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Semiconductors and Geopolitics Symposium: The Future of the Global Semiconductor Industry
September 11 @ 8:30 am – 5:00 pm
***This event is now at capacity. To add your name to the waitlist, please click the link above.
You will be notified by the event organizers if your entry can be confirmed.***
Against a backdrop of rising U.S.-China tensions, both countries have accelerated policies to restrict key exports in technological areas critical to economic competitiveness. The global semiconductor industry – largely located in Taiwan – sits at the center of this struggle, undergoing a fundamental transformation that is affecting supply chains, investment, trade, labor, national security, and cost.
In the U.S., a defensive industrial policy to limit sensitive exports is being combined with a proactive policy to coordinate with allies to revitalize the American semiconductor manufacturing industry. Spurred on by the passage of the U.S. CHIPS and Science Act of November 2022, American and international semiconductor manufacturing companies are launching or expanding operations in emerging manufacturing hubs across the U.S. Efforts to develop the semiconductor ecosystem include constructing new manufacturing facilities, coordinating with suppliers and downstream customers, adapting to local regulatory environments, and building the talent central to staffing new facilities.
Yet significant challenges remain, relating to talent shortages, rising costs of a fragmenting supply chain, partial ecosystems, striking workplace differences between the U.S. and Taiwan, and a host of other impediments to success. On Monday, September 11th, leading academics and industry experts will come together to discuss the challenges confronting the semiconductor industry – ranging from supply chain to industrial policy and geopolitics.
Welcome: Tony Saich (Harvard Kennedy School) and W. John Kao (President, National Tsing Hua University)
Risk & Global Value Chains: Where is the Leverage?
Speakers: Chin-Tay Shih (National Tsing Hua University)
Willy Shih (Harvard Business School)
Kazumi Nishikawa (Ministry of Economy, Trade & Industry, Japan)
Chair: Chris Miller (Tufts University)
Talent & Eco-systems: What Drives the Shortage?
Rachel Lipson (US CHIPS Office)
Burn J. Lin (National Tsing Hua University)
Chair: Edward Cunningham (Harvard Kennedy School)
Geopolitics & Free Trade: What are Costs of Current Tensions?
Speakers: Becky Fraser (Qualcomm)
Chang-Tai Hsieh (University of Chicago)
Mark Wu (Fairbank Center, Harvard University)
Chair: Joseph Nye (Harvard Kennedy School)
From Reshoring to ‘Friendshoring’: Can Industrial Policy Work for Semiconductors?
Speakers: Fiona Murray (MIT)
Tain-Jy Chen (Taipei School of Economic and Political Science)
Chair: Chang-Tai Hsieh (University of Chicago)
• Rajawali Foundation Institute for Asia, Harvard Kennedy School
• Fairbank Center for Chinese Studies, Harvard University
• Mossavar-Rahmani Center for Business and Government, Harvard Kennedy School
• Taipei School of Economics and Political Science, National Tsing Hua University
Supported by: Taipei School of Economics and Political Science Foundation
Open to Harvard ID holders. Waitlist Registration: https://hksexeced.tfaforms.net/f/event-registration?c=7014V000002XtlNQAS