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研究生: 倪湘倫
Ni, Hsiang-Lun
論文名稱: 資源錯置模型探討DRAM產業廠商退出與反事實合併假設
The study of Misallocation model of DRAM industry vendors in withdrawal and Counterfactual analysis of merger hypothesis.
指導教授: 王信實
Wang, Shinn-Shyr
李文傑
Lee, Wen-Chieh
口試委員: 陳為政
Chen, Wei-Cheng
學位類別: 碩士
Master
系所名稱: 社會科學學院 - 經濟學系
Department of Economics
論文出版年: 2019
畢業學年度: 107
語文別: 中文
論文頁數: 50
中文關鍵詞: DRAM產業資源錯置模型反事實分析廠商退出廠商合併
DOI URL: http://doi.org/10.6814/NCCU201900266
相關次數: 點閱:84下載:17
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  • 本研究以2007年至2012年台灣DRAM(動態隨機存取記憶體)產業中的廠商退出事件為研究背景,以2009年第一季奇夢達(Qimonda)破產為一劃分依據,分析後續廠商決策與台灣政策變化。使用資源配置模型探討三項議題,衡量奇夢達倒閉事件前後是否具有資源錯置的問題?政府是否可使用整併政策紓困DRAM產業困境?找出DRAM產業失敗的原因與時點以及未來發展策略。
    因此,完成以奇夢達倒閉事件前後的資源配置效率分析,與二項反事實假設,假設事件後廠商整併與倒閉事件未發生的案例分析。得出結論為DRAM市場中廠商退出會使資源配置效率降低,且投入扭曲程度受資金來源穩定度影響。另外,可藉由整併兩家市場上扭曲程度較大的廠商提升資源配置效率,並改善資本閒置與怠惰勞工的問題。而奇夢達倒閉事件對於當時的DRAM產業有利,而政府並未適當介入重新分配資源才致使後續廠商轉型與下市。


    This research starts by investigating the degree of input misallocation prevalent in the DRAM industry. Based on the severe input misallocation problems observed in the Taiwanese DRAM industry the article proceeds with the dynamic market structure adjustment to fix the computed input distortions. Splitting the timeline following the Qimonda insolvency, two scenarios featured by first the firm exit and team-up mergers of incumbent firms exhibit divergent changes of equilibrium misallocations. That is realized that exit event would push up efficient frontiers to drag down overall industry-wide misallocation while merger scenarios bring up significant improvement of input distortions featuring by higher production efficiency.

    第一章 前言 1
    第一節 研究背景與動機 3
    第二章 文獻回顧 5
    第三章 台灣DRAM產業簡介 7
    第一節 產品特性 7
    第二節 產業結構 7
    第三節 產業特性 9
    第四節 台灣DRAM產業沿革 13
    第四章 資源配置模型 18
    第五章 資料敘述 23
    第一節 資料來源 23
    第二節 資料蒐集與說明 24
    第六章 奇夢達倒閉後資源錯置程度 28
    第一節 模型參數估計 28
    第二節 廠商倒閉後資源配置效率與扭曲程度 29
    第七章 反事實分析─廠商整併與未倒閉假設 32
    第一節 假設台灣廠商合併 32
    第二節 假設奇夢達並未倒閉 44
    第八章 結論與建議 47
    第一節 研究發現與結論 47
    第二節 未來研究建議 48
    參考文獻 49

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