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Title: | 從專利角度探討晶圓代工廠與半導體整合元件廠
之角色與技術定位 Positioning and shifting of character and technology for Foundries and integrated device manufacturers by patent perspectives |
Authors: | Yung-Ta Li 李勇達 |
Advisor: | 陳達仁 |
Keyword: | 整合元件廠,半導體代工廠,晶圓製程技術,晶圓設計應用技術,技術焦點, IDM,Foundry,wafer-process technology,wafer-design application technology,technology focus, |
Publication Year : | 2013 |
Degree: | 博士 |
Abstract: | 整合元件廠與半導體代工廠是半導體供應鏈中非常主要的兩個角色。 過去的三十年,整合元件廠與半導體代工廠的關係已出現了變化,也就是越來越多的整合元件廠不管是公開或私下已轉型成為半導體代工廠。在1981至2010年間,我們從專利的角度討論技術上半導體供應鏈的角色演變並檢視特定整合元件廠在生產力、品質及整合性等指標在技術焦點的表現。半導體代工廠已逐漸從單純的生產產能提供者轉變為兼具技術的移轉者,並且已同時在晶圓製程技術及晶圓設計應用技術等兩方面技術領域具備影響力。相對地,過去被認為是技術主要提供者的整合元件廠逐漸面臨挑戰。除了從整體產業的觀點外,我們也從技術焦點的層面去分析特定整合元件廠的技術領域定位及演變。研究結果亦發現:超微(AMD)已從原為單純整合元件廠的角色轉而將其晶圓工廠獨立成立一個半導體代工廠,為其中最顯著的例子,而它技術定位是位於以半導體代工廠為主的區域。並且美光(Micron)及德州儀器(TI)儘管未正式宣佈進入半導體代工市場,但它們的技術定位也是位於以半導體代工廠為主的區域,可見當它們如想轉入半導體代工市場時是具備競爭力的。 The integrated device manufacturers (IDMs) and contract chip makers (foundries) are two major characters in the semiconductor industry value chain. The relationship between IDMs and foundries has changed over the past three decades. Increasing number of IDM companies have diversified or branched off as foundry companies, whether officially or privately. In this Dissertation, we attempts to discuss patterns of characters’ shifting in technology and explore the technology focus of IDM companies and the shifting of that focus by examining the shifts in focus of productivity, quality, and integrated measurement of selected IDM companies between 1981 and 2010 by patent perspective. Foundry has gradually become the technology transferor rather than purely the manufacturing capacity provider. Foundry’s impact on the technology level has risen steeply on both the wafer process technology fields and the wafer design application technology fields. As a result, IDM, traditionally considered the primary technology contributor in the semiconductor value chain for the past 30 years, will continue to be challenged in the semiconductor industry. In addition to the industry’s point of view, the results of this research reveal that AMD, one of the more notable companies to have established a pure foundry company from an IDM company, is located in the foundry-oriented area. Additionally it shows that, although Micron and TI have not officially announced their intentions to diversify or branch off as foundry companies, the two are located in the foundry-oriented area as a means of showing their competitive positions with regard to joining the foundry business. |
URI: | http://tdr.lib.ntu.edu.tw/jspui/handle/123456789/6049 |
Fulltext Rights: | 同意授權(全球公開) |
Appears in Collections: | 機械工程學系 |
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ntu-102-1.pdf | 539.5 kB | Adobe PDF | View/Open |
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