Skip navigation

DSpace

機構典藏 DSpace 系統致力於保存各式數位資料(如:文字、圖片、PDF)並使其易於取用。

點此認識 DSpace
DSpace logo
English
中文
  • 瀏覽論文
    • 校院系所
    • 出版年
    • 作者
    • 標題
    • 關鍵字
    • 指導教授
  • 搜尋 TDR
  • 授權 Q&A
    • 我的頁面
    • 接受 E-mail 通知
    • 編輯個人資料
  1. NTU Theses and Dissertations Repository
  2. 進修推廣部
  3. 事業經營碩士在職學位學程
請用此 Handle URI 來引用此文件: http://tdr.lib.ntu.edu.tw/jspui/handle/123456789/92831
完整後設資料紀錄
DC 欄位值語言
dc.contributor.advisor吳學良zh_TW
dc.contributor.advisorHsueh-Liang Wuen
dc.contributor.author卓煜盛zh_TW
dc.contributor.authorYu-Sheng Choen
dc.date.accessioned2024-07-02T16:11:32Z-
dc.date.available2024-07-03-
dc.date.copyright2024-07-02-
dc.date.issued2024-
dc.date.submitted2024-06-21-
dc.identifier.citation中文文獻
王文科(1986)。⟪教育研究法⟫。(頁283-295)。五南圖書出版有限公司。
李玟儀(2023)。英特爾CEO基辛格認了「有點自傲」,未來將像台積電「以客為尊」。商周。檢索日期5/20/2024,取自https://www.businessweekly.com.tw/business/blog/3013802
李鴻典(2024)。分析師一圖曝:花了36年,台積電正式成為全球最大半導體製造商。三立新聞網。檢索日期5/20/2024,取自https://www.setn.com/news.aspx?newsid=1423024
辛承緯(2023)。⟨半導體垂直整合製造及晶圓代工製造前世今生及未來展望:以英特爾為例⟩(碩士論文)。國立清華大學經營管理碩士在職專班,新竹市。
林仁傑(2006)。解釋過去/瞭解現在/預測未來⎯⎯論歷史研究的典範轉移及對教育史研究的啟示。教育研究集刋,第52輯第3期,頁73-101,檢索日期5/20/2024,取自https://api.lib.ntnu.edu.tw:8443/server/api/core/bitstreams/f9710c20-275b-480a-9129-0a1024fe8498/content
林宏達、馮欣仁(2024)。台積電營收、市值創新高的制霸之路 一路追趕三星、超前英特爾的關鍵。經濟日報。檢索日期5/20/2024,取自https://money.udn.com/money/story/5612/7786062
林宗輝(2024),台積電1.6奈米棄High NA曝光,反而讓英特爾和三星壓力更大?,經濟日報,檢索日期5/17/2024,取自https://money.udn.com/money/story/5612/7968989?from=edn_search_result
林妤柔(2024),「離開英特爾我心碎了!」30 年賣命被逼退,11 年後回鍋圓夢:自走砲執行長 Pat Gelsinger 傳奇故事,科技新報,檢索日期6/16/2024,取自https://technews.tw/2024/06/01/pat-gelsinger-life/
科技產業資訊室(2019)。蘋果與高通達成和解並簽署六年的授權協議。檢索日期5/23/2024,取自https://iknow.stpi.narl.org.tw/Post/Read.aspx?PostID=15480
孫文海(2015)。⟨如何擴展核心能力:英特爾個案研究⟩(碩士論文)。國立臺灣大學國際企業管理組,台北市。
張忠謀 (2023), TSMC founder Morris Chang on the evolution of the semiconductor industry. Retrieved May 16, 2024, from https://youtu.be/r_8XClnnvIk?si=cn4Z2ucCXTfjO0wI
張明瑄(2014)。⟨ Intel與Arm的戰爭—X86與Cortex處理器在嵌入式產品的現況與發展趨勢研究⟩(碩士論文)。私立輔仁大學科技管理學程碩士在職專班,台北市。
許智偉(2014)。⟨科技廠商面對產業聚合的應對策略研究:以英代爾的策略演進為例⟩(碩士論文)。國立臺灣大學國際企業管理組,台北市。
湯之上隆(2020)。Samsung会長逝去、浮かび上がった半導体業界“3偉人”の意外な共通点。EE Times Japan。檢索日期5/9/2024,取自https://eetimes.itmedia.co.jp/ee/articles/2011/19/news044.html
黃信豪(2013)。⟨情境分析未來晶圓代工產業(Foundry)之半導體三強 (Intel, Samsung, TSMC) 發展及策略⟩(碩士論文)。國立交通大學理學院應用科技學程,新竹市。
楊智傑(2018)。高通行動通訊標準必要專利授權與競爭法:大陸、南韓、歐盟、美國、台灣財罰案之比較。公平交易季刊。第26卷第二期,(頁1-54)。檢索日期5/21/2024。取自https://www.ftc.gov.tw/upload/e11d5c6d-ff95-49f2-b78c-fc3cf05d2de3.pdf
