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Cambodia and Singapore hailed the successful conclusion of the Strategic Leadership and Public Governance (SLPG) Programme as a pivotal public service reform that strengthens bilateral ties and builds a foundation for future …

Newtalk新聞 近年來，新加坡積極招商引資，吸引多家跨國企業大規模投資半導體，也引發外界對台灣半導體地位可能受到挑戰的疑慮。然而，若從雙邊貿易、產業布局、製造產能與跨境投資等面向深入分析，可以發現台星半導體關係並非以相互取代的競爭為主，而是各自在全球價值鏈中發揮不同優勢，形成高度互補、互利共榮的分工格局。 量體與位置：同一產業，不同段落 2025年台灣IC產業產值約為新台幣6.5兆元； 2026年產值可望達9.2兆元，年增40.9%；同年台灣占全球晶圓代工產能的78.6%、先進製程產能的69%。新加坡半導體業2025年約占其GDP的5.8%，從業人力逾3.5萬人，約為台灣的十分之一；最先進的量產節點為22／28奈米，與台灣的先進製程沒有重疊，僅在部分成熟製程與台灣有所競爭。 新加坡的優勢在價值鏈兩端：上游生產全球約五分之一的半導體設備，下游則是轉口、金融與資料中心的區域樞紐；台灣的優勢集中在中段，包括IC設計、先進製程、先進封裝與AI伺服器製造。 貿易規模：雙向同步擴張 依台灣海關統計，2025年台星雙邊貿易為535.5億美元。2026年1至9月，台灣對新加坡出口522.2億美元、年增80.4%，自新加坡進口169.2億美元、年增77.1%，九個月的貿易額已超過2025年全年約29%（見圖1）。 以新加坡口徑計，2025年台星貿易1,703億星元，台灣從第4位躍升為新加坡第一大貿易夥伴，領先第二名的中國74億星元；2026年1至9月，台星貿易達2,192億星元、年增83.2%，占新加坡貨品貿易的15.8%，對第二名中國（1,443億星元）的領先幅度擴大至749億星元（見圖2）。若是競爭關係，雙邊貿易通常呈現此消彼長；如今出口與進口同時以七至八成的速度成長，反映的是台星半導體供應鏈的互惠分工愈來愈緊密。 商品結構：晶片與伺服器換設備 2026年1至9月，台灣對新加坡出口中，積體電路占41.9%、電腦與AI伺服器占40.4%、半導體設備占2.6%、儲存媒體占1.3%，AI與半導體相關產品合計達86.2%；台灣自新加坡進口中，積體電路占38.2%、半導體設備占26.1%、儲存媒體占9.5%、電腦與AI伺服器占4.8%、晶圓占1.0%，相關產品合計達79.6%（見圖3）。 換言之，台灣輸出的是先進晶片與AI伺服器，新加坡輸出的是製造晶片的設備與轉運的成熟晶片，是典型的上下游貿易。2026年1至9月，台星產業內貿易指數在台灣口徑為0.489、新加坡口徑為0.803；從商品結構看，雙方屬於不同加工階段的垂直型交換，而非同質產品相互取代。 鏡像落差：新加坡的樞紐角色 兩地海關數據的落差，也點出新加坡的角色。2026年1至9月，新加坡記錄的自台進口是台灣記錄對星出口的2.0倍，新加坡記錄的對台出口則是台灣記錄自星進口的4.1倍。 落差主要來自轉口：新加坡對台出口中，轉口達690億星元，占78.4%。若把新加坡視為與台灣競爭的製造國，將高估其製造能量約4倍；新加坡的主要貢獻在物流、貿易融資與區域配銷，而非爭奪晶圓產能。 投資：延伸而非替代 雙向投資呈現兩種不同型態。截至2026年7月，台商赴新加坡累計投資833件、337.3億美元，平均每件約4,050萬美元，多為晶圓廠與區域總部等重資本專案；截至2025年底，星商來台累計投資4,042件、127.5億美元，平均每件約315萬美元，以金融保險、製造及批發零售業為主。 新加坡最大的兩筆新建晶圓廠投資都由台商主導：世界先進與恩智浦合資的VSMC投資78億美元，2026年9月開幕，製程技術授權自台積電；聯電Fab 12i三期投資50億美元，生產22／28奈米製程。兩案合計128億美元，是台商回應歐美客戶分散供應地點需求的海外延伸，並未移出台灣的先進製程。 新加坡對台投資今年則大幅躍升：1至7月達86.6億美元，占台灣核准外資的62.2%；計入8、9月美光新加坡子公司再增資的20億美元，前三季至少達106.6億美元，超過同期外資總額192.3億美元的55%，星商來台累計投資也因此增至逾234億美元。其中美光一案即約94.5億美元，直接強化台灣的記憶體製造能力。 就規模而言，新加坡2025年全國固定資產投資承諾約111億美元，不到台積電同年資本支出409億美元的三分之一；台積電2026年資本支出指引更達600至640億美元，遠超過新加坡全國一年吸引的投資承諾，在資本密集的先進製程領域，新加坡並不具備替代台灣的條件。 競爭存在，但範圍有限 競爭確實存在，但範圍有限。一是22至40奈米成熟製程，不過新加坡的新增產能多屬台灣企業聯電與世界先進的全球布局；二是美光70億美元的高頻寬記憶體（HBM）封裝廠，與台灣以CoWoS為核心的邏輯晶片先進封裝路徑不同；三是國際投資與人才的爭取，新加坡以17%企業所得稅率與大型研發預算招商，與台灣存在競爭。 綜合來看，台星半導體關係可以概括為「高度垂直互補、局部水平競爭」：台灣的優勢在先進晶片、AI伺服器與系統製造，新加坡的優勢在成熟及特殊製程、設備製造、區域運籌與跨國企業營運。雙邊貿易同步高速成長、星國最大晶圓廠投資案由台商主導，正是這種互惠分工最直接的證據；兩地在國際投資與人才上雖有競爭，但整體而言，雙方的互補有助於強化全球半導體供應鏈的韌性。作者簡介：童振源 博士｜駐新加坡代表延伸閱讀：國際物流與運輸盛會登場 高科大攜手全球產學研共築韌性供應鏈 「咖啡紅了・東山盛開」 台南東山咖啡節登場 邀大家走進產地屏東路邊驚見宰殺梅花鹿！男子辯路邊車撞死才撿回 墾管處要查了投出自信與智慧 澄輝盃身心障礙者滾球賽登場 逾250選手同場鬥智鬥力邱莉莉舉辦競總成立大會 …

