- 期刊
美中競爭下台日半導體產業合作發展
Taiwan and Japan Semiconductor Industry Cooperation Development under US-China Strategic Competition
摘要
隨著數位化時代的來臨，全球半導體產業的重要性不斷攀升，以美中兩大經濟體為主的晶片競爭亦迫使全球產業鏈的兩極化發展。美國在2022年推出的《晶片與科學法》（CHIPS and Science Acts）與《出口管制條例》（Export Administration Regulations）的臨時修訂草案，造成全球產業鏈重新佈局的影響。其中在材料領域掌握關鍵技術的日本，與製造技術領先全球的台灣，在彼此市場的投資與合作顯得格外重要。過去五年內兩國在技術交流、投資設廠、共同研發等領域進行了多次合作，深化產業技術的共同發展，同時對兩國政策變化造成影響。本文主要以2018年至2023年台日半導體產業合作進行分析，檢視雙方如何應對半導體產業的兩極化發展，探討相互合作是否對台日兩國帶來正面效益。
並列摘要
With the advent of the digital era, the importance of the global semiconductor industry continues to rise, and the chip competition led by the two major economies of the United States and China has also forced the polarization of the global industrial chain. The temporary draft amendments to the CHIPS and Science Acts and Export Administration Regulations introduced by the United States in 2022 have caused an impact on the layout of the global industrial chain. In the global supply chain, investment and cooperation between Japan and Taiwan, which master key technologies, are important in each other's markets. In the past five years, the two countries have carried out much cooperation in the fields of technology exchanges, investment and factory establishment, and joint research and development, deepening the common development of industrial technology, and influencing policy changes in the two countries. This study mainly analyzes the cooperation between Taiwan and Japan in the semiconductor industry from 2018 to 2023, examines how the two sides respond to the polarization of the semiconductor industry, and explores whether mutual cooperation will bring positive benefits to Taiwan and Japan.