痴漢水球(2020),硬科技:簡報王與他們的產地:Intel半導體製程篇,檢索日期5/11/2024,取自https://www.cool3c.com/article/153358
蕭國川(2009)。⟨行動上網裝置的產業分析和發展策略以英特爾公司為例⟩(碩士論文)。國立臺灣大學高階公共管理組,台北市。
駱世民(2020)。扭轉慣性,啟動企業變革!給台灣中小企業的四大行動方案。哈佛商業評論。檢索日期5/21/2024。取自https://www.hbrtaiwan.com/article/19358/change-organizational-inertia-taiwanese-corporate-action-plan
蘇嘉維、鐘惠玲、尹慧中(2023)。台積電奪英特爾CPU大單,將以3奈米生產 明年營運動能樂觀。經濟日報。檢索日期5/19/2024, 取自 https://money.udn.com/money/story/5612/7590025

英文文獻
Alsop, T. (2024). Intel number of employees worldwide from 2004 to 2023(in thousands). Retrieved May 20, 2024, from https://www.statista.com/statistics/263567/employees-at-intel-since-2004/
Aspray, W. (1994). Oral-History: Tadashi Sasaki, IEEE History Center. Retrieved May 20, 2024, from https://ethw.org/Oral-History:Tadashi_Sasaki
Atkinson(2023)。Pat Gelsinger 矛頭對內,直指英特爾犯過的三大錯誤。科技新報。檢索日期5/20/2024,取自https://technews.tw/2023/11/06/pat-gelsinger-points-out-three-major-mistakes-intel-made-in-the-past/
Babbage (2024). Moore on Moore, The Chip Letter. Retrieved May 20, 2024, from https://thechipletter.substack.com/p/moore-on-moore
Bettis, R. A., Prahalad, C. K. (1995). "The dominant logic: Retrospective and extension". Strategic Management Journal.16(1): 5–14.
Burgelman, R. A. (1981), “Intraorganizational Ecology of Strategy Making and Organizational Adaptation: Theory and Field Research,” Organization Science 2: 239–62
Burgelman, R. A., Grove, A. (2002). Strategy is destiny, THE FREE PRESSA, Division of Simon & Schuster, Inc.
Burgelman, R. A., Schifrin, D. (2015), Intel's Mobile Strategy in 2015 and Beyond, Case Centre in Stanford Graduate School of Business
Campbell, D. T. (1968), “Variation and Selective Retention in Sociocultural Evolution,” General Systems 14:69–85.
Clark, D. (2020), Intel’s Culture Needed Fixing. Its C.E.O. Is Shaking Things Up, NY Times. Retrieved May 12, 2024, from https://www.nytimes.com/2020/03/01/technology/intel-culture-robert-swan.html
Conn, J., Cogan, G., Burgelman, R. A. (2022), Intel in 2022 and Beyond, Securing its Indispensable Global Role in Semiconductors, Case Centre in Stanford Graduate School of Business.
Counterpoint Quarterly (2024), GLOBAL SEMICONDUCTOR FOUNDRY REVENUE SHARE: Q4 2023. Retrieved May 17, 2024, from https://www.counterpointresearch.com/insights/global-semiconductor-foundry-market-share/#
Gary71(2024),14A 1.4nm製程至關重要 Intel希冀2025年後穩定領先。檢索日期5/16/2024,取自 https://www.xfastest.com/thread-287842-1-1.html
Gelsinger, P. (2005)。平衡你的家庭信仰和工作,中國學園傳道會。
Gelsinger, P. (2008). The Juggling Act: Bringing Balance to Your Faith, Family, and Work. David C Cook.
