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Learning by Doing and Spillovers: Further Evidence for the Semiconductor Industry

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  • Harald Gruber

Abstract

Learning spillovers in the production of EPROMs are investigated. It turns out that spillovers are significant, even though internal learning is the predominant source of learning. Concerning external learning, it does not appear to particularly matter whether this comes from domestic rivals or foreign companies. There is some indication that Japanese companies have a steeper learning curve and with some generations are better able to appropriate external learning from foreigners. Intergenerational learning is pervasive, which seems to provide competitive advantages to first movers. It could explain the persistence of leadership of Intel in this industry across a series of generations. Moreover, it could deliver scope for policy intervention.

Suggested Citation

  • Harald Gruber, 1998. "Learning by Doing and Spillovers: Further Evidence for the Semiconductor Industry," Review of Industrial Organization, Springer;The Industrial Organization Society, vol. 13(6), pages 697-711, December.
  • Handle: RePEc:kap:revind:v:13:y:1998:i:6:p:697-711
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    Cited by:

    1. Matthieu Glachant & Yann Ménière, 2013. "Technology Diffusion with Learning Spillovers: Patent Versus Free Access," Manchester School, University of Manchester, vol. 81(5), pages 683-711, September.
    2. Ohashi, Hiroshi, 2005. "Learning by doing, export subsidies, and industry growth: Japanese steel in the 1950s and 1960s," Journal of International Economics, Elsevier, vol. 66(2), pages 297-323, July.
    3. Liu, Wen-Hsien & Chyi, Yih-Luan, 2006. "A Markov regime-switching model for the semiconductor industry cycles," Economic Modelling, Elsevier, vol. 23(4), pages 569-578, July.
    4. Gruber, Harald, 2000. "The evolution of market structure in semiconductors: the role of product standards," Research Policy, Elsevier, vol. 29(6), pages 725-740, June.
    5. Kalkuhl, Matthias & Edenhofer, Ottmar & Lessmann, Kai, 2012. "Learning or lock-in: Optimal technology policies to support mitigation," Resource and Energy Economics, Elsevier, vol. 34(1), pages 1-23.
    6. Nachtigall, Daniel & Rübbelke, Dirk, 2016. "The green paradox and learning-by-doing in the renewable energy sector," Resource and Energy Economics, Elsevier, vol. 43(C), pages 74-92.
    7. Beate Henschel & Christian Leßmann & Anna Sophie Müller & Joachim Ragnitz & Michael Reinhard & Beate Schirwitz & Heinz Schmalholz & Marcel Thum, 2008. "Rechtfertigung von Ansiedlungssubventionen am Beispiel der Halbleiterindustrie : Gutachten im Auftrag der Sächsischen Staatskanzlei," ifo Dresden Studien, ifo Institute - Leibniz Institute for Economic Research at the University of Munich, number 45.
    8. Siebert Ralph B, 2010. "Learning-by-Doing and Cannibalization Effects at Multi-Vintage Firms: Evidence from the Semiconductor Industry," The B.E. Journal of Economic Analysis & Policy, De Gruyter, vol. 10(1), pages 1-32, May.
    9. Dosi, Giovanni & Grazzi, Marco & Mathew, Nanditha, 2017. "The cost-quantity relations and the diverse patterns of “learning by doing”: Evidence from India," Research Policy, Elsevier, vol. 46(10), pages 1873-1886.
    10. Howell, Anthony, 2018. "Innovation and Firm Performance in the People’s Republic of China: A Structural Approach with Spillovers," ADBI Working Papers 805, Asian Development Bank Institute.
    11. Nemet, Gregory F. & Lu, Jiaqi & Rai, Varun & Rao, Rohan, 2020. "Knowledge spillovers between PV installers can reduce the cost of installing solar PV," Energy Policy, Elsevier, vol. 144(C).
    12. Apostolis Pavlou, 2015. "Learning by doing and horizontal mergers," Journal of Economics, Springer, vol. 116(1), pages 25-38, September.
    13. Luca Colombo & Paola Labrecciosa, 2012. "Inter-firm knowledge diffusion, market power, and welfare," Journal of Evolutionary Economics, Springer, vol. 22(5), pages 1009-1027, November.
    14. Tracy R. Lewis & Huseyin Yildirim, 2002. "Managing Dynamic Competition," American Economic Review, American Economic Association, vol. 92(4), pages 779-797, September.
    15. Sirio Aramonte & Matthew Carl, 2021. "Firm-level R&D after periods of intense technological innovation: the role of investor sentiment," BIS Working Papers 916, Bank for International Settlements.
    16. Kim, Jin-Hyuk & Komatsu, Takehiko & Owan, Hideo, 2020. "The role of design method and process technology in stable outsourcing equilibria," International Journal of Industrial Organization, Elsevier, vol. 69(C).

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