自2018年3月中美貿易戰爆發以來至今已超過五年時間，美國對中國的制裁由最初的加徵關稅演變至的對中國高科技產業發展的封鎖，其主要的手段在於禁止半導體先進製程的技術、設備、材料及人才等進入中國，企圖延緩中國高科技產業發展的速度。然而，在美國的全面封鎖之下中國芯片自主的企圖心並未有所動搖，反而更堅定其高科技產業科技自主的發展目標。在此情況之下對中國半導體產業造成的影響以及未來發展的趨勢是本研究探討的重點。 本研究首先回顧全球半導體產業概況與中國半導體產業發展的現況，並分析中美貿易戰發生的背景與過程及美國對中國半導體產業制裁的手段。本研究以中國半導體產業製造環節中最具代表性的中芯國際為例，分析其在受到美國對半導體產業制裁前後所受到的影響及相關營運數字的變化，藉此探討中國半導體產業未來發展的策略，並對兩岸半導體產業的發展提出建議。;Since the outbreak of the China–United States trade war in March 2018, it has been five years. The United States’ sanctions against China started from raising tariffs to preventing the development of China′s high-tech industries. The primary measure involves prohibiting China from acquiring technology, equipment, materials, and talent related to advanced semiconductor. However, China’s ambition to achieve self-sufficiency in integrated circuits has not been shaken by U.S. sanctions. To understand the impact of China–United States trade war on China semiconductor industry and the trend are the main purposes of this study. This study reviews the overview of the global semiconductor industry and the current status of China′s semiconductor industry, then analyzes the background and process of the China–United States trade war and the measures the United States has taken to sanction China′s semiconductor industry. This study takes Semiconductor Manufacturing International Corporation (SMIC), the most representative company in China′s integrated circuits manufacturing industry, as a case study to analyze the impact and changes in its relevant operating results since the China–United States trade war. Through the case study to discuss the development strategies of China′s semiconductor industry for the future and try to provides recommendations for the semiconductor industry of Taiwan and China.
