The Impact of Financial Turmoil on the Growth of Semiconductor in Taiwan

Abstract

[[abstract]]本研究主要係以集群分析法針對我國半導體產業在面臨2008年美國次級房貸引發之全球性金融風暴的成長影響。依據競爭策略理論，當企業面臨環境的變化時，企業會調整內部資源配置，發展核心能力以強化競爭優勢。過去的研究顯示，優良的技術、研發能量與高度垂直分工架構下所帶來的產能經濟規模之低成本是我國半導體產業發展的核心優勢。 2008年之國際金融風暴，對我國的半導體產業企業的成長趨勢與企業間競爭策略是否產生變化與影響，是本次研究的主要議題。經由集群分析的凝聚結果與成長象限的區塊分析，實證研究發現：一、居於產業龍頭或領先地位之企業，較具備有扭轉逆勢而持續成長的競爭優勢；二、設備的擴充投資，除代表企業體對未來景氣與市場的態度外，也代表企業對產品、技術的掌握程度，是導引我國半導體產業走出蕭條的重要成長策略；三、我國半導體產業的人力成長策略，相較其他成長指標，顯示落後、遞延與保守的現象；四、面對金融風暴衝擊，擁有實體控制權的集團企業，相較虛擬集團組織，較能快速凝聚組織動能，調整營運策略與方向。[[abstract]]In this study mainly by cluster analysis for Taiwan semiconductor industry in the face of global financial turmoil impact According to 2009 yearbook of Industrial Technology Research Institute Taiwan semiconductor industry played an important and irreplaceable contribution role to economic growth in global semiconductor industry Based on competition theory when firms facing environmental changes corporate would adjust internal resource allocation to enhance their core competencies and competitive advantages Numerous studies had shown excellent production and technology development competence high quality service optimal and flexible capacity and low-cost efficiency were the core competitive advantages for Taiwan’s semiconductor industry On the basis of research results shown that the financial turmoil real made the movement of competitive situation in Taiwan semiconductor industry There was a little number of groups create his unique ability to shape and enhance competitive advantage that brought a big step forward towards growth Some groups dropped to the risky recession position and loss their competition By the method of cluster analysis and growth strategy analysis we got four important conclusions Firstly only top one companies could shape and create their growth competition position rapidly Secondly kept an aggressive growth strategy of equipment investment was the major factor to lead corporate shake off the financial turmoil and took up a significant pursuits of development Thirdly the growth strategy for manpower was procrastination Finally group entities with real controllability threw off the financial turmoil more faster and reacted more efficiency than strategy cooperation organizatio