Taiwan's state-owned oil firm CPC Corp has been ordered to develop hydrogen energy, and Taiwan should actively lay out smart grids and micro grids, and establish a specific and feasible carbon trading mechanism.Ĭarbon capture and storage technologies will be as difficult and precious as nuclear waste storage in the future. For example, with the price of natural gas set to soar in 2021, can Taiwan really rely on natural gas as its primary source of electricity? The technology of carbon capture is already in place, but the cost is still high. It's conceivable that carbon trading certificates will become even more popular, with all kinds of costs rising. As we await the introduction of TCFD and SASB guidelines, there are already 58 semiconductor companies listed in the Dow Jones Sustainability Index (DJSI), and seven of them are Taiwanese companies. Less than 10% of listed companies in Taiwan are conducting precise tacking of their carbon footprints, but from the positive attitude of the Financial Supervisory Commission and other organizations, the Taiwanese government is gradually keeping pace with the world on the relevant requirements, and companies can hardly stay out of it. Japan is to reduce 46% compared to 2013, while TSMC is asking equipment manufacturers to reduce carbon emissions by 20% by 2030. In the face of the increasingly urgent issue of climate change, the US has pledged to achieve a 50-52% carbon reduction by 2030 compared to 2005. From January to April 2022, Taiwan-based China Airlines' cargo services contributed the majority of the company's overall operating profit, and it can be said that China Airlines' high percentage of cargo fleet and capacity is a part of Taiwan's competitiveness. A better and more resilient supply chain is important. After the outbreak of the epidemic in 2020, many airlines dismantled their seats and switched from passenger to cargo flights.īut now that passenger traffic has rebounded, we are seeing a decrease in the proportion of passenger to cargo flights, and with a decentralized production system gradually taking shape, we can already expect that the relationship between technology products and air cargo is also adjusting. From Shanghai to Kunshan and Zhengzhou, and from Apple and Tesla to Taiwan-based notebook ODMs - none of them were spared. The lockdowns in major Chinese cities in the Yangtze River Delta earlier hit hard the supply chian. The year 2021 may have been the worst year ever for ocean freight in terms of on-time performance, with delays of seven days or more since the start of 2022, and global freighter on-time performance was only 35.9% in first-quarter 2022, meaning longer transit times, inventory costs, and debt risk for everyone. Wan Hai Lines reported profits of NT$40 billion in first-quarter 2022, and Evergreen Marine also posted significant results. They constitute the "muscle" of the system and trigger new geo-economic challenges in which Europe must still find its place.According to a KPMG survey, supply chain stability is the biggest business risk in 2022, and 68% of CEOs surveyed agreed that companies must be more resilient to face a high-risk, volatile supply chain. Meanwhile, the issue of semiconductors, symbolizing both the technological decline and the renewal of the EU’s ambitions, is fully integrated into the development of 5G. The continent’s various players (the European Commission, the main European powers, private players such as Nokia and Ericsson) have not adopted a uniform stance, reflecting an entanglement of technological dependencies on China and the United States. The United States-China rivalry is limiting the European Union’s room for action, against a backdrop of security considerations and low levels of investment. 5G is indeed critical because of its expected quasi-ubiquitous use, the gradual shift towards network technologies based entirely on software, and the potential strengthening of already dominant players (including digital platforms via cloud services). Just like artificial intelligence, 5G materializes a very strong geopolitical sensitivity around the control of critical technologies. For Europe, the 5G challenge at the international level is drawing a very complex landscape. The acute Sino-American tensions which started in 2018 have been coupled with controversies around 5G technology, exemplified by the spotlight placed on Chinese equipment manufacturer Huawei and the security risks associated with its use.
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