晶片四方聯盟與科技地緣戰略――台灣與南韓的經濟安全回應

The Chip 4 Alliance and Technological Geopolitics: Taiwan and South Korea’s Economic Security Responses

本文探討在晶片四方聯盟架構下全球半導體產業的動態變化，並聚焦於台灣與南韓的戰略回應。半導體不僅是經濟成長的核心動力，更是國家安全與地緣政治戰略的重要支柱。本文分析台灣作為邏輯晶片製造領域的全球領導者，以及南韓在記憶體半導體市場的主導地位下，如何因應美國主導的CHIP 4架構所帶來的挑戰與機會。研究結合官方貿易數據、政策報告與近期學術文獻，探討兩國如何降低地緣政治風險、強化供應鏈韌性與提升技術自主性。研究發現，儘管面對美中戰略競爭所帶來的外部壓力，台灣與南韓已採取不同但互補的策略，以鞏固其在全球半導體生態系統中的地位。本文對理解東亞地區的經濟安全與科技地緣戰略提供了新的觀察視角。

This article examines the evolving dynamics of the global semiconductor industry in light of the CHIP 4 alliance, with a particular focus on Taiwan and South Korea’s strategic responses. It argues that semiconductors have emerged not only as a core driver of economic growth but also as a critical element of national security and geopolitical strategy. The study analyzes how Taiwan, as a global leader in logic chip manufacturing, and South Korea, with its dominance in memory semiconductors, have navigated the challenges and opportunities presented by the U.S.-led CHIP 4 framework. Drawing on official trade data, policy reports, and recent academic literature, the article explores each country’s efforts to mitigate geopolitical risks, secure supply chain resilience, and enhance technological autonomy. The findings suggest that while both Taiwan and South Korea face significant external pressures—particularly from the U.S. and China's strategic rivalry—they have adopted differentiated but complementary strategies to reinforce their positions within the global semiconductor ecosystem. This study contributes to a deeper understanding of economic security and technological geostrategy in East Asia.