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| Title: | 發展型國家與台灣半導體產業之研究：以台積電為例
The Developmental State and Taiwan’s Semiconductor Industry: A Case Study of Taiwan Semiconductor Manufacturing Company |
| Authors: | 路博思
Polat, Busenur |
| Contributors: | 冷則剛
Leng, Tse-Kang
路博思
Busenur Polat |
| Keywords: | 發展國家模型
TSMC
半導體產業
地緣政治
經濟安全
美台中關係
供應鏈
developmental state paradigm
TSMC
semiconductor industry
geopolitics
economic security
US-Taiwan-China relations
supply chain |
| Date: | 2025 |
| Issue Date: | 2025-07-01 14:30:32 (UTC+8) |
| Abstract: | 這篇論文批判性地檢視了發展國家模型，並聚焦於台灣積體電路製造公司（TSMC）及其在中國與美國關係及日益加劇的地緣政治緊張局勢中的獨特地位。傳統上，發展國家模型以政府主導的經濟增長與發展為目標，但本研究認為TSMC對這一框架構成挑戰。雖然TSMC是在台灣國家主導的工業政策中誕生，但它已經發展成為一家領先的企業，其企業策略更多由市場力量與國際商業利益驅動，而非政府指令。事實上，TSMC的成功使其處於一種情況，即台灣政府經常追隨TSMC的領導，這與傳統發展國家模型強調的情形相反。本論文著重於TSMC的全球商業策略之間的張力，包括它在半導體供應鏈中的關鍵角色，以及來自中國和美國等國家關係所引發的地緣政治風險。儘管台灣政府不再對TSMC行使重大權力，但美國對該公司的影響突顯了全球秩序中的錯綜複雜動態。透過與商業界人士的質性訪談，本研究探討他們對TSMC利益如何偏離傳統發展國家模型的看法，以及這對台灣經濟與安全環境的意涵。總結來說，TSMC的案例突顯了傳統發展國家模型在當前全球舞台上的局限性與不足，特別是在自由與市場導向原則主導，且地緣政治緊張關係正在重新定義國家與企業在經濟增長中的角色之際。
This thesis critically examines the developmental state paradigm, focusing on Taiwan Semiconductor Manufacturing Company (TSMC) and its unique position, particularly in the context of China-US relations and growing geopolitical tensions. Traditionally, the developmental state model aims for government-led economic growth and development, but this study argues that TSMC poses a challenge to this framework. While TSMC was born within Taiwan's state-sponsored industrial policies, it has evolved into a leading company whose corporate strategies are driven by market forces and international business interests rather than government directives. In fact, TSMC's success has positioned it in such a way that the Taiwanese government often follows TSMC's lead, contrary to what the traditional developmental state model emphasizes. This thesis focuses on the tension between TSMC's global business strategies, including its critical role in the semiconductor supply chain, and the geopolitical risks arising from its relations with China and the US in particular. While the Taiwanese government no longer exercises significant authority over TSMC, US influence over the company highlights the intricate dynamics in the global order. Through qualitative interviews with business figures, this research explores their perspectives on how TSMC's interests have shifted away from the traditional developmental state model and what this means for Taiwan's economic and security environment. To sum up, the case of TSMC highlights the limits and shortcomings of the traditional developmental state paradigm in the current global stage where liberal and market-oriented principles dominate and geopolitical tensions are redefining the roles of state and business in economic growth. |
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| Description: | 碩士
國立政治大學
亞太研究英語碩士學位學程(IMAS)
112926017 |
| Source URI: | http://thesis.lib.nccu.edu.tw/record/#G0112926017 |
| Data Type: | thesis |
| Appears in Collections: | [亞太研究英語博/碩士學位學程(IDAS/IMAS)] 學位論文
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