Webinar

Conducting Global Industry: Strategic Insights Into Semiconductor Supply Chains

Global Tech supply chains will shift and diversify in response to geopolitical tensions and the pandemic, which highlighted the need for resilience and reliability as well as the prioritisation of security above profitability and efficiency. The next decade will see big shifts in production from Asia to the west, how will this likely play out?

Join industry and Bloomberg experts for a webinar discussing these topics.

Discussion Topics:
  • The US and EU's plans to increase leading-edge chip manufacturing
  • Taiwan's future as a leading chip producer
  • China future as a supply chain link for tech

Speakers

Matthew Ekroth

EMEA Corporate Data Strategy

Bloomberg

Matthew Ekroth leads the EMEA Data Strategy effort for Corporate clients. Matt specialises in helping clients solve supply chain problems with Bloomberg's Supply Chain, ESG and Sanctions products. Matt spent over 15 years as a quantitative equities Portfolio Manager at firms including Goldman Sachs and Engineers Gate in both London and New York. More recently he headed data strategy for equities trading at Morgan Stanley in London. Matt holds an MSc in Finance from London Business School.

Charles Shum

Industry Analyst, Asia-Pacific Technology

Bloomberg Intelligence

Charles has more than four years of research experience covering companies across industries including Asian power, gas utilities and infrastructure with a focus in China, Malaysia and Australia market. Charles earned his Master in Actuarial Science from the University of New South Wales, Australia.

Steven Tseng

Senior Analyst

Bloomberg Intelligence

Steven Tseng is a senior analyst covering the Asia Pacific technology hardware supply chain, with specific focuses on computing hardware, consumer electronics, and ODM/EMS related sectors. Prior to joining Bloomberg Intelligence in December 2021, he had 20 years of experience as a sell-side research analyst at the firms such as Daiwa Capital Markets, Samsung Securities, RBS, ABN AMRO, etc. Before that, he was a corporate banker with Citibank Taipei. Steven holds an MBA degree from National Chengchi University in Taiwan. He is also an Institutional Investor-ranked analyst and The Thomson Reuters Analyst Awards winner.

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