| Summary: | 碩士 === 國立交通大學 === 高階主管管理碩士學程 === 99 === Since Bell Lab’s engineers, William Shockley, John Bardeen and Walter Brattain, successfully developed worldwide first transistor on Dec. 16th, 1947, the transistor has been certainly changed human being’s history and living environment. Now these integrated circuits (IC) manufactured by semiconductor technology have been implemented in various products, for example small devices like toy, mobile phone, computer, big instruments like airplane, automotive, satellite. Today we can pay so low price to enjoy very convenient information service. It also was contributed by high-end advanced semiconductor technology.
The IC industry was initialed by Western Developed Countries in 1970. Because IC industry needs high capital for technology and equipment investment, in the initial stage, only Integrated Device Manufacturing (IDM) Company is capable to develop semiconductor technology and IC design. In 1987，Morris Chang created worldwide first Wafer Foundry Company by Taiwan government and Philip’s investment. This company hasn’t own IC product or design. She just provides pure wafer foundry business. By this new business model, numerous fables design houses were built and create more various applications.
However in 1965 Intel co-founder Gordon E. Moore proposed a famous law – Moore’s Law. Worldwide semiconductor industry has followed this rule for more than 20 years. Now wafer foundry has been proved as a very successful business model and superior to IDM model, either technology or production cost. IDM was forced to close their old fab and stop new investment. This study is to utilize competition theory to analyze Taiwan wafer foundry company’s competitiveness in post Moore’s Era and to conclude the T company’s advantage in technology innovation and service.
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