The global semiconductor industry is several forms of structural changes at the same time. Structure of the market demand is shifting from one dominated by personal computers in a variety of heterogeneous niches, mainly due to the global spread of the Internet and wireless communication applications. The structure of industrial activity shifted from one dominated by the "integrated device manufacturers" (IDMS), which designs and semiconductor components, one characterized by vertical specialization, where many firms specializing in any design and marketing ("capacity" of firms) or production ("casting" ). Finally, market demand and technical expertise grow in geographic regions (eg, Malaysia, Singapore and the People's Republic of China), which had been much less well-known actors in the global industry. With such far-reaching structural changes in the industry, it is surprising that most of the indicators of "globalization" of innovation in the semiconductor industry in the U.S. - from the publicly available data on the share of the industry-funded R & D, which runs to the sea location of inventive activity related to patenting of U.S. firms - indicate only modest maritime traffic in key innovation. To a surprising degree of this suggests that a large part of the innovation process in this global industry is "not globalized." "Hide
by Jeffrey T. Macher, David C. Mowery, Alberto Di Minin Source: California Management Review 27 pages . Publication Date: November 1, 2007. Prod. #: CMR387-PDF-ENG