6.

 

ISSUES FOR U.S. POLICY: JAPANESE INVESTMENTS AND U.S. COMPETITIVENESS

 

51

7.

 

ISSUES FOR U.S. POLICY: NATIONAL SECURITY

 

54

8.

 

ISSUES FOR U.S. POLICY: GLOBAL TECHNOLOGICAL STRATIFICATION AND U.S. TECHNOLOGICAL CAPABILITIES

 

59

   

Upstream Trends: The Semiconductor Equipment Industry

 

59

   

Downstream Trends: Systems, Components, and Proprietary Architectures

 

61

9.

 

POSSIBLE SCENARIOS FOR U.S.-JAPAN ALLIANCES AND THEIR IMPLICATIONS FOR THE UNITED STATES

 

67

   

Scenario 1: Gradual U.S. Recovery

 

67

   

Scenario 2: Market Share Equilibrium

 

68

   

Scenario 3: Gradual U.S. Decline

 

69

   

Scenario 4: Japanese Dominance

 

70

   

Scenario 5: Pacific Rim Dominance

 

71

10.

 

CONCLUSIONS

 

74

   

Examples of U.S.-Japan Alliances: Assessing Costs and Benefits

 

75

   

Semiconductors as a Strategic Industry

 

83

   

Competitive Advantage: Issues for U.S. Industry

 

86

   

National Interests: Issues for the U.S. Government

 

87

 

 

APPENDIXES

 

 

A.

 

Case Studies of U.S.-Japan Technology Linkages in Semiconductors

 

91

   

Case I: Motorola-Toshiba

 

91

   

Case II: Sun-Fujitsu

 

101

   

Case III: Kubota Computer

 

109

B.

 

Examples of Japanese Acquisitions and Investments in U.S. Semiconductor Companies

 

113

C.

 

Examples of Japanese Acquisitions and Investments in U.S. Semiconductor Equipment and Materials Companies

 

115

   

D. Workshop on U.S.-Japan Technology Linkages in Semiconductors: Agenda and Participants

 

117



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