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題名 中美貿易戰對 Nvidia 在台供應鏈影響
The Impact of the U.S.-China Trade War on Nvidia's Supply Chain in Taiwan作者 許家菱
Hsu, Chia-Ling貢獻者 洪叔民
Horng, Shwu-Min
許家菱
Hsu, Chia-Ling關鍵詞 中美貿易戰
NVIDIA
台灣供應鏈
SWOT
科技戰
U.S.-China trade war
NVIDIA
Taiwan supply chain
SWOT
Technology War日期 2025 上傳時間 4-Aug-2025 13:42:20 (UTC+8) 摘要 本研究旨在探討中美貿易戰與科技戰背景下，NVIDIA 在台灣的供應鏈佈局所 面臨的挑戰與因應策略。研究時間範圍涵蓋 2018 年至 2024 年，期間中美兩國 針對高科技產業，特別是半導體與 AI 晶片，祭出關稅、出口管制與技術審查等 多項政策，對全球供應鏈造成劇烈衝擊。台灣作為 NVIDIA 重要的生產與合作 基地，承擔先進製程、封裝測試與系統整合等關鍵角色，在去風險化與供應鏈 重組浪潮下展現戰略價值。 本研究採用個案分析法，輔以 SWOT 分析策略矩陣等工具，針對 NVIDIA 在台 供應鏈之優劣勢進行診斷，並提出分散產能、強化治理、深化在地合作等多項 策略建議。研究結果顯示，在地緣政治與技術限制持續升高的情勢下，台灣供 應鏈不僅應強化自身韌性，更須與國際企業建立多元、長期且高互信的夥伴關係。
This study investigates the impact of the U.S.-China trade war, particularly from 2018 to 2024, on NVIDIA's supply chain layout in Taiwan. As trade tensions intensified, U.S. export restrictions—especially those targeting high-end AI chips—have reshaped NVIDIA's global operational strategy. Taiwan, as a key partner in semiconductor manufacturing, packaging, and system integration, has played a crucial role in NVIDIA’s supply chain resilience. Through an in-depth case study approach, this research integrates policy analysis, supply chain risk theory, and strategic tools such as SWOT to examine the dual pressures and opportunities faced by both NVIDIA and its Taiwanese suppliers. The findings suggest that Taiwan’s technological capability and geopolitical neutrality offer a strategic advantage, yet the growing complexity of international regulations demands proactive risk diversification and ecosystem-level collaboration. This research concludes by proposing integrated supply chain strategies and practical recommendations for Taiwanese firms to enhance their global positioning amid geopolitical uncertainty.參考文獻 BBC 中文網，2023。美歐對華政策:從「脫鉤」到「去風險」 戰略轉向還是 凝聚共識?。 ttps://www.bbc.com/zhongwen/trad/chinese-news-66117744。 檢索日期:2025 年 5 月 18 日。 TechNews, 2025. 黃仁勳宣布:NVIDIA 將在台設亞洲總部「NVIDIA Constellation」. 取自 https://technews.tw/2025/05/19/nvidia-new-asain- headquarter/檢索日期:2025 年 5 月 18 日。 Vocus, 2025. iPhone 印度製造比重大躍升，蘋果供應鏈遷徙成形:中國不再是 唯一. 取自 https://vocus.cc/article/67ff98cdfd89780001aa57c8 .檢索日期: 2025 年 5 月 18 日。 NVIDIA, 2025. Blackwell Architecture Overview. Retrieved May 31, 2025, from https://www.nvidia.com/en-us/data-center/technologies/blackwell-architecture/ 中央通訊，2023。輝達在台砸 243 億成立 AI 研發中心 經部補助 67 億。取自 https://www.cna.com.tw/news/afe/202305290331.aspx?utm_source=chatgpt.com 檢索日期:2025 年 5 月 18 日。 今周刊, 2024,. 台積電+日月光無敵!台灣 AI 晶片封裝強到沒對手...狂增 CoWoS 產能https://www.businesstoday.com.tw/article/category/183015/post/202407070012/檢索日期:2025 年 5 月 18 日。 