半导体产业供应链（覃培雄）.pdf

Semiconductor Supply Chain 半導體產業供應鏈 覃培雄 交大EMBA 以供應鏈垂直專工、虛擬整合領先世界的xx半導體業 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 Semiconductor Supply Chain (simplified) Shipping and Logistics Assembly To EC Materials Equipment Foundry Test Device Mftr Distributor CEM/OEM industry Probe SM Supply chain EC Supply chain A single, contiguous supply chain from materials to systems Semiconductor Manufacturing Supply Chain Materials and equipment Masks Test Assembly/ To EC Design Process Fabrication Probe packaging and industry burn-in Package Process coordination Shipping and logistics It is much more complicated upstream from the device manufacturers SM Board Members by Segment Masks