VERTICAL SPECIALIZATION AND INDUSTRY STRUCTURE IN HIGH TECHNOLOGY INDUSTRIES

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A theoretical assessment of the empirical literature on the impact of multinationality on performance (2011, background): “The value chain for personal computers, on the other hand, is typically vertically disintegrated, with each of the main parts (processor, motherboard, memory), the software, the assembly, and the distribution and marketing, undertaken by separate narrow-scoped firms, with coordination between them h”
Explicating Dynamic Capabilities: The Nature and Microfoundations of (Sustainable) Enterprise Performance (2007, background): “Incumbent enterprises possessing fixed assets may further tend to limit their new investments to innovations that are ‘close-in’ to the existing asset base.”
What Firms Make vs. What They Know: How Firms' Production and Knowledge Boundaries Affect Competitive Advantage in the Face of Technological Change (2012, unknown): “By focusing on process component technologies, we are able to extend their relevance to industries characterized by the separation of product design from product manufacturing, such as apparel, construction, and the fabless/foundry model in the semiconductor industry (Macher and Mowery 2004).”