半導體產業供應鏈 覃培雄 交大 EMBA5/19/01 Semiconductor Supply Chain 與半導體業+網路軟體業的淵源 80年代美日半導體大戰、90年代台灣異軍突起靠產業政策與商業模式 96年 Stanford+Berkeley Consortium on Enterprise Internet Uses Who We Are: 最資深，有縱深的華人B2B軟体顧問公司 1996年創立於柏克萊：電機、經濟、企管、軟体開發顧問群 B2B Portal and Process Integration Leader in Asia since 1998 RosettaNet Leader in Asia since 1999 What We Do: 協助台灣先進電子企業創造競爭優勢 台積、日月光、華邦、聯電、京元、威盛、世平、環電、明碁、 新寶… IT enabled business excellence 虛擬晶圓廠、集團統合、虛擬倉儲… 電子業企業資訊團隊立功升官的忠實夥伴與長期戰友 以供應鏈垂直專工、虛擬整合領先世界的xx半導體業 Semiconductor Supply Chain (simplified) To EC industry Materials Shipping and Logistics Equipment Foundry Assembly Test Probe Device Mftr Distributor CEM/OEM A single, contiguous supply chain from materials to systems EC Supply chain SM Supply chain Semiconductor Manufacturing Supply Chain To EC industry Test and burn-in Assembly/packaging Probe Fabrication Process coordination Shipping and logistics Design Materials and equipment Masks Process Package It is much more complicated upstream from the device manufacturers Shipping and logistics Materials Masks Package Equipment Foundry Assembly Test Probe Fabless Device Mftr Independent Device Mftr Air Products JSR Shin-Etsu Handotai Shinko Sumitomo Bakelite Sumitomo Metal TOK Toppan Applied Materials Tokyo Electron TSMC UMC Chartered Amkor ASE SPIL Xilinx Agere (Lucent) Agilent Intel LSI Logic Micron Motorola National Semiconductor NEC Philips Samsung Texas Instruments Toshiba Winbond SM Board Members by Segment 。。。以下略