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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. 參考文獻 ASM (2022, March). Annual Report 2021. https://www.asm.com/Downloads/2021_ASMI_Annual_Report.pdf ASML (2022, February). Annual Report 2022. https://www.asml.com/en/investors/annual-report/2021 Air Liquide (2022, March). 2021 Universal Registration Document. https://www.airliquide.com/sites/airliquide.com/files/2022-03/air-liquide-2021-universal-registration-document.pdf BASF (2022, February). BASF Report 2021. https://report.basf.com/2021/en/_assets/downloads/entire-basf-ar21.pdf Baumann, Sven, Pioch, Martin (2021, October). Semiconductor Strategy for Germany and Europe. ZVEI. 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World Semiconductor Trade Statistics (2021, November). WSTS Semiconductor Market Forecast Fall 2021 (n.d.) https://www.wsts.org/76/103/WSTS-Semiconductor-Market-Forecast-Fall-2021 World Semiconductor Trade Statistics (2022, March). The Worldwide Semiconductor Market was up 26.2 percent in 2021, and is expected to show a further growth of 10.4 percent in 2022. https://www.wsts.org/esraCMS/extension/media/f/WST/5401/WSTS_nr-2022_03.pdf X-FAB (2021). Annual Report 2021. https://www.xfab.com/investors ZVEI (2021, October). Semiconductor Strategy for Germany and Europe. https://www.zvei.org/fileadmin/user_upload/Presse_und_Medien/Publikationen/2021/November/Halbleiterindustrie_fuer_Deutschland_und_Europa/Semiconductor-Strategy-for-Germany-and-Europe.pdf 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-Kang en_US dc.contributor.author (Authors) 戴佩玲 zh_TW dc.contributor.author (Authors) Linda Blechert en_US dc.creator (作者) 戴佩玲 zh_TW dc.creator (作者) Blechert, Linda en_US dc.date (日期) 2022 en_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) G0109933032 en_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) 109933032 zh_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/#G0109933032 en_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) Semiconductors en_US dc.subject (關鍵詞) European Chips Act en_US dc.subject (關鍵詞) Supply chains en_US dc.subject (關鍵詞) Nationalization en_US dc.subject (關鍵詞) Chips en_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 Industry en_US dc.type (資料類型) thesis en_US dc.relation.reference (參考文獻) ASM (2022, March). Annual Report 2021. https://www.asm.com/Downloads/2021_ASMI_Annual_Report.pdf ASML (2022, February). 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