Changes in the global chip landscape: The offensive and defensive strategies of Asia's semiconductor industry

Shifts in the Global Chip Landscape: Strategies for Asia's Semiconductor Sector

Huahong received an 'information request' from the US Department of Commerce, and the MATCH Act is targeting SMIC — semiconductor sanctions are escalating from isolated strikes to chain-wide blockades. Meanwhile, SK Hynix’s long-term agreement orders for HBM have been booked until the end of the year, with memory chips moving away from the pricing framework of traditional cyclical stocks.

Sanctions are accelerating the restructuring of supply chains, and this restructuring is giving rise to new winners. From Taiwan Semiconductor's monopoly on advanced processes, to Tokyo Electron and Advantest's invisible dominance, to Huahong and SMIC’s window for domestic substitution — the investment logic for Asia’s semiconductor industry is being rewritten.

In this live broadcast, we’ve teamed up with E Fund Hong Kong to conduct an in-depth analysis around two core issues:

1️⃣ The spiral of sanctions and supply chain restructuring: Who is losing ground, and who is gaining strategic positioning?

2️⃣ Memory chips transitioning from cyclical volatility to long-term fixed pricing: How is the valuation logic being reshaped?

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