Semi Impact Forum 2025
June 13, 2025 | The Royal Society | London, UK
After TSMC’s $100 billion investment in the US, the New Semiconductor Landscape is Emerging
10:00 - 10:30 | Keynote Speech
TSMC’s unprecedented $100 billion investment in the United States represents a strategic realignment of the global semiconductor supply chain. This move not only accelerates the localization of advanced chip manufacturing in the U.S. but also prompts shifts in geopolitical influence, technology partnerships, and competitive positioning across Asia, Europe, and North America. It may redefine how and where critical chips are designed, produced, and integrated, impacting everything from global R&D flows to capacity planning and talent distribution.
In this keynote, Colley Hwang, founder of DigiTimes and a leading semiconductor industry expert, will examine the wide-ranging effects of TSMC’s decision and how it is shaping a new era in the global semiconductor ecosystem.
Colley Hwang
Founder & President | DIGITIMES
Colley Hwang, the founder and Chairman of DIGITIMES Inc., a leading provider of tech industry insights since 1998. He also serves as Director of the Monte Jade Science and Technology Association and Adjunct Professor at National Chiao Tung University.
His career began at MIC/III, where he focused on Taiwan-South Korea competition, leading key projects like the Hsinchu Science Park. As CEO of DIGITIMES, he established Taiwan’s premier tech news platform. A respected speaker at global tech events, he has consulted for top firms including TSMC, Samsung, and Micron, shaping strategies for Taiwan’s ICT development.
