Name: 日本國將何去何從？｜片山さつき大臣以英文暢談移民與半導體戰略的真相（下半部） (日本はどこへ向かうのか｜片山さつき大臣が英語で語る 移民・半導体戦略の現実（後半編）)
Uploaded: 2026-01-24T09:23:29.000Z
Duration: 22 min 18 s

情態副詞

這是一個大家熱烈討論的議題。

Maybe in coming election that will be one of the matter between us and portion.

說不定在即將到來的選舉中，這會是我們和選民之間的一個討論重點。

I want to give the audience a chance to ask some questions in a second but a last one for the minister.

我想讓聽眾等一下有機會提問，但這是給財政大臣的最後一個問題。

Prime Minister Takeichi is the first female Prime Minister of Japan and you are the first female Finance minister.

岸田首相是日本第一位女性首相，而您是第一位女性財政大臣。

And I remember in previous Japan sessions during the Abe period there was a lot of talk about womenomics.

我記得在安倍時期之前的日本會議中，大家對 womenomics 有很多討論。

Are we now actually seeing it in action that Japan is mobilizing its female talent?

我們現在真的看到日本動員女性人才的成果了嗎？

And is that part of your pitch going into this election?

這也是您這次選舉的訴求之一嗎？

Of course, it's always part of our pitch.

當然，這一直都是我們的訴求。

And also we are trying to protect and reinforce what Mr. Morita has said.

我們也正試圖保護並強化森田先生所說的內容。

This is the force of our industry and super high tech area.

這是我們產業和超高科技領域的力量。

And also a sort of financial technology which are coming.

Maybe Japan could be a little bit advanced in the coming digitalization of finance and coming cryptocurrency utilization because we are still on the level of testing even in United States.

或許日本在未來的金融數位化和加密貨幣利用方面會稍微領先，因為即使在美國，我們也還在測試階段。

But Japan is the first to introduce legislation onto that.

但日本是第一個對此推出法規的國家。

I had a talk with Scott on this master too.

And maybe in the future, in a very near future there will be a stable coin market exchange between dollar and yen and maybe a little bit with euro.

而且或許在不久的將來，美元和日圓之間，甚至可能還有歐元，會有穩定幣市場交換。

This kind of new proposition can be paused from Japanese side because Japan is Japan.

這種新的提案可以由日本方面提出，因為日本就是日本。

So it's not only women mix but we would like to take advantage of what we are like.

所以不只是 womenomics，我們也想利用我們的優勢。

These two gentlemen mentioned kindly to us.

這兩位先生剛剛親切地跟我們提到。

Is there any questions from the audience?

Anybody like to ask a question to the panel?

Yeah, I see a hand over there microphone for you if you could identify who you are as well.

耶，我看到那邊有舉手的，麥克風給你，如果你能自我介紹一下就更好了。

Hi, I'm Ian Lindsay, advisor to the Prime Minister of Bahrain and a former British diplomat in Tokyo.

嗨，我是 Ian Lindsay，巴林首相的顧問，也是前英國駐東京外交官。

這個議題已經持續一段時間了。

Japan's rate of immigration is very low compared to the OECD.

日本的移民率跟OECD相比非常低。

Foreign residents only represent 3% of Japan's population.

Clearly we've already had references to Japan's aging population and that's one of the reasons why foreign workers have been brought in.

顯然，我們已經提過日本人口老化，這也是引進外籍勞工的原因之一。

But that has caused something of a backlash.

The governors of all the prefectures have just issued a statement talking for a rational debate on immigration.

所有縣的知事都發布了一份聲明，呼籲就移民問題進行理性辯論。

Minister, how can we see this going forward?

大臣，您認為接下來會如何發展？

Maybe in coming election that will be one of the matter between US and proposition.

或許在即將到來的選舉中，這會是我們之間的一個提案重點。

But we all say our LDP party says that we are in a position to welcome those who are good to us in any sense, good friends coming in and those who did something wrong or illegal should lift.

