- 期刊
- OpenAccess
臺積電與鴻海全球化產業－帶動臺灣高科技產業的發展
TSMC and FOXCONN Global Industry -- Drive the Development of Taiwan's High-tech Industries
摘要
臺積電與鴻海是超級全球化時代來臨的產物，臺積電（TSMC）是全球最大的晶圓代工廠，鴻海（FOXCONN）是以模具為根基，逐漸發展為高科技服務企業，鴻海是全球最大的EMS公司，2022年全球產業將受地緣政治與保護主義影響，各國積極扶植本土供應鏈，以半導體及電動車兩大產業最受矚目。5G as Infra促成產業數位化暨市場數位轉型，同時扮演網路建構、服務推進及服務創建等三種角色，5G的應用包括VR遊戲、VR影音娛樂、VR零售、VR教育、VR建築與房地產、VR製造、VR醫療健康及VR運輸與汽車等。美將8家中國大陸公司加入投資黑名單，並對中國大陸晶片製造商「中芯國際」實施嚴厲出口制裁，限制中國大陸獲取先進技術。臺灣產業組織面對最大的限制是全球供應鏈的結構，臺灣的生產網路是全球供應鏈旗下的次級組織，生產網路無論的改造都須和全球供應鏈結構相容。臺灣政府政策是發展台灣成為「高階製造中心」，這不一定符合世界潮流，且臺灣也沒有絕對優勢，硬體缺乏，水、電及人才更是大問題，外商如谷歌和微軟大舉投資臺灣，都不是工廠，主要利用臺灣廉價工程師作為研發基地，也屬於高耗能產業。臺灣缺乏新經濟概念股，現有業者規模過小，創投的估值又是偏低，以致新創企業大多將控股公司設在海外，絕少考慮以臺灣做為上市地點。
並列摘要
TSMC and FOXCONN are the products of the era of super globalization. TSMC is the world's largest wafer foundry. FOXCONN is based on molds and has gradually developed into a high-tech service company. Hon Hai is a global The largest EMS company, the global industry will be affected by geopolitics and protectionism in 2022. Countries will actively support local supply chains, and the two industries of semiconductors and electric vehicles will attract the most attention. 5G as Infra promotes industry digitalization and market digital transformation, and plays three roles: network construction, service promotion and service creation. 5G applications include VR games, VR audio-visual entertainment, VR retail, VR education, VR construction and real estate, VR Manufacturing, VR healthcare and VR transportation and automotive, etc. The U.S. added eight mainland Chinese companies to its investment blacklist and imposed severe export sanctions on Chinese chip maker SMIC, restricting mainland China's access to advanced technologies. The biggest limitation facing Taiwan's industrial organization is the structure of the global supply chain. Taiwan's production network is a secondary organization under the global supply chain. No matter how the production network is transformed, it must be compatible with the structure of the global supply chain. The Taiwan government's policy is to develop Taiwan into a "high-end manufacturing center", which is not necessarily in line with the world trend, and Taiwan has no absolute advantage. The lack of hardware, water, electricity and talents are even more serious problems. Foreign companies such as Google and Microsoft have invested heavily in Taiwan. They are not factories, they mainly use cheap Taiwanese engineers as R&D bases, and they are also high-energy-consuming industries. Taiwan lacks new economic concept stocks, the scale of incumbents is too small, and the valuation of venture capital is low. As a result, most start-ups set up their holding companies overseas, and rarely consider Taiwan as a listing location.