范世平、黃俊樹，2021。美國川普政府發動美中貿易戰決策之研究。全球政治 評論，第七十四期: 55–86。 財報狗, 無年份. 半導體產業介紹、台股上下游類股和半導體公司股價漲跌幅. 取自 https://statementdog.com/taiex/19-semiconductor- industry%20.Retrieved%20May%2018 檢索日期:2025 年 5 月 18 日。 葉國俊, 何宗武, 林雅淇, 陳馨蕙, & 陳庭逸 ，2022。全球供應鏈重組對我國經 濟與金融之影響。台北外匯市場發展基金會委託計畫。 雷少華，2024。中美經貿關係發展:回顧、現狀與趨勢(2018—2024)[第 161 期]。北京大學國際戰略研究院。 聯合報, 2024.. 黃仁勳點將封測雙雄紅了!首度公開致謝日月光、京元電. https://udn.com/news/story/7240/8376680 檢索日期:2025 年 5 月 18 日。 Alexandra Alper. 2022/3/11. Ukraine halts half of world's neon output for chips, clouding outlook. Reuters. 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Harvard Business Review. TrendForce. 2024. CoWoS capacity shortage challenges AI chip demand, while Taiwanese manufacturers expand to seize opportunities. Retrieved May 19, 2025, from https://www.trendforce.com/presscenter/news/20240219-12461.html TrendForce. 2024. TSMC leads global 3nm production, reinforces advanced process dominance. Retrieved May 19, 2025, from https://www.trendforce.com/presscenter/news/20240105-12376.html TrendForce. 2025 Top 10 OSAT Companies of 2024 Revealed—China Gains Ground. Retrieved May 19, 2025, from https://www.trendforce.com/presscenter/news/20250513-12577.html. TrendForce. 2025. TSMC market share tops 67% in Q4: Advisory firm. Retrieved May 19, 2025, from https://focustaiwan.tw/business/202503150014 U.S. Geological Survey. 2025. Mineral commodity summaries 2025: Rare earths. U.S. Geological Survey. 描述 碩士
國立政治大學
企業管理研究所(MBA學位學程)
112363006資料來源 http://thesis.lib.nccu.edu.tw/record/#G0112363006 資料類型 thesis dc.contributor.advisor 洪叔民 zh_TW dc.contributor.advisor Horng, Shwu-Min en_US dc.contributor.author (Authors) 許家菱 zh_TW dc.contributor.author (Authors) Hsu, Chia-Ling en_US dc.creator (作者) 許家菱 zh_TW dc.creator (作者) Hsu, Chia-Ling en_US dc.date (日期) 2025 en_US dc.date.accessioned 4-Aug-2025 13:42:20 (UTC+8) - dc.date.available 4-Aug-2025 13:42:20 (UTC+8) - dc.date.issued (上傳時間) 4-Aug-2025 13:42:20 (UTC+8) - dc.identifier (Other Identifiers) G0112363006 en_US dc.identifier.uri (URI) https://nccur.lib.nccu.edu.tw/handle/140.119/158420 - dc.description (描述) 碩士 zh_TW dc.description (描述) 國立政治大學 zh_TW dc.description (描述) 企業管理研究所(MBA學位學程) zh_TW dc.description (描述) 112363006 zh_TW dc.description.abstract (摘要) 本研究旨在探討中美貿易戰與科技戰背景下，NVIDIA 在台灣的供應鏈佈局所 面臨的挑戰與因應策略。研究時間範圍涵蓋 2018 年至 2024 年，期間中美兩國 針對高科技產業，特別是半導體與 AI 晶片，祭出關稅、出口管制與技術審查等 多項政策，對全球供應鏈造成劇烈衝擊。台灣作為 NVIDIA 重要的生產與合作 基地，承擔先進製程、封裝測試與系統整合等關鍵角色，在去風險化與供應鏈 重組浪潮下展現戰略價值。 本研究採用個案分析法，輔以 SWOT 分析策略矩陣等工具，針對 NVIDIA 在台 供應鏈之優劣勢進行診斷，並提出分散產能、強化治理、深化在地合作等多項 策略建議。研究結果顯示，在地緣政治與技術限制持續升高的情勢下，台灣供 應鏈不僅應強化自身韌性，更須與國際企業建立多元、長期且高互信的夥伴關係。 zh_TW dc.description.abstract (摘要) This study investigates the impact of the U.S.