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題名 歐洲製造的晶片:對於歐洲半導體產業現狀的分析
Chips made in Europe: An Analysis on the Status Quo of the European Semiconductor Industry
作者 戴佩玲
Blechert, Linda
貢獻者 冷則剛
Leng, Tse-Kang
戴佩玲
Linda Blechert
關鍵詞 半導體
歐洲晶片法案
供應鏈
國有化
晶片
Semiconductors
European Chips Act
Supply chains
Nationalization
Chips
日期 2022
上傳時間 1-Jul-2022 16:17:49 (UTC+8)
摘要 The importance of semiconductors steadily increased during the last decades and they are now an essential part of many commercial and military products, from smartphones to computers and automotive all the way to surveillance technologies. However, a cumulation of recent negative events, such as the U.S.-China trade war and the global COVID-19 pandemic, led to a global chip shortage and turned the spotlight on the vulnerabilities of the global semiconductor supply chain. The European automotive industry was hit especially hard by the shortage, as it is strongly depended on semiconductors manufactured abroad. In direct response to the shortage, the European Commission proposed a multi-billion-euro plan to boost the local production of semiconductors: The European Chips Act. The aim of the Chips Act is to manufacture 20 percent of the world`s chips in Europe by 2030, which is four times more than the current manufacturing capacity. This thesis explores the overall feasibility of the Chips Act proposal while taking into consideration the different states of the global semiconductor value chain, as well as the current status quo of the European semiconductor industry.
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描述 碩士
國立政治大學
國際經營管理英語碩士學位學程(IMBA)
109933032
資料來源 http://thesis.lib.nccu.edu.tw/record/#G0109933032
資料類型 thesis
dc.contributor.advisor 冷則剛zh_TW
dc.contributor.advisor Leng, Tse-Kangen_US
dc.contributor.author (Authors) 戴佩玲zh_TW
dc.contributor.author (Authors) Linda Blecherten_US
dc.creator (作者) 戴佩玲zh_TW
dc.creator (作者) Blechert, Lindaen_US
dc.date (日期) 2022en_US
dc.date.accessioned 1-Jul-2022 16:17:49 (UTC+8)-
dc.date.available 1-Jul-2022 16:17:49 (UTC+8)-
dc.date.issued (上傳時間) 1-Jul-2022 16:17:49 (UTC+8)-
dc.identifier (Other Identifiers) G0109933032en_US
dc.identifier.uri (URI) http://nccur.lib.nccu.edu.tw/handle/140.119/140639-
dc.description (描述) 碩士zh_TW
dc.description (描述) 國立政治大學zh_TW
dc.description (描述) 國際經營管理英語碩士學位學程(IMBA)zh_TW
dc.description (描述) 109933032zh_TW
dc.description.abstract (摘要) The importance of semiconductors steadily increased during the last decades and they are now an essential part of many commercial and military products, from smartphones to computers and automotive all the way to surveillance technologies. However, a cumulation of recent negative events, such as the U.S.-China trade war and the global COVID-19 pandemic, led to a global chip shortage and turned the spotlight on the vulnerabilities of the global semiconductor supply chain. The European automotive industry was hit especially hard by the shortage, as it is strongly depended on semiconductors manufactured abroad. In direct response to the shortage, the European Commission proposed a multi-billion-euro plan to boost the local production of semiconductors: The European Chips Act. The aim of the Chips Act is to manufacture 20 percent of the world`s chips in Europe by 2030, which is four times more than the current manufacturing capacity. This thesis explores the overall feasibility of the Chips Act proposal while taking into consideration the different states of the global semiconductor value chain, as well as the current status quo of the European semiconductor industry.en_US
dc.description.tableofcontents 1. Introduction 1
     1.1. Problem Background 2
     1.2. Research Rationale 3
     1.3. Research Objectives 4
     1.4. Research Methodology 5
     1.5. Literature Review 7
     1.6. Research Limitation and Future Research 10
     2. Semiconductors 11
     2.1. Semiconductor Manufacturing 12
     2.2. Semiconductor Categories 15
     2.3. Moore’s Law 17
     2.4. The Global Value Chain 19
     2.5. Market Shares by Region 21
     2.6. Market Shares of Semiconductor Companies 25
     2.6.1. Fabless IC Design Firms 26
     2.6.2. Foundries 28
     2.6.3. Outsourced Semiconductor Assembly and Testing (OSAT) 30
     2.6.4. Semiconductor Manufacturing Equipment (SME) 31
     2.6.5. Manufacturing Materials and Chemicals 32
     2.7. Chapter Conclusion 33
     3. Global Semiconductor Shortage 35
     3.1. The U.S-China Trade War 36
     3.2. The South Korea-Japan Trade Dispute 38
     3.3. The COVID-19 Crisis 39
     3.4. Chapter Conclusion 40
     4. The Global Semiconductor Race 42
     4.1. The U.S. 43
     4.2. China 44
     4.3. Taiwan 46
     4.4. Japan 47
     4.5. South Korea 48
     4.6. Chapter Conclusion 49
     5. The European Semiconductor Market 52
     5.1. European Market Players 56
     5.2. EU Semiconductor Clusters 62
     5.3. Chapter Conclusion 65
     6. EU Semiconductor Policies 67
     6.1. Important Project of Common European Interest (IPCEI) 71
     6.2. The European Chips Act 72
     6.3. Policy Evaluation and Critic 79
     6.3.1. Budget and Funding Gap 79
     6.3.2. An unreachable goal? 81
     6.3.3. Missing support of the underlying supply chain 83
     6.3.4. Security of Supply and Data Protection 84
     6.3.5. The leading-edge technology debate 85
     6.4. Case Study: Intel’s Mega-fab Investment in Germany 87
     6.5. Case Study: The GlobalWafers Siltronic Takeover Attempt 90
     6.6. Chapter Conclusion 92
     7. Recommendations and Conclusion 93
     8. References 97
     9. Appendix 109
     9.1. Interview Record: Jan-Peter Kleinhans, Julia Hess, Stiftung Neue Verantwortung 109
     9.2. Interview Record: Mr. Max Milbredt, Germany Trade and Invest 120
     9.3. Interview Record: Frank Bösenberg, Silicon Saxony e.V. 129
     9.4. Interview Record: Thomas Jürgensen, European Economic and Trade Office 136		zh_TW
dc.source.uri (資料來源) http://thesis.lib.nccu.edu.tw/record/#G0109933032en_US
dc.subject (關鍵詞) 半導體zh_TW
dc.subject (關鍵詞) 歐洲晶片法案zh_TW
dc.subject (關鍵詞) 供應鏈zh_TW
dc.subject (關鍵詞) 國有化zh_TW
dc.subject (關鍵詞) 晶片zh_TW
dc.subject (關鍵詞) Semiconductorsen_US
dc.subject (關鍵詞) European Chips Acten_US
dc.subject (關鍵詞) Supply chainsen_US
dc.subject (關鍵詞) Nationalizationen_US
dc.subject (關鍵詞) Chipsen_US
dc.title (題名) 歐洲製造的晶片:對於歐洲半導體產業現狀的分析zh_TW
dc.title (題名) Chips made in Europe: An Analysis on the Status Quo of the European Semiconductor Industryen_US
dc.type (資料類型) thesisen_US
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dc.identifier.doi (DOI) 10.6814/NCCU202200582en_US