本研究旨在探討兩岸半導體產業群聚在目前與預測2012之相對競爭優勢。本研究參考Porter（1990）所提「鑽石體系」架構為主體加上「政府」與「機會」，並配合研究目的提出本研究架構。
研究對象以資深台灣半導體從業人員且有兩岸經驗者為主要對象。其範圍為有半導體從業經驗十年以上，或曾經外派到大陸工作之半導體從業經驗，或公司經理級或以上之主管。
使用的統計分析方法，分別為基本敘述統計分析、信效度分析、差異性分析及因素分析等。回收有效回收問卷104份，其中67位有大陸工作經驗，研究結果如下：
就整體半導體產業群聚而言，在目前產業狀況下，台灣產業群聚的競爭優勢仍然優於大陸，但是在「政府」與「機會」構面則優勢相對較小。
預測未來2012年，大陸進展快速，台灣優勢將隨時間逐漸流失，其中以「需求條件」、「相關性支援產業」與「企業策略、結構與競爭狀態」的優勢流失最大。

This study is to understand the competitive advantage of the IC industry cluster between Taiwan and China in current status and predict year 2012 as well. The research model composed 6 factors including 4 factors from Diamond Analysis created by Michael Porter(1990) also add Government and Opportunity factor.
This study focused on the Taiwan senor semiconductors professional people, and with broad experience in China. So defined the study target people as at least 10 years semiconductors experience, or with working experience in China, or the title as manager or above who must make decision on business strategy and operation in a company.
The statistical tools used including descriptive statistics, Reliability& Validity analysis, ANOVA, Welch’s test, K-W test, and Factor analysis. Total 104 feedbacks received and analyzed which including 67 with China working experience. The overall IC industry cluster competitive advantage summary as following:
Most of people believed that Taiwan’s IC industry have higher competitive advantage than China in current situation. But the advantage of Government and Opportunity is not so significant.
To predict 2012 situation, China will growth very fast and the trend of advantage will be toward to China in the future. The competitive advantage of Taiwan will be loss gradually, especially in the factor of Demand Conditions, Related and Supporting Industries, Firm Strategy and Rivalry.

中文文獻

1. 吳思華(1996)，策略九說 臉譜出版社。
2. 拓墣產業研究所（2005），中國半導體產業綜觀暨前景剖析。
3. 張陽隆（2001），產業群聚之成因、廠商行為與組織績效之關聯性研究—以台灣高科技產業為例，成大企管所碩士論文。
4. 張賽平(2005) ，產業群聚與競爭優勢-以桃園縣鄰近地區紡織業者為例。
5. 陳建旭(2003) IC 產業群聚之競爭優勢研究- 以海峽兩岸為例，成功大學EMBA 碩士論文。
6. 陳順宇（2000），多變量分析，華泰書局出版。
7. 陳順宇和鄭碧娥（1998），統計學，華泰書局出版。
8. 彭國柱（2006），由中國大陸發展半導體產業看兩岸晶圓代工的競合，工研院產業經濟與資訊服務中心出版。
9. 楊千(2007)，策略管理理論與實務，華泰文化出版。
10. 經濟部技術處ITIS（2005），2005 年半導體工業年鑑。
11. 經濟部技術處ITIS（2006），2006 年半導體工業年鑑。
12. 趙應誠（2002），海峽兩岸半導體產業的發展與競爭優勢分析，中山大學IEMBA 碩士論文。

英文文獻
1. Cruz, Joseph D' & Rugman Alan M. (1992), Business Network for International Competitiveness, Business Quarterly, 56, 4, 101-107.
2. Feser, E. J. & Bergman, E. M. (2000), National Industry Cluster Templates：A Framework for Applied Regional Cluster Analysis, Regional Studies, 34, 1.
3. ISuppli Annual 2001 to 2005 Semiconductor Market Share (2006)
4. Porter, M. E. (1990), The Competitive Advantage of Nations, New York: Free Press.
5. Porter, M. E. (2001), On Competition, New York: Free Press.
6. Sabourin, V. & Pinsonneault, I. (1997), Strategic Formation of Competitive High Technology Clusters, International Journal of Technology Management, 13, 2, 165-178.
7. The National Governors Association (NGA, 2002), A Governor’s Guide to Cluster-Based Economic Development
8. Weber, Alfred (1929), A Theory of the Location of Industries, J. Friendrich, Chicago: Chicago Univisity Press.
9. World Semiconductors Trade Statistics (WSTS) Asia Pacific by Country Report 2006.