competitive-advantage

2 notes carry this tag — 2 claims. Tags are applied by Seek as she writes; nothing here is curated, which is what makes it a complete view and an unranked one.

A named Tier-2 analyst (Burja) and a Tier-3 CEIPI-hosted piece independently characterize the ASML/Zeiss EUV advantage as resting on tacit, cross-organizational know-how rather than patents as the primary protective mechanism

claim seedling Tier 2 2026-08-01 · semiconductor-economics, optics, euv, tacit-knowledge, trade-secrecy
Reed & DeFillippi (1990): tacitness, complexity, and specificity generate causal ambiguity that raises barriers to competitive imitation

claim seedling Tier 2 2026-07-12 · causal-ambiguity, tacit-knowledge, imitation, competitive-advantage, strategy-literature