22/07/2026
Featured Interview | Professor Cheng-Yuan Wong on Semiconductor Geopolitics and Global Value Chain Reconfiguration
【專題訪談|王振源教授談半導體地緣政治與全球價值鏈重組】
The Industry and Management Forum is pleased to present a featured interview with Professor Cheng-Yuan Wong, recipient of the 2025 IMF Best International Journal Article Award, in recognition of his research published in Technological Forecasting and Social Change.
The interview examines how geopolitical tensions are reshaping the competitive landscape and global value chains of the semiconductor industry. Professor Wong discusses the implications of U.S.–China technological rivalry, export controls on critical technologies, and the strategic and legitimacy-related dilemmas confronting major semiconductor firms such as TSMC and Samsung.
He also explains the study’s question-driven, phenomenon-based, and inductive research design, as well as its integration of macro-level patent analysis and micro-level case studies. Particular attention is given to the concept of “technological power,” which combines patent quantity and patent quality to provide a more comprehensive assessment of technological capabilities and competitive positioning.
Looking ahead, the interview explores whether current policy restrictions will achieve their intended objectives or instead accelerate the development of parallel and increasingly self-sufficient semiconductor ecosystems. Professor Wong further considers how the global semiconductor value chain may be reconfigured over the next five to ten years and discusses the potential implications for production costs, technological innovation, corporate strategy, and consumer choice.
We sincerely invite scholars, practitioners, policymakers, and readers interested in semiconductor strategy, technological competition, and geopolitical risk to view this insightful interview.
《產業與管理論壇》特別邀請「2025 年最佳國際期刊論文獎」得主王振源教授,分享其刊登於國際期刊《Technological Forecasting and Social Change》的獲獎研究。
本次訪談聚焦於地緣政治如何重新形塑全球半導體產業的競爭格局與價值鏈配置,並深入探討美中科技競爭、關鍵技術管制、企業正當性困境,以及台積電、三星等半導體企業在不同國家政策壓力下所面臨的策略抉擇。
王振源教授也將說明研究如何結合專利資料分析與企業個案研究,衡量不同國家及企業的「技術權力」,並進一步分析未來五至十年間,全球半導體供應鏈可能出現的重組方向,以及其對產業成本、技術創新與消費者選擇所帶來的影響。
誠摯邀請各位一同觀看本次訪談,從研究與實務觀點,深入了解全球半導體產業在地緣政治變局下的挑戰、轉型與未來發展。
#半導體產業 #半導體地緣政治 #科技策略 #產業與管理論壇 #供應鏈重組