Grove, A. (1999). Only the Paranoid Survive: How to Exploit the Crisis Points That Challenge Every Company, Broadway Business.
Grove, A. (2001). Swimming Across: A Memoir, Grand Central Publishing.
Hannan, M. T., Freeman, J. H. (1989), Organizational Ecology, Cambridge: Harvard University Press.
Haselton, T. (2017). Former Intel CEO Paul Otellini has died at age 66. Retrieved May 20, 2024, from https://www.cnbc.com/2017/10/03/former-intel-ceo-paul-otellini-dies-age-66.html
Hruska, J. (2012). Going Xolo: Intel's first x86 Medfield smartphone reviewed. Retrieved May 25, 2024, from https://www.extremetech.com/computing/127347-going-xolo-x900-intels-first-x86-medfield-smartphone-reviewed
Hruska, J. (2013). Intel's 14nm milkshake: It's better than yours. Retrieved May 11, 2024, from https://www.extremetech.com/computing/176576-broadwell-bombshell-has-intel-delayed-14nm-deployments-until-q4-2014
Hruska, J. (2014). The final ISA showdown: Is Arm, x86, or MIPS intrinsically more power efficient?. Retrieved May 11, 2024, from https://www.extremetech.com/extreme/188396-the-final-isa-showdown-is-arm-x86-or-mips-intrinsically-more-power-efficient
Hsu, Ya-Rou(2023)。【重點整理】行動網路資源分配(一)。檢索日期5/23/2024,取自https://medium.com/@st000320.eed06/重點整理-行動網路資源分配-一-2fe5617c6f76
Intel Investor Meeting (2022). Retrieved May 19, 2024 from https://www.intel.com/content/www/us/en/events/investor-meeting.html
Intel Newsroom (1997). Government-Industry Partnership To Develop Advanced Lithography Technology. Retrieved May 19, 2024, from https://www.intel.com/pressroom/archive/releases/1997/CN091197.HTM
Intel Newsroom (2021). Intel CEO Pat Gelsinger Announces ‘IDM 2.0’ Strategy for Manufacturing, Innovation and Product Leadership. Retrieved May 19, 2024, from https://www.intel.com/content/www/us/en/newsroom/news/idm-manufacturing-innovation-product-leadership.html#gs.9x8vem
Intel Newsroom (2022). Retrieved May 19, 2024, from https://www.intel.com/content/www/us/en/newsroom/resources/investor-day-2022.html#gs.9x8y47
Intel Newsroom (2024a). Latest Financial Results, Q1 2024. Retrieved May 20, 2024, from https://www.intc.com/financial-info
Intel Newsroom (2024b). Intel Outlines Financial Framework for Foundry Business, Sets Path to Margin Expansion. Retrieved May 20, 2024, from https://www.intel.com/content/www/us/en/Newsroom/news/intel-outlines-new-financial-reporting-structure.html#gs.7ihuws
Intel’s CEO History (2018). Intel: 50 Years of Leadership. Retrieved March 06, 2024, from https://www.chiphistory.org/intel-ceo-history
Intel to Exit Mobile SoC Business (2016). EE Times. Retrieved May 20, 2024, from https://www.eetimes.com/intel-to-exit-mobile-soc-business/
Jarrett, C. (2016). Clues to your personality appeared before you could talk. Retrieved May 19, 2024, from https://www.bbc.com/future/article/20160907-clues-to-your-personality-appeared-before-you-could-talk
Jones, S. (2024). ISS 2024 – Logic 2034 – Technology, Economics, and Sustainability, TechInsights. Retrieved May 16, 2024 from https://semiwiki.com/semiconductor-manufacturers/342094-iss-2024-logic-2034-technology-economics-and-sustainability/
Kanter, D. (2022). Intel 4 Process Scales Logic with Design, Materials, and EUV. Retrieved May 12, 2024, from https://www.realworldtech.com/intel-4/4/
Kingfish (2020). AMD’s Market Share Hits Highest Overall Level Since 2012. Rederived May 10, 2024, from https://community.amd.com/t5/general-discussions/amd-s-market-share-hits-highest-overall-level-since-2012/td-p/328795
Kundojjala, S. (2014). Intel Rose to Number Two Position in Tablet Applications Processors in Q2 2014. Retrieved May 17, 2024, from https://www.design-reuse.com/news/35551/intel-tablet-applications-processors-in-q2-2014.html
Labrecque, S., Fiset E. (n.d.). Operation Crush: Intel vs. Motorola. Retrieved May 20, 2024, from https://www.pragmaticinstitute.com/resources/articles/product/leader-of-the-pack/
Leonard-Barton, D. (1992). “Core Capabilities and Core Rigidities: A Paradox in Managing New Product Development,” Strategic Management Journal 13: 111–26
Levitt, B., March, J. G. (1988). “Organizational Learning,” Annual Review of Sociology 14: 319–40
Malone, Michael S. (2008). Intel Reboots for the 21st Century, WSJ. Retrieved May 11, 2024 from https://www.wsj.com/articles/SB122246860358480579
Malone, Michael S. (2014). Intel, the Trinity, HarperCollins Publishers.
