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Geopolitical Fragmentation and Export Network Diversification: MNE Strategy in U.S. Semiconductor Value Chains

Author

Listed:
  • Alexander Yu
  • Savannah Yu

Abstract

The global semiconductor industry is undergoing a structural transformation driven by geopolitical fragmentation, industrial policy, and supply chain risk re-evaluation. While prior research emphasizes national competitiveness and trade volumes, less attention has been paid to how export reconfiguration alters multinational enterprise (MNE) strategy within global value chains. This study examines U.S. integrated circuit (IC) exports from 2015-2024 through an international business lens, focusing on partner diversification, strategic realignment, and value chain positioning. Using partner-level trade data and concentration indicators, the paper documents a post-2021 shift away from China-linked export dependence toward regionalized trade networks involving North America, Southeast Asia, and Europe. The findings suggest that U.S. semiconductor exports are transitioning from efficiency-driven globalization toward alliance-based resilience. The study contributes to international business research by linking export structure to firm strategy, policy alignment, and supply chain governance in technology-intensive industries.

Suggested Citation

  • Alexander Yu & Savannah Yu, 2026. "Geopolitical Fragmentation and Export Network Diversification: MNE Strategy in U.S. Semiconductor Value Chains," International Business Research, Canadian Center of Science and Education, vol. 19(2), pages 1-1, April.
    • Handle: RePEc:ibn:ibrjnl:v:19:y:2026:i:2:p:1
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    More about this item

    JEL classification:

    • R00 - Urban, Rural, Regional, Real Estate, and Transportation Economics - - General - - - General
    • Z0 - Other Special Topics - - General

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