In a global context shaped by geopolitical fragmentation, trade tensions, and recurring shocks, value chains have become a central strategic lever for corporate competitiveness. This session with Willy Shih, one of the world’s leading experts in operations and supply chain strategy, will provide an authoritative perspective on the key transformations underway and the strategic choices top managers are increasingly required to make.

The objective of this meeting is to offer participants a clear and practical view of how to design supply chains that are more resilient, flexible, and aligned with corporate competitive strategy, by examining critical decision levers, the trade-offs between efficiency and robustness, and the organizational and governance implications in an increasingly complex and uncertain global environment.

During the meeting, the semiconductor value chain will serve as a practical case study to explore the strategic trade-offs involved in redesigning global supply chains. Drawing on lessons from the industry's evolution—including the effects of fragmentation, global specialization, capacity planning, and industrial policy—the discussion will identify insights that can be applied well beyond semiconductors, helping participants rethink supply chain design in an increasingly uncertain geopolitical environment.