Martin, D. (2024). Intel’s 9 Biggest Moves Under Pat Gelsinger In His First 3 Years As CEO. Retrieved May 20, 2024, from https://www.crn.com/news/components-peripherals/2024/intel-s-9-biggest-moves-under-pat-gelsinger-in-his-first-3-years-as-ceo?itc=refresh
McGrath, G., Liu, L. (2018)。EUV量產在即 英特爾再次拋售ASML股份。檢索日期5/19/2024,取自https://www.eettaiwan.com/20181017nt01-intel-again-cuts-stake-in-asml/
Moore, S. (n.d.). Capital Gains Taxes. Retrieved May 20, 2024, from https://www.econlib.org/library/Enc/CapitalGainsTaxes.html#fn_lfHendersonCEE2-019_footnote_nt040
National Park Service (2020). Creosotebush. Retrieved May 20, 2024, from https://www.nps.gov/para/learn/nature/creosotebush.htm
Nelson, R. R., Winter, S. G. (1982), An Evolutionary Theory of Economic Change, Cambridge: Harvard University Press.
Pek, A.(2023), Intel Beyond 2025: 5 Nodes In 4 Years (Part 2). Retrieved May 16, 2024, from https://valueinvesting.substack.com/p/intel2
Porter, M. (2008)。波特新論競爭五力,哈佛商業評論。檢索日期5/20/2024,取自https://www.hbrtaiwan.com/article/10616/the-five-competitive-forces-that-shape-strategy
Prahalad, C. K., Bettis, R. A. (1986). The Dominant Logic: A New Linkage between Diversity and Performance. Strategic Management Journal.7(6): 485–501.
Shilov, A. (2020), Intel’s 10nm Node: Past, Present, and Future. Retrieved May 11, 2024, from https://www.eetimes.com/intels-10nm-node-past-present-and-future/
Sugimoto, T. (2018). Tadashi Sasaki, 1915-2018: Mentor to Masayoshi Son. Retrieved May 20, 2024, from https://asia.nikkei.com/Life-Arts/Obituaries/Tadashi-Sasaki-1915-2018-Mentor-to-Masayoshi-Son
Thomas, J., Burgelman, R. A. (2015), Qualcomm and Intel: Evolving Strategies in the Mobile Chipset Industry in 2014, Case Centre in Stanford Graduate School of Business
Weick, K. E. (1979), The Social Psychology of Organizing, 2nd ed. Reading, Mass: Addison-Wesley.
