教學大綱 Syllabus

科目名稱:地緣政治下的台灣半導體產業與全球競爭戰略

Course Name: Taiwan's Semiconductor Industry and Global Competitive Strategies in Geopolitical Context

修別:選

Type of Credit: Elective

3.0

學分數

Credit(s)

10

預收人數

Number of Students

課程資料Course Details

課程簡介Course Description

This intensive program is designed to help participants develop a holistic view of the global semiconductor supply chain. The focused areas include a basic understanding of semiconductor designs and manufacturing processes, supply chain management, and potential supply interruptions caused by geopolitics and international relations. The program consists of lectures conducted by leading scholars and expert practitioners and field visits to vital semiconductor facilities in Taiwan.

核心能力分析圖 Core Competence Analysis Chart

能力項目說明


    課程目標與學習成效Course Objectives & Learning Outcomes

    Course Objectives & Learning Outcomes: This intensive program is designed to help participants develop a holistic view of the global semiconductor supply chain. The focused areas include a basic understanding of semiconductor designs and manufacturing processes, supply chain management, and potential supply interruptions caused by geopolitics and international relations. The program consists of lectures conducted by leading scholars and expert practitioners and field visits to vital semiconductor facilities in Taiwan.

    每周課程進度與作業要求 Course Schedule & Requirements

    教學週次Course Week 彈性補充教學週次Flexible Supplemental Instruction Week 彈性補充教學類別Flexible Supplemental Instruction Type

    Date

    Time

    Venue

    Topic

    Instructor

    Content

     

     

     

    6/17

    (Mon)

    9:00-

    12:00

    8F 達賢講堂

    8F Dah Hsian

    Lecture Hall

     

    Orientation

     

    OIC

    1. Introduction to NCCU
    2. Campus Tour

     

     

    14:00-

    17:00

    五樓創客中心

    5F Maker Space

    Semiconducto r Industry Trends: Business

     

    Professor Jiann-Jong Chiu

    The wafer foundry and advanced packaging technology of the semiconductor industry are the pride of Taiwan's electronics industry. TSMC has defeated major international manufacturers such as Intel and Samsung, leading the world in advanced

    processes. It has dominated its opponents not only in wafer

     

     

     

     

    Date

    Time

    Venue

    Topic

    Instructor

    Content

     

     

     

    Opportunities in

    Wafer Fabrication Outsourcing and Advanced Packaging Technologies

     

    manufacturing but also in advanced packaging processes, monopolizing Apple's processor orders, what exactly is foundry? What is a photomask? What is advanced packaging technology?

     

    This course will help you fully understand the business opportunities of wafer foundry and advanced packaging technology applications in the semiconductor industry, including the following content:

     

    1. Definition of single crystal, polycrystalline andamorphous materials
    2. Semiconductor material manufacturing technology: MBE, MOCVD, MPCVD
    3. Development of advanced processes: MOSFET, FinFET, GAAFET
    4. TSMC's world-leading secret weapon: Fin Field Effect Transistor (FinFET)
    5. Optical exposure technology: deep ultraviolet (DUV) and extreme ultraviolet (EUV) systems
    6. Advanced packaging technology: wafer-

    levelpackaging(WLCSP), integrated fan-out packaging (InFO)

     

     

     

     

    Date

    Time

    Venue

    Topic

    Instructor

    Content

     

     

     

     

     

    1. Three-dimensional packaging technology: 2.5D/3D packaging, small chip (Chiplet)
    2. TSMC's key technologies to defeat Intel and Samsung

    6/18

    (Tue)

    9:00-

    12:00

    五樓創客中心

    5F Maker Space

    High-Tech Industry Supply Chains in Taiwan

    Professor

    Ming-Shiow Lo

    This course provides an in-depth exploration of the high-tech industry supply chains in Taiwan, focusing on the intricate networks, key players, and global implications. Through a combination of lectures, case studies, discussions, and hands-on activities, students will gain insights into the dynamics of Taiwan's high-tech supply chains, including their evolution, challenges, and strategic importance in the global economy.

    Additionally, students will have the opportunity to participate in a practical exercise known as the "Beer Game" to understand the root causes of the bullwhip effect commonly observed in supply

    chains and explore potential solutions.

    14:00-

    17:00

    五樓創客中心

    5F Maker Space

    6/19

    (Wed)

    9:00-

    12:00

    七樓多功能室

    A+B

    7F Multi-Funtion Room A+B

    Economic Development in Taiwan

    Professor Shinn-Shyr Wang

    1.     Taiwan’s Economy before Take-off:1950-65 2.     Take-off: 1965-1990

    1. China Factor and Structure Change (1990-)
    2. Impacts of Globalization on Industrial Structure

    14:00-

    17:00

     

    Industrial

    Visit

    Professor.

    Chia-Yi Lee

    Meta Platforms, Inc.

