In his keynote speech, Alex Chausovsky, President and CEO of 3DM Consulting, conducted an in-depth analysis of the global geopolitical landscape and the dynamics of economic competition among major powers in 2026. Combining core elements such as trade rules, technological competition, and supply chain transformations, he assessed the external environment surrounding the semiconductor industry. He pointed out that intensifying global geopolitical rivalries, shifting economic strengths among major powers, constrained traditional energy supplies, and escalating competition in new energy sources are driving a regionalized restructuring of global supply chains. These changes pose challenges to the semiconductor industry, including issues like technological monopolies and supply chain security. However, they also present growth opportunities, particularly driven by the explosive demand for AI computing power and the accelerated iteration of advanced manufacturing processes. Alex Chausovsky also outlined risk mitigation strategies for global enterprises, emphasizing the importance of a dual-driven approach by technological innovation and market demand, as well as the positive impact of domestic substitution and industrial chain integration on reshaping the industry landscape.