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Paul Triolo talks about Geopolitical Headwinds Impacting the Semiconductor Industry

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Manage episode 397569607 series 2935206
Content provided by Francoise von Trapp. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Francoise von Trapp or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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At SEMI ISS, Paul Triolo, Albright Stonebridge Group (ASG) delivered a presentation on the geopolitical headwinds impacting the semiconductor industry in 2024. He explains challenges of industrial policies, export controls, and supply chain perturbations.

Triolo is Senior Vice President for China and Technology Policy Lead at ASG, where he is also an Associate Partner. He advises clients in technology, financial services, and other sectors as they navigate complex political and regulatory matters in the US, China, the European Union, India, and around the world.

In this episode, Françoise von Trapp talks with Triolo about why understanding the geopolitical climate is critical for industry leaders to develop successful strategies. They discuss how geopolitics is disrupting the $5 Trillion information and communication technology sector.

You’ll learn about:

  • The US’s “Carrots and Sticks” approach to semiconductors.
  • The potential outcome from regional semiconductor manufacturing silos being created by the various CHIPS Acts.
  • What’s happening with China and Taiwan
  • India’s efforts in building a semiconductor infrastructure and ecosystem

Follow Paul Triolo on X (formerly Twitter) @PSTAsiatech
Or connect with him on LinkedIn:

SEMI
A global association, SEMI represents the entire electronics manufacturing and design supply chain.
Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.
Support the Show.

Become a sustaining member!
Like what you hear? Follow us on LinkedIn and Twitter
Interested in reaching a qualified audience of microelectronics industry decision-makers? Invest in host-read advertisements, and promote your company in upcoming episodes. Contact Françoise von Trapp to learn more.
Interested in becoming a sponsor of the 3D InCites Podcast? Check out our 2024 Media Kit. Learn more about the 3D InCites Community and how you can become more involved.

  continue reading

133 episodes

Artwork
iconShare
 
Manage episode 397569607 series 2935206
Content provided by Francoise von Trapp. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Francoise von Trapp or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Send us a Text Message.

At SEMI ISS, Paul Triolo, Albright Stonebridge Group (ASG) delivered a presentation on the geopolitical headwinds impacting the semiconductor industry in 2024. He explains challenges of industrial policies, export controls, and supply chain perturbations.

Triolo is Senior Vice President for China and Technology Policy Lead at ASG, where he is also an Associate Partner. He advises clients in technology, financial services, and other sectors as they navigate complex political and regulatory matters in the US, China, the European Union, India, and around the world.

In this episode, Françoise von Trapp talks with Triolo about why understanding the geopolitical climate is critical for industry leaders to develop successful strategies. They discuss how geopolitics is disrupting the $5 Trillion information and communication technology sector.

You’ll learn about:

  • The US’s “Carrots and Sticks” approach to semiconductors.
  • The potential outcome from regional semiconductor manufacturing silos being created by the various CHIPS Acts.
  • What’s happening with China and Taiwan
  • India’s efforts in building a semiconductor infrastructure and ecosystem

Follow Paul Triolo on X (formerly Twitter) @PSTAsiatech
Or connect with him on LinkedIn:

SEMI
A global association, SEMI represents the entire electronics manufacturing and design supply chain.
Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.
Support the Show.

Become a sustaining member!
Like what you hear? Follow us on LinkedIn and Twitter
Interested in reaching a qualified audience of microelectronics industry decision-makers? Invest in host-read advertisements, and promote your company in upcoming episodes. Contact Françoise von Trapp to learn more.
Interested in becoming a sponsor of the 3D InCites Podcast? Check out our 2024 Media Kit. Learn more about the 3D InCites Community and how you can become more involved.

  continue reading

133 episodes

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