A value chain analysis of Taiwan DRAM and TFT LCD Industry─From Portfolio Perspective
碩士 === 國立交通大學 === 管理科學系所 === 92 === Taiwan now is in the third rank of DRAM industry worldwide ,only second to Korea and United States , and is in the second place of TFT-LCD industry worldwide,only next to Korea .Because of the great influence these two industries have on Taiwan’s economy, this the...
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| Format: | Others |
| Language: | zh-TW |
| Online Access: | http://ndltd.ncl.edu.tw/handle/8aqh55 |
| Summary: | 碩士 === 國立交通大學 === 管理科學系所 === 92 === Taiwan now is in the third rank of DRAM industry worldwide ,only second to Korea and United States , and is in the second place of TFT-LCD industry worldwide,only next to Korea .Because of the great influence these two industries have on Taiwan’s economy, this thesis tries to analyze returns and risks of firm in these two industries.
This thesis has integrated the framework of industrial value chain analysis proposed by Michael Porter with financial indeces─returns and risks.Emphases on analying return and risk distributions in each section of the value chain, this thesis attempts to find out which section has the highest risk and how to lower risk to reduce its impact on economy.
The study suggests that the concept of portfolio and vertical integration can be applied to reducing industrial risk in certain sections of value chain,via such firms can achieve their goal of maintaining the same level of profits and dispersing risks as well.
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