NTU Course
Overview

Winning Strategies of Asian Semiconductor Industry in Global Chip Contest

Offered in 112-2

  • Serial Number

    49343

  • Course Number

    GMBA7143

  • Course Identifier

    749 M1620

  • No Class

  • 1 Credits

  • Elective

    GLOBAL MBA

      Elective

    • GLOBAL MBA

  • HSIEH,KUAN-HSIUNG
    • View Courses Offered by Instructor

    • COLLEGE OF MANAGEMENT DEPARTMENT OF INFORMATION MANAGEMENT

    • dr.edhsieh@gmail.com

    • 02-27478708-101

    • Website

      http://www.management.ntu.edu.tw/en/faculty/teacher/sn/296

    • Edward Hsieh, Ph.D. (謝冠雄 博士) Dr.edhsieh@gmail.com DrHsieh@ntu.edu.tw <b>Education</b> National Taiwan University (1970-1974). <i>- B.S., Electrical Engineering</i> University of California, Santa Barbara (1978-1979) <i>- M.S., Electrical Engineering </i>(under Dr. Herbert Kroemer, 2000 Nobel Laureate in Physics) California Institute of Technology (1979-1980) <i>- Ph.D. Program, Electrical Engineering</i> (under Dr. Jim Mayer and Dr. Marc Nicolet) Cornell University (1981-1984) <i>- Ph.D., Electrical Engineering and Applied Physics </i>(under Dr. Lester Eastman) University of California, Los Angeles (1987-1989). <i>- Extension Program in Accounting </i> <b>Career</b> <ins>In Science, Technology and Engineering</ins> Army Signal Corps ROTC, Taiwan (1974-1976) <i>- Second Lieutenant, Telecommunication Officer</i> Tatung Institute of Technology, Taipei, Taiwan (1976-1977) <i>- Instructor and Research Staff, </i>Dept. of Electrical Engineering NASA Jet Propulsion Labs, Pasadena, CA, USA (1980-1981) <i>- Research Engineer,</i> Semiconductor Materials using Molecular Beam Epitaxy Technology AT&T, Bell Labs, Murray Hills, NJ, USA (1983) <i>- Technical Staff, </i>Advanced Opto-electronics Materials and Devices Hughes Research Labs, Malibu, CA, USA (1984-1987) <i>- Technical Staff and Section Head, </i>Advanced Devices Section TRW, El Segundo, CA, USA (1987-1989) <i>- Sr. Section Head, </i>High-speed Devices and Integrated Circuits <ins>In Business Management</ins> Merrill Lynch (International), Beverly Hills, CA, USA (1989-1993) <i>- Financial Consultant,</i> International Capital Markets for Asia Pacific Region United Investment Trust Ltd. Co., Taipei, Taiwan (1994-1996) <i>- President, </i>Mutual Fund and Assets Management, a JV of Bankers Trust Pacific Securities Ltd. Co., Taiwan and China (1996-2000) <i>- Chairman and CEO,</i> Securities Brokerage and Investment Banking Pacific Group, Taiwan and China (1996-2000) <i>- Chief Investment Executive for technology ventures and cable TV MSO</i> Eton Intelligent Technologies, Inc. and VR Networks, Inc. (2000-2007, 2010-present) <i>- Chairman and CEO, </i> Technology Ventures in Smart Cards, Distance Learning, and VoIP Applications, PC Notebook 3C Chain Stores and Publication and Media Business (Weddings.tw) Asia Pacific Telecom (2007–2010) <i>Chief Executive Officer, </i>3G Mobile (CDMA 2000 1X, EVDO) Telecom Operator; Semileds (2012-) (listed at Nasdaq) <i>Independent Director, </i>Audit Committee Chairman <b>Teaching </b> National Taiwan University, College of Management, Taipei, Taiwan (2009-present) <i>Adjunct Professor (Professional Expert)</i> <ins>Global MBA program</ins>, courses on “Business Ethics,” “Social Entrepreneurship,” “Green Economy,” and “Green Energy.” <b>Recognitions</b> Recipient of Rockwell Scholarship Hughes Invention Award Who’s Who in Frontiers of Science and Technology <b>PMP,</b> Certificate in Project Management Professional Series 7, Registered Representative of the US National Association of Securities Dealers Falcon Club of Merrill Lynch International <b>Service in Organizations and Communities</b> University of Nations, Youth With a Mission (YWAM), Kona, Hawaii, USA (1999-present) <i>Member of the Advisory Board </i> YWAM is the largest Christian missions organization worldwide. Taipei International Church, Taipei, Taiwan (2004-2017) <i>Elder and Council President </i> Chinese Business Ethics Education Association (2010-present) <i>Member of the Board of Directors</i>

  • Intensive Course

    Week 4, 6, 9, 11, 12

  • Sat 2, 3, 4, 5, 6

  • 管一405

  • Type 2

  • 50 Student Quota

    NTU 50

  • No Specialization Program

  • English
  • NTU COOL
  • Core Capabilities and Curriculum Planning
  • Notes

    The course is conducted in English。Intensive courses。*Details see GMBA website (https://gmba.ntu.edu.tw/en).

