Greg Linden is a
Research Associate at the Institute for
Business Innovation, a research unit at Berkeley’s Haas School of
Business, working with Professor David Teece. His current work concerns the analysis of global value
chain dynamics, with a particular emphasis on the ability of firms to
shape industry outcomes.
While a researcher at CWTS, Greg and Professor Clair Brown conducted a
multi-year study of the globalization of semiconductor design and
fabrication, with support from the Alfred P. Sloan Foundation and
Doshisha University. Early results were published through the
Brookings Institution and the National Academy of Engineering. Their
book, Chips and Change: How Crisis Reshapes the
Semiconductor Industry, was published by MIT Press in
September 2009, with an updated paperback edition released in August 2011. (See also: chipsandchange.com)
I've worked as a consultant on projects
around the world to develop industrial policy for high-tech
industries. My academic training includes a PhD in Economics and
in Public Policy. Previous academic research affiliations include
the Personal Computing Industry
Center at UC Irvine and the Berkeley
Roundtable on the
International Economy (BRIE).
My research interests include
- the competitive dynamics of the
- collaboration in the semiconductor
- the emergence of global competitors
from industrializing countries and transition economies, and
- the effect of foreign direct
investment on economic growth.
(1) The Global Dynamics of the Chip
2009 (with Clair Brown) Chips
and Change: How Crisis Reshapes the Semiconductor Industry. MIT
2008 (with Clair
Brown) "Is There a
Shortage of Engineering Talent in the U.S.?" Berkeley-Doshisha
Employment and Technology Working Paper Series
2008 (with Clair Brown) "Semiconductor Capabilities in the U.S. and
Industrializing Asia" Berkeley-Doshisha Employment and Technology
Working Paper Series
2008 (with Clair Brown) “Semiconductor Engineers in a Global Economy,”
pp.149-178 in Committee on the Offshoring of Engineering, The Offshoring of Engineering:
Facts, Unknowns, and Potential Implications. National
Academy of Engineering.
2006 (with Clair Brown) "Offshoring in the Semiconductor Industry: A
Historical Perspective," pp. 279-333, in Lael Brainard and Susan M.
Collins, eds., Brookings Trade Forum 2005: Offshoring White-Collar
Work-The Issues and the Implications, Washington DC: Brookings
2003 (with Clair Brown and Melissa
Appleyard), "The Net World Order's Influence on Global Leadership in
the Semiconductor Industry," in Martin Kenney and Richard Florida,
eds., Locating Global Advantage: Industry Dynamics in the
International Economy, Stanford University Press. [An earlier
working paper version of this chapter ("The Semiconductor Industry's
Role in the Net World Order") can be downloaded here.]
2003 (with Deepak Somaya), "System-on-a-Chip Integration in the
Semiconductor Industry: Industry Structure and Firm Strategies," Industrial
and Corporate Change, v.12, n.3: 545-576.
Seek A 'Net World Order'," Electronic Engineering Times,
2000 (with David C. Mowery and
Rosemarie Ham Ziedonis), "National Technology Policy in Global Markets:
Developing Next-Generation Lithography in the Semiconductor Industry" Business
and Politics, v.2, n.2, pp.93-113. [An analysis of the Intel-led
Cooperative R&D Agreement with three Department of Energy labs to
develop a new manufacturing tool]
1998 (with Rose Marie Ham and Melissa M. Appleyard), "The Evolving Role
of Semiconductor Consortia in the U.S. and Japan," California
Management Review, v.41, n.1, pp. 137-163. NOTE: This is an
analysis of the semiconductor industry's high-stakes shift from 200mm
to 300mm silicon wafers.
Global Value Chains
2011 (with Timothy J. Sturgeon) "Learning and Earning in Global Value Chains: Lessons
in Supplier Competence Building in East Asia", pp.207-226 in Momoko Kawakami and Timothy J. Sturgeon,
eds. The Dynamics of Local Learning in Global Value Chains: Experiences from East Asia. Basingstoke, UK:
2011 (with Kenneth L. Kraemer and Jason Dedrick) "The Distribution of Value in the Mobile
Phone Supply Chain," Telecommunications Policy, 35(6): 505-521.