"If anything at all, we should be looking at the world prices," the minister said.

She encouraged women to give this career a shot.

He spoke at the biennal PAP Conference on Oct. 25 as secretary-general of the party.

Chủ tịch Quốc hội đề nghị nghiên cứu các mô hình quản lý hiện đại như Singapore, sân bay Changi; sau APEC phải biến Phú Quốc thành một trung tâm hội nghị …

He said that Singapore has been preparing for such risks.

Showers are expected over Singapore and the vicinity, with winds expected to blow from the south-west or west.

Riders must achieve a target of 320 qualifying orders per month.

The two-year initiative is part of efforts to address a critical need in Singapore’s fast-ageing society.

Tan was the defending champion in the event.

Moderate to heavy thundery showers were expected over the southern, eastern and central areas of Singapore.

ISKANDAR PUTERI, Oct 25 — The Johor government expects 26,000 job opportunities to be offered to young people acro...

Sri Lanka's foreign ministry confirmed it had coordinated the ship-to-shore transfer of 40 Iranian sailors who needed urgent care.

KUCHING, Oct 25 — The much-anticipated Consulate-General of Singapore in Kuching will be located within the Kuchin...

Global gas prices are a bigger factor in costs, says Minister for Energy, Trade and Industry (Energy and Industry) Tan See Leng.

BAGAN DATUK, Oct 25 — Malaysia remains committed to its offer of assistance to Indonesia to address the transbound...

Singapore expects all parties who have signed commercial contracts for gas supplies to “honour their commitments”, said Prime Minister Lawrence Wong on Sunday after Indonesia cut its exports. Speaking at the People’s …

AIA Life Korea hosted a K-pop concert in Goyang, Gyeonggi Province, on Friday, drawing about 7,000 attendees from Malaysia, the Philippines and Singapore, according to the insurer. Held at KINTEX under the …

Singapore’s gas importer will take the necessary steps to protect its rights and interests under such contracts, says Prime Minister Lawrence Wong.

Singapore’s gas importer will take necessary steps to protect its rights and interests, he adds.

The show creator believes audiences will be amazed by how real these prehistoric giants appear.)

Singapore is turning to major technology firms to strengthen its cyber defences, even as it presses them for greater transparency over security breaches – a balancing act facing regional governments as they …

The Tengku Ampuan of Pahang, Tunku Azizah Aminah Maimunah Iskandariah's speech on 'Hukum Kanun Di Alam Melayu' held at the Muzium Negeri Pahang last week.

At 7am, 24-hour PSI readings remained in the "unhealthy" band across all five regions.

At 7am, the 24-hour PSI readings ranged from 104 to 140, while hourly the PM2.5 readings ranged from 44 to 62.

At 1pm, the 24-hour PSI readings ranged from 97 to 124, while the hourly PM2.5 readings ranged from 30 to 52.

Though the hotspot and smoke haze situation may improve in areas experiencing showers, it may continue to stay elevated in areas experiencing prolonged periods of dry weather, "with a continued risk of …

From restored architectural details to unexpected spaces for art and entertaining, this historic Singapore home brings together old and new in imaginative ways.

Desperate to clear her name, Michelle borrowed from an unlicensed moneylender to cover the shortfall.

The moves are a small step towards a more unified charging landscape in Singapore.

The spokesperson added that Indonesia is not Singapore's only source of natural gas.

The other five companies have yet to respond to the notices.

A cleaner told Shin Min Daily News that the man would often stare at young men.

No foul play is suspected.

Using corporate documents and filings, The Straits Times takes a deeper look at these companies.

He experienced three relapses in three years.

Minister for Sustainability and the Environment Grace Fu's comments came after videos of blackish rainwater were circulated on social media.

Cảng biển này xử lý gần 45 triệu container 20 feet trong năm nay, thuộc top thế giới và cao nhất Đông Nam Á. Nó nằm ở Việt Nam, Singapore hay Indonesia?