專題探索
AI 5G
5G(AI)
(IoT)
COVID-19
CHIPS
and Science Act
江旻宸
46 台 灣 經 濟 研 究 月 刊 DOI:10.29656/TERM.202412_47(12).0008
6-8
360527
68%(GlobalFoundries)
(Intel) (TSMC) (Samsung)
(Micron)(GlobalWafers) SK
(SK hynix)
203020%
2022527
390
20
132
5
(guardrails)
AI
4712 113 12 47
專題探索
2014
1,300180
2019
2,000280
3,440475
2024
(HBM)
(DRAM)
(SEMI)2024
247.3
236.8
60%
2025 65%
25% (Nvidia)(AMD)
50% (Broadcom)(Qualcomm)
48 台 灣 經 濟 研 究 月 刊
6-8
1.2
80
(HPC)
406/7
AI
NTT(Sony)(Kioxia)
(SoftBank) NEC(Denso)
(MUFG Bank)
Rapidus 2027 2
2030
20%9,200
23
5
2022 7
(Leading-edge
Semiconductor Technology Center, LSTC)
Rapidus
30%
50%14
2021 11
2023 3
(K-Chips Act)
4712 113 12 49
專題探索
15%
25%
2024
E-7-S
26190
(International Technology Security and Innovation
Fund, ITSI)
40
6224,700
21
2042 1960 1970
IC
2031 1.8
54,00020221,784 1.3
(National Semiconductor
50 台 灣 經 濟 研 究 月 刊
6-8
Translation and Innovation Centre)
13%
IC
2024 8
(Selangor)
2030
2050 5G
2.5%
(SEIPI)
4712 113 12 51
專題探索
Talent: South Korea's Strategic Dilemma", The
Dipolmat, 2024/09.
1.Anniek bao, "China Economy China's Binge-
6.The White House, FACT SHEET: CHIPS and
Buying of Chipmaking Equipment Could
Science Act Will Lower Costs, Create Jobs,
Yield Another Overcapacity Problem", CNBC,
Strengthen Supply Chains, and Counter China,
2024/09, https://www.cnbc.com/2024/09/04/
2022/08.
chinas-binge-buying-of-chipmaking-equipment-
7.Trendforce, "Rapidus Reportedly Pursues
could-yield-another-overcapacity-problem.html
JPY 100 Billion in Bank Financing for Mass
2.Chris Megerian, josh boak, "Biden Hails 'New
Production", 2024/08.
Era' of Ties between US and Indonesia", AP
8.Trendforce, "SE Asia Races in Semiconductors,
News, 2023/11, https://apnews.com/article/joe-
Philippines Seeks TSMC's Help", 2024/10.
biden-indonesia-joko-widodo-227d669b1a80257
9.Trendforce, "South Korea Reportedly Pushes for
df7f5d262db5065cb KRW 10 Trillion Investment Plan to Strengthen
3.U.S. Department of Commerce, "Remarks by Semiconductor Industry Position", 2024/05.
U.S. Secretary of Commerce Gina Raimondo: 10.Tom hogue, christian schmollinger, shri
Investing in Leading-Edge Technology: An Navaratnam, "China Sets up Third Fund with
Update on CHIPS Act Implementation", $47.5 Bln to Boost Semiconductor Sector",
2024/02, https://www.commerce.gov/news/ Reuters, 2024/05.
speeches/2024/02/remarks-us-secretary- 11.차동석, "Ministry of Justice E-7 Visa System
commerce-gina-raimondo-investing-leading- Improvement, Introduction of E7S Visa,
edge-technology Expansion of E74 Selection Quota, Relaxation
4.U . S . E m b a s s y & C o n s u l a t e i n Vi e t n a m , of Foreigner Salary Requirements, and
"The United States and Vietnam Mark the Relaxation Employment Company Criteria", All
First Comprehensive Strategic Partnership Visa Korea, 2024/01.
Anniversary", 2024/09, https://vn.usembassy. 12.
gov/the-united-states-and-vietnam-mark- 202312
the-first-csp-anniversary-by-launching- 13.
semiconductor-workforce-development-and-
public-policy-workshops/ 20245
5.Rajiv kumar, "The Global Battle for Chip
52 台 灣 經 濟 研 究 月 刊
