摩爾定律是半導體的黃金法則嗎？以晶圓製造業為例探討

Is Moore's Law the Golden Rule of Semiconductors? Taking Wafer Manufacturing Industry as an Example

本文探討摩爾定律對於半導體晶圓製造業的效率影響，結果發現：從投資報酬的角度來看，依循摩爾定律的企業在毛利率、資產報酬率和營業利益率表現出色；從生產效率方面來看，在整體效率方面依循摩爾定律的企業每年能夠達到最有效率值的比例較高；從生產力變動趨勢來看，個別企業的經營管理和策略制定比技術領先更重要。

This paper explores the impact of Moore's Law on the efficiency of semiconductor wafer manufacturing. The results show that from the perspective of return on investment, companies following Moore's Law perform well in terms of gross margin, return of assets, and operating margin. In terms of production efficiency, companies adhering to Moore's Law achieve a higher proportion of optimal efficiency each year. Regarding trends in productivity changes, it is found that individual companies' management practices and strategic planning are more important than technological leadership.