The impact of institutional entrepreneurs on semiconductor supply chain resilience: the case of Rapidus in Japan

Abstract

This study highlights the potential of institutional entrepreneurship to address supply chain risks, particularly those arising from geopolitical disruptions. While previous research has examined various risks within existing institutional frameworks, geopolitical disruptions have emerged as a novel challenge for supply chain resilience. We argue that geopolitical risk can be considered a ‘boundary misalignment’, positioning institutional entrepreneurs as agents who could address this misalignment effectively. We conduct an inductive qualitative analysis of Japan’s Rapidus Corporation–a representative case in the semiconductor industry–and propose approaches for these entrepreneurs to mobilize resources and reshape institutional frameworks in Japan.