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題名 中美貿易戰爭下的供應鏈重組與風險分散-以A公司為例
Supply Chain Restructuring and Risk Diversification under China–U.S. Trade War- Taking Company A as an Example
作者 吳姵蓁
Wu, Wendy
貢獻者 羅明琇
Sonia Lo
吳姵蓁
Wendy Wu
關鍵詞 中美貿易戰爭
供應鏈
伺服器
人工智慧
分散風險
China-U.S. trade war
Supply Chain
Server
AI
Risk Diversification
日期 2024
上傳時間 5-八月-2024 13:46:07 (UTC+8)
摘要 自2018年中美貿易戰爆發以來,全球經濟格局發生了顯著變化。許多公司為了應對地緣政治緊張局勢所帶來的風險,選擇將生產基地遷移,以實現供應鏈多元化。這種供應鏈戰略的轉變充分展示了公司在市場環境變化中動態響應的能力,同時能夠繼續滿足需求。這些戰略調整通常包括將製造業從中國轉移到受高關稅影響較小的其他國家。以A公司為例,探討如何在不穩定的經濟環境中保持競爭優勢和運營穩定性。重點將放在伺服器生產、人工智能開發和風險多元化等領域。
Since the onset of the China-U.S. trade war in 2018, global economic dynamics have been significantly impacted. In response, many companies have adapted by relocating their production sites to diversify risks associated with geopolitical tensions. This shift in supply chain strategy is a critical demonstration of a company's ability to dynamically respond to changing market conditions while continuing to meet demand. These strategic adjustments often involve moving manufacturing from China to other countries perceived as being less affected by high tariffs. Taking Company A as an example, let's explore how to maintain competitive advantages and operational stability in a volatile economic environment. The focus will be on areas such as server production, AI development, and risk diversification.
參考文獻 高長. "美 [中] 貿易戰及其對全球經貿衝擊." 展望與探索月刊 17.4 (2019): 88-106. Fisher, Bart S., and Ralph G. Steinhardt III. "Section 301 of the Trade Act of 1974: Protection for US exporters of goods, services, and capital." Law & Pol'y Int'l Bus. 14 (1982): 569. Chang, C. Y. (2019). The US-China trade war and its implications for Taiwan’s economic structure. Taiwan Strategists, 4, 21-37. Chen, Jinji, Hong-yu Lin, and Yi-ting Lien. "Taiwan’s Shifting Role in the Global Supply Chain in the US-China Trade War." Yin, Robert K. Case study research: Design and methods. Vol. 5. sage, 2009. (PIIE), C. P. (n.d.). Peterson Institute for International Economics (PIIE). 1949 – 2023 U.S.-China Relations. (n.d.). Retrieved from Council of Councils (CoC): https://www.cfr.org/timeline/us-china-relations About Quanta. (n.d.). Retrieved from Quanta Computer: https://www.quantatw.com/Quanta/english/about/company.aspx Bruin, L. d. (2018). B2B. Retrieved from Porter’s Diamond Model: Why Some Nations Are Competitive And Others Are Not: https://www.business-to-you.com/porter-diamondmodel/# google_vignette Bruin, L. d. (2018). Porter’s Diamond Model: Why Some Nations Are Competitive And Others Are Not. Retrieved from Business-to-you.com (B2U): https://www.businessto- you.com/porter-diamond-model/ Canada, F. A. (2011). PROPOSAL FOR A NATIONAL ENERGY POLICY FOR BELIZE. Retrieved from http://www.oas.org/en/sedi/dsd/energy/doc/proposalnationalenergypolicyforbelize.pdf Chad P. Bown and Melina Kolb. (2023, 23 31). Trump’s Trade War Timeline: An Up-to-Date Guide. Retrieved from Peterson Institute for International Economics : https://www.piie.com/blogs/trade-and-investment-policy-watch/2018/trumps-tradewar- timeline-date-guide Garreffa, A. (2024). Quanta Computer to make NVIDIA GB200-based AI servers for Google, Amazon, and Meta Read more: https://www.tweaktown.com/news/97169/quanta computer-to-make-nvidia-gb200-based-ai-servers-for-google-amazon-andmeta/ index.html. Retrieved from TweakTown: https://www.tweaktown.com/news/97169/quanta-computer-to-make-nvidia-gb200- based-ai-servers-for-google-amazon-and-meta/index.html Invest Taiwan. (n.d.). Retrieved from 投資臺灣三大方案: https://investtaiwan.nat.gov.tw/showPagecht1135?lang=cht&search=1135 Lauly Li and Cheng Ting-Fang. (2020). Inside the US campaign to cut China out of the tech supply chain. Retrieved from Nikkei Asia: