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| Title: | 韌性動態：艾司摩爾的供應鏈創新
Resilience Dynamics: ASML’s Supply Chain Innovation |
| Authors: | 李家安
Lee, Chia-An |
| Contributors: | 蕭瑞麟
Hsiao, Ruey-Lin
李家安
Lee, Chia-An |
| Keywords: | 供應鏈韌性
動態資源重組
風險辨識
敏捷回應
半導體產業
Supply Chain Resilience
Dynamic Resource
Risk identification
Agile Response
Semiconductor Industry |
| Date: | 2025 |
| Issue Date: | 2025-09-01 16:06:11 (UTC+8) |
| Abstract: | 在全球供應鏈面臨愈趨頻繁且複雜的破壞性衝擊之際，韌性已成為企業維持營運與競爭優勢的核心能力。然而，過往學術與實務討論多聚焦於穩定性或敏捷性兩種典型策略，未能有效解釋企業如何在資源受限的現實情境中，進行創造性重組以應對連鎖性危機。本研究以半導體設備製造商艾司摩爾（ASML, Advanced Semiconductor Materials Lithography）為研究對象，藉由質性研究方法，深入分析其在COVID-19疫情、柏林工廠火災以及地緣政治出口限制三大危機下的韌性展現。本研究設計採取「風險辨識－資源重組－動態回應」之分析架構，解釋艾司摩爾如何超越靜態防禦，轉向動態重組的韌性策略。研究結果指出，艾司摩爾展現三種不同的風險感知模式：面對出口限制的預警型感知、柏林火災的反射型感知，以及疫情的轉化型感知。在資源重組層面，企業透過差異化調度、轉移型備援與跨部門整合，將危機壓力轉化為組織能力升級的動力。在動態回應方面，艾司摩爾建立制度內嵌型、制度轉化型與分散式應變三種回應機制，將臨時應變升級為組織的日常能力。本研究的核心貢獻在於提出供應鏈韌性的另一路徑：「動態重組韌性」，超越傳統穩定導向與調適導向的思維框架，強調企業應將危機視為制度創新的觸媒，透過預判式風險感知、模組化資源配置與跨域動態整合，實現從「撐過危機」到「借力危機」的典範轉移。此研究發現不僅為供應鏈韌性理論提供新的分析視角，也為高科技產業提供可行的管理啟發：競爭優勢不在於擁有更多資源，而在於能夠比別人更快、更準確地重新安排有限資源，在不確定中創造秩序。
As global supply chains confront increasingly complex disruptive shocks, resilience has emerged as a core capability for enterprises to maintain operations and competitive advantage. However, previous academic and practical discussions have predominantly focused on stability or agility as two archetypal strategies, failing to adequately explain how enterprises conduct creative reorganization under resource-constrained circumstances to address cascading crises. This study examines ASML (Advanced Semiconductor Materials Lithography), a semiconductor equipment manufacturer, through qualitative research methods to analyze its resilience performance during three major crises: the COVID-19 pandemic, the Berlin factory fire, and geopolitical export restrictions. The research design employs a “risk identification–resource reorganization–dynamic response” analytical framework to explain how ASML transcends static defense mechanisms and adopts dynamic resilience strategies. The findings reveal that ASML demonstrates three distinct risk perception modes: anticipatory sensing for export restrictions, reflective sensing for the Berlin fire, and transformative sensing for the pandemic. In resource reconfiguration, the company transforms crisis pressure into organizational capability enhancement through differentiated deployment, transferable redundancy, and cross-departmental integration. Regarding dynamic responses, ASML establishes three response mechanisms: institutionally embedded, institutionally transformative, and distributed emergency responses, upgrading temporary adaptations into routine organizational capabilities. The core contribution of this study lies in proposing an alternative pathway for supply chain resilience: “dynamic reconfiguration resilience.” This approach transcends traditional stability-oriented and adaptation-oriented frameworks by emphasizing that enterprises should view crises as catalysts for institutional innovation. Through anticipatory risk sensing, modularized resource allocation, and cross-domain dynamic integration, companies can achieve a paradigm shift from surviving crises to leveraging crises. These findings not only provide new analytical perspectives for supply chain resilience theory but also offer actionable insights for firms in general. Competitive advantage no longer depends on possessing more resources but on the ability to redeploy limited resources faster and more accurately than competitors, creating order within uncertainty. |
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| Description: | 碩士
國立政治大學
科技管理與智慧財產研究所
112364109 |
| Source URI: | http://thesis.lib.nccu.edu.tw/record/#G0112364109 |
| Data Type: | thesis |
| Appears in Collections: | [科技管理與智慧財產研究所] 學位論文
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