在美中科技戰下，美國對中國進行貿易制裁，致使全球伺服器製造業受到嚴重影響
。本文將透過瑞士國際管理發展學院（IMD）對63個國家的競爭力排名 ( 200多個統計和
調查指標 )和SWOT分析，探討越南、泰國、墨西哥和台灣優劣勢，從而建議台灣伺服器
業應對各個國家面臨投資上的挑戰。
同時使用PEST分析台灣伺服器製造業者，面對U.S. Department of Commerce限令和
地緣政治挑戰，以「多元化供應鏈」、「分散製造布局全球」和墨西哥「短鏈」就地製造
等策略達到客戶黏著的最佳佈局，秉持優化供應鏈韌性SCRM和兼顧生產成本，同時強化
台灣研發能力、培養技術人才和投資海外生產基地，以利維持全球領先的優勢地位。

Amid the US-China tech war, US trade sanctions against China have severely impacted the global server manufacturing industry. This paper will use the International Institute for Management Development (IMD) competitiveness rankings of 63 countries (based on over 200 statistical and survey indicators) and SWOT (SWOT: Strengths, Weaknesses, Opportunities, and Threats) analysis to discuss the strengths and weaknesses of Vietnam, Thailand, Mexico, and Taiwan, thus advising on how Taiwan's server industry can meet the challenges of investing in these countries.
Additionally, using PEST analysis (Political, Economic, Social, and Technological) of Taiwan's server manufacturers facing U.S. Department of Commerce restrictions and geopolitical challenges, the thesis recommends strategies such as (1) diversifying supply chains, (2) global decentralized manufacturing layouts, and (3) Mexico's short-term supply chain" local manufacturing” to achieve optimal customer engagement. By enhancing Supply Chain Risk Management (SCRM) and controlling production costs, while strengthening R&D capabilities, nurturing technical talent, and investing in overseas production facilities, Taiwan can maintain its leading global position.

中文摘要 I
Abstract II
Acknowledgements III
List of Figures VI
Chapter 1 Introduction 1
Chapter 2 Literature Review 3
2.1 The Impact of the US-China Trade & Tech War 3
2.2 Geopolitical Tensions changes in Supply Chain Dynamics & Investment 5
2.3 Global Supply Chain Restructuring Based on Cost Considerations 9
2.4 Supply Chain Risk Management for Server Production Amid Trade Uncertainty 12
Chapter 3 Investment Analysis by Country 14
3.1 IMD World Competitiveness Analysis 14
3.1.1 Economic Performance Ranking 15
3.1.2 Government Efficiency Ranking 16
3.1.3 Business Efficiency Ranking 17
3.1.4 Infrastructure Ranking 18
3.2 SWOT Analysis on Investment by Country 19
3.2.1 Vietnam SWOT Analysis 19
3.2.2 Thailand SWOT Analysis 21
3.2.3 Mexico SWOT Analysis 23
3.2.4 Taiwan SWOT Analysis 24
Chapter 4 Case Study on Taiwan's Server Manufacturing 26
4.1 PEST Analysis 26
4.1.1 Politics View 27
4.1.2 Economy View 27
4.1.3 Society View 28
4.1.4 Technology View 28
4.2 Investment trends of various Taiwan's companies 29
Chapter 5 Conclusions and Suggestions 31
References 32

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