Publications

06 Aug 2018
Research & Ideas

Supersmart Manufacturing Tools are Lowering Prices on TVs, Bulbs, and Solar Panels

afford to, as it was too expensive, and the technology was getting too complicated and specialized. A company that specializes in making tools, on the other hand, can spread those costs over multiple customers. The latest generation lithography tool for making View Details

Keywords: by Sean Silverthorne; Manufacturing; Electronics

12 May 2009
First Look

First Look: May 12, 2009

Nantero Harvard Business School Case 809-031 This case describes a decision confronting the founder of Nantero, a company developing a new semiconductor technology. The company needs to raise additional venture capital. Potential... View Details

Keywords: Martha Lagace

07 Oct 2008
First Look

First Look: October 7, 2008

is a specialist in "wafer probing," a highly specialized niche sandwiched between the "front-end" and the "back-end" of semiconductor manufacturing. Because the semiconductor... View Details

Keywords: Martha Lagace

02 May 2016
Blog Post

Why We Recruit: Samsung Global Strategy Group

semiconductors and container ships. Samsung has set a vision 2020 goal of reaching $400B in revenues by exploring new territories such as biotechnology, virtual reality, and applications of 5G wireless technology, among others. In this... View Details

Keywords: Technology

May 2019
Case

Mobileye Update, 2019

By: David B. Yoffie and Daniel Fisher

Mobileye was an Israeli company, officially headquartered in The Netherlands, which was a Tier 2 supplier to the global automobile industry. This short case updates Mobileye's business performance and strategy, following the acquisition by Intel in 2017. View Details

Keywords: Driverless Car; Competitive Advantage; Strategy; Market Entry and Exit; Technology; Semiconductor Industry; Semiconductor Industry; Semiconductor Industry; Israel

August 2004 (Revised April 2007)
Case

Intel Capital, 2005 (A)

By: David B. Yoffie, Barbara Mack, Adriana Boden and Lee Rand

All companies in a technology-intensive industry must worry about the development of their ecosystems and, in particular, the availability and cost of complementary assets. One strategy for promoting complements is to invest in them directly. Explores Intel's strategy... View Details

Keywords: Information Technology; Venture Capital; Competition; Corporate Strategy; Investment; Assets; Corporate Finance; Semiconductor Industry; Semiconductor Industry; Semiconductor Industry; United States

August 2003 (Revised March 2004)
Case

Wintel (A): Cooperation or Conflict

By: David B. Yoffie, Ramon Casadesus-Masanell and Sasha Mattu

Examines the dynamic relationship between two complementors: Intel and Microsoft. Set in 1995, the case asks how Intel and Microsoft should solve a serious division between the two companies that threatens the health of the PC industry. View Details

Keywords: Conflict Management; Competition; Cooperation; Semiconductor Industry; Semiconductor Industry; Semiconductor Industry

18 Feb 2009
First Look

First Look: February 18, 2009

had created. In seeking to do so, Hirai might find guidance in the history of the industry, which had been marked by rapid and frequent changes of fortune. Purchase this case: http://harvardbusinessonline.hbsp.harvard.edu/ b01/en/common/item_detail.jhtml?id=709448... View Details

Keywords: Martha Lagace

03 Oct 2012
What Do You Think?

Can We Bring Back the “Industrial Commons” for Manufacturing?

skills, and engineering capabilities" resulting from the clustering of universities, suppliers, and manufacturers in industries such as biotechnology, electronic components, and semiconductors in which rapidly-developing innovations... View Details

Keywords: by James Heskett; Manufacturing

01 Jan 2006
News

Philip L. Yeo, MBA 1976

semiconductors and disk drives in the 1990s. But for a city-state without natural resources, the new millennium belongs to a knowledge-based economy, and the Biopolis, which opened in 2003, is at the center of that. "In late 1989, I... View Details

19 Aug 2008
First Look

First Look: August 19, 2008

http://www.hbsp.harvard.edu/b01/en/common/item_detail.jhtml?id=708445 Horizontal Specialization and Modularity in the Semiconductor Industry Harvard Business School Note 609-001 Well-codified interfaces have enabled horizontal... View Details

Keywords: Sean Silverthorne

07 Feb 2017
First Look

First Look at New Research: February 7

milestones: the birth of the silicon chip and the development of the venture capital industry. From humble beginnings, Valentine became a legendary salesman at Fairchild Semiconductor and National View Details

Keywords: Sean Silverthorne

April 2025
Case

Lisa Su and AMD (A)

By: Joshua D. Margolis, Matthew Preble and Dave Habeeb

This multimedia case study focuses on CEO Lisa Su’s turnaround and subsequent transformation of the technology company Advanced Micro Devices, Inc. (AMD). When Su accepted the top position in 2014, AMD was on the verge of collapse. Su focused on the company’s culture,... View Details

June 2018 (Revised January 2020)
Teaching Note

Qualcomm Inc., 2019

By: David B. Yoffie

Teaching Note for HBS No. 718-514. View Details

Keywords: Strategy; Competitive Advantage; Intellectual Property; Information Technology; Standards; Business Model; Organizational Change and Adaptation; Semiconductor Industry; Semiconductor Industry