     

     

     

     

    Date

    Time

    Venue

    Topic

    Instructor

    Content

    6/20

    (Thu)

    9:00-

    12:00

    五樓創客中心

    5F Maker Space

    Technology Competition

    Professor Shinn-Shyr Wang

    1. US-China-Taiwan Triangle Relations
    2. Trade/Tech War, Impacts of Sanction & Retaliation
    3. Role of Semiconductor Industry
    4. Business Strategy and Geopolitical Security

    14:00-

    17:00

    五樓創客中心

    5F Maker Space

    Guest speech

    Guest speaker from Purdue

    University:

    TBC

    6/21

    (Fri)

    9:00-

    12:00

    五樓創客中心

    5F Maker Space

    Industrial Transformatio n and Competitive

    Strategy

    Professor Shinn-Shyr Wang

    1. Industrial Development
    2. Competitiveness of Taiwan
    3. Price of Transformation
    4. Boulevard to the Future

    14:00-

    17:00

    五樓創客中心

    5F Maker Space

    Guest Speech

    Mr. Liang- Rong Chen (陳良榕), Editor- in-chief of the

    CommonWealth

    Magazine

     

    6/24

    (Mon)

    9:00-

    12:00

    五樓創客中心

    5F Maker Space

    Instruction to

    the Security Issues

    Professor Chong-Han Wu

    The course is designed for the discussion of a range of contemporary issues in the globalization and security issues of

    modern Asia, including the socio-economic development patterns

     

     

     

     

    Date

    Time

    Venue

    Topic

    Instructor

    Content

     

     

     

     

     

    and positions of selected countries. The instructors will adopt the level of analysis questioning what influences the regional

    dynamics and integrations among Asian countries, including their security, economic, and social behavior. This course is designed deliberately to accommodate the discretion and expertise of the

    instructor concerned.

    14:00-

    17:00

    五樓創客中心

    5F Maker Space

    Geopolitics

    Professor Chia- Yi Lee

    This short course introduces students to the concept of geopolitics and its influence on the technology sector, especially the

    semiconductor industry. We will go through different schools and theories of geopolitics, and will cover a variety of related issues, including energy, trade, investment, and great power competition. While the focus is on global geopolitics, special attention will be paid to Asia and Taiwan—the global semiconductor

    manufacturing hub. This six-hour course will be divided into two parts: In the first half, we will discuss the theory and different dimensions of geopolitics, and students will work in groups to apply the theory to the issues/areas of their own choice. In the second half, we will focus on geopolitics and the impact on the semiconductor industry in Taiwan. Students will work on risk analysis to assess different scenarios in which the industry might

    be impacted.

     

     

     

     

    Date

    Time

    Venue

    Topic

    Instructor

    Content

     

     

     

     

     

     

    Required reading:

    CollinFlint.2017. Introduction to Geopolitics. Third Edition. New York: Routledge.

    Supplementary readings:

    Anton Malkin & Tian He.2023. “The geoeconomics of global semiconductor value chains: extraterritoriality and the US-China technology rivalry.” Review of International Political Economy.

    Martin, Bradley Dean, et al.2023.Supply Chain Interdependence and Geopolitical Vulnerability: The Case of Taiwan and High-End

    Semiconductors. RAND Corporation.

    6/25

    (Tue)

    9:00-

    12:00

    五樓創客中心

    5F Maker Space

    Geopolitics

    Professor Chia-

    Yi Lee

    (Same as the above)

    14:00-

    17:00

    五樓創客中心

    5F Maker Space

    The US- China Competitions and Its Impact on the International Relations of

    East and

    Professor Chong-Han Wu

    By studying the power competitions between two major powers in the region, the US

    and China, this course will cover the security issues in this region, and also introduce

    the ‘hub and spoke’ structure under the US alliances, including the discussions on Japan, Korea, and Southeast Asia region.

     

     

     

     

    Date

    Time

    Venue

    Topic

    Instructor

    Content

     

     

     

    Southeast

    Asia

     

     

    6/26

    (Wed)

    All day

     

    Industrial

    Visit

    Professor

    Ming-Shiow Lo

    1. TSMC Museum of Innovation
    2. Integrated Service Technology

    6/27

    (Thu)

    9:00-

    12:00

    五樓創客中心

    5F Maker Space

    The Current US-Taiwan Corporations in Security and Economic Arena

    Professor Chong-Han Wu

    This course will focus on the intensive trade war initiated by the Trump administration that created any significant impacts on Taiwan’s economic strategy, especially in the security and

    economic arena. In addition, it will cover more studies on the US- Taiwan relations under the Biden’s administration, focusing on supply chain and technology coordinations. By learning several principle components under the US-Taiwan cooperation

    framework, the students will acquire some key concepts and knowledge about the Initiative on the 21st Century Trade and the 2023 CHIPS and Science Act, which encourage foreign

    semiconductor companies (the Taiwan Semiconductor

    Manufacturing Company (TSMC), to fortify the supply chain and chip production and invest in the United States.

    14:00-

    17:00

    五樓創客中心

    5F Maker Space

    Guest speech

    Professor

    Ming-Shiow Lo

    Semiconductor company (TBC)

     

     

     

     

    Date

    Time

    Venue

    Topic

    Instructor

    Content

    6/28

    (Fri)

    9:00-

    12:00

    五樓創客中心

    5F Maker Space

    Project Presentation

    Professor Ming-Shiow Lo, Professor Chong-Han

    Wu, Professor Shinn-Shyr

    Wang

    Final presentation

    14:00-

    17:00

    七樓羅家倫講堂

    7F Lo Chia-luen

    Hall

    Certificate ceremony

    OIC

    1. Certificate ceremony
    2. Farewell party

     

    授課方式Teaching Approach

    50%

    講述 Lecture

    20%

    討論 Discussion

    20%

    小組活動 Group activity

    0%

    數位學習 E-learning

    10%

    其他: Others:

    評量工具與策略、評分標準成效Evaluation Criteria

    Find the attached file

    指定/參考書目Textbook & References

    已申請之圖書館指定參考書目 圖書館指定參考書查詢 |相關處理要點

    維護智慧財產權,務必使用正版書籍。 Respect Copyright.

    課程相關連結Course Related Links

    
                

    課程附件Course Attachments

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