Navigating China's Semiconductor Value Chain: Unraveling Opportunities, Risks, and Investment Prospect

Michael is Managing Director of Linear Capital, a leading frontier tech venture capital focused on investments globally. Prior to joining Linear Capital, Michael was with Jeneration Group, a leading multi-family office investment platform that focuses on Asia growth investments and multi-asset investments globally. Before that, Michael spent six years with CDH Investments, a leading Private Equity and alternative investment manager, helping the firm to build out the multi-asset alternative investment platform.

Michael started his career in New York with Bear Stearns and then with JPMorgan in its investment banking division. Subsequently, he moved to JPMorgan's Private Equity business. Michael was also with Guggenheim Partners' principal investment / private equity business in New York before moving back to Asia. Michael graduated with High Distinction with a Bachelor of Science from Indiana University – Bloomington, USA.

Mr. Zhang, Biao is a professional Investor in the chips and Semiconductor industry. He has a bachelor’s degree in physics from Peking University, Master's degree in Electrical Engineering from Stanford University, with over 20 years of experience in the integrated circuit industry. Founder of SMARTASIC Inc., which went public only 2 years after its establishment. Co-founder of Huaya Microelectronics.

Mr. Zhang currently is an executive partner in CTC Capital. CTC Capital, founded in 2006, is a venture capital firm whose founding team emerged from a regional fund that was once the largest semiconductor investor in the Asia-Pacific region. With over 20 years of deep involvement in semiconductor equity investments, CTC Capital has invested billions of dollars in nearly 180 projects in the semiconductor field, with half of them successfully going public or being sold.

Mr. Keng has extensive corporate and investment banking experience with over 20 years of proven track record and strong domain knowledge, especially in the areas of renewable energy, EV, battery, green hydrogen and waste management and had advised in many successful merger cases in his career. He was a Managing Director and Head of Cleantech industries for Greater China and North Asia (GCNA) at Standard Chartered Bank and currently a Managing Director and Senior Market Head of the Private Banking Division at DBS Hong Kong, the largest commercial bank in Singapore which has been named “Bank of the Year--‘Global’ and “Best” Bank in the world” (in 2018).

Mr. Zhang, Ke is Chief Investment Officer and Managing Director of Dragonstone Capital Management Limited. He was awarded as the First Overseas Golden Bull Fund Manager in 2017. Before joining Dragonstone Capital, Mr. Zhang worked at CDH Investments as the portfolio manager of CDH Asian Credit Opportunities Fund. Before working at CDH, he was a PM at Penghua Fund and China Investment Corporation, managing fixed-income/equity portfolios with a superior track record. He started his career at Lehman Brothers New York and Mizuho Alternative Investments as an analyst in credit and quantitative strategies. He received an M.S. in Financial Engineering from Columbia University and an M.S. and B.A. in Mechanics from Peking University.

Dr. Ieong, Meikei is a global technology leader with rich experience in R&D and commercialization. He is currently the Chairman of Simbury and the Founding Chairman of the Semiconductor Nanotechnology Alliance (SNA). Dr. Ieong has held senior management positions in world-leading semiconductor corporations and research institutes, including the Hong Kong Applied Science and Technology Research Institute (ASTRI), Taiwan Semiconductor Manufacturing Company (TSMC), and IBM Research.

He holds a Ph.D. in Electrical and Computer Engineering from the University of Massachusetts Amherst, an MBA from the Sloan Fellows Program and MIT Sloan School of Management. Dr. Ieong has rich international experience managing large and complex R&D projects, including marketing and commercialization. He has published more than 130 papers in journals and conference proceedings. He is also a prolific inventor, having achieved more than 150 patents in semiconductor technologies, with over 14,600 citations, according to Google Scholar.

Dr. Ieong received many awards, including the 2023 VLSI Test of Time Award, the IBM Master Inventor Award, the IBM Outstanding Technical Achievement Award, and the IBM Corporate Award. He has also been honoured as an IEEE Fellow for his leadership and contributions to Complementary Metal-Oxide-Semiconductor (CMOS) Device Technology.