一個人的武林—晶圓代工產業廠商之經營與發展策略分析：以T公司爲例

Abstract

本論文探討了T公司如何通過策略性方法在全球半導體代工產業中奠定領導地位。T公司之所以被選為本案例研究的對象，是因為其通過持續的技術領先、製造卓越以及穩固的客戶關係，對半導體生態系統產生了無可比擬的影響。本研究的動機源於半導體需求的快速增長，這一增長主要受到人工智慧(AI)、高效能運算(HPC)的進步，以及近期地緣政治變化對半導體供應鏈影響的驅動。這些變化和動態帶來了挑戰與機遇，凸顯了在維持競爭定位方面保持策略韌性與創新的重要性。 本研究採用了案例研究法，應用了多種策略框架，包括波特五力分析來評估產業競爭環境，並利用BCG矩陣、波特競爭策略，以及策略活動系統圖來分析T公司的競爭地位、資源配置和業務組合管理。透過這些框架，研究檢視了T公司在先進邏輯技術、專業技術和先進封裝技術方面的優勢，並探討了這些業務領域如何互動並推動整體增長。研究結果顯示，T公司通過技術投資、製造卓越以及客戶信任，成功建立了關鍵競爭優勢，支撐其在高度競爭市場中的可持續增長。 研究結論指出，T公司已在不斷變化的市場中奠定了良好的發展基礎。其“專注並完善自身最擅長領域”的現有策略，以及持續運用“差異化”競爭策略，使其在面對未來競爭時處於穩固地位。研究未提出重大策略改變，但提供了若干增強建議，包括進一步投資以擴大其技術與製造領先優勢，在全球擴展上採取更謹慎的態度，進一步強化財務實力，以及加速數位轉型。這些見解為半導體產業的利益相關者提供了寶貴的啟示，表明專注於核心能力與客戶需求對齊可以在快速變化的產業與競爭中實現持續成功。

This thesis investigates the strategic approaches that have positioned T-Company as a global leader in the semiconductor Foundry industry. T-Company was selected for this case study due to its unparalleled impact on the semiconductor ecosystem, achieved through sustained technological leadership, manufacturing excellence, and strong customer relationships. The research is motivated by the rapid growth in semiconductor demand, driven by advancements in Artificial Intelligence (AI), High Performance Computing (HPC), and recent geopolitical shifts impacting the semiconductor supply chain. These changes and dynamics have created both challenges and opportunities, emphasizing the need for strategic resilience and innovation in maintaining competitive positioning. Using a case study methodology, this research applies various strategic frameworks, including Porter’s Five Forces to evaluate the industry competition, while the BCG Matrix, Porter’s Competitive Strategy, and Strategic Activity Diagram to evaluate T-Company’s competitive position, resource allocation, and portfolio management. Through these frameworks, the study examines T-Company’s strengths in Advanced Logic, Specialty, and Advanced Packaging technologies, exploring how these segments interact and drive overall growth. The findings reveal T-Company’s effective use of technology investments, manufacturing excellence, and customer trust as key competitive advantages, supporting its sustainable growth in a highly competitive market. The study concludes that T-Company is well-positioned to thrive in the evolving market. Its existing strategy of “specializing and perfecting in what it does best”, and constantly applies the “differentiation” competitive strategy have positioned it in a solid position in the face of future competitions. The study does not propose any major strategic changes, but offers recommendations for enhancements, including further investment to widen its technology and manufacturing leadership, exercising greater caution in global expansion, further strengthening its financial position, and accelerating digital transformation. These insights provide valuable implications for stakeholders in the semiconductor industry, suggesting that a focus on core competencies and customer alignment can drive sustained success despite rapid industry changes and competition.