Fighting for Fabs: TSMC and the Contest over Advanced TechnologiesVIEW EVENT DETAILS
18:00 Opening Remarks
18:25 Fireside Chat
18:45 Audience Q&A
19:05 Remarks from Special Guest
19:25 Closing Remarks
19:30 Networking Drinks
ASHK Members and Kellogg-HKUST Alumni Ticket: HKD150
Non-Member Ticket: HKD200
Asia Society Hong Kong Center is proud to present a dialogue with Daniel Heyler, an award-winning technology analyst, to discuss the ongoing contest between the US and China over access to advanced technologies, in conversation with Ken Poon, Founding Partner of XCap Partners. In remarks at the end of the program, special guest Ambassador Kurt Tong, Managing Partner of The Asia Group, will provide the perspective from Washington.
Sino-US tensions are increasingly focused on control of advanced technologies, especially semiconductors. Taiwan’s juggernaut chip fabricator, TSMC, dominates cutting-edge manufacturing, but its precarious position geographically stokes the drive for more onshoring and greater self-sufficiency in China, the US, and Europe. How will these tensions play out in the coming years? Can we expect more controls on technologies from the US, Japan, and the Netherlands, and will these controls be effective in thwarting China’s ability to develop more advanced technologies? Have SMIC and Huawei already exposed the limits of US abilities to stymie China’s chip industry? Join Asia Society Hong Kong Center as we tackle these issues and more.
Daniel Heyler is an award-winning technology analyst. Currently, he is the portfolio manager of Isola Capital’s Global Technology Alpha Fund. Heyler was ranked #1 for five consecutive years by Institutional Investor Magazine as a research analyst at Bank of America Merrill Lynch where he worked 16 years. Between 2016 and 2022, Heyler’s portfolio at Isola Capital generated a five-fold return and was up 18% in the first six months of 2023. Prior to Isola, Daniel was a financial consultant for TSMC for nine months, Aegis Custody, CloudAlpha, and eFusion capital, and a Professor of Practice at Hong Kong PolyTechnic University. He holds an MBA from the Kellogg School of Business as well as a BA from Bowdoin College and is fluent in Mandarin.
Ken Poon is one of the most experienced capital markets bankers in Asia having advised a large number of iconic companies in their IPOs, Equity, and Acquisition-related financings spanning the last 30 years. Mr. Poon is the Founding Partner of XCap Partners, a boutique advisory platform regulated and licensed Types 1, 4, and 6 by the Securities and Futures Commission of Hong Kong. In June 2021, Mr. Poon and his partners sponsored and listed Summit Healthcare Acquisition Corp. and raised US$200 million plus a US$30 million Forward Purchase Agreement. Prior to founding XCap Partners Limited and Summit Healthcare Acquisition Corp, Mr. Poon was the Asia Pacific Head of Capital Markets Origination for Citigroup where he ran the Equity Capital Markets, Debt Capital Markets, and Acquisition Finance businesses for all Asia ex-Japan. Prior to Citigroup, Mr. Poon was a senior ECM banker at Merrill Lynch, Jardine Fleming and UBS. Over Mr. Poon’s career, he has advised on transactions in China, Hong Kong, Taiwan, Korea, India, Pakistan, Singapore, Malaysia, Thailand, Indonesia, Philippines, and Australia.
Ambassador Kurt Tong is Managing Partner and member of the Executive Committee at The Asia Group, where he leads consulting teams focused on Japan, China and Hong Kong, and on East Asia regional policy matters. A leading expert in diplomacy and economic affairs in East Asia, Ambassador Tong has thirty years of experience in the Department of State as a career Foreign Service Officer and member of the Senior Foreign Service. Prior to joining the Asia Group, Ambassador Tong served as consul general and chief of mission in Hong Kong and Macau where he led U.S. political and economic engagement. Prior to that role, he served as the principal deputy assistant secretary for economic and business affairs at the State Department from 2014 to 2016, guiding the Department’s institutional strengthening efforts as its most senior career diplomat handling economic affairs. Ambassador Tong holds a B.A. from the Woodrow School of Public and International Affairs at Princeton University and studied economics at the U.S. Foreign Service Institute.
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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 Center, its members, or its committees. Asia Society Hong Kong Center does not endorse or approve, and assumes no responsibility for the content of the information presented.