Navigating the Semiconductor Frontier – Opportunities, Risks, and Challenges in a Shifting Landscape
The global semiconductor industry is currently navigating through a complex landscape shaped by geopolitical shifts, technological advancements, and market demands. Join us for an insightful discussion on the evolving semiconductor industry, where we'll explore pivotal shifts in the global supply chain and their implications for various sectors.
Our first speaker, Charles Shum, will discuss “Global Semi Supply Chain Realignment: Opportunities & Risks Amid Geopolitical Shifts,” exploring the expansion of semiconductor manufacturing beyond Taiwan and the growing influence of advanced packaging technologies. This topic is critical as the global semiconductor supply chain faces unprecedented changes due to geopolitical tensions, affecting everything from consumer electronics to defense systems. Understanding these changes is vital for businesses to mitigate risks and seize emerging opportunities.
In the second session, Ken Hui will address “Cyclical and Structural Challenges in Automotive Semiconductors,” providing a deep dive into the unique hurdles faced by the automotive sector in semiconductor supply. With the automotive industry increasingly reliant on semiconductors for advanced features and electric vehicles, navigating these challenges is essential for maintaining production and fostering innovation. This discussion will shed light on both the cyclical market fluctuations and the structural issues that could impact future automotive advancements.
Don’t miss this opportunity to gain valuable insights as we navigate the complexities and future trends of the semiconductor industry. Whether you're in technology, automotive, or any related sector, understanding these pivotal changes will help you stay ahead in this rapidly evolving landscape.
Our first speaker, Charles Shum, will discuss “Global Semi Supply Chain Realignment: Opportunities & Risks Amid Geopolitical Shifts,” exploring the expansion of semiconductor manufacturing beyond Taiwan and the growing influence of advanced packaging technologies. This topic is critical as the global semiconductor supply chain faces unprecedented changes due to geopolitical tensions, affecting everything from consumer electronics to defense systems. Understanding these changes is vital for businesses to mitigate risks and seize emerging opportunities.
In the second session, Ken Hui will address “Cyclical and Structural Challenges in Automotive Semiconductors,” providing a deep dive into the unique hurdles faced by the automotive sector in semiconductor supply. With the automotive industry increasingly reliant on semiconductors for advanced features and electric vehicles, navigating these challenges is essential for maintaining production and fostering innovation. This discussion will shed light on both the cyclical market fluctuations and the structural issues that could impact future automotive advancements.
Don’t miss this opportunity to gain valuable insights as we navigate the complexities and future trends of the semiconductor industry. Whether you're in technology, automotive, or any related sector, understanding these pivotal changes will help you stay ahead in this rapidly evolving landscape.
Speakers
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.
Ken Hui
Analyst, Semiconductors
Bloomberg Intelligence
Ken has 20 years of research and investment experience in semiconductors and hardware. He received his MBA from Columbia Business School and BEng in Computer Engineering from the University of Hong Kong.