MOSCOW ECONOMIC JOURNAL MOSCOW ECONOMIC JOURNAL Московский экономический журнал 2413-046X 112020 10.55186/2413046X_2026_11_1_4 zpjeic Мировая экономика World economy Мировая экономика COMPANY ADAPTATION STRATEGIES IN THE SEMICONDUCTOR INDUSTRY FOR ACHIEVING TECHNOLOGICAL SOVEREIGNTY Стратегии адаптации компаний на примере индустрии полупроводников для достижения технологического суверенитета Богатырев Артем Максимович Bogatyrev Artem Maksimovich ФГБОУ ВО «Дипломатическая Академия МИД России» Москва Россия Diplomatic Academy of the Russian Foreign Ministry Moscow Russian Federation 13 01 2026 13 01 2026 11 1 52 76 24 11 2025 13 01 2026 https://mshj.ru/en/nauka/article/112020/view

Цель статьи – проанализировать, как ведущие компании полупроводниковой промышленности адаптируются к новым институциональным условиям глобальных цепочек создания стоимости (ГЦСС), и как их стратегические решения связаны с понятием технологического суверенитета. На примере трех крупных компаний были проанализированы следующие критерии: бизнес-модель (fabless, foundry, IDM), география производства, динамика инвестиций, а также доля рынка. В представленной статье используются данные за период 2020–2024 годов, где с помощью сравнительного анализа изменений выявляется, что компании, чьи стратегии включают локализацию производства и участие в государственных инициативах (например, контрактные заказы, субсидии, партнерства), демонстрируют более устойчивую позицию. Результаты также показывают, что полупроводниковая индустрия является ключевым узлом технологического суверенитета и что рыночные стратегии компаний тесно связаны с институциональным контекстом и государственно-частным партнерством (ГЧП). Это имеет важные последствия для концепции технологического развития и корпоративной стратегии.

The purpose of this article is to examine how leading companies in the semiconductor industry adapt to the new institutional conditions of global value chains (GVCs) and how their strategic choices are linked to the concept of technological sovereignty. Using the example of three major companies, the following criteria were analysed: business model (fabless, foundry, IDM), geography of production, investment dynamics, and market share. The article employs data for the period 2020–2024 and, through comparative analysis of changes, reveals that companies whose strategies incorporate production localisation and participation in state initiatives (e.g. contractual orders, subsidies, and partnerships) demonstrate greater resilience. The results also indicate that the semiconductor industry serves as a critical node of technological sovereignty and that corporate market strategies are closely intertwined with the institutional context and public-private partnerships (PPPs). These findings have significant implications for the understanding of technological development and corporate strategy.

 полупроводниковая промышленность глобальные цепочки создания стоимости (ГЦСС) технологический суверенитет искусственный интеллект (ИИ) Индустрия 4.0 NVIDIA TSMC SMIC fabless foundry semiconductor industry global value chains (GVCs) technological sovereignty artificial intelligence (AI) Industry 4.0 NVIDIA TSMC SMIC fabless foundry

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