UDC 330.34
UDC 339.9
UDC 004.9
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.
semiconductor industry, global value chains (GVCs), technological sovereignty, artificial intelligence (AI), Industry 4.0, NVIDIA, TSMC, SMIC, fabless, foundry
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