Wikipedia (2024a). Video game crash of 1983. Retrieved May 20, 2024, from https://en.wikipedia.org/wiki/Video_game_crash_of_1983
Wikipedia (2024b). Plaza Accord. Retrieved May 21, 2024, from https://en.wikipedia.org/wiki/Plaza_Accord
Wyrdlight (2009). Bodiam castle, Wikimedia Commons. Retrieved May 20, 2024, from https://commons.wikimedia.org/w/index.php?curid=7910287
Yeh, D. (2021)。英特爾第8任執行長蓋爾辛格正式就任,第一封公開信強調技術本位,數位時代,檢索日期 5/19/2024, 取自 https://www.bnext.com.tw/article/61371/pat-gelsinger-joins-intel-ceo
-
dc.identifier.urihttp://tdr.lib.ntu.edu.tw/jspui/handle/123456789/92831-
dc.description.abstract英特爾公司(Intel Corp.)成立於西元1968年,首先發明了動態記憶體DRAM,曾經市佔率超過80%。後來在日本傾全國之力,英特爾記憶體公司在1985年退出記憶體轉型成英特爾微處理器公司,目前仍是世界桌上型電腦與筆記型電腦CPU最大市佔率的公司。
英特爾是創意及品質的領先者,半導體製程技術曾是世界第一。自從2013年14奈米製程開始顯首次延遲,以及後續10奈米與7奈米的嚴重延遲,這些造成了英特爾在半導體的技術及製造能力由原先領先台積電4年變成了落後4年。英特爾CEO宣示要重返榮耀:4年內完成5個技術節點的推進、2025年超越台積電拿回技術領先地位、並在2030年成為全球晶圓代工業的第2名。
本研究根據Intel前30年的關鍵事件來分析並找出英特爾定性的組織習慣,套用到主導性邏輯,成為它55年來的『策略方程式』。經由這個方程式本研究嘗試推導以下3個問題:
(1) Intel技術由領先變成落後於台積電的原因?
(2) Intel在2016年退出行動業務的原因以及影響?
(3) Intel是否能重返榮耀之路?
本研究應用組織演化理論配合內部生態學來分析/關聯英特爾的成功與失敗—發現其頑強的組織慣性融入主導性邏輯,並且套牢每一代的CEO進而影響整個公司員工的策略行動。使用這個模型,我們連結行動業務的退出及技術的落後,並且分析英特爾重返榮耀之路的可能性。
zh_TW
dc.description.abstractIntel Corp. was founded in 1968. It was a DRAM based company until 1985, beaten by Japan companies like NEC and Fujitsu. Right now, Intel still owns the biggest market share of CPU in PC and Servers.
As an advocate of innovation and technology leading in semiconductor for decades, for the first time the “Tick-Tock” process-architecture working since 2004 to move technology node forward postponed and revised by “Process-Architecture-Optimization” with 8 months postpone in 14-nm process. The leading character of Intel showed troubles but statement of “...our core strategy has remained unchanged for the last 47 years. Be the number one semiconductor company, lead in process technology, achieve economies of scale. Any questions??”, said by Renée James, President of Intel Corporation, revealed no awareness at all.
2021, Patrick Gelsinger came back Intel as a CEO, the veteran announced the path to restore of Intel’s glory by 3 milestones: 5 nodes manufacturing ready in 4 years (5N4Y MR), surpass TSMC in semiconductor technology leading, and 2nd biggest foundry in the world.
The goals are astonishing outcome for a laggard company like Intel. Through the analysis on past critical issues of Intel since 1968, we characterize his “successful factors” to merged and revise “Dominant Logic” to collate with past fails of mobile business retreat and technology lagging from a forerunner position for decades. With the revised dominant logic of Intel, we analyze the 3 goals of his glory path.
In the study, we introduce ecology evaluation theory to merged with dominant logic by Intel’s successful factors to come out a new dominant logic model to not include CEO only but also the firm.
