Chip Envy: AI, Global Competition, and the Future of the Semiconductor Industry
VIEW EVENT DETAILSASHK Members Lunch Discussion
RUNDOWN
12:15 Registration
12:30 Welcoming remarks
12:35 Lunch
13:05 Off-the-record discussion
13:35 Q&A
13:55 Closing remarks
14:00 End
Ticket for ASHK Members: HKD 650
Asia Society Hong Kong Center welcomes ASHK members to an exclusive, off-the-record lunch and discussion with Christopher Thomas, an advisor and investor at the intersection of semiconductors, strategy, finance, and government policy.
The fates of semiconductor giants like TSMC and Nvidia seem to fill headlines daily, while major economies around the world vie for access to the most cutting-edge chips and the technologies that make them. What is the current landscape underlying global competition in the chip sector and for US-China tensions over technologies? What impact are AI, automation, autonomous driving technologies, and other breakthroughs having on the structure of the global semiconductor industry? How far will de-coupling go, and what will the future bring? Join ASHK to hear answers to these questions and to ask questions of your own.
Christopher Thomas (“Chris”) has spent twenty years working in Silicon Valley, China, Japan, and Europe at the intersection of semiconductors, strategy, finance, and government policy. Chris is the founder of Integrated Insights, an advisory firm serving the Boards, Chairpersons and CEOs of global companies; and Acorn River Capital, an investment firm specializing in emerging technologies. He serves as Advisory Board Member for the Atlantic Council China Hub, as Board Director of the TMRW Foundation, and as delegation lead for the US-China Track II Dialogues on the Digital Economy.
Chris spent ten years as a partner at McKinsey & Company, leading the Asia Semiconductor Practice and the Digital Strategy service line. McKinsey ranked Chris in the top 10% of partners in 3 of his last 4 years at the Firm. Prior to McKinsey, Chris spent a decade at Intel Corporation. He was the General Manager of Intel China, the largest semiconductor business in China. Chris also held multiple executive roles at Intel’s Silicon Valley headquarters. During his Intel career, Chris delivered more than $20 billion in revenue and $10 billion in gross margin to the company. Chris began his career as a private equity investor at The Blackstone Group in New York City.
In 2021, the State Council of the People’s Republic of China recognized Chris as a national-level foreign expert in science and technology. Other previous roles include non-resident Senior Fellow in Artificial Intelligence and Emerging Technologies at the Brookings Institution; Visiting Professor at Tsinghua University; and Board Director and Chair of the Audit Committee at Velodyne, the inventor of LiDAR.
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The views and opinions expressed are those of the speakers and participants and, unless expressly stated to the contrary, do not reflect the opinion, position or official policy of Asia Society Hong Kong, its members, or its committees. Asia Society Hong Kong does not endorse or approve and assumes no responsibility for the content of the information presented.
Event Details
LQW Room, Asia Society Hong Kong Center