Research
Research on Interfirm Collaboration and Competition, Innovation Ecosystems, and Technological Transitions
My research lies at the intersection of strategic management and technology and innovation studies, with a focus on how organizations navigate uncertainty during technological transitions.
I study how firms form and manage collaboration networks, compete within ecosystems, and make strategic choices under conditions of deep uncertainty. Empirically, my work focuses on technology-intensive industries, particularly semiconductors and pharmaceuticals.
1. Innovation Ecosystems and Technological Transitions
This research program examines how firms and industry actors collectively navigate major technological transitions. A central empirical context is the semiconductor industry, with a focus on the transition from deep ultraviolet (DUV) to extreme ultraviolet (EUV) lithography.
- How firms structure experimentation and manage technological options under uncertainty
- How competition and collaboration co-evolve within innovation ecosystems
- How emerging and incumbent technologies co-exist and co-evolve over time
This work combines qualitative studies, including an in-depth analysis of ASML's technology strategy, with large-scale patent data to examine ecosystem-level dynamics and technological co-evolution.
2. Interorganizational Competition and Collaboration
The second research program focuses on how firms perceive, disclose, and manage competitive relationships within broader networks of collaboration.
- How firms construct and communicate competitive relationships
- How competition networks form and evolve over time
- How competition and collaboration jointly shape innovation outcomes
A central project in this stream builds a large-scale dataset of competition networks using firms' disclosures in 10-K filings, combined with network analysis and panel data methods.
Methods and Data
My research combines qualitative and quantitative approaches across two complementary empirical settings:
Program 1
- Extensive primary and secondary data collection on ASML and other actors in the semiconductor lithography ecosystem
- Large-scale patent data and technological classification to trace technological development and co-evolution
Program 2
- Text analysis of corporate disclosures, including LLM-assisted methods
- Network analysis and panel econometrics
- Alliance data and firm-level data from the pharmaceutical industry
- Patent race data
Selected Work and Ongoing Projects
Program 1
- Relational Competition in a Collective Action: How the Semiconductor Industry Chose its Next Lithography Technology
- Selectiveness in Technological Options Experimentation: ASML and Rivals in Selecting the Next Generation of Lithography
- The co-evolution of exploitation and exploration toward industrialising frontier technology: insights from ASML's pursuit of EUV lithography. Technology Analysis and Strategic Management, 2025, pp. 1-15
Program 2
- Competing with collaborators: The performance consequences of competition within alliance portfolios
- Relational Disclosure and Reciprocity: The Case of Competitive Narratives in 10-K Filings
- Competition and Patent Race