2011 (with Kenneth L. Kraemer and Jason Dedrick) "Innovation and Job Creation in a Global
Economy: The Case of Apple's iPod," Journal of International Commerce and Economics, 3(1): 223-239.
2010 (with Kenneth L. Kraemer and Jason Dedrick) "Who Profits From
Innovation in Global Value Chains?: A Study of the iPod And Notebook
PCs", Industrial and Corporate Change, 19 (1): 81-116.
2007 (with Kenneth L. Kraemer and Jason Dedrick) "
Captures Value in a Global Innovation System? The Case of Apple's iPod,"
Communications of the ACM.
2007 (with Kenneth L. Kraemer and Jason
the Value Added of an Innovation: An Analytical Framework,” Working
Paper, Personal Computing Industry Center, UC Irvine.
2004 (with Melissa Appleyard and Clair Brown), "Wintel
and Beyond: Leadership in the Net World Order,"
Berkeley-Doshisha Employment and Technology Working Paper Series,
August. [An analysis of market power along the electronics value chain.]
(3) The Electronics Industry In
Developing and Transition Economies
Standard Time: A Study in Strategic Industrial Policy", Business
and Politics, v.6, n.3, article 4. [Ananlysis of China's industrial
policy for consumer optical storage.]
2002 (with Steven White), "Organizational
And Industrial Response To Market Liberalization: The Interaction Of
Pace, Incentive And Capacity To Change," Organization Studies, v.23,
n.6. [An analysis of the interaction of the pace of transition to
capitalism and the ability of mangers to adapt using a comparison of
the television manufacturing industries in Poland and China.]
2000, "Industrial Policy, Technology,
and Performance: Lessons From The East Asian Electronics Industry," PhD
dissertation. (uses detailed comparative case studies of several
electronics sectors in Korea and Taiwan to explore hypotheses related
to the interaction between industrial policy and industrial structure
in developing countries)
2000 "Japan and the United States in the Malaysian Electronics Sector,"
pp.202-229 in Michael Borrus, Dieter Ernst, and Stephan Haggard, eds., Rivalry
or Riches: International Production Networks in Asia, Routledge.
1998 "Building Production Networks
in Central Europe: The Case of the Electronics Industry," pp. 255-272
in John Zysman and Andrew Schwartz, eds., Enlarging Europe: the
Industrial Foundations of a New Political Reality, Berkeley, CA:
IAS [downloadable as BRIE WP#126,
"Building Production Networks in Central Europe: The Case of the
1998 (with Jeffrey Hart, Stefanie Ann
Lenway, and Thomas P. Murtha), "Flying Geese as Moving Targets," Industry
and Innovation, v.5, n.1, pp.11-34 [downloadable as BRIE WP#109,
"Advanced Displays in Korea and Taiwan"]
1997, "The Polish Computer Sector: A
Research Note," unpublished research note.
1997, "US Electronics Firms in China: First Movers or Lemmings?"
1994 "Differences in US and Japanese
Electronics FDI in East Asia: Evidence from the BRIE Database," BRIE
Research Note #RN 3.
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Project Name: Distribution of Value
Added in a Global Value Chain
Client: Industry Canada
Analyzing the global value chain for
a Canadian telecommunications product.
Project Name: The impact of EU accession on the electronics industry in
Eastern Europe: consumer electronics, telecom, and components
Client: EU Enterprise Directorate
Employer: Prof. Juergen Mueller, Fachhochschule fuer Wirtschaft Berlin
My responsibilities: editing and expanding the general chapters for
consumer electronics and components; providing descriptive text and
background case studies in country-specific chapters for consumer
electronics and components
Project Name: Pakistan 2010 Long Term Perspective Study
Employer: Economic Competitiveness Group, DRI-McGraw Hill
Description: developing science and technology policy for the
government of Pakistan.
My responsibilities: comparative background on East Asian industrial
policy and contributions to the "frame of reference" document for
Project Name: Post-IMP Project (Malaysia)
Employer: Economic Competitiveness Group, DRI-McGraw Hill
Description: developing Malaysia's 2nd Ten-Year Industrial Master Plan
My responsibilities: background on the global electronics industry,
participation in one round of meetings in Malaysia, contributions to
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