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- October 2024
- Background Note
The Semiconductor Industry
By: Andy Wu, Steve Blank and Matt Higgins
The semiconductor industry powers modern technology, from consumer electronics to data centers. This background note explores the layers of the semiconductor inudstry value chain, including Integrated Device Manufacturers (IDMs), fabless companies, and foundries, while... View Details
- February 2009 (Revised December 2010)
- Case
Upgrading the Economy: Industrial Policy and Taiwan's Semiconductor Industry
By: Willy C. Shih and Jyun-Cheng Wang
The government-led creation and incubation of the semiconductor industry in Taiwan is a striking success for advocates of strong industrial policy. It has led to the island nation's domination of the global "foundry" business in which firms like Taiwan Semiconductor... View Details
Keywords: Economic Growth; Industry Structures; State Ownership; Business and Government Relations; Competition; Semiconductor Industry; Taiwan
Shih, Willy C., and Jyun-Cheng Wang. "Upgrading the Economy: Industrial Policy and Taiwan's Semiconductor Industry." Harvard Business School Case 609-089, February 2009. (Revised December 2010.)
- 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
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.)
- July 2008 (Revised April 2009)
- Background Note
Horizontal Specialization and Modularity in the Semiconductor Industry
By: Willy C. Shih, Chintay Shih and Chen-Fu Chien
Well-codified interfaces have enabled horizontal specialization in the global semiconductor industry. This Technical Note describes the modern integrated circuit value chain, and the motivation for the reuse of blocks of intellectual property in modern IC designs. It... View Details
Keywords: Customer Value and Value Chain; Intellectual Property; Industry Structures; Horizontal Integration; Semiconductor Industry
Shih, Willy C., Chintay Shih, and Chen-Fu Chien. "Horizontal Specialization and Modularity in the Semiconductor Industry." Harvard Business School Background Note 609-001, July 2008. (Revised April 2009.)
- March 2009
- Teaching Note
Upgrading the Economy: Industrial Policy and Taiwan's Semiconductor Industry (TN)
By: Willy C. Shih
Teaching Note for [609089]. View Details
- February 1990 (Revised March 1991)
- Case
Intel and Licensing in the Semiconductor Industry
Brandenburger, Adam M., and Vijay Krishna. "Intel and Licensing in the Semiconductor Industry." Harvard Business School Case 190-133, February 1990. (Revised March 1991.)
- November 1987 (Revised March 1993)
- Background Note
Global Semiconductor Industry--1987
By: David B. Yoffie
In 1987, the global semiconductor industry was coming out of the deepest recession in its 40 year history. The note examines the competitive dynamics of this industry over time, the nature of its technology, and the sources of competitive advantage. The role of buyer... View Details
Keywords: Financial Crisis; Globalization; Crisis Management; Consumer Behavior; Competitive Strategy; Competitive Advantage; Technology; Semiconductor Industry
Yoffie, David B. "Global Semiconductor Industry--1987." Harvard Business School Background Note 388-052, November 1987. (Revised March 1993.)
- 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
Shih, Willy, and Chen-Fu Chien. "Powerchip Semiconductor Corporation." Harvard Business School Case 609-063, July 2013. (Revised July 2013.)
- October 2003 (Revised March 2004)
- Background Note
Semiconductor Industry, 2002, The
By: Marco Iansiti and Marcin Strojwas
The semiconductor industry has exhibited an unparalleled rate of innovation since its birth over 50 years ago. Describes how technological innovation has shaped industry structure. View Details
Iansiti, Marco, and Marcin Strojwas. "Semiconductor Industry, 2002, The." Harvard Business School Background Note 604-045, October 2003. (Revised March 2004.)
