Powering the Next Phase of AI: Advanced Nodes, Next-Generation Silicon, and Supply Chain Transformation

4:20 pm - 4:45 pm

As AI advances toward agentic systems, it is evolving from passive, single-model responses into a new computing paradigm capable of autonomous planning, tool use, collaboration, and complex task execution. This shift will significantly increase demand for computing power, memory, interconnects, storage, and energy efficiency, accelerating innovation in chip architectures, advanced process nodes, and packaging. The rapid expansion of AI infrastructure will also reshape the semiconductor and ICT supply chain, shifting competition from individual chip performance toward system-level integration, capacity planning, and supply chain resilience. This presentation will explore the evolution of next-generation and agentic AI, its implications for future computing requirements, and how semiconductor innovation will enable this transformation and redefine the industry ecosystem.

 

Key Technologies Covered

  • The next wave AI
  • Agentic AI
  • Advanced node technology
  • Advanced packaging
  • Memory
  • AI chip
  • AI supply chain

Featured Speakers

Ms. Helen Chiang

Ms. Helen Chiang

Research Vice President, International Data Corporation

Helen Chiang is Research Vice President within IDC’s enterprise infrastructure global research domain, part of the computing systems, platforms, and technologies subdomain. She leads IDC’s semiconductor ecosystem and supply chain intelligence programs and serves as a general manager for IDC Taiwan and as the semiconductor research lead for Asia/Pacific. She is responsible for analyzing, forecasting, and researching the Asia Pacific semiconductor ecosystem and the China semiconductor supply chain, which includes IC design, OSAT, equipment, and materials. In addition, she conducts consulting projects on semiconductors, cloud, AI, IoT, security, and emerging technologies, providing clients with forward-looking insights into technology adoption, supply chain dynamics, and competitive positioning.

BACKGROUND

Previously, Helen spent more than 20 years in the technology industry. Prior to joining IDC, she worked in strategy and market intelligence at Inventec Corporation. Helen has also worked at the Industrial Technology Research Institute (ITRI) as a China communications market researcher, and at the Institute for Information Industry (III) as a technology research and consulting services advisor. Prior to that, she was an analyst at Taiwan Securities. 

EDUCATION/INDUSTRY ACCOMPLISHMENTS

• Master's degree in Telecommunication from the National Chung Cheng University, Taiwan.