摘要: | 本研究以電子暨光學產業之採購經理人指數及其五大擴散指數(新增訂單數、生產量、供應商交貨時間、人力雇用數、原物料庫存水準)當作控制變數,探討採購經理人指數與台灣半導體產業月營收之關聯性。 電子暨光學產業之採購經理人指數及擴散指數與台灣半導體產業及其次產業(半導體設計業、晶圓代工業、半導體封測業)之月營收,呈不顯著之相關性。 當收斂至以半導體垂直產業鏈之代表性廠商來分析,結果顯示電子暨光學產業之採購經理人指數與半導體封測業、半導體設計業、晶圓代工業之月營收,呈顯著之正相關。另外擴散指數:「供應商交貨時間、人力雇用數、生產數量」與半導體封測業、半導體設計業、晶圓代工業之月營收,呈顯著之正相關。而「新增訂單數」僅與半導體封測業之月營收,呈顯著之正相關。;In this study, The Electronics & Optical Industry of The Purchasing Managers’ Index and the five diffusion index (the number of new orders, production, supplier delivery times, the number of hired labor, raw materials inventory levels) as a control variable, discuss the relationship between Purchasing Managers’ Index and the monthly revenue of Taiwan′s semiconductor industry. The Electronics & Optical Industry of The Purchasing Managers’ Index and the diffusion index for Taiwan′s semiconductor industry (include: semiconductor design, foundry, semiconductor packaging and testing) of the monthly revenue, the relationship was not significant. When converge to the representative corporations of the vertical chain of semiconductor industry to analyze, the results of that Electronics & Optical Industry of The Purchasing Managers’ Index and the monthly revenue of the semiconductor packaging and testing industry, the semiconductor design industry, the foundry industry, was a significant positive relationship.These diffusion index: "supplier delivery time, the number of hired labor, the production" and monthly revenue of the semiconductor packaging and testing industry, the semiconductor design industry, the foundry industry, was a significant positive relationship. "New orders" and monthly revenue of the semiconductor packaging and testing industry, was a significantly positive relationship. |