https://asia.nikkei.com/Spotlight/The-Big- Story/Inside-the-US-campaign-to-cut-China-out-of-the-tech-supply-chain Megan. (2018). Server Manufacturing Levels Defined. Retrieved from Medium: https://medium.com/megans-creative-life-project/server-manufacturing-levelsdefined- 43d84ec4de8c Pamela B. Rutledge, Jerri Lynn C. Hogg. (2020). In-Depth Interviews. Retrieved from WILEY: https://onlinelibrary.wiley.com/doi/full/10.1002/9781119011071.iemp0019 Pramuk, J. (2020). CNBC. Retrieved from Trump signs ‘phase one’ trade deal with China in push to stop economic conflict: https://www.cnbc.com/2020/01/15/trump-and-chinasign- phase-one-trade-agreement.html 行政院新聞傳播處. (111, 01 10). 投資臺灣3 大方案—延長3 年. Retrieved from 行政院: https://www.ey.gov.tw/Page/5A8A0CB5B41DA11E/89da6ab3-f669-43a8-9f21- 7e6bc42772d8
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)
111933008
資料來源 http://thesis.lib.nccu.edu.tw/record/#G0111933008
資料類型 thesis
dc.contributor.advisor 羅明琇zh_TW
dc.contributor.advisor Sonia Loen_US
dc.contributor.author (作者) 吳姵蓁zh_TW
dc.contributor.author (作者) Wendy Wuen_US
dc.creator (作者) 吳姵蓁zh_TW
dc.creator (作者) Wu, Wendyen_US
dc.date (日期) 2024en_US
dc.date.accessioned 5-八月-2024 13:46:07 (UTC+8)-
dc.date.available 5-八月-2024 13:46:07 (UTC+8)-
dc.date.issued (上傳時間) 5-八月-2024 13:46:07 (UTC+8)-
dc.identifier (其他 識別碼) G0111933008en_US
dc.identifier.uri (URI) https://nccur.lib.nccu.edu.tw/handle/140.119/152742-
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) 111933008zh_TW
dc.description.abstract (摘要) 自2018年中美貿易戰爆發以來,全球經濟格局發生了顯著變化。許多公司為了應對地緣政治緊張局勢所帶來的風險,選擇將生產基地遷移,以實現供應鏈多元化。這種供應鏈戰略的轉變充分展示了公司在市場環境變化中動態響應的能力,同時能夠繼續滿足需求。這些戰略調整通常包括將製造業從中國轉移到受高關稅影響較小的其他國家。以A公司為例,探討如何在不穩定的經濟環境中保持競爭優勢和運營穩定性。重點將放在伺服器生產、人工智能開發和風險多元化等領域。zh_TW
dc.description.abstract (摘要) Since the onset of the China-U.S. trade war in 2018, global economic dynamics have been significantly impacted. In response, many companies have adapted by relocating their production sites to diversify risks associated with geopolitical tensions. This shift in supply chain strategy is a critical demonstration of a company's ability to dynamically respond to changing market conditions while continuing to meet demand. These strategic adjustments often involve moving manufacturing from China to other countries perceived as being less affected by high tariffs. Taking Company A as an example, let's explore how to maintain competitive advantages and operational stability in a volatile economic environment. The focus will be on areas such as server production, AI development, and risk diversification.en_US
dc.description.tableofcontents 1. Introduction 1 1.1. Background 1 1.2. Motivation and Purpose 3 1.3. Limitation 3 1.4. Study Process 5 2. Literature Review 6 2.1. China–U.S. Trade War 6 2.1.1. Background of China–U.S. Trade War 6 2.1.2. The Impact of Global Economy- “Anywhere but China” 11 2.1.3. Trade Tensions to Technology War 12 2.2. Porter's Diamond Model 13 2.3. Taiwan’s Industry Development 16 2.3.1. Supply Chain Change 16 2.3.2. Invest in Local Company - Three Major Programs for Investing in Taiwan 17 2.4. The Concept of Server Industry 21 2.4.1. Server Implement 21 2.4.2. Server PCBA & Assembling Process 21 2.4.3. Server Future Vision 25 3. Research Method 28 3.1. Selection Industry 28 3.2. Qualitative Research 29 3.2.1. In-depth Interview 29 3.2.2. Secondary Information 30 3.3. The Background of Interviewees 31 3.4. Question Design for Interviewee 33 4. Case Study of Company A 38 4.1. Background of Company A 38 4.2. Company A’s Business Analysis 39 5. Conclusion 55 5.1. Review of Research Findings 55 5.2. Research Contribution 64 5.3. Recommendations for Future Research 66 6. Reference 69 6.1. Chinese 69 6.2. English 69 6.3. Citation 69zh_TW
