移至主內容

市場趨勢論壇

2026-09-01 | 上午 9:00 - 下午 12:00
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. Rolf Bulk

Mr. Rolf Bulk

Head of Semiconductors & Infrastructure, Futurum Group

Speaker

Mr. Guy Robertson

Mr. Guy Robertson

Senior Principal Analyst, Gartner Inc.

Speaker

Mr. Gokul Hariharan

Mr. Gokul Hariharan

Managing Director, JP Morgan Securities (Asia Pacific) Limited

Speaker

Ms. Vivianna Huang

黃詠崴

研究副總監, 恩平方財經股份有限公司

Speaker