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Market and Industry Trend Forum

Tuesday, September 1 | 8:40 am - 12:00 pm
Theme

The $1T Threshold: Where AI Demand, Geopolitical Realignment, and Capital Cycles Collide

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Overview

In 2026, the global semiconductor industry is charging toward the $1 trillion mark. But this isn't a smooth ascent — it's a collision point where three forces are converging at once: AI Demand rewriting what silicon must deliver, Geopolitical Realignment redrawing where it gets made, and Capital Cycles repricing who is positioned to win.​

The Market and Industry Trend Forum brings together world-class strategists and analysts through a dual-lens approach to the $1T threshold: a high-level view of the strategic megatrends shaping the decade ahead, followed by a ground-level stress test against hard market data, supply chain intelligence, and capital market signals.​

This is a must-attend forum for semiconductor executives, investment strategists, and business decision-makers who need the frameworks, the intelligence, and the forward-looking perspectives to move with confidence in an industry being reshaped in real time.

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Registration Fees (Tax Included)

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Period
SEMI Member
Non-member
Super Early-Bird
5/20 - 6/17

SEMI Member

NT$ 3,308

Non-member

NT$ 4,337
Early-Bird
6/18 - 8/5

SEMI Member

NT$ 3,780

Non-member

NT$ 4,956
Regular
8/6 - 8/30

SEMI Member

NT$ 4,725

Non-member

NT$ 6,195
On-Site
8/31 - 9/4

SEMI Member

NT$ 6,143

Non-member

NT$ 8,054
Student
EMBA Excluded
Valid Student ID Required
NT$ 882
Day Pass
(Tax Included)
1 DayNT$ 13,755
2 DaysNT$ 26,040
3 DaysNT$ 36,960
4 DaysNT$ 46,515
5 DaysNT$ 54,915
Group Registration (available until August 19): Register 3 or more participants, or register for more than 3 forums hosted by SEMI Taiwan, to receive a 15% discount on each purchase.
* The organizer reserves the right to adjust or change the agenda. The final agenda is subject to the on-site arrangement.

Featured Speakers

Mr. Gokul Hariharan

Mr. Gokul Hariharan

Managing Director, JP Morgan Securities (Asia Pacific) Limited

Speaker

Mr. Gregory Allen

Mr. Gregory Allen

Founder & CEO, Decision Tree Research

Speaker

Mr. Clark Tseng

Mr. Clark Tseng

Sr. Director, Market Intelligence, SEMI

Speaker

Mr. Guy Robertson

Mr. Guy Robertson

Senior Principal Analyst, Gartner Inc.

Speaker

Mr. Rolf Bulk

Mr. Rolf Bulk

Head of Semiconductors & Infrastructure, Futurum Group

Speaker

Ms. Vivianna Huang

Ms. Vivianna Huang

Research Vice Director, MacroMicro Co., Ltd.

Speaker

Agenda

Registration

8:40 am - 9:10 am

Welcome Remarks

Mr. Boon Keng (BK) LOK

SEMI
9:10 am - 9:15 am

Infinite Tokens, Finite Atoms: Scaling Gen AI demand within the constraints of Chips, Watts and Dollars

Mr. Gokul Hariharan

JP Morgan Securities (Asia Pacific) Limited
9:15 am - 9:40 am

Silicon Security in the New Era of AI, Export Controls, and U.S.-China Rivalry.

Mr. Gregory Allen

Decision Tree Research
9:40 am - 10:05 am

From AI Demand to Manufacturing Reality: Investment, Capacity, and Materials Intensity in the Next Semiconductor Cycle

Mr. Clark Tseng

SEMI
10:05 am - 10:30 am

Break Time

10:30 am - 10:45 am

AI Infrastructure Market Disruptors in 2026

Mr. Guy Robertson

Gartner Inc.
10:45 am - 11:10 am

From Gigawatts to Tools: Sizing the AI Build-Out's Demand for Wafer Fab Equipment

Mr. Rolf Bulk

Futurum Group
11:10 am - 11:35 am

THE $1T MEGATRENDS: Money, Margin, and Macro

Ms. Vivianna Huang

MacroMicro Co., Ltd.
11:35 am - 12:00 pm

Adjournment​​

12:00 pm