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 of DigiTimes
Colley Hwang, founder of DigiTimes, is a leading semiconductor advisor to the Taiwanese government and major tech giants, including TSMC. He’s written a few influential books in the semiconductor space, including his latest book: The Silicon Island-A Blessing in Disguise?: A Place where Semiconductors & Geopolitics meet
As an influential figure in the tech and semiconductor industry, he provides strategic insights and analysis. His company, DigiTimes, is backed by prominent Taiwanese tech leaders, including TSMC’s founder, Dr. Morris Chang, and Acer’s founder, Stan Shih.
In his talk, he will discuss the latest AI trends—from chips to data centres powering demanding computing workloads. He will analyse the rapidly evolving semiconductor landscape under the current US dominance and explore how the UK and Europe should respond.
