JW Semiconductor Summit | Mega-mergers, the ITC, and China

Honored to speak at JW Insights’ 2022 Semiconductor Summit. I spoke about three mega-mergers – AMD-Xilinx (done), Intel Corporation-Tower Semiconductor (pending), and NVIDIA-Arm (failed), explaining the key reasons for success and failure.

I also touched on the strategic role of the International Trade Commission #itc in global patent litigation.

In closing, I took stock of China’s rapid developments and shared my hope that it will lead by example in strengthening the existing rules-based, multilateral framework through principled, pragmatic, results-oriented leadership. China is an indispensable partner in rebuilding supply chains and extending support for the world’s post-pandemic recovery.