AI趨勢對半導體設備的影響：L公司的策略定位

Abstract

人工智慧(AI)是當前影響半導體設備製造商(SEM)產業的主要趨勢之一。本論文以 L 公司為個案研究，探討 AI 趨勢對半導體設備產業的影響。透過產業專家的訪談與資料分析，研究 AI 驅動的技術發展如何重塑半導體設備製造商的產業格局。本研究運用波特五力分析(Porter’s Five Forces)與 PESTEL 框架，辨識出主要半導體客戶對客製化設備需求與縮短交期所施加的外部壓力。此外，地緣政治風險，如貿易衝突與全球供應鏈中斷，也推動企業在臺灣、馬來西亞與印度等地進行策略性在地化。研究建議強調透過學術合作進行人才培育，以及與客戶的主動協作關係，同時提升對政府監管與 ESG 要求的回應能力。藉由掌握上述關鍵領域，半導體設備製造商得以在快速變化的產業中穩健發展。本研究進一步探討 AI 如何作為企業營運工具，以提升作業效率並強化企業在市場中的競爭優勢。

Artificial intelligence (AI) is a main influence on the semiconductor equipment manufacturers (SEM) industry. This thesis aims to study the influences focusing on L Company as a case study. Through industry expert interviews and data analysis, this study research how AI-driven advancements are reshaping the industry for semiconductor equipment manufacturers (SEM). By applying Porter’s Five Forces and PESTEL framework, the research identifies the external forces, like pressure from major semiconductor clients demanding customized tool configurations and shorter delivery timelines. The research further highlights how geopolitical risks, such as trade tensions and global supply chain disruptions influence companies to adopt strategic localization in markets like Taiwan, Malaysia, and India. Recommendations from the study also emphasize the importance of talent development through academic partnerships and proactive collaboration with customers. Also emphasizing the agility in government regulatory and ESG enhancement. By addressing these areas, SEM companies can navigate the evolving competitive industry to ensure sustainable growth. Finally, the research will provide insights on how AI can be leveraged as a tool for SEM companies to enhance operational efficiency and maintain competitive.