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      • Faculty Publications  (167)

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      • June 2021 (Revised December 2021)
      • Case

      Suzhou Good-Ark Electronics: Creating and Implementing a Sage Culture

      By: Sandra J. Sucher, Nien-he Hsieh, Susan J. Winterberg, Nancy Hua Dai and Shalene Gupta
      Suzhou Good-Ark, a Chinese semiconductor implemented "Sage Culture" management based on traditional Chinese philosophy. Productivity doubled, turnover decreased, and employee satisfaction shot up. By 2015, more than 2,000 companies had toured Wu’s factories, and Wu had... View Details
      Keywords: Leadership Philosophy; Leadership; Management Style; Organizational Culture; Transformation; Performance; Semiconductor Industry; China; Singapore
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      Sucher, Sandra J., Nien-he Hsieh, Susan J. Winterberg, Nancy Hua Dai, and Shalene Gupta. "Suzhou Good-Ark Electronics: Creating and Implementing a Sage Culture." Harvard Business School Case 321-085, June 2021. (Revised December 2021.)
      • June 2021
      • Case

      Mobileye 2021: Robotaxi and/or Consumer AV?

      By: David B. Yoffie, Danielle Golan and Nicole Tempest Keller
      In March 2021, Amnon Shashua, co-founder and CEO of Israel-based Mobileye, was preparing to meet with Intel’s new CEO, Pat Gelsinger, to review plans for the future. Mobileye had been acquired by California-based Intel in 2017, but still operated independently.... View Details
      Keywords: Technology Companies; Robotics; Autonomous Vehicles; Strategy; Decision Making; Transportation; Technological Innovation; Technology Industry; Technology Industry; Technology Industry; Israel
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      Yoffie, David B., Danielle Golan, and Nicole Tempest Keller. "Mobileye 2021: Robotaxi and/or Consumer AV?" Harvard Business School Case 721-481, June 2021.
      • February 2021 (Revised September 2021)
      • Case

      Taiwan Semiconductor Manufacturing Company Limited: Global Leadership in Chipmaking

      By: William C. Kirby, John P. McHugh and Noah B. Truwit
      Keywords: Semiconductors; Geopolitics; Industrial Policy; Information Technology; Innovation Strategy; Competition; Strategy; Semiconductor Industry; Taiwan
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      Kirby, William C., John P. McHugh, and Noah B. Truwit. "Taiwan Semiconductor Manufacturing Company Limited: Global Leadership in Chipmaking." Harvard Business School Case 321-126, February 2021. (Revised September 2021.)
      • November 2019 (Revised January 2020)
      • Supplement

      Taiwan Semiconductor Manufacturing Company Limited: A Global Company's China Strategy (B)

      By: William C. Kirby, Billy Chan and Dawn H. Lau
      After the legendary founder of Taiwan Semiconductor Manufacturing Company (TSMC) retired, the new chairman had to grapple with fresh challenges related to its China market: a recently opened factory in China had to find ways to reverse its financial loss and meet its... View Details
      Keywords: Cross-cultural; Foreign Investment; Government; Business and Government Relations; Globalization; Change Management; Customer Relationship Management; Innovation Strategy; Global Strategy; Leadership; Semiconductor Industry; Taiwan; China
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      Kirby, William C., Billy Chan, and Dawn H. Lau. "Taiwan Semiconductor Manufacturing Company Limited: A Global Company's China Strategy (B)." Harvard Business School Supplement 320-045, November 2019. (Revised January 2020.)
      • 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; Auto Industry; Auto Industry; Auto Industry; Israel
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      Yoffie, David B., and Daniel Fisher. "Mobileye Update, 2019." Harvard Business School Case 719-511, May 2019.
      • March 2019 (Revised May 2019)
      • Case

