Clark Tseng is the Senior Director of the Market Intelligent Team (MIT) at SEMI. He is responsible for developing and executing global strategies that provide high-quality market research products and services, which monitor and analyze the dynamics of the semiconductor manufacturing supply chain.
Clark specializes in analyzing and forecasting various microelectronics industries, such as IDM, Fabless, Foundry, Memory, and OSAT, with a focus on the Asia-Pacific and China markets. Additionally, he oversees SEMI's research partnerships across the globe.
Clark has held several strategic and analytical roles in leading microelectronics companies, before joining SEMI. At Mediatek, he served as the Deputy Director for the Computing, Connectivity, and Metaverse Business Group. In this role, Clark provided market intelligence and competitive analysis for Computing (HPC/ASIC), Connectivity (5G/Wi-Fi), and Multimedia (XR and Auto) domains. Prior to that, he was the Strategy and Business Development division manager at Qimonda, where he managed market and competitive intelligence functions in the Asia/Pacific region. Clark started his career as an analyst at IDC, covering semiconductor, flat panel display, and telecommunication markets.
Clark holds a Bachelor of Business Administration and a Bachelor of Arts in International Relations from National Chengchi University in Taiwan.
Presentation Title
From Growth to Resilience: Market Outlook and Fab Investment in a Changing Global Landscape
Abstract
As we gather at SEMICON Southeast Asia 2025, marking 30 years of innovation and collaboration in the region, the global semiconductor industry stands at a pivotal inflection point. Surging demand for AI and advanced technologies is fueling substantial growth, with Southeast Asia emerging as a vital manufacturing and innovation hub.
However, this growth wave is accompanied by significant uncertainties. In particular, evolving tariff and trade policies introduce additional unpredictability, impacting investment decisions and regional competitiveness.
This presentation will provide a comprehensive analysis of SEMI’s latest World Fab Forecast reports, offering insights into capital equipment spending, fab investment trends, and capacity growth projections through 2028. We will highlight the regional distribution of new fab projects, including Southeast Asia’s expanding role, and examine the influence of government incentives and policy shifts on global investment patterns.
We will also discuss the evolving requirements for wafer fab materials as the industry adapts to rapid technological change.
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