This six-session seminar focuses on strategic leadership and builds on core strategic leadership coursework in the MBA program. In this fall's seminar we will examine the evolution of the global semiconductor industry in light of the ongoing impact of Moore's Law and the evolution of computing and communications industries including the dramatic impact of Artificial Intelligence. We will consider how it has been and will be affected by strategic actions of entrepreneurial startups, incumbent corporations, and governments in multiple geographies. Several interrelated topics will be discussed as they impact three key industry segments of Memory Logic and Foundry. The course uses the seminar format with expectations of extensive contributions from all students to the discussion in each session. We aim to deepen our understanding of strategic dynamics and transformational change at the industry and organizational levels in dynamic technology-driven environments. The seminar's aim is to improve participants' ability to develop strategically-informed action plans that are imaginative, inspiring and workable. The seminar's conceptual frameworks include traditional tools of strategic and competitive analysis from the core MBA course on strategic leadership, conceptual frameworks developed by the instructors that help understand the role of strategy-making in the evolution and transformation of organizations and industries, and theoretical frameworks that help understand the interplays between technology strategy and corporate strategy. Several of the six sessions will feature discussions with senior executives from key industry players. The seminar's pedagogy involves informed debate including with the guest executives to evaluate and hone well-researched views by the participants as well as the writing and presentation of position papers by small student groups on the seminar's analytical topics.
2 units · GSB Letter Graded
This six-session seminar focuses on strategic leadership and builds on core strategic leadership coursework in the MBA program. In this fall's seminar we will examine the evolution of the global semiconductor industry in light of the ongoing impact of Moore's Law and the evolution of computing and communications industries including the dramatic impact of Artificial Intelligence. We will consider how it has been and will be affected by strategic actions of entrepreneurial startups, incumbent corporations, and governments in multiple geographies. Several interrelated topics will be discussed as they impact three key industry segments of Memory Logic and Foundry. The course uses the seminar format with expectations of extensive contributions from all students to the discussion in each session. We aim to deepen our understanding of strategic dynamics and transformational change at the industry and organizational levels in dynamic technology-driven environments. The seminar's aim is to improve participants' ability to develop strategically-informed action plans that are imaginative, inspiring and workable. The seminar's conceptual frameworks include traditional tools of strategic and competitive analysis from the core MBA course on strategic leadership, conceptual frameworks developed by the instructors that help understand the role of strategy-making in the evolution and transformation of organizations and industries, and theoretical frameworks that help understand the interplays between technology strategy and corporate strategy. Several of the six sessions will feature discussions with senior executives from key industry players. The seminar's pedagogy involves informed debate including with the guest executives to evaluate and hone well-researched views by the participants as well as the writing and presentation of position papers by small student groups on the seminar's analytical topics.
Offered in Autumn 2026 at Stanford University.