      Growth Investing at Totem Point

      By: Suraj Srinivasan, Charles C.Y. Wang and Jonah Goldberg
      The case describes the investment of hedge fund, Totem Point Management in Analog Semiconductors (ADI) as a way to discuss forecasting and valuation in growth companies. In June 2016, hedge fund Totem Point invested in ADI at around $55 a share. In general, Totem Point... View Details
      Keywords: Growth Investing; Investment; Strategy; Forecasting and Prediction; Valuation
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      Srinivasan, Suraj, Charles C.Y. Wang, and Jonah Goldberg. "Growth Investing at Totem Point." Harvard Business School Case 119-091, March 2019. (Revised May 2019.)
      • October 2018
      • Case

      P-Will at DISCO

      By: Ethan Bernstein, Naoko Jinjo and Yuna Sakuma
      From the outside, DISCO—a Japan-based manufacturer of precision tools for semiconductor production devices—appeared to be a rather ordinary company that had achieved rather extraordinary success: it had simultaneously achieved 70% global market share, had lifted its... View Details
      Keywords: Human Capital; P-Will; DISCO; Semiconductors; Self-Managed Organizations; Governance; Human Resources; Selection and Staffing; Management Practices and Processes; Management Systems; Organizational Structure; Organizational Design; Semiconductor Industry; Japan
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      Bernstein, Ethan, Naoko Jinjo, and Yuna Sakuma. "P-Will at DISCO." Harvard Business School Case 419-035, October 2018.
      • 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; Telecommunications Industry; Telecommunications Industry
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      Yoffie, David B. "Qualcomm Inc., 2019." Harvard Business School Teaching Note 718-517, June 2018. (Revised January 2020.)
      • June 2018 (Revised August 2019)
      • Case

      Qualcomm Inc., 2019

      By: David B. Yoffie and Andrew S. Choi
      This case is set in mid-2019, when Qualcomm was struggling with unwanted take-over battles, fights with Apple and the Chinese government, and internal dissension on the board of directors. Ten years earlier Qualcomm was hailed as a monopoly on CDMA technologies and... View Details
      Keywords: Technology Cycles; Strategy; Competitive Advantage; Intellectual Property; Information Technology; Standards; Business Model; Organizational Change and Adaptation; Telecommunications Industry; Telecommunications Industry
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      Yoffie, David B., and Andrew S. Choi. "Qualcomm Inc., 2019." Harvard Business School Case 718-514, June 2018. (Revised August 2019.)
      • Summer 2018
      • Article

      Why High-Tech Commoditization Is Accelerating

      By: Willy C. Shih
      Knowledge embedded within state-of-the-art production and design tools is a powerful force that is leveling the global technology playing field. It democratizes innovation and makes future competition more challenging. This paper describes the knowledge flows through... View Details
      Keywords: Product Design; Product Commercialization; Product Development; Product Development Strategy; Production; Manufacturing Tools; Manufacturing; Manufacturing Industry; Engineering; Globalization; Goods and Commodities; Knowledge; Commercialization; Business Strategy; Corporate Strategy; Information Infrastructure; Technology Adoption; Consumer Products Industry; Consumer Products Industry; Consumer Products Industry; Consumer Products Industry; Consumer Products Industry; Consumer Products Industry; North America; Asia
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      Shih, Willy C. "Why High-Tech Commoditization Is Accelerating." Art. 59420. MIT Sloan Management Review 59, no. 4 (Summer 2018): 53–58.
      • Summer 2016
      • Article

      The Real Lessons From Kodak's Decline

      By: Willy C. Shih
      Eastman Kodak is often mischaracterized as a company whose managers didn't recognize soon enough that digital technology would decimate its traditional business. However, what really happened at Kodak is much more complicated—and instructive. Kodak suffered from a... View Details
      Keywords: Technological Change; Disruption; Ecosystem; Semiconductors; Photography; Scaling-up; Scaling; Organizational Change and Adaptation; Information Technology; Product; Consumer Products Industry; United States
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      Shih, Willy C. "The Real Lessons From Kodak's Decline." MIT Sloan Management Review 57, no. 4 (Summer 2016): 11–13.
      • June 2015 (Revised January 2017)
      • Case