en
dc.description.provenanceSubmitted by admin ntu (admin@lib.ntu.edu.tw) on 2024-07-02T16:11:31Z
No. of bitstreams: 0
en
dc.description.provenanceMade available in DSpace on 2024-07-02T16:11:32Z (GMT). No. of bitstreams: 0en
dc.description.tableofcontents口試委員會審定書 ii
致謝 iii
中文摘要 iv
Abstract v
目 次 vii
圖 次 x
表 次 xii
第一章 緒論 1
1.1 研究背景與動機 1
1.2 研究目的 4
1.3 研究架構 4
第二章 文獻探討 6
第三章 研究方法、工具與資料收集 9
3.1 歷史研究法 9
3.2 研究工具 10
3.3 資料收集與參考 13
3.4 資料的分析與歸納手法 13
第四章 英特爾的現況 14
4.1 主要獲利模式 15
4.2 行業量化競爭分析 18
4.3 新任CEO上任三年的九項作為 24
第五章 英特爾公司的前30年:策略與組織慣性的形成 27
5.1 歷屆CEO及關鍵影響 28
5.2 策略決定了命運 36
5.2.1 簡介 36
5.2.2 關於策略 37
5.2.3 策略制定的四種模式 38
5.2.4 策略制定與組織進化理論 39
5.2.5 策略制定的概念方塊圖 40
5.3 記憶體們與微處理器交織的30年 44
5.3.1 英特爾記憶體公司時期(1968-1985) 44
5.3.2 英特爾的競爭優勢及組織脈絡 46
5.3.3 英特爾的DRAM退出及策略分析 49
5.3.4 英特爾的微處器競爭優勢及策略(1985-1999) 54
5.3.5 英特爾專屬的主導性邏輯 59
第六章 行動業務鎩羽與製程技術被超越 67
6.1. 英特爾的行動業務 67
6.1.1. 行動業務的最近一次關鍵時刻(2019) 67
6.1.2 對行動業務分神的英特爾(2000年代) 68
6.1.3 高通與英特爾不同的行動業務策略(2010年代) 69
6.1.4 英特爾在2016年退出行動業務的三個原因 77
6.2. 英特爾的製程技術 84
6.2.1 製程技術過往的領先 84
6.2.2 英特爾製程技術落後的分析 88
第七章 結論:重返榮耀之路 95
7.1 高慣性反饋的主導性邏輯 95
7.2 Gelsinger能否帶領英特爾脫困 97
7.2.1 製程技術進展遲緩及葛洛夫文化的喪失 97
7.2.2 英特爾成功方程式的兩項缺失 98
7.2.3 CEO識別力的恢復及瓦解組織慣性 99
7.3 英特爾的榮耀之路 101
7.4 結語 107
參考文獻 109
-
dc.language.isozh_TW-
dc.subject主導性邏輯zh_TW
dc.subject組織慣性zh_TW
dc.subject摩爾定律zh_TW
dc.subject微處理器zh_TW
dc.subject晶圓代工zh_TW
dc.subjectMicroprocessoren
dc.subjectDominant logicen
dc.subjectInertiaen
dc.subjectFoundryen
dc.subjectMoore’s Lawen
dc.title重返榮耀之路:英特爾公司策略演化分析zh_TW
dc.titleReturn to Glory: Case Study on Strategy Evolution of Intel Corp.en
dc.typeThesis-
dc.date.schoolyear112-2-
dc.description.degree碩士-
dc.contributor.oralexamcommittee葉峻賓;蕭義祺zh_TW
dc.contributor.oralexamcommitteeChun-Ping Yeh;Yi-Chi Hsiaoen
dc.subject.keyword主導性邏輯,組織慣性,摩爾定律,微處理器,晶圓代工,zh_TW
dc.subject.keywordDominant logic,Inertia,Moore’s Law,Microprocessor,Foundry,en
dc.relation.page117-
dc.identifier.doi10.6342/NTU202401247-
dc.rights.note同意授權(全球公開)-
dc.date.accepted2024-06-21-
dc.contributor.author-college進修推廣學院-
dc.contributor.author-dept事業經營碩士在職學位學程-
顯示於系所單位:事業經營碩士在職學位學程

文件中的檔案:
檔案 大小格式 
ntu-112-2.pdf11.24 MBAdobe PDF檢視/開啟
顯示文件簡單紀錄


系統中的文件,除了特別指名其著作權條款之外,均受到著作權保護,並且保留所有的權利。

社群連結
聯絡資訊
10617臺北市大安區羅斯福路四段1號
No.1 Sec.4, Roosevelt Rd., Taipei, Taiwan, R.O.C. 106
Tel: (02)33662353
Email: ntuetds@ntu.edu.tw
意見箱
相關連結
館藏目錄
國內圖書館整合查詢 MetaCat
臺大學術典藏 NTU Scholars
臺大圖書館數位典藏館
本站聲明
© NTU Library All Rights Reserved