Mr. Randy Abrams
Managing Director, Head of Semiconductor Research Credit Suisse
Randy Abrams is Head of Asia Technology Research and Semiconductors Securities Research at Credit Suisse, with stock coverage focusing on the Asian Foundries, Back-end Test and Packaging and Fabless IC Design sector. Prior to that role, Mr. Abrams covered both the US and Asian semiconductor industries, including stocks spanning PCs, communications, graphics, and memory. During his tenure at Credit Suisse, he has also covered the Semiconductor Equipment and Wireless Communications Equipment sectors on top ranked teams in the Greenwich and Institutional Investor polls.
Prior to joining Credit Suisse, he was employed with Lucent Technologies in the Financial Leadership Development Program. Mr. Abrams has held financial assignments in Microelectronics, Switching and Access, and Wireless Networks. Randy graduated the University Scholars Program and received his Bachelor of Arts degree in finance and international business from Penn State University. He also holds a master's degree in finance and entrepreneurship from the F.W. Olin Graduate School at Babson College and is a CFA charterholder.
Presentation Title
The Rebalancing Semiconductor Landscape and Implications for SouthEast Asia
Presentation Abstract
The semiconductor industry landscape is reversing from the consolidation and concentration of market position in different verticals toward a more diversified supply chain. The shift is taking place following a confluence of events including rising geopolitical tension and regional conflicts, disruptions caused by supply shortages throughout the recent pandemic and renewed understanding of the strategic importance of semiconductors driving national security interests and future growth vectors including 5G, Cloud Compute/AI, Edge Computing and Automotive electrification.
The presentation will discuss US, Europe and Japan goals to regain production share, shifts the Taiwan production chain is doing to maintain its leadership in packaging and competencies and areas of strategic shift for China to maintain its industry development course. We also will look at the opportunities for SE Asia within a shifting chain to capture value and also supply the increasingly diverging ecosystems that the US and China rivalry is forming.