About WTS Prof. Clair Brown Faculty, Students and Affiliates Research Areas Online Research Reports Working Papers

e-mail: glinden@berkeley.edu

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 a Master's 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 electronics industry,
  • collaboration in the semiconductor industry,
  • the emergence of global competitors from industrializing countries and transition economies, and
  • the effect of foreign direct investment on economic growth.


Publications and Drafts

(1) The Global Dynamics of the Chip Industry

2009 (with Clair Brown) Chips and Change: How Crisis Reshapes the Semiconductor Industry. MIT Press.

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 Institute

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.

2001 "Chips Seek A 'Net World Order'," Electronic Engineering Times, July 30.

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.

(2) 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: Palgrave Macmillan.

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) " Who Captures Value in a Global Innovation System? The Case of Apple's iPod,"  Communications of the ACM. 52(3): 140-144.

2007 (with Kenneth L. Kraemer and Jason Dedrick) Mapping 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

2004 "China 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 Electronics Industry"]

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?" unpublished draft.

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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Selected Policy Consulting

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 (FHW)
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 S&T policy

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 other chapters.

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