U.S.-Japan Strategic Alliances in the Semiconductor Industry

Technology Transfer, Competition, and Public Policy

Publisher: National Academies Press
ISBN: 9780309047791
eISBN Pdf: 9780309584784
Place of publication: United States
Year of digital publication: 1992
Month: January
Pages: 127
Language: English

Caption

This book reviews the evolution of strategic alliances involving U.S. and Japanese companies in the semiconductor industry and analyzes whether alliances can contribute to the renewal of an industry faced with stiff competition from Japan. It includes case studies, alternative future scenarios, and suggestions for government and industry.

U.S.-Japan Strategic Alliances in the Semiconductor Industry: Technology Transfer, Competition, and Public Policy
Copyright
Contents
1 Introduction
2 Background: Technology Transfer and Latecomer Catch-up
3 Strategic Alliances and Technology Transfer
- TRENDS IN U.S.-JAPAN ALLIANCES
4 Forces Driving the Formation of Strategic Alliances
- GENERIC FORCES
- HIGH-TECHNOLOGY FACTORS
- U.S.-JAPAN ALLIANCES
- BUSINESS CYCLES, TECHNOLOGICAL CHANGE, AND POLITICAL FACTORS
- RECESSIONS: LESSONS LEARNED
5 A Typology of Alliances
- DIRECTION OF TECHNOLOGY FLOW: NATIONAL INTERESTS
- ASYMMETRICAL PAIRINGS: LARGE AND SMALL COMPANIES
- SYMMETRICAL PAIRINGS: LARGE COMPANIES
- WHY DIVERSIFICATION?
6 Issues for U.S. Policy: Japanese Investments and U.S. Competitiveness
7 Issues for U.S. Policy: National Security
8 Issues for U.S. Policy: Global Technological Stratification and U.S. Technological Capabilities
- UPSTREAM TRENDS: THE SEMICONDUCTOR EQUIPMENT INDUSTRY
- DOWNSTREAM TRENDS: SYSTEMS, COMPONENTS, AND PROPRIETARY ARCHITECTURES
9 Possible Scenarios for U.S.-Japan Alliances and Their Implications for the United States
- SCENARIO 1: GRADUAL U.S. RECOVERY
- SCENARIO 2: MARKET SHARE EQUILIBRIUM
- SCENARIO 3: GRADUAL U.S. DECLINE
- SCENARIO 4: JAPANESE DOMINANCE
- SCENARIO 5: PACIFIC RIM DOMINANCE
10 Conclusions
- EXAMPLES OF U.S.-JAPAN ALLIANCES: ASSESSING COSTS AND BENEFITS
  - Costs
  - Benefits
- SEMICONDUCTORS AS A STRATEGIC INDUSTRY
- COMPETITIVE ADVANTAGE: ISSUES FOR U.S. INDUSTRY
- NATIONAL INTERESTS: ISSUES FOR THE U.S. GOVERNMENT
Appendix A Case Studies of U.S.-Japan Technology Linkages in Semiconductors
- CASE I: MOTOROLA-TOSHIBA
  - Historical Background: Motorola's Approach to the Japanese Semiconductor Market
  - Motivations and Negotiating Issues
  - Initial Structure of the Linkage and Technology Transfer
  - Business Impacts and Future Prospects
    - 1. Marketing Collaboration
    - 2. Microprocessors
    - 3. DRAMs
  - Implications
- CASE II: SUN-FUJITSU
- CASE III: KUBOTA COMPUTER
Appendix B Examples of Japanese Acquisitions and Investments in U.S. Semiconductor Companies
Appendix C Examples of Japanese Acqusitions and Investments in U.S. Semiconductor Equipment and Materials Companies
Appendix D Workshop on U.S.-Japan Technology Linkages in Semiconductors: Agenda and Participants