Semiconductors at the Heart of Geopolitics: Is Taiwan "Cursed by Its Treasure"? Taiwan remains a leader in semiconductor competitiveness, but could it face "commoditization" as major powers re-enter wafer manufacturing? How can Taiwan leverage its limited resources to break through, spill over its strengths to enhance other industries, integrate science parks with surrounding areas, and promote industrial upgrades? These efforts aim to cultivate a rich and diverse industrial ecosystem.The "Blue Lakes Strategy" proposes segmenting markets by value proposition, business models, and product tiers to focus on small-scale niche products, critical services, or specialized components—creating "Blue Lake" markets. This approach seeks to build relative competitive advantages that allow Taiwan to become a "local champion," strengthen core competencies, and secure strategic positions in the industry value chain, thereby transcending the cycle of "Red Ocean and Blue Ocean" competition.

Industry 3.5, combined with the Blue Lakes Strategy, is well-suited for Taiwan’s industries, characterized by horizontal specialization and a high proportion of SMEs. By fostering more "hidden champions," Taiwan can create diverse job opportunities, reduce the digital divide and wealth inequality, and promote sustainable development.