Topic 5: Semiconductors Opportunities in New Era

Wednesday, September 05
3:55pm to 4:25pm

In the new era of technology transformation, we see rising innovation and diversify on application. The comprehensive areas such as AI, 5G, IoX, Robots, Cryptocurrency, etc. not only enlarge semiconductors’ total addressable market but also bring dollar content increase to realise a stronger performance. The diversity on application also enriches the chip solutions (CPU, GPU, FPGA, ASIC, etc.), and suppliers. In this speech, we discuss the key applications in the new era, the dollar content increase across smartphones and automotive, and the capacity expansion across the supply chain, along with our Unique and On-site research sharing to picture the technology trend, market demand, and potential new winners.
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