Semiconductors in the Spotlight: China’s Tech Resilience Amid Global Shifts

Friday, 23 May 2025, 12:00PM
The China Club, Hong Kong

The Stanford GSB Chapter of Hong Kong is pleased to host Jay Chen (Stanford MS ’89, Materials Science & Engineering), President and COO of Tokyo Electron (Shanghai), for an exclusive luncheon discussion on China’s semiconductor industry navigating today’s geopolitical currents.

As the architect of TEL’s $5.6B China operations and a veteran of Intel and Kokusai Electric, Jay will unpack:

  • US-China decoupling & supply chain realignment: Operational strategies in an era of export controls
  • Sanctions and solutions: How China’s semiconductor ecosystem is adapting to US restrictions – The innovation imperative: R&D breakthroughs and workforce development in constrained environments.
  • Global perspectives: Maintaining cross-border collaboration amid geopolitical tensions

The session will begin with a 10 minute keynote followed by a fireside chat moderated by Jason Tu (MBA ‘16), exploring both macro trends and hands-on leadership experience.