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AI’s Next Phase Runs Through Korea’s Semiconductor and Robotics Ecosystem 

Korea sits at the center of the global semiconductor supply chain, and the next wave of AI growth will be shaped as much by memory, foundry and compute as by how AI moves into the physical world. From DRAM, NAND and HBM powering AI infrastructure to foundry capacity enabling next-generation chips, and from AI compute scaling from wafer to token to humanoid robots moving from prototype to mass deployment, Korea’s technology ecosystem is positioned at the intersection of these shifts.

Join Counterpoint Research analysts, alongside leading robotics innovators, to explore where the next opportunities are emerging across the semiconductor, AI and physical AI value chain. 

Why Attend

In this executive seminar, Counterpoint Research analysts will share their latest market analysis across memory, foundry, AI semiconductors and compute, together with leading robotics companies discussing the real-world path to physical AI commercialization.

Participants will gain insights into:

  • The latest DRAM, NAND and HBM market trends and outlook shaping the AI era.
  • Foundry market trends and the competitive landscape shaping chip manufacturing.
  • How AI semiconductors are scaling from wafer to token, and where the next AI compute opportunities emerge.
  • How humanoid robotics is moving from prototypes to real-world, mass-scale deployment.
  • Why the moment for physical AI has arrived, with Korea and Japan positioned as data-rich nations.
  • Global smartphone market trends in an increasingly AI-driven device landscape. 

Session  Topic  Speaker 
Session 1 

Memory — The Foundation of the AI Era: DRAM, NAND

 and HBM Market Trends and Outlook

 Jeongku Choi, Senior Analyst 
Session 2  Foundry Market Trends  William Li, Senior Analyst 
Session 3 Wafer to Token: From AI Semiconductors to AI Compute  Neil Shah, Vice President of Research 
Session 4  Robotics (TBC)  TBC
Session 5  Why Physical AI Now? Korea and Japan as Data-Rich Nations  Suhwan Choi, Head of Business, RLWRLD 
Session 6  Smartphone Market Trends (TBC)  TBC

Who Should Attend

This seminar is designed for executives and professionals across Korea’s technology ecosystem, including:

  • Semiconductor Memory and Foundry Companies
  • Smartphone and Consumer Electronics OEMs
  • AI and Robotics Companies
  • Component, Materials and Equipment Suppliers
  • Display Manufacturers
  • Corporate Strategy and Business Development Teams
  • Product Planning and Technology Marketing Professionals
  • Investment, Research and Business Development Professionals 


Event Information 

Date: Wednesday, November 25, 2026 

Time: 13:00 – 18:00 

Venue: 9th Floor Training Room, Korea Semiconductor Industry Association (KSIA), 182 Pangyoyeok-ro, Bundang-gu, Seongnam-si, Gyeonggi-do, South Korea 

Note: Advance registration required. This is a paid seminar (registration fee KRW 300,000). As seating is limited to approximately 80 participants, all registrations are subject to approval.