但我們黨（自民黨）一直以來都表示，我們歡迎任何對我們有益的朋友，而做錯事或違法的人則應該離開。

But we couldn't reinforce the latter in real stages.

但我們無法在實際層面加強後者。

That's why we have a certain voluminous population illegally coming to Japan and staying.

這就是為什麼有相當數量的人非法來到日本並居留。

And that will increase the Japanese feeling of uncertainty in that particular area.

這將會增加日本人對該特定區域的不確定感。

So we changed the mode of our driver license, a mode of a new coming in businessman visa.

所以我們改變了駕照的模式，也改變了新來商人簽證的模式。

It was very, very cheap compared to your country.

跟你們國家比起來，這真的非常非常便宜。

But that is true that Japanese culture is a very, very special one.

但確實，日本文化是非常非常特別的。

And I was in France for two years and I remember the day I thought under Mitteland legislation they tried to assimilate all people coming from their ex colonies.

我在法國待了兩年，我記得有一天我想到，在梅特蘭的法規下，他們試圖同化所有來自前殖民地的人。

Ex colonies means they speak French perfectly.

前殖民地意味著他們能說一口流利的法語。

But even that there was a strong negative feeling among Parisian or French people.

但即使如此，巴黎人或法國人之間還是有強烈的負面情緒。

So we also feel different culture because the ratio of foreigner attained 3% and some in some area it's very tensioned, so concentrated the ratio is higher.

所以我們也感受到不同的文化，因為外國人的比例達到3%，有些地區非常緊張，所以集中比例更高。

And so we would like to ease these uncertainty and we would like to welcome those good people and not bad.

是以，我們希望減輕這種不確定感，我們希望歡迎那些好的人，而不是壞人。

Just to summarize, do you expect overall numbers of immigrants to rise gradually or to come down a bit?

總結一下，您預計移民的總人數會逐漸上升還是會稍微下降？

Now we are not very sure of the percentage, but

現在我們不太確定百分比，但是

we are not imagining that situation where our society will be like European countries.

我們不認為我們的社會會變成像歐洲國家那樣。

Japan has some strengths in the semiconductor value chain, contains 50% market share of some of the critical materials such as photoresist, silicon wafer and all that.

日本在半導體價值鏈中有一些優勢，像是光阻劑、矽晶圓等關鍵材料就佔了 50% 的市場。

The question is how could Japan use these supply chain value chain strengths towards some of the strategic allies as well as also some of the competitive contenders that it has?

問題是，日本要如何運用這些供應鏈的優勢，來對待一些戰略盟友，以及它所擁有的競爭對手呢？

I think there are two dimensions to two core dimensions to supply chain vulnerability as they impact Japan and frankly the rest of us across the Indo Pacific and the world.

我認為供應鏈的脆弱性有兩個核心面向，這會影響日本，坦白說，也會影響我們在印太地區和全世界的其他人。

One is where we now find ourselves in terms of semiconductors and their inputs and then secondly, more broadly in terms of critical minerals and rare earths.

一個是我們現在在半導體及其原料方面的情況，二是更廣泛的關鍵礦物和稀土。

On the first, it's no mystery that in terms of semiconductors, we look to tsmc, we look to Samsung and we look to intel and with some Dutch lithography on the way through.

首先，在半導體方面，我們關注臺積電、三星和英特爾，還有一些荷蘭的微影技術。

So the reality is these overall semiconductor supply chains need to be broadened.

所以現實是，這些整體的半導體供應鏈需要擴展。

There's no better country to participate in the broadening of that than Japan because as you know, compute coming out of semiconductors determines and shapes AI, the entire AI stack.

沒有比日本更適合參與擴展的國家了，因為你知道，半導體運算決定並塑造了 AI，以及整個 AI 堆疊。

And those of us who succeed and welcome and adapt and adopt to the AI universe will prevail and those of us who don't will not.

