The global semiconductor industry has suffered from disruptive shocks of various kinds, including market volatilities, fires, snow storms, logistics breakdowns, cyberattacks, and geopolitics. Recent events of widespread chips shortages following the COVID-19 Pandemic and the use of chips as weapons in the US-China Trade War have brought our attention to the sensitivity and vulnerability of the industry. The supply chain of the semiconductor industry is globally connected, encompassing many irreplaceable, specialized suppliers based in different countries. Any shocks occurring to them, natural or man-made, are likely to cause disruptions. With increasing applications of semiconductors in industry and daily life, it is of critical importance to make the global supply chain resilient. This conference is convened to discuss the possible ways of international cooperation to achieve this goal despite the growing uncertainty caused by geopolitical conflict and competition.
Time時間
(UTC+8)
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Program議程
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08:15-08:25
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Online Registration線上報到
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08:25-08:30
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Opening Address開幕致詞
Jiann-Chyuan Wang
Vice President, Chung-Hua Institution for Economic Research (CIER), Taiwan
王健全 中華經濟研究院副院長(臺灣)
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08:30-10:00
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Section 1:Building Semiconductor Resilient Global Supply Chain: Opportunities and Challenges
場次一:打造具有韌性的半導體全球供應鏈:機會與挑戰
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Moderator
主持人
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Tain-Jy Chen
Professor Emeritus, Department of Economics, National Taiwan University, Taiwan
陳添枝 國立臺灣大學經濟學系名譽教授(臺灣)
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Panelists
(each / 20ms)
引言人
(1人/20分鐘)
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1.Scott Kennedy / Paul Triolo
Senior Adviser and Trustee Chair in Chinese Business and Economics, Center for Strategic & International Studies (CSIS), USA / Senior Associate (Non-resident), Trustee Chair in Chinese Business and Economics, Center for Strategic & International Studies, USA
肯尼迪 戰略與國際研究中心中國商業經濟高級顧問兼董事會成員(美國)
崔歐洛 戰略與國際研究中心中國商業經濟高級顧問兼董事會成員(美國)
Topic: Semiconductor subsidies: US and China approaches focus on plugging different vulnerabilities
題目:半導體補貼:美國與中國應對供應鏈漏洞之途徑
2.Alexandra Seymour
Associate Fellow, Technology and National Security Program, Center for a New American Security (CNAS), USA
西莫 新美國安全中心科技與國家安全項目副研究員(美國)
Topic: Securing the Start: How Protection Accelerates Innovation and Enhances International Cooperation
題目:從頭開始保護:對半導體的保護如何加速創新及加強國際合作
3.Roy Lee
Senior Deputy Executive Director, WTO and RTA Center, Chung Hua Institution for Economic Research, Taiwan
李淳 中華經濟研究院WTO及RTA中心資深副執行長(臺灣)
Topic: Taiwan as an enabler of the US semiconductor supply chain reform agenda: challenges and solutions
題目:臺灣作為美國半導體供應鏈改革議程的推動者:挑戰與解決方案
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Commentator
(each / 10ms)
評論人
(1人/10分鐘)
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Terry Tsao
Global Chief Marketing Officer & President of Taiwan, SEMI
曹世綸 SEMI國際半導體產業協會 全球行銷長暨台灣區總裁
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Discussion (20ms)
討論 (20分鐘)
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10:00-10:20
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Break休息
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10:20-12:00
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Section 2:Asia-Pacific Perspectives in Building Semiconductor Resilient Global
Supply Chain
場次二:打造具有韌性的半導體全球供應鏈:亞太觀點
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Moderator
主持人
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Daniel Liu
Director, Regional Development Study Center, Chung-Hua Institution for Economic Research (CIER), Taiwan
劉大年 中華經濟研究院區域發展研究中心主任(臺灣)
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Panelists
(each / 20ms)
引言人
(1人/20分鐘)
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1.Keun Lee
Distinguished Professor, Economic Department, Seoul National University, Korea
李根 國立首爾大學經濟學榮譽教授(韓國)
Topic: Can China leapfrog in semiconductor
題目:中國半導體能否能有蛙跳式的成長
2.Chikashi Kishimoto
Research Assistant Professor, Asian Growth Research Institute (AGI), Japan / Visiting Lecturer, Kyushu University, Japan
岸本千佳司 亞洲成長研究所研究助理教授(日本)
Topic: The Development of TSMC’s business model (mainly 1987~the mid-2010s)
題目:台積電發展下之營運模式(從1987年 - 2010年中期)
3.Dieter Ernst
Senior Fellow, Center for International Governance Innovation (CIGI), Canada
恩斯特 加拿大國際治理創新中心資深研究員(加拿大)
Topic: Can the US weaken and replace TSMC’s leadership position in advanced foundry services?