- 2007
- Working Paper
Global Competitors as Next-Door Neighbors: Competition and Geographic Concentration in the Semiconductor Industry
By: Minyuan Zhao and Juan Alcacer
Despite the many advantages offered by technology clusters, firms located in them face the risk of losing valuable knowledge to nearby competitors. In this study, we argue that multi-location firms strategically organize their R&D activities to appropriate the value of... View Details
Keywords: Information Technology; Industry Clusters; Innovation and Invention; Geographic Location; Competitive Strategy; Globalization; Semiconductor Industry
Zhao, Minyuan, and Juan Alcacer. "Global Competitors as Next-Door Neighbors: Competition and Geographic Concentration in the Semiconductor Industry." Michigan Ross School of Business Working Paper, No. 1091, March 2007. (Available at SSRN.)
- August 1987
- Case
Government Intervention in the European Computer and Semiconductor Industries
Salter, Malcolm S. "Government Intervention in the European Computer and Semiconductor Industries." Harvard Business School Case 388-023, August 1987.
- August 1987 (Revised October 1987)
- Supplement
Semiconductor Industry Association and the Trade Dispute with Japan, The: National Semiconductor Profile, Supplement
By: David B. Yoffie
Yoffie, David B. "Semiconductor Industry Association and the Trade Dispute with Japan, The: National Semiconductor Profile, Supplement." Harvard Business School Supplement 388-021, August 1987. (Revised October 1987.)
- January 2009 (Revised October 2012)
- Case
Semiconductor Manufacturing International Corporation: 'Reverse BOT'
By: Willy Shih
Semiconductor Manufacturing International Corporation (SMIC) is executing a strategy that leverages the desires of municipalities in China to build clusters of high technology companies. By partnering with those cities to build new semiconductor fabs that SMIC would... View Details
Keywords: Growth and Development Strategy; Industry Clusters; Infrastructure; State Ownership; Business and Community Relations; Semiconductor Industry; China
Shih, Willy. "Semiconductor Manufacturing International Corporation: 'Reverse BOT'." Harvard Business School Case 609-062, January 2009. (Revised October 2012.)
- September 1987 (Revised January 1992)
- Case
Semiconductor Industry Association and the Trade Dispute with Japan (C), The
By: David B. Yoffie and John J. Coleman
Yoffie, David B., and John J. Coleman. "Semiconductor Industry Association and the Trade Dispute with Japan (C), The." Harvard Business School Case 388-049, September 1987. (Revised January 1992.)
- June 1987 (Revised February 1988)
- Case
Semiconductor Industry Association and the Trade Dispute with Japan (B), The
By: David B. Yoffie and John J. Coleman
Yoffie, David B., and John J. Coleman. "Semiconductor Industry Association and the Trade Dispute with Japan (B), The." Harvard Business School Case 387-195, June 1987. (Revised February 1988.)
- August 1980 (Revised August 1985)
- Case
Teradyne, Inc.--1979: Semiconductor Test Division (A)
In 1979, the management of Teradyne's Semiconductor Test Division had to make important decisions regarding the allocation of engineering resources in the face of increased competition. They had to choose between upgrading an existing product and developing a new one. View Details
Keywords: Decisions; Resource Allocation; Product; Product Development; Competition; Semiconductor Industry
Shapiro, Benson P. "Teradyne, Inc.--1979: Semiconductor Test Division (A)." Harvard Business School Case 581-023, August 1980. (Revised August 1985.)
- July 1999
- Article
From Physics to Function: An Empirical Study of R&D Performance in the Semiconductor Industry
By: Marco Iansiti and Jonathan West
Iansiti, Marco, and Jonathan West. "From Physics to Function: An Empirical Study of R&D Performance in the Semiconductor Industry." Journal of Product Innovation Management 16, no. 4 (July 1999).
- June 1987 (Revised March 1991)
- Case
Semiconductor Industry Association and the Trade Dispute with Japan (A), The
By: David B. Yoffie and John J. Coleman
Yoffie, David B., and John J. Coleman. "Semiconductor Industry Association and the Trade Dispute with Japan (A), The." Harvard Business School Case 387-205, June 1987. (Revised March 1991.)