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CM216E | WEEK 02 | PROF. Sonic Wu

Globalization
Baseline

導論、全球化與去風險化 (De-risking) Introduction, Globalization & De-risking

今日核心任務：建立 IB 分析的基線，理解從「效率優先」到「安全優先」的典範轉移，並透過《未生》解碼國際企業的底層運作邏輯。 Core mission today: set the baseline for IB analysis, understand the paradigm shift from “efficiency first” to “security first,” and use Misaeng to decode how multinational operations actually run.

THE SPARK

研究啟動 Research Kick-off

從「啥？」到「啊哈！」 From “Huh?” to “Aha!”

本學期我們將進行一項教學實踐研究計畫。這不僅是一門課，更是一個實驗室。我們將探索生成式 AI (GenAI) 如何作為你的認知鷹架 (Cognitive Scaffold)。 This semester doubles as a teaching-practice research project. Treat the class as a lab: we will test how Generative AI (GenAI) can act as your cognitive scaffold.

目標不是讓 AI 替你寫作業，而是讓它幫助你將隱性知識（Tacit Knowledge）轉化為顯性知識（Explicit Knowledge）。 The goal is not to outsource thinking. The goal is to use AI to help you convert tacit knowledge into explicit knowledge—structured, defensible, and shareable.

關鍵轉折：效率 vs. 安全 Critical Shift: Efficiency vs. Security

過去 40 年，Hill 教科書告訴我們全球化是基於「比較利益」與「效率」。 For the last 40 years, textbooks like Hill framed globalization around comparative advantage and efficiency.

但 2026 年的現實是：政治理性 (Political Rationality) 正在凌駕於經濟理性 (Economic Rationality)。 But the 2026 reality is different: political rationality is overriding economic rationality—security and resilience now compete with pure cost efficiency.

前測思考：「為什麼台積電 (TSMC) 的美國設廠決策被視為『地緣政治的保險』，即使它的成本高出台灣 50%？」 Pre-test prompt: “Why is TSMC’s U.S. fab often framed as ‘geopolitical insurance’ even if costs are ~50% higher than in Taiwan?”

THEORY: WORLD-SYSTEMS & HILL

Immanuel Wallerstein 的世界體系理論提供了「結構性」視角，解釋了去風險化 (De-risking) 的根本原因。 Immanuel Wallerstein’s World-Systems theory adds a structural lens: it explains why “de-risking” is not just a policy slogan, but a predictable response from core powers trying to defend their position.

Periphery
(邊陲)
Semi-Periphery
(半邊陲)
Core
(核心)
> 等待輸入... 請點擊上方的區域。 > AWAITING INPUT... CLICK A ZONE ABOVE.

Hill Chapter 1: Textbook Decoder

市場全球化 (Markets)

指原本獨立的國家市場透過標準化產品融合為一個巨大的全球市場。 Previously separate national markets converge into a single global market, driven by product standardization.

  • 關鍵詞：Keywords: Convergence, Standardized Products.
  • 例子：Examples: 鋁、原油、晶片、民用客機。aluminum, crude oil, chips, commercial aircraft.
  • 盲點：Blind spot: 消費品（如食品）仍需在地化。consumer goods often remain localized (e.g., food).

生產全球化 (Production)

企業將價值鏈分散至全球最具成本效益的地點 (Location Economies)。 Firms spread their value chain across locations that offer the best combination of costs and capabilities (location economies).

  • 關鍵詞：Keywords: Sourcing, Factor Costs.
  • 例子：Example: 波音 787 零件來自全球，最終在西雅圖組裝。Boeing 787 components are sourced globally and assembled in Seattle.
  • 現狀挑戰：Today’s stress test: 供應鏈過長導致脆弱，轉向 Friend-shoring (友岸外包)。over-extended supply chains are fragile; firms explore friend-shoring.

CASE STUDY: MISAENG

《未生》第一集不僅是職場劇，更是國際貿易的「編碼與解碼 (Encoding/Decoding)」教程。 Episode 1 of Misaeng is more than a workplace drama—it is an “encoding/decoding” tutorial for international trade and cross-border coordination.

THE ENCODING GAP EPISODE 01

張克萊的困境 = 進入障礙 Jang Geu-rae’s pain = The entry barrier

張克萊進入 One International 遇到的痛苦，源自於他看不懂這個系統的語言。這隱喻了 IB 的基礎：如果不懂術語、不懂流程，你就無法參與全球商業運作。 Jang’s early struggles come from not speaking the system’s language. That is IB 101: if you do not understand terminology and process, you cannot participate in global business execution.

"路是為所有人開放的，但不是每個人都能走上這條路。"（因為你不懂規則） “The road is open to everyone, but not everyone can walk it.” (Because you don’t know the rules.)

場景分析：檔案歸檔的崩潰。這代表「標準作業程序 (SOP)」與「分類學 (Taxonomy)」。跨國管理必須建立統一編碼，否則總部無法與分公司溝通。 Scene decode: the filing meltdown is a lesson in SOP and taxonomy. MNCs need shared encoding; without it, HQ cannot coordinate with subsidiaries.

生存術語表 (Survival Glossary)

B/L (Bill of Lading)

提單/提貨單。通常同時扮演收據、運送契約與「物權證明 (Document of Title)」；沒有正本提單（或無法證明合法持有人），買方很難主張提貨權。 Bill of Lading. Often serves as a receipt, a contract of carriage, and a document of title. Without the original (or a verified lawful holder), cargo release can be blocked.

