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Strategy and circumstance: the response of American firms to Japanese competition in semiconductors, 1980–1995

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  • Richard N. Langlois
  • W. Edward Steinmueller

Abstract

In the mid‐1980s, Japanese firms strongly challenged American dominance of the semiconductor industry. A large literature arose to suggest that, in order to survive, American firms needed to adopt the capabilities and strategies of the Japanese. Recently, American firms have indeed surged back to regain a strong position in the industry. This essay attempts to collect some of the lessons for strategy research of that American resurgence. We argue that, although some of the American response did consist in changing or augmenting capabilities, most of the renewed American success is in fact the result not of imitating superior Japanese capabilities but rather of taking good advantage of a set of capabilities developed in the earlier heyday of American dominance. Copyright © 2000 John Wiley & Sons, Ltd.

Suggested Citation

  • Richard N. Langlois & W. Edward Steinmueller, 2000. "Strategy and circumstance: the response of American firms to Japanese competition in semiconductors, 1980–1995," Strategic Management Journal, Wiley Blackwell, vol. 21(10‐11), pages 1163-1173, October.
    • Handle: RePEc:bla:stratm:v:21:y:2000:i:10-11:p:1163-1173
    DOI: 10.1002/1097-0266(200010/11)21:10/113.0.CO;2-G
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    Cited by:

    1. Jeffrey T. Macher & David C. Mowery & Timothy S. Simcoe, 2002. "E-Business and the Semiconductor Industry Value Chain: Implications for Vertical Specialization and Integrated Semiconductor Manufacturers," Economics Study Area Working Papers 47, East-West Center, Economics Study Area.
    2. Kazeminia, Ali, 2021. "Unfolding the airbus’ strategic growth: A successful case," Scandinavian Journal of Management, Elsevier, vol. 37(1).
    3. Duysters, Geert & Lemmens, Charmianne, 2008. "Alliance block composition patterns in the microelectronics industry," MERIT Working Papers 2008-060, United Nations University - Maastricht Economic and Social Research Institute on Innovation and Technology (MERIT).
    4. Epicoco, Marianna, 2013. "Knowledge patterns and sources of leadership: Mapping the semiconductor miniaturization trajectory," Research Policy, Elsevier, vol. 42(1), pages 180-195.
    5. Marianna Epicoco, 2013. "Knowledge patterns and sources of leadership: Mapping the semiconductor miniaturization trajectory," Post-Print hal-03381305, HAL.
    6. Simone Vannuccini & Ekaterina Prytkova, 2021. "Artificial Intelligence’s New Clothes? From General Purpose Technology to Large Technical System," SPRU Working Paper Series 2021-02, SPRU - Science Policy Research Unit, University of Sussex Business School.
    7. Natsuki Kamakura, 2022. "From globalising to regionalising to reshoring value chains? The case of Japan’s semiconductor industry [Reorienting the drivers of development: alternative paradigms]," Cambridge Journal of Regions, Economy and Society, Cambridge Political Economy Society, vol. 15(2), pages 261-277.

    More about this item

    JEL classification:

    • L1 - Industrial Organization - - Market Structure, Firm Strategy, and Market Performance
    • L5 - Industrial Organization - - Regulation and Industrial Policy
    • L6 - Industrial Organization - - Industry Studies: Manufacturing
    • N6 - Economic History - - Manufacturing and Construction

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