17:30 – 17:50

Disruptions in Semiconductor Supply Chain

a. We have been working with 3000+ global executives to reveal the level of disruption across various sectors and the driving force behind
b. The recent result shows semiconductor is experiencing more distruption than others
c. The driving forces behind are a few technology advancement, supply chain rebalancing driven geopolitical tension and customer demands
d. We have helped many of them take concrete actions to smooth the disruption from various topics
f. The key trends in supply chain rebalancing and our take-aways for TW semiconductor sectors

Michael Mo photo

Michael Mo

Partner and Managing Director

AlixPartners