Event Agenda

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?

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?

<aside> ⚠️

In these questions, Wei Han represents the customer perspective rather than the supply chain perspective.

</aside>