-China trade war, particularly from 2018 to 2024, on NVIDIA's supply chain layout in Taiwan. As trade tensions intensified, U.S. export restrictions—especially those targeting high-end AI chips—have reshaped NVIDIA's global operational strategy. Taiwan, as a key partner in semiconductor manufacturing, packaging, and system integration, has played a crucial role in NVIDIA’s supply chain resilience. Through an in-depth case study approach, this research integrates policy analysis, supply chain risk theory, and strategic tools such as SWOT to examine the dual pressures and opportunities faced by both NVIDIA and its Taiwanese suppliers. The findings suggest that Taiwan’s technological capability and geopolitical neutrality offer a strategic advantage, yet the growing complexity of international regulations demands proactive risk diversification and ecosystem-level collaboration. This research concludes by proposing integrated supply chain strategies and practical recommendations for Taiwanese firms to enhance their global positioning amid geopolitical uncertainty. en_US dc.description.tableofcontents 第一章 緒論 P1 第一節 研究背景與動機 P1 第二節 研究目的與研究問題 P3 第三節 研究設計與流程 P4 第二章 文獻探討 P7 第一節 中美貿易戰相關研究回顧 P9 第二節 全球供應鏈重組與去風險理論 P12 第三節 高科技產業供應鏈風險與因應策略 P15 第四節 台灣在半導體供應鏈中的戰略地位 P22 第五節 策略分析工具簡介 P27 第三章 個案背景介紹：NVIDIA P29 第一節 公司介紹 P29 第二節 NVIDIA 全球供應鏈佈局概況 P35 第三節 台灣合作夥伴 P38 第四章 中美局勢下 NVIDIA 供應鏈調整與台灣角色定位 P40 第一節 中美科技戰的政策壓力與業務挑戰 P40 第二節 NVIDIA 對台灣的投資強化與合作模式 P44 第三節 高科技供應鏈風險下的 NVIDIA 台灣佈局分析 P45 第四節 SWOT 分析 P48 第五節 策略建議 P51 第五章 結論與未來研究方向 P54 第一節 結論 P54 第二節 研究限制 P56 第三節 未來研究建議 P57 參考文獻 P59 zh_TW dc.source.uri (資料來源) http://thesis.lib.nccu.edu.tw/record/#G0112363006 en_US dc.subject (關鍵詞) 中美貿易戰 zh_TW dc.subject (關鍵詞) NVIDIA zh_TW dc.subject (關鍵詞) 台灣供應鏈 zh_TW dc.subject (關鍵詞) SWOT zh_TW dc.subject (關鍵詞) 科技戰 zh_TW dc.subject (關鍵詞) U.S.-China trade war en_US dc.subject (關鍵詞) NVIDIA en_US dc.subject (關鍵詞) Taiwan supply chain en_US dc.subject (關鍵詞) SWOT en_US dc.subject (關鍵詞) Technology War en_US dc.title (題名) 中美貿易戰對 Nvidia 在台供應鏈影響 zh_TW dc.title (題名) The Impact of the U.S.-China Trade War on Nvidia's Supply Chain in Taiwan en_US dc.type (資料類型) thesis en_US dc.relation.reference (參考文獻) BBC 中文網，2023。美歐對華政策:從「脫鉤」到「去風險」 戰略轉向還是 凝聚共識?。 ttps://www.bbc.com/zhongwen/trad/chinese-news-66117744。 檢索日期:2025 年 5 月 18 日。 TechNews, 2025. 黃仁勳宣布:NVIDIA 將在台設亞洲總部「NVIDIA Constellation」. 取自 https://technews.tw/2025/05/19/nvidia-new-asain- headquarter/檢索日期:2025 年 5 月 18 日。 Vocus, 2025. iPhone 印度製造比重大躍升，蘋果供應鏈遷徙成形:中國不再是 唯一. 取自 https://vocus.cc/article/67ff98cdfd89780001aa57c8 .檢索日期: 2025 年 5 月 18 日。 NVIDIA, 2025. 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