L/C (Letter of Credit)

信用狀。銀行的付款承諾：只要文件符合條款，就支付。用「文件」來解決互不信任（怕發貨不給錢／怕給錢不發貨）。 Letter of Credit. A bank’s conditional payment undertaking: pay when documents strictly comply. It solves trust problems by trading “documents” rather than promises.

FOB (Free On Board)

FOB（船上交貨）。賣方在指定裝運港將貨物交上船（或等效交付），之後風險多由買方承擔。它界定了風險移轉點與成本責任。 FOB (Free On Board). Seller delivers the goods on board at the named port; risk generally transfers to the buyer from that point. It defines the handoff of risk and cost responsibilities.

Incoterms

Incoterms（國貿條規）。國際商會制定的標準術語，界定買賣雙方在交貨、風險、費用與責任上的分工（如 FOB, CIF, DDP）。 Incoterms. Standard trade terms (ICC) that clarify delivery obligations, risk transfer, cost allocation, and responsibilities (e.g., FOB, CIF, DDP).

THE INTERN'S CHALLENGE

現在，我們運用 AI Scaffolding 來模擬 One International 實習生的工作挑戰。請依序完成以下任務。 Now we use AI scaffolding to simulate the work challenges of an intern at One International. Complete the tasks in order.

User: Intern_Jang @ YZU_CM438_Lab

[TASK 1] 流程重組 [TASK 1] Flow Redesign (The Flow)

情境：張克萊弄亂了檔案。請設計一套「跨國貿易檔案命名與歸檔邏輯」，讓韓國總部與美國分公司都能在 3 秒內找到同一份合約。 Scenario: Jang messed up the filing. Design a cross-border trade file naming + archiving logic so that HQ (Korea) and a US branch can find the same contract within 3 seconds.

[TASK 2] 現實檢驗 [TASK 2] Reality Check (AI Reality Check)

大二學生對 B/L 的嚴重性無感。讓我們用 AI 找出台灣企業因為「流程疏失」或「文化誤解」導致的真實失敗案例。 If “B/L” still feels like boring paperwork, use AI to make it concrete. Find Taiwan-related overseas failures caused by execution issues (process lapses or cultural misreadings)—not strategy mistakes.

"你是資深國際貿易專員。請解釋 'Bill of Lading (B/L)' 的法律效力，並舉出一個因為處理 B/L 不當導致貨物滯留港口、產生巨額滯港費 (Demurrage) 的真實或虛構案例，讓我這個實習生能秒懂它的嚴重性（B/L 不只是紙，是錢）。" "You are a senior international trade specialist. Explain the legal force of a Bill of Lading (B/L). Then give a real or fictional case where mishandling the B/L caused cargo to be stuck at port and incurred massive demurrage charges—so that I, an intern, can instantly grasp why it matters (a B/L isn’t just paper; it’s money)."
"請搜尋近 10 年台灣中小企業或餐飲業進軍海外失敗的案例，特別聚焦於『不適應當地法規』、『管理流程混亂』或『溝通不良』等執行層面的原因。請給我三個具體案例，並分析如果是張克萊（死守規則型）去處理，結果會不會不同？" "Search for cases in the past 10 years where Taiwanese SMEs or F&B businesses failed in overseas expansion, focusing on execution-level causes such as failure to adapt to local regulations, messy management processes, or poor communication. Provide three specific cases and analyze whether the outcome might differ if handled by someone like Jang Geu-rae (a rule-stickler)."

學習檢核 (Ticket to Leave) Performance Check (Ticket to Leave)

在離開前，請確認你能回答以下問題： Before you leave, make sure you can answer:

  1. 全球化變遷：為什麼趨勢從「效率」轉向「安全／去風險」？ Globalization shift: Why are firms and states moving from “efficiency” toward “security / de-risking”?
  2. 術語：為什麼 B/L 被稱為「物權證明」？它和單純的收據有何不同？ Term check: Why is a B/L treated as a document of title, not just a receipt?
  3. SOP：為什麼跨國企業對檔案命名這種小事近乎偏執？（提示：資訊搜尋成本、跨時區協作） SOP: Why are MNCs “obsessed” with file naming? (Hint: search cost and cross-time-zone coordination.)

SUBMISSION HUB｜成果輸出與上傳 SUBMISSION HUB｜Export & Upload

你在本頁的輸入（命名規則、反思、貼上的 AI 結果、以及附件檔）可以被打包成檔案下載，並且一鍵上傳到課程的 Google Sheets（上傳網址不會顯示在頁面上）。 Your inputs on this page (naming rule, reflection, pasted AI outputs, and an optional evidence file) can be packaged for download, and uploaded to the course Google Sheet (the upload endpoint is not displayed on the page).

A. 你的身分資訊 A. Your profile

提示：以上資訊會寫入你的下載檔與 Google Sheets 記錄，方便後續學習分析。 Tip: this metadata is embedded in your downloaded file and the Google Sheets log for learning analytics.

B. 附件（可選） B. Optional evidence file

你可以上傳一個文字檔（例如：AI 對話紀錄、分組筆記）。系統會把內容一併打包，並嘗試寫入 Google Drive。 Upload a text-based file (e.g., AI chat log, group notes). The content will be packaged and sent to Google Drive.

C. 匯出 / 上傳 C. Export / Upload

把你剛剛在 AI 端得到的輸出貼回來，讓檔案與 Sheets 能完整保存你的思考歷程。 Paste the AI outputs back here so your file and the Sheets log can preserve your reasoning trail.