後疫情我國晶圓製造的產業策略研究-以台積電為例

美中貿易戰的轉變、新冠疫情的全球肆虐、技術快速的演進、⼈才外流及能源短缺等因素，不只影響了全球的經濟及⽣活型態，更是影響了全球半導體產業，使得該產業競爭越趨激烈。台灣晶圓代工產業舉世聞名，在國際政經局勢不穩的狀態，以及供應鏈轉變等影響下，是項產業如何維持其全球供應鏈的核心地位及保持競爭優勢，是值得探討的問題。本研究採用個案研究分析法，以台積電為例，對於晶圓代⼯產業及台積電的相關技術、市場、競爭者與國際情勢等要素，以PEST、SWOT、五⼒分析等⽅法進⾏探討。研究發現除彙整產業經營策略的關鍵因素外，並就台積電的產業策略提出相應的策略建議。

關鍵字

晶圓代工；後疫情；台積電

並列摘要

The changes in the US-China trade war, the global spread of COVID-19, the rapid evolution of technology, brain drain, and energy shortages have hit the global economy and lifestyles and affected the global semiconductor industry, making the industry competition getting more intense. Taiwan is world-renowned for its wafer fabricating industry. It is worth exploring how this industry can maintain its core position in the global supply chain and competitive edge under the influence of the unstable international political and economic situation and the changes in the supply chain. This research employs a case study strategy, taking TSMC as an example. For the wafer fabricating industry and TSMC's related technologies, markets, competitors, and international situations, the analytical methods such as PEST, SWOT, and Porter five forces are used to discuss. The research findings reveal the critical factors of the industry strategy and conclude with recommendations for TSMC's industrial strategy.