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English Panel Guests - Please arrive at 12:50pm
Chinese Panel Guests - Please arrive at 1:50pm
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Event Agenda
Agenda - Taiwan AI Eco-system Investment Symposium 20240801 - V2.pdf
English Panel Topics
Time: 1:10pm - 14:10pm
Title: Critical Technologies that Unlock AI Computing at Scale
Duration: 40 min
Format: Fireside chat, Ed as host will guide panel through topics
- Ed will introduce guests
- Topics for Mo
- Why are more companies designing their own chips?
- What challenges will these companies encounter as they design their own chips?
- What kind of performance gains can companies expect by adopting cutting-edge IP?
- What type of talent are they missing? Does it make sense for them to just hire this talent internally instead of using a design house or licensing IP?
- Topics for Gene
- How has the industry reacted to the surge in power demand?
- What differentiates a good or bad power supply?
- Where will there be more areas of innovation?
- What do the cloud service providers care most about when it comes to power?
- What does power delivery for a server look like in the future?
Chinese Panel Topics
Time: 2:10pm - 2:50pm
Title: Leveraging the Taiwanese Supply Chain to Invest in AI
Duration: 40 min
Format: Fireside chat, Ed as host will guide panel through topics
- Ed will introduce guests
- Topics for guests:
- How has information from the supply chain level previously alerted you to upcoming market trends or events?
- What are the greatest challenges facing companies trying to scale AI computing?
- Are Taiwanese suppliers collaborating more closely with international companies due to the rapidly evolving AI landscape?
- Innovation is usually recognized more at the application level (Apple, Nvidia) rather than from the supply chain (TSMC, ASE, Quanta), although people familiar with the market will know that the supply chain actually does a lot of the heavy lifting. Do you see the electronics supply chain dramatically increasing their R&D budget to keep up with the pace of innovation? Where are investments being made at your organization?
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In these questions, Wei Han represents the customer perspective rather than the supply chain perspective.
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Attendance Details