      Epistar and the Global LED Market

      By: Willy C. Shih, Chen-Fu Chien and Hung-Kai Wang
      It took BJ Lee many years to learn how to navigate the patent minefield that was the global LED industry. When his company was first spun off from the Industrial Technology Research Institute in Taiwan, he thought the essence of a good IP strategy was to develop a... View Details
      Keywords: Intellectual Property Management; Patenting; Patent Litigation; Intellectual Property; Patents; Electronics Industry; Electronics Industry; Asia; United States; Japan; Taiwan
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      Shih, Willy C., Chen-Fu Chien, and Hung-Kai Wang. "Epistar and the Global LED Market." Harvard Business School Case 615-053, June 2015. (Revised January 2017.)
      • October 2014 (Revised October 2015)
      • Case

      Mobileye: The Future of Driverless Cars

      By: David B. Yoffie
      Mobileye was an Israeli company, officially headquartered in The Netherlands, which was a Tier 2 supplier to the global automobile industry. After 15 years of building a leading technology for autonomous driving systems, Mobileye emerged in 2014 as one of the most... View Details
      Keywords: Driverless Car; Competitive Advantage; Strategy; Market Entry and Exit; Technology; Auto Industry; Auto Industry; Auto Industry; Israel
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      Yoffie, David B. "Mobileye: The Future of Driverless Cars." Harvard Business School Case 715-421, October 2014. (Revised October 2015.)
      • April 2014
      • Case

      Don Valentine and Sequoia Capital

      By: Felda Hardymon, Tom Nicholas and Liz Kind
      Don Valentine participated in the beginnings of two significant 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: Venture Capital; Personal Development and Career; Semiconductor Industry
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      Hardymon, Felda, Tom Nicholas, and Liz Kind. "Don Valentine and Sequoia Capital." Harvard Business School Case 814-096, April 2014.
      • March 2014
      • Case

      MediaTek: From Feature Phones to Smartphones

      By: Willy Shih
      MediaTek was the third largest fabless semiconductor company in the world, and was the second largest supplier of the silicon microchips that powered mobile phones. Yet as the company's chairman reflected on his R&D strategy, he wondered why it hadn't moved faster on... View Details
      Keywords: Decision Choices and Conditions; Decisions; Business Strategy; Corporate Strategy; Technology Adoption; Telecommunications Industry; Telecommunications Industry; China; Taiwan
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      Shih, Willy. "MediaTek: From Feature Phones to Smartphones." Harvard Business School Case 614-059, March 2014.
      • September 2013 (Revised August 2015)
      • Background Note

      Leadership and Teaming

      By: Ethan Bernstein
      Small differences in the leadership of teams can have large consequences for the success of their efforts. Many initiatives fail not because of a fatal error in judgment or insufficient ideas, knowledge, motivation, or capabilities to deliver a solution. They fail... View Details
      Keywords: Teams; Teaming; Leadership And Managing People; Leadership; Team Effectiveness; Team Performance; Team Design; Team Leadership; Teamwork; Team Process; Team Function; Team Launch; 60/30/10 Rule; Team Boundary; Distribution Of Leadership Authority; Self-Managed Teams; Virtual Teams; Unbounded Teams; Acts Of Leadership; Execution Teams; Decision Making Teams; Creativity Teams; Team Size; Task Design; Team Timeline; Team Roles; Team Representation; Diversity; Team Familiarity; Collective Intelligence; Team Stages Of Development; Team Coaching; Performance Pressure; X-Teams; Team Focus; Interaction; Management Teams; Managerial Roles; Management Systems; Management Style; Management Skills; Management Practices and Processes; Organizational Design; Organizational Structure; Performance Effectiveness; Performance Efficiency; Performance Productivity; Groups and Teams; Networks; Social Psychology; Behavior; Conflict and Resolution; Creativity; Social and Collaborative Networks; Satisfaction; Prejudice and Bias; Power and Influence; Personal Characteristics; Familiarity; Cognition and Thinking; Attitudes; Projects; Organizational Culture; Organizational Change and Adaptation; Leadership Development; Leadership Style; Leading Change; Knowledge Use and Leverage; Knowledge Sharing; Collaborative Innovation and Invention; Innovation and Management; Innovation Leadership; Design; Interpersonal Communication; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Accommodations Industry; Asia; North and Central America; South America; Atlantic Ocean; Central Asia; Europe; Latin America; Middle East; Oceania; West Indies
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      Bernstein, Ethan. "Leadership and Teaming." Harvard Business School Background Note 414-033, September 2013. (Revised August 2015.)
      • July 2013 (Revised July 2013)
      • Case