而我們這些能在 AI 宇宙中成功、歡迎、適應並採納的人將會佔上風，而我們這些不行的人則不會。

On the second part of the equation, which is critical minerals and rare earths, we have observed carefully what's happened in Japan historically and more recently in the United States in terms of vulnerabilities.

在方程式的第二部分，也就是關鍵礦物和稀土，我們仔細觀察了日本過去以及近期美國在脆弱性方面的狀況。

That is, it's not because we are necessarily particularly clever, it's just that that's our real estate.

這不是因為我們特別聰明，只是因為那是我們的土地。

But we are very clever at mining, extracting and refining this stuff.

但我們非常擅長開採、提取和精煉這些東西。

And so what we've just agreed and negotiated with the United States in the last several months under Trump administration through Prime Minister Albanese, and

I've been intimately engaged in the negotiation of it as a Critical minerals and Rare Earths accord.

It is real, it is substantive, it is project specific, mine specific, processing facility specific.

And if you look at the trajectory of where we'll now go on raw and refined rare earths over the next three years, it will radically change America's current vulnerabilities.

The opportunity for Japan and Korea and other partners, which we are already working on with both Seoul and Tokyo and frankly with the Europeans, is to ensure that we add on through the G7 mechanism which Minister Satsuki attended just last week in D.C.

i was there as well with our Finance Minister is to broaden this out to the G7 Plus.

是以，在過去幾個月裡，我們透過總理 Albanese 與美國達成了協議並進行了協商，

That removes this as a vulnerability in terms of supply chain interdiction and that necessitates industrial policy intervention.

我深入參與了這項關鍵礦物和稀土協議的談判。

And for those of you who purchase and need critical minerals and rare earths in the future, it will mean a price adjustment.

這是真實的，是實質的，是針對特定專案、特定礦場、特定加工廠的。

如果你看看未來三年我們在原物料和精煉稀土方面的發展軌跡，將會徹底改變美國目前的弱點。

Security of supply means industrial policy intervention means a higher price.

日本、韓國和其他夥伴的機會，我們已經和首爾、東京以及歐洲國家合作，是透過部長 Satsuki 上週剛在華盛頓特區參加的 G7 機制來擴大。

But you have security of supply long term.

Otherwise the immediate so called market price will always be low when it's manipulated by certain external actors.

否則，當被某些外部演員操縱時，所謂的即時市場價格將永遠很低。

Okay, well, it's a sign of a great session that I have 100 follow up questions I would like to ask, but

好的，這是一個很棒的座談會的跡象，我還有 100 個後續問題想問，

we actually only have 20 seconds left so I'm afraid, afraid we're going to have to call a day.

但我們其實只剩下 20 秒了，所以恐怕我們得結束了。

But I'd just like to thank particularly the Minister for taking time at such a busy time in Japan.

但我想特別感謝部長在您在日本如此忙碌的時候撥冗出席。

And also to the panel for a really lively and interesting discussion.

也感謝專家小組帶來一場生動有趣的討論。

I want to give the audience a chance to ask some questions in a second, but

我想讓聽眾有機會問一些問題，但

a last one for the minister, Prime Minister Takeichi is the first female Prime Minister of Japan and you are the first female Finance Minister.

最後一個給部長的問題，首相武市是日本第一位女性首相，而您是第一位女性財政大臣。

字幕列表影片播放

日本國將何去何從？｜片山さつき大臣以英文暢談移民與半導體戰略的真相（下半部） (日本はどこへ向かうのか｜片山さつき大臣が英語で語る移民・半導体戦略の現実（後半編）)

specific

critical

vulnerability

debate

日本國將何去何從？｜片山さつき大臣以英文暢談移民與半導體戰略的真相（下半部） (日本はどこへ向かうのか｜片山さつき大臣が英語で語る 移民・半導体戦略の現実（後半編）)

specific

critical

vulnerability

debate

日本國將何去何從？｜片山さつき大臣以英文暢談移民與半導體戰略的真相（下半部） (日本はどこへ向かうのか｜片山さつき大臣が英語で語る移民・半導体戦略の現実（後半編）)