Market Overview and U.S. Investment Climate

2:05 pm - 2:35 pm

This presentation provides a comprehensive analysis of recent U.S. semiconductor investment policies, along with an overview of the U.S. macroeconomic environment and semiconductor market conditions. Based on this analysis, the presentation examines the strategic implications of investing in the United States from the perspective of Korean semiconductor companies and discusses key considerations for future investment strategies. The session aims to offer practical insights for Korean semiconductor players navigating an increasingly complex global investment landscape.

Featured Speakers

Donghwan Lee

Principal, Seoul Office, Boston Consulting Group

Profile summary

Donghwan is a core member of the Semiconductor team at BCG’s Seoul office, with extensive experience in market analysis and strategy development across a broad range of semiconductor products and value chains.

Select relevant BCG experience

Developed fab investment and construction strategies
Conducted commercial due diligence on key semiconductor materials and design companies
Developed advanced packaging market outlooks and business strategies
Designed new semiconductor fabs and related supporting facilities
Defined product expansion strategies and technology roadmaps for fabless companies
Developed market outlooks and strategies for the automotive semiconductor sector
Formulated market entry strategies for the power semiconductor sector
Developed global expansion strategies for the memory module business

Prior experience and education

Bachelor, Seoul National University