      Powerchip Semiconductor Corporation

      By: Willy Shih and Chen-Fu Chien
      Powerchip Semiconductor Corporation has a horizontal firm structure in an industry that is predominantly organized vertically. While it has been successful in up markets, in the current down market its strategic rationale was being tested. As a capital-intensive... View Details
      Keywords: Industry Structures; Organizational Structure; Partners and Partnerships; Competition; Horizontal Integration; Vertical Integration; Semiconductor Industry; Taiwan
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      Shih, Willy, and Chen-Fu Chien. "Powerchip Semiconductor Corporation." Harvard Business School Case 609-063, July 2013. (Revised July 2013.)
      • July 2013 (Revised November 2021)
      • Module Note

      Exploration vs. Exploitation

      By: Willy Shih
      This module note introduces James March's concept of exploration and exploitation, and the management challenge of balancing the allocation of resources to the two activities in the firm. The note also touches on the O'Reilly and Tushman paper on the ambidextrous... View Details
      Keywords: Exploration And Exploitation; Exploitation; Research; Scientific Research; Product Commercialization; Innovation and Invention; Innovation and Management; Innovation Leadership; Innovation Strategy; Technological Innovation; Knowledge Acquisition; Growth and Development Strategy; Resource Allocation; Strategic Planning; Research and Development; Science-Based Business; Corporate Strategy; Knowledge Sharing; Biotechnology Industry; Biotechnology Industry; Biotechnology Industry; Biotechnology Industry; Biotechnology Industry; Biotechnology Industry; Biotechnology Industry; United States
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      Shih, Willy. "Exploration vs. Exploitation." Harvard Business School Module Note 614-004, July 2013. (Revised November 2021.)
      • November 2012 (Revised August 2013)
      • Supplement

      Global Unichip Corporation (B)

      By: Willy Shih and Chen-Fu Chien
      Jim Lai, President of Global Unichip Corporation (GUC), mapped out the changes he saw coming to the global semiconductor industry. The big question was how many system developers would start coming directly to GUC. View Details
      Keywords: Abstraction; Value-network; Vertical Integration; Entry Barriers; Intermediaries; Dis-intermediation; Aggregator; Vertical Specialization; Technology Adoption; Digital Platforms; Competitive Strategy; Corporate Strategy; Integration; Technological Innovation; Innovation Strategy; Innovation and Management; Industry Structures; Information Infrastructure; Information Technology; Complexity; Semiconductor Industry; Semiconductor Industry; Semiconductor Industry; Taiwan
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      Shih, Willy, and Chen-Fu Chien. "Global Unichip Corporation (B)." Harvard Business School Supplement 613-049, November 2012. (Revised August 2013.)
      • October 2012 (Revised August 2013)
      • Case

      Global Unichip Corporation (A)

      By: Willy Shih and Chen-Fu Chien
      Global Unichip Corporation (GUC) is a design services company that acts as a front-end to TSMC, the world's largest semiconductor foundry. In so doing, it masked the complexity of the latest process technologies, and reduced the entry barriers for small firms to... View Details
      Keywords: Abstraction; Value-network; Entry Barriers; Intermediaries; Dis-intermediation; Aggregator; Vertical Specialization; Technology Adoption; Digital Platforms; Competitive Strategy; Corporate Strategy; Horizontal Integration; Vertical Integration; Technological Innovation; Innovation Strategy; Innovation and Management; Industry Structures; Information Infrastructure; Complexity; Information Technology; Semiconductor Industry; Semiconductor Industry; Semiconductor Industry; Taiwan
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      Shih, Willy, and Chen-Fu Chien. "Global Unichip Corporation (A)." Harvard Business School Case 613-048, October 2012. (Revised August 2013.)
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