Chinese Fabless Industry to Outgrow Semiconductor Sector by Significant Margin
Mark Li joined Sanford C. Bernstein & Co., LLC, in June 2010 as a Senior Research Analyst covering the Asian semiconductor sector. Before Sanford C. Bernstein, he worked for Taiwan Semiconductor Manufacturing Company Liminted for nearly eight years in sales and marketing and strategic planning. In this period, Mr. Li participated in many corporate-wide strategic initiatives and developed his knowledge across the semiconductor value chain, including foundry, assembly, and test and IC design. He was also a member of TSMC’s team that developed and executed their new business strategy in LED and solar space. Before TSMC, Mr. Li worked at Siebel Systems, leading the product development for Siebel’s products on the platform of Sun Microsystems, Inc. He earned his MBA from the Wharton School of the University of Pennsylvania and M.S. in electrical engineering from Stanford University. He has his bachelor's degree from National Taiwan University. Profile
TWST: What do you think will be the implications, ramifications of Apple's switch to TSMC, both for TSMC as well as for Samsung and MediaTek?