Willy Shih, Harvard Business Review Journalist Profile

Articles

Can Trump’s tariffs really bring back US manufacturing? - The Boston Globe

1 week ago | bostonglobe.com | Willy Shih

Willy C. Shih is a professor of management practice at Harvard Business School. A central theme in President Trump’s trade and tariff policy is to pressure manufacturers to move production back to the United States. The goal is to bring back those jobs, especially to regions of the country that have been hollowed out, as well as to reduce our trade deficits and be less reliant on other countries for many of our goods purchases.
SkyWater Wants To Be A Trusted Foundry For Radiation Hardened Chips

2 months ago | forbes.com | Willy Shih

I’ve described SkyWater Technologies as a specialist in custom chips and advanced semiconductor chip packaging. But after recently receiving state and Federal funding, CEO Thomas Sonderman has ambitions to grow. He wants the company to become a much larger foundry for radiation hardened (rad-hard) chips, and at the same time he wants to be a trusted foundry, part of a U.S. Department of Defense program that provides secure manufacturing capabilities for military and intelligence operations.
Hub-And-Spoke Routing Comes To Container Shipping

2 months ago | forbes.com | Willy Shih

People who manage global supply chains know that hub-and-spoke routing isn’t the norm for container shipping. But Danish carrier Maersk and its new partner Hapag-Lloyd will be launching the Gemini Cooperation on February 1, and as part of their plans they will go to a hub-and-spoke model in an effort to improve schedule reliability, which has been abysmal across global trade lanes of late.
Trump’s Trade and Deportation Plans Could Be Disastrous for the U.S. Food Supply

Jan 22, 2025 | businessandamerica.com | Willy Shih

On President Donald Trump’s first day in office, he signed a sweeping executive order on immigration, threatened to impose a broad range of tariffs, including a 25% tariff on goods imported into the United States from Mexico and Canada that he said would go into effect on Feb. 1, and outlined some actions aimed at taming inflation. A deeper understanding of how fresh produce makes its way into U.S. grocery stores helps to illuminate the contradictions in these goals.
Dispute Over OLED Displays Highlights China Dependency

Dec 14, 2024 | forbes.com | Willy Shih

There’s a battle going on between Samsung Display of Korea and a number of small phone repair companies over the import of Chinese OLED displays used in phones. This probably won’t get your attention until you crack the screen on your iPhone and want to get it repaired. It certainly wouldn’t seem to be an issue that anybody would want to hire expensive law firms to fight over.
Le domande che dovete porvi sulla vostra strategia di globalizzazione

Dec 2, 2024 | hbritalia.it | Willy Shih

LE AZIENDE di tutto il mondo stanno affrontando una nuova era di globalizzazione. La combinazione di rivalità geopolitiche, le ampie vulnerabilità delle supply chain messe a nudo dalla pandemia di Covid-19 e l’ascesa di una diffusa politica nazionalista prefigurano un ambiente economico e di business globale molto più difficile. Inoltre, la recente elezione di Donald Trump a presidente degli Stati Uniti indica un approccio più transazionale alle relazioni estere e agli scambi internazionali.
8 Questions to Ask About Your Globalization Strategy Right Now

Nov 19, 2024 | businessandamerica.com | Willy Shih

In a new era of globalization marked by geopolitical rivalries, supply chain vulnerabilities, and nationalist politics, Western companies must rethink their strategies. Answering eight questions will help managers address vulnerabilities and consider how their companies should regionalize production, reduce the scale necessary to achieve efficient production, hone their core differentiation strategies, and more. Despite the challenges, maintaining a presence in China will remain crucial.
8 Questions to Ask About Your Globalization Strategy Right Now

Nov 19, 2024 | hbr.org | Willy Shih

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Chinese Manufacturers Will Dominate Flat Panel Display Manufacturing

Oct 13, 2024 | forbes.com | Willy Shih

The agreement by LG Display to sell its stake in its Guangzhou, China factory to TCL China Star Optoelectronics Technology (TCL CSOT) marks a new phase in the rapidly growing domination of the global electronic flat panel display industry by Chinese manufacturers. LG first had to acquire a 10% stake held by Chinese TV maker Skyworth before it could sell 80% to TCL CSOT. The Guangzhou government continues to hold its 20% stake.
Micron’s $6.14 Billion CHIPS Grant Will Support A Commodity Product

Apr 25, 2024 | forbes.com | Willy Shih

Micron Technology received a $6.14 billion CHIPS Act grant on Thursday, but unlike recent grant recipients Intel Intel , TSMC, and Samsung, it is in a commodity business. Like many other commodity businesses, production of memory chips largely moved to Asia decades ago. But memory is a strategically important product, and the fact that Micron is an American company and it is bringing high volume memory chip manufacturing back to the U.S. is highly significant and warrants closer examination.