首页|"经济人"还是"政治人":半导体超级企业的策略选择机制

"经济人"还是"政治人":半导体超级企业的策略选择机制

扫码查看
在美国点名施压之下,为何全球半导体超级企业在中美两国间的策略选择呈现出较为明显的差异?既有研究对于高科技超级企业在大国科技竞争背景下的决策机制关注不足.超级企业的策略选择受到外部大国关系和自身"经济人""政治人"属性的影响,当体系内大国关系处于合作的良性状态时,"经济人"逻辑占据上风,企业能够在全球市场中自主决策,理性地追求自身利润最大化;当大国关系为竞争甚至走向对抗时,"政治人"逻辑则占据上风,企业"政治人"属性的强弱决定其如何应对美国的政治胁迫,进而决定能否进入下一阶段遵循"经济人"逻辑的决策环节.台积电、英伟达和阿斯麦的策略选择能够为这一分析框架提供经验证据.该研究有助于理解美国对华科技竞争背景下高科技超级企业的决策机制,也对中国和中国企业在技术变革时代分析合作伙伴和竞争对手的行为逻辑具有一定启发意义.
"Economic Man"or"Political Man":The Strategic Choice Mechanisms of Semiconductor Mega-Corporations
Why do semiconductor mega-corporations display differences in their strategic choices between China and the U.S.?The existing research has insufficiently examined the decision-making mechanism of high-tech mega-corporations in the context of great power competitions over science and technology.The strategic choices of mega-corporations are affected by their external relations between great powers and their own attributes of"economic man"and"political man".When great powers cooperate well with each other,the logic of"economic man"prevails,and thus mega-corporations could make their decisions independent-ly in the global market and rationally pursue the maximization their profits.When the great powers compete or even move towards confrontation,the logic of"political man"prevails,and the strength of the"political man"attribute would influence how to deal with the U.S.political coercion,and thus determine whether or not it would move on to the next stage of economic man's decision.The strategic choices of TSMC,NVIDIA,and ASML can provide empirical evidences for this analytical framework.This study contributes to the understanding of the decision-making mechanisms of high-tech mega-corporations in the context of U.S.technological competition with China,and it is also instructive for China and Chinese corporations to ana-lyze the behavioral logic of their partners and competitors in the era of technological changes.

mega-corporation"economic man""political man"technological competitionsemicon-ductor chain

韩召颖、刘锦

展开 >

南开大学,天津 300350

超级企业 "经济人" "政治人" 科技竞争 半导体产业链

国家社科基金重点项目

20AGJ010

2024

太平洋学报
中国太平洋学会

太平洋学报

CSSCICHSSCD北大核心
影响因子:0.608
ISSN:1004-8049
年,卷(期):2024.32(4)
  • 71