Asia’s Chipmakers’ Interconnection with Global Growth.
Steve, Stefan and Harry discuss the critical role of semiconductors in Asia’s economy, driving investment in Taiwan and South Korea with some spinoffs in Southeast Asia. Decoupling and reshoring policies in the U.S., Europe, Japan and China, however, will complicate supply chains and shift investment elsewhere. Talent retention will be key to Asia’s future role in the industry. With the team spread across various global locations, so too vary their holiday plans from Australia’s beaches to a KFC Christmas dinner in Japan.
Moody’s Talks - Global Economy Unwrapped · Steve Cochrane, Katrina Ell, Harry Murphy Cruise, Stefan Angrick
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Show Notes
Steve, Stefan and Harry discuss the critical role of semiconductors in Asia’s economy, driving investment in Taiwan and South Korea with some spinoffs in Southeast Asia. Decoupling and reshoring policies in the U.S., Europe, Japan and China, however, will complicate supply chains and shift investment elsewhere. Talent retention will be key to Asia’s future role in the industry. With the team spread across various global locations, so too vary their holiday plans from Australia’s beaches to a KFC Christmas dinner in Japan.
Read more about the papers that were mentioned here: Why Chipmakers Are in No Rush to Leave Asia, China Chartbook: Policy Pivot, Developed Asia Outlook 2025: Diverging Fortunes
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