Research
FORUM TRANSCRIPT

Global Semiconductor Manufacturing – Capacity Sourcing & Supply Chain Management

  • Public Equity
  • TMT
  • North America
PREMIUM

Specialist

Former senior executive at Qualcomm Inc

Agenda

  • Impact of Intel (NASDAQ: INTC), Samsung (KRX: 006400), GlobalFoundries (NASDAQ: GFS) and TSMC’s (TWSE: 2330) capacity expansion on chip pricing, wafer allocation and risk of oversupply
  • To what extent is friend-shoring taking place when conducting supply chain management?
  • Emergence of a competitive semiconductor supply chain limited to the US, Europe, Korea, Japan and Southeast Asia
  • Response of fabless manufacturers and foundry customers – such as Qualcomm (NASDAQ: QCOM) and Apple (NASDAQ: AAPL) – to evolving geopolitical relations between the west and Greater China

Questions

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