55 |
Commentator
(each / 10ms) 評論人(10分鐘) |
Lien, Ko-Hsiung
Director, Taiwan Institute of Economic Research (TIER), Taiwan 連科雄 台灣經濟研究院所長 |
| 14:55-15:10 | Discussion (15ms) 討論 (15分鐘) | |
| 15:10-15:30 | Break 休息 | |
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Session 4:Roundtable Discussion
場次四:圓桌論壇 |
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| 15:30-16:20 |
Moderator 主持人 |
Tain-Jy Chen
Professor Emeritus, Department of Economics, National Taiwan University, Taiwan 陳添枝 國立臺灣大學經濟學系名譽教授 |
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Speakers 與談人 |
Lien, Hsien-Ming
President, Chung-Hua Institution for Economic Research (CIER) 連賢明 中華經濟研究院院長 |
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Michael Beeman
Visiting Assistant Professor, Politics and International Relations, Loyola Marymount University (LMU) and Senior Associate (Non-resident), Japan Chair, Center for Strategic & International Studies (CSIS), USA 邁克爾·比曼 洛約拉馬利蒙特大學訪問助理教授暨戰略與國際研究中心資深副研究員(美國) |
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Mathieu Duchâtel
Senior Fellow, Institute Montaigne, France 杜懋之 蒙田研究所國際研究主任(法國) |
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Miguel Alberto Gomez
Senior Research Fellow, National University of Singapore (NUS), Singapore 戈麥斯 新加坡國立大學高級研究員(新加坡) |
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Yonggi Kim
Associate Research Fellow, Science and Technology Policy Institute (STEPI), Korea 金傭起 韓國科學技術政策研究院副研究員(韓國) |
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Satoshi Hashimoto
Deputy Director General, Japan Organization for Metals and Energy Security (JOGMEC), Japan 橋本諭 日本能源金屬礦物資源機構副部長(日本) |
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Kyung, Heekwon
Research Fellow, Korea Institute for Industrial Economics & Trade (KIET), Korea 慶熙權 韓國產業經濟研究院研究員(韓國) |
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| 16:20 | Closing閉幕 | |
* The organizers reserve the right to amend the agenda and speakers.