題目:美國能否有能力削弱並取代台積電在先進晶圓代工服務之領導地位?
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Commentators
(each / 10ms)
評論人
(1人/10分鐘)
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1.Tain-Jy Chen
Professor Emeritus, Department of Economics, National Taiwan University, Taiwan
陳添枝 國立臺灣大學經濟學系名譽教授(臺灣)
2.Jack C. Chang
Senior Strategy Executive Director, Sustainability Industry, Science and Technology International Strategy Center, Industrial Technology Research Institute (ITRI), Taiwan
張超群 工研院產科國際所永續資深策略長(臺灣)
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Discussion (20ms)
討論 (20分鐘)
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12:00-14:00
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Break休息
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14:00-15:30
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Section 3:Semiconductor Industry Development in Asian
場次三:亞洲半導體發展概況
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Moderator
主持人
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Jiann-Chyuan Wang
Vice President, Chung-Hua Institution for Economic Research (CIER), Taiwan
王健全 中華經濟研究院副院長(臺灣)
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Panelists
(each / 20ms)
引言人
(1人/20分鐘)
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1.Willem Thorbecke
Senior Fellow, Research Institute of Economy, Trade and Industry (RIETI), Japan
托爾貝克 獨立行政法人經濟產業研究所資深研究員(日本)
Topic: Increasing Resilience in Semiconductor Supply Chains
題目:逐漸強化的半導體供應鏈韌性
2.Sanguk Nam
Associate Research Fellow, Korea Institute for Industrial Economics & Trade (KIET), Korea
南相旭 產業經濟與貿易研究所副研究員(韓國)
Topic: Korean semiconductor industry and the strategy of Korean government
題目:韓國半導體產業及韓國政府之策略
3.Jack C. Chang
Senior Strategy Executive Director, Sustainability Industry, Science and Technology International Strategy Center, Industrial Technology Research Institute (ITRI), Taiwan
張超群 工研院產科國際所永續資深策略長(臺灣)
Topic: Building a Resilient Global Supply Chain in the Semiconductor Industry
題目:建立半導體產業之全球韌性供應鏈
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Commentator
(each / 10ms)
評論人
(1人/10分鐘)
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Chen-Fu Chien
Executive Vice Principal, National Tsing Hua University, Taiwan / Chair Professor, Department of Industrial Engineering and Engineering Management & College of Semiconductor Research, National Tsing Hua University, Taiwan
簡禎富 國立清華大學執行副校長/國立清華大學工業工程與工程管理學系講座教授(臺灣)
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Discussion (20ms)
討論 (20分鐘)
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15:30-15:50
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Break休息
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15:50-17:20
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Section 4:The Perspectives of Building Long-term Resilient Semiconductor Supply Chain
場次四:建立長期半導體韌性供應鏈之前景
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Moderator
主持人
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Shin-Horng Chen
Director, Second. Research Division, Chung-Hua Institution for Economic Research (CIER), Taiwan
陳信宏 中華經濟研究院第二研究所所長 (臺灣)
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Panelists
(each / 20ms)
引言人
(1人/20分鐘)
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1.Jan-Peter Kleinhans
Director, Technology and Geopolitics, Stiftung Neue Verantwortung (SNV), Germany
克萊恩漢斯 柏林智庫新責任基金會科技與地緣政治專案主任(德國)
Topic: Long-term trajectories for global semiconductor supply chain resilience
題目:全球半導體供應鏈韌性之長遠方向
2.Tain-Jy Chen
Professor Emeritus, Department of Economics, National Taiwan University, Taiwan
陳添枝 國立臺灣大學經濟學系名譽教授(臺灣)
Topic: Decoupling and self-sufficiency: The impact of trade war on China's semiconductor industry
題目:脫鉤與自給自足:貿易戰對中國半導體產業之影響
3.Satoshi Inomata
Senior Overseas Research Fellow, Institute of Developing Economies Japan External Trade Organization (IDE-JETRO) / Visiting Researcher, Organization for Economic Co-operation and Development, OECD
猪俣哲史 貿易振興機構-亞洲經濟研究所高級海外研究員/經濟合作暨發展組織訪問學人(日本)
Topic: A Risk Analysis on the Network Concentration of Global Supply Chains
題目:全球供應鏈網絡集中度風險分析
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Commentator
(each / 10ms)
評論人
(1人/10分鐘)
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Jeroen Groenewegen-Lau
Head of Program, Science, Technology and Innovation, Mercator Institute for China Studies (MERICS), Germany
雨龍 墨卡托中國研究中心科技與創新計劃主持人(德國)
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Discussion (20ms)
討論 (20分鐘)
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17:20-17:25
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Closing Remarks閉幕致詞
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主辦單位保留變更議程及講師之權利。
The organizers reserve the right to amend the agenda and speakers.
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