日本經濟安全保障戰略對半導體供應鏈韌性之影響

Abstract

日本的經濟安全保障戰略對半導體供應鏈的影響在近年引起各界廣泛關注。該戰略的核心目標是提高國家之自主性與國際上之不可或缺性，包括技術研發、生產能力、原材料供應 、技術保密 ，以及人才培育等多個要素。這一戰略可能帶來半導 體產量的提升，日本將投資於技術升級和自主生產能力之提升以面對未來半導體需求增加之問題。日本擁有優秀的技術實力吸引國際合作，從而提供穩定供應鏈。此外，人才培育是戰略中的一個重要要素，日本將致力於培養半導體領域的專業人才，進一步提高國內產業競爭力。該戰略的實施也可能引發其他國家效仿，加速全球半導體產業之生產自主化以分攤東亞地區之地緣政治風險。該風險需深入研究，以確保供應鏈的穩定性和協作機制的持續發展。Japan's economic security strategy has attracted extensive attention in recent years due to its profound implications for the semiconductor supply chain. The core objective of this strategy is to enhance the nation's autonomy and indispensability on the international stage, encompassing various facets such as technological research and development, production capacity, raw material supply, and talent cultivation. This strate gy may potentially result in an increase in semiconductor production, as Japan is poised to invest in technological upgrades and bolstering autonomous production capabilities to address the anticipated surge in semiconductor demand.Japan's exceptional tec hnological prowess makes it an attractive partner forinternational collaborations, thereby contributing to the stability of the supply chain. Furthermore, talent cultivation assumes a pivotal role within this strategy, with Japan committing to nurturi ng specialized talent within the semiconductor domain, further augmenting domestic industrial competitiveness. However, the implementation of this strategy may trigger emulation by other nations, expediting the trend towards production autonomy in the global semiconductor industry within the East Asian region, potentially sharing geopolitical risks. This risk necessitates in depth research to ensure the stability of the supply chain and the continual development of collaborative mechanisms.