  • Limits on Course Adding / Dropping

    • Restriction: students in GMBA Degree Students or Restriction: Exchange students or Visting Students of the College of Management

  • NTU Enrollment Status

    Enrolled
    0/50
    Other Depts
    0/0
    Remaining
    0
    Registered
    0
  • Course Description
    Semiconductors are essential to every aspect of our life. Semiconductor integrated circuits (chips) and materials are crucial components in almost all industries, such as communication, information, transportation, healthcare, defense, aerospace, and consumer electronics. The COVID-19 global pandemic in the last few years led to an unprecedented increased demand for semiconductor products. However, factory shutdowns and city lock-downs due to the pandemic disrupted the global semiconductor supply chain and logistics. As a result, such a severe shortage in semiconductor chips not just prevented automobile production but also caused a long delivery delay of electronic products necessary for our daily life during the pandemic. This chip shortage crisis reveals the vulnerability of the global semiconductor supply chain, especially in advanced chips. In the last three decades, with substantial government supports and incentives, Asian semiconductor businesses invested heavily in manufacturing technology and production capacity. Not catching up with Asian expansion, the US semiconductor industry lost its dominance in manufacturing, from a global market share of 37% in 1990 to only 12% in 2019. In contrast, Asia (Taiwan, Korea, Japan, and China) accounts for 72% of global semiconductor production. Furthermore, advanced sub 10 nm logic devices which are essential for smartphones, PCs, data center computers, and AI server applications were only produced by two companies, TSMC in Taiwan (92% market share) and Samsung in Korea (8%). So far, no US company is yet to manufacture such advanced chips. The paradigm shift of semiconductor production to Asia had alarmed both the US and Europe, and their governments reacted by passing respective CHIPS Acts in 2022 to counter the threat of Asian countries, in particular China. These two CHIPS legislations cast a shadow over the prospect of the semiconductor industry in Asia, with lasting impacts. The course is organized into the following focus areas, (A) Fundamentals of the semiconductor and the chip manufacturing (B) Global supply chain and the status of the semiconductor industry (C) Semiconductor industry in Taiwan, Korea, Japan, China, Europe, and the US (D) Impacts of CHIPS Acts and geoeconomic drivers and geopolitical forces *This intensive course will be taught on five Saturdays on the following dates 3/16, 3/30, 4/20, 5/4, and 5/11. The class time is from 9:10 AM -12:00 Noon. **Executives from semiconductor companies (such as TSMC, ASML) will be invited as guest speakers for this course. ***This course starts on 3/16 which passes the deadline to register online, and if you are unable to register for this course online, please contact Dr. Edward Hsieh by email (dr.edhsieh@gmail.com) to obtain his approval and a registration code to add this course.
  • Course Objective
    This intensive course in five sections aims at introducing the semiconductor industry in Taiwan and Asia. Students will gain an industrial overview, acquire a fundamental understanding of its supply chain and major players, and obtain insights regarding the impacts arising from the CHIPS* Acts of 2022 in the U.S. and the European Chips Act. *Creating Helpful Incentives to Produce Semiconductors (CHIPS)
  • Course Requirement
    GMBA students and international students from all backgrounds are welcome to take this course.
  • Expected weekly study hours before and/or after class
  • Office Hour
  • Designated Reading
    1. Overview of Taiwan Semiconductor Industry (2022 Edition) by Taiwan Semiconductor Industry Association (TSIA) (34 pages) 2. 2021 State of the U.S. Semiconductor Industry by Semiconductor Industry Association (US SIA) (27 pages) 3. The 100-day Supply Chain Review Report (2021) by the White House USA (p. 21-82, 61 pages) 4. CHIPS and Science Act of 2022 fact sheet by the USA (9 pages) 5. A Chips Act for Europe Working Document 2022 (135 pages) 6. China’s New Semiconductor Policies 2021 (16 pages)
  • References
    Cases (for examples): 1. Taiwan: Fabless: Mediatek, Novatek, Realtek, Phison, Himax; Fabrication: TSMC, UMC, Winbond, Nanya, PSMC, Win, Etron ATP: ASE, PTI 2. Korea: Samsung, SK Hynix, DB HiTek, Silicon Works 3. Japan: KIOXIA, Renesas, Sony Semiconductor, Toshiba, Nichia, Tokyo Electron 4. China: SMIC, Hua Hong, HiSilicon, YTMC 5. US: Intel, AMD, NVIDIA, Qualcomm, Broadcom, Micron, GlobalFoundries, Applied Materials, KLA 6. EU: Infineon, ASML, STM, NXP
  • Grading
    30%

    Participation in class discussions

    70%

    Case study and presentation

    1. NTU has not set an upper limit on the percentage of A+ grades.
    2. NTU uses a letter grade system for assessment. The grade percentage ranges and the single-subject grade conversion table in the NATIONAL TAIWAN UNIVERSITY Regulations Governing Academic Grading are for reference only. Instructors may adjust the percentage ranges according to the grade definitions. For more information, see the Assessment for Learning Section。
  • Adjustment methods for students
  • Make-up Class Information
  • Course Schedule
    3/16Week 1
    3/30Week 2
    4/20Week 3
    5/04Week 4
    5/11Week 5
  • To protect everyone's rights, please respect intellectual property rights and refrain from illegal photocopying.
Winning Strategies of Asian Semiconductor Industry in Global Chip Contest｜NTU Course