移至主內容

市場趨勢論壇

2026-09-01 | 下午 1:00 - 下午 4:40
The $1T Threshold: Where AI Demand, Geopolitical Realignment, and Capital Cycles Collide

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.

地點:台北漢來大飯店3樓-鉑金C廳
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Featured Speakers

Mr. Gregory Allen

Mr. Gregory Allen

Founder & CEO, Decision Tree Research

Speaker

Mr. Gokul Hariharan

Mr. Gokul Hariharan

Managing Director, JP Morgan Securities (Asia Pacific) Limited

Speaker