本研究的動機是基於台灣證券交易所推動機構投資人盡職治理守則，透過觀察致力於ESG議題的企業，找到在全球節能減碳產業中具有競爭優勢的公司，英飛淩科技股份有限公司 (Infineon Technologies AG，簡稱Infineon) 和納微半導體 (Navitas Semiconductor Limited，簡稱Navitas)。隨著各國對節能減碳的重視提升，全球功率半導體產業的市場規模和需求不斷增長，在各項新興節能產業如電動車、太陽能發電、直流電網、充電樁等，都需要高轉換效率的功率半導體，進而使得全球功率半導體產業的市場規模和需求不斷增長，市場競爭也日益激烈。我們將介紹全球功率半導體產業現況，並透過 SWOT 分析整理歸納，探討兩家公司如何在競爭激烈的市場上仍佔有一席之地。同時，基於對市場的技術趨勢和研究分析，提供新的見解與啟示。

The motivation behind this study is based on the Taiwan Stock Exchange's promotion of institutional investors' due diligence governance guidelines. By observing companies dedicated to ESG issues, we aim to find companies with competitive advantages in the global energy-saving and carbon-reducing industry, namely Infineon Technologies AG (Infineon) and Navitas Semiconductor Limited (Navitas). With the increasing importance of energy-saving and carbon-reducing measures worldwide, the market size and demand for power semiconductors continue to grow in emerging energy-saving industries such as electric vehicles, solar power generation, direct current grids, and charging piles. This has led to increasingly fierce competition in the global power semiconductor industry. We will introduce the current situation of the global power semiconductor industry and use SWOT analysis to summarize how these two companies can still maintain a foothold in a highly competitive market. Additionally, based on our research analysis of market trends and technology, we will provide new insights and inspiration.

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