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 G eopolitical Context
  • 學年學期：113-1 Fall Semester, 2024
  • 科目代碼：ZU1874001 Course No.ZU1874001

修別：選

Type of Credit: Elective

3.0

學分數

Credit(s)

15

預收人數

Number of Students

課程資料Course Details
  • 開課單位：創國學三、創國學四 Course Department:Global Studies/B/3&4
  • 授課老師：王信實、曲建仲、吳崇涵、李佳怡、羅明琇 Instructor: WANG SHINN-SHYR/CHIU JIANN-JONG/WU CHONG-HAN/LEE CHIA-YI/LO MING-SHIOW
  • 先修科目：無Prerequisite(N/A)
  • 上課時間： Session:

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

    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
               
      10:30- 7F Lo Chia-luen Orientation OIC 1. Introduction to NCCU
      12:00 Hall 2. Campus Tour
        五樓創客中心 Semiconducto   The wafer foundry and advanced packaging technology of the
    6/17   5F Maker Space r Industry   semiconductor industry are the pride of Taiwan's electronics
    Professor
    (Mon) 14:00-   Trends: industry. TSMC has defeated major international manufacturers
      Jiann-Jong
    Chiu
      17:00   Business such as Intel and Samsung, leading the world in advanced
          Opportunities processes. It has dominated its opponents not only in wafer
          in   manufacturing but also in advanced packaging processes,
          Wafer   monopolizing Apple's processor orders, what exactly is foundry?
          Fabrication   What is a photomask? What is advanced packaging technology?
          Outsourcing    
          and Advanced   This course will help you fully understand the business
          Packaging   opportunities of wafer foundry and advanced packaging
          Technologies   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)
              7. Three-dimensional packaging technology: 2.5D/3D packaging,
              small chip (Chiplet)
              8. TSMC's key technologies to defeat Intel and Samsung
    6/18 9:00- 五樓創客中心 High-Tech Professor This course provides an in-depth exploration of the high-tech
    (Tue) 12:00 5F Maker Space Industry Ming-Shiow Lo industry supply chains in Taiwan, focusing on the intricate
      14:00- 五樓創客中心 Supply   networks, key players, and global implications. Through a
      17:00 5F Maker Space Chains in   combination of lectures, case studies, discussions, and hands-on
          Taiwan   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.
    6/19 9:00- 七樓多功能室 Economic Professor 1. Taiwan’s Economy before Take-off:1950-65
    (Wed) 12:00 A+B Development Shinn-Shyr 2. Take-off: 1965-1990
        7F Multi-Funtion in Taiwan Wang 3. China Factor and Structure Change (1990-)
        Room A+B     4. Impacts of Globalization on Industrial Structure
      14:00-   Industrial Professor.  
    Meta Platforms, Inc.
      17:00   Visit Chia-Yi Lee
    6/20 9:00- 五樓創客中心 Technology Professor 1. US-China-Taiwan Triangle Relations
    (Thu) 12:00 5F Maker Space Competition Shinn-Shyr 2. Trade/Tech War, Impacts of Sanction & Retaliation
            Wang 3. Role of Semiconductor Industry
              4. Business Strategy and Geopolitical Security
      14:00- 五樓創客中心 Guest speech Mr. Jiayi  
      17:00 5F Maker Space   Chang, General  
            Manager of  
            DFI Inc. （友  
            通產品中心張  
            家益總經理）  
    6/21 9:00- 五樓創客中心 Industrial Professor 1. Industrial Development
    (Fri) 12:00 5F Maker Space Transformatio Shinn-Shyr 2. Competitiveness of Taiwan
          n and Wang 3. Price of Transformation
          Competitive   4. Boulevard to the Future
          Strategy    
      14:00- 五樓創客中心 Guest Speech Mr. Liang- My personal impressions of TSMC, Foxconn, and MediaTek
      17:00 5F Maker Space   Rong Chen, founders, and how they shaped Taiwan's high-tech industry
            Editor-in-chief  
            of the  
            CommonWealth  
            Magazine（天  
            下總主筆陳良  
            榕）  
    6/24 9:00- 五樓創客中心 Instruction to Professor The course is designed for the discussion of a range of
    (Mon) 12:00 5F Maker Space the Security Chong-Han Wu contemporary issues in the globalization and security issues of
          Issues   modern Asia, including the socio-economic development patterns
              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- 五樓創客中心 Geopolitics Professor Chia- This short course introduces students to the concept of geopolitics
      17:00 5F Maker Space   Yi Lee 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.
               
    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 9:00- 五樓創客中心 Geopolitics Professor Chia- (Same as the above)
    (Tue) 12:00 5F Maker Space   Yi Lee  
      14:00- 五樓創客中心 The US- Professor By studying the power competitions between two major powers in
      17:00 5F Maker Space China Chong-Han Wu the region, the US
          Competitions    
          and Its Impact   and China, this course will cover the security issues in this region,
          on the   and also introduce
          International   the ‘hub and spoke’ structure under the US alliances, including the
          Relations of   discussions on Japan, Korea, and Southeast Asia region.
          East and    
          Southeast    
          Asia    
    6/26 All day   Industrial Professor 1. TSMC Museum of Innovation
    (Wed)     Visit Ming-Shiow Lo 2. Integrated Service Technology
    6/27 9:00- 五樓創客中心 The Current Professor This course will focus on the intensive trade war initiated by the
    (Thu) 12:00 5F Maker Space US-Taiwan Chong-Han Wu Trump administration that created any significant impacts on
          Corporations   Taiwan’s economic strategy, especially in the security and
          in Security   economic arena. In addition, it will cover more studies on the US-
          and Economic   Taiwan relations under the Biden’s administration, focusing on
          Arena   supply chain and technology coordination. 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- 五樓創客中心 Guest speech Mr. Yue-Nong  
      17:00 5F Maker Space   Lin, Chief  
            Technology  
            Officer (CTO)  
            of ASE  
            Technology  
            （日月光集團  
             
     
            研發中心林悅    
               
            農技術處長）  
    6/28 9:00- 五樓創客中心 Project Professor Final presentation
    (Fri) 12:00 5F Maker Space Presentation Ming-Shiow  
            Lo,  
            Professor  
            Chong-Han  
            Wu, Professor  
            Shinn-Shyr  
            Wang  
      14:00- 七樓羅家倫講堂 Certificate OIC 1. Certificate ceremony
      17:00 7F Lo Chia-luen ceremony   2. Farewell party
        Hall      

    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: 企參等

    評量工具與策略、評分標準成效Evaluation Criteria

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    指定/參考書目Textbook & References

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