dc.source.uri (資料來源) http://thesis.lib.nccu.edu.tw/record/#G0111933008en_US
dc.subject (關鍵詞) 中美貿易戰爭zh_TW
dc.subject (關鍵詞) 供應鏈zh_TW
dc.subject (關鍵詞) 伺服器zh_TW
dc.subject (關鍵詞) 人工智慧zh_TW
dc.subject (關鍵詞) 分散風險zh_TW
dc.subject (關鍵詞) China-U.S. trade waren_US
dc.subject (關鍵詞) Supply Chainen_US
dc.subject (關鍵詞) Serveren_US
dc.subject (關鍵詞) AIen_US
dc.subject (關鍵詞) Risk Diversificationen_US
dc.title (題名) 中美貿易戰爭下的供應鏈重組與風險分散-以A公司為例zh_TW
dc.title (題名) Supply Chain Restructuring and Risk Diversification under China–U.S. Trade War- Taking Company A as an Exampleen_US
dc.type (資料類型) thesisen_US
dc.relation.reference (參考文獻) 高長. "美 [中] 貿易戰及其對全球經貿衝擊." 展望與探索月刊 17.4 (2019): 88-106. Fisher, Bart S., and Ralph G. Steinhardt III. "Section 301 of the Trade Act of 1974: Protection for US exporters of goods, services, and capital." Law & Pol'y Int'l Bus. 14 (1982): 569. Chang, C. Y. (2019). The US-China trade war and its implications for Taiwan’s economic structure. Taiwan Strategists, 4, 21-37. Chen, Jinji, Hong-yu Lin, and Yi-ting Lien. "Taiwan’s Shifting Role in the Global Supply Chain in the US-China Trade War." Yin, Robert K. Case study research: Design and methods. Vol. 5. sage, 2009. (PIIE), C. P. (n.d.). Peterson Institute for International Economics (PIIE). 1949 – 2023 U.S.-China Relations. (n.d.). Retrieved from Council of Councils (CoC): https://www.cfr.org/timeline/us-china-relations About Quanta. (n.d.). Retrieved from Quanta Computer: https://www.quantatw.com/Quanta/english/about/company.aspx Bruin, L. d. (2018). B2B. Retrieved from Porter’s Diamond Model: Why Some Nations Are Competitive And Others Are Not: https://www.business-to-you.com/porter-diamondmodel/# google_vignette Bruin, L. d. (2018). Porter’s Diamond Model: Why Some Nations Are Competitive And Others Are Not. Retrieved from Business-to-you.com (B2U): https://www.businessto- you.com/porter-diamond-model/ Canada, F. A. (2011). PROPOSAL FOR A NATIONAL ENERGY POLICY FOR BELIZE. Retrieved from http://www.oas.org/en/sedi/dsd/energy/doc/proposalnationalenergypolicyforbelize.pdf Chad P. Bown and Melina Kolb. (2023, 23 31). Trump’s Trade War Timeline: An Up-to-Date Guide. Retrieved from Peterson Institute for International Economics : https://www.piie.com/blogs/trade-and-investment-policy-watch/2018/trumps-tradewar- timeline-date-guide Garreffa, A. (2024). Quanta Computer to make NVIDIA GB200-based AI servers for Google, Amazon, and Meta Read more: https://www.tweaktown.com/news/97169/quanta computer-to-make-nvidia-gb200-based-ai-servers-for-google-amazon-andmeta/ index.html. Retrieved from TweakTown: https://www.tweaktown.com/news/97169/quanta-computer-to-make-nvidia-gb200- based-ai-servers-for-google-amazon-and-meta/index.html Invest Taiwan. (n.d.). Retrieved from 投資臺灣三大方案: https://investtaiwan.nat.gov.tw/showPagecht1135?lang=cht&search=1135 Lauly Li and Cheng Ting-Fang. (2020). Inside the US campaign to cut China out of the tech supply chain. Retrieved from Nikkei Asia: https://asia.nikkei.com/Spotlight/The-Big- Story/Inside-the-US-campaign-to-cut-China-out-of-the-tech-supply-chain Megan. (2018). Server Manufacturing Levels Defined. Retrieved from Medium: https://medium.com/megans-creative-life-project/server-manufacturing-levelsdefined- 43d84ec4de8c Pamela B. Rutledge, Jerri Lynn C. Hogg. (2020). In-Depth Interviews. Retrieved from WILEY: https://onlinelibrary.wiley.com/doi/full/10.1002/9781119011071.iemp0019 Pramuk, J. (2020). CNBC. Retrieved from Trump signs ‘phase one’ trade deal with China in push to stop economic conflict: https://www.cnbc.com/2020/01/15/trump-and-chinasign- phase-one-trade-agreement.html 行政院新聞傳播處. (111, 01 10). 投資臺灣3 大方案—延長3 年. Retrieved from 行政院: https://www.ey.gov.tw/Page/5A8A0CB5B41DA11E/89da6ab3-f669-43a8-9f21- 7e6bc42772d8zh_TW