Semiconductor Forum Taiwan on September 10, 2026
Semiconductor Forum Taiwan 2026
Where AI Creates the Next Semiconductor Opportunity
Exploring the Next Wave of AI-driven Semiconductor Demand
Click Here for Event Registration
AI is Entering a New Era of Commercialization
Artificial Intelligence has reshaped the semiconductor industry through unprecedented investment in infrastructure and computing. As AI enters its next phase, growth will increasingly be driven by commercialization rather than infrastructure alone. From Physical AI and intelligent edge devices to memory innovation and AI-powered consumer electronics, new opportunities are emerging across the semiconductor ecosystem.
Join Counterpoint Research analysts to explore where AI is creating the next semiconductor opportunity and the market trends shaping the industry's future.
Why Attend
In this executive forum, Counterpoint Research analysts and Taiwan's semiconductor ecosystem come together to discuss where the next wave of AI-driven demand is emerging and what it means for the industry.
Participants will gain insights into:
- How Physical AI is accelerating enterprise AI commercialization.
- The role of AI PCs and robotics in driving intelligent edge computing.
- The latest outlook for DRAM, NAND and HBM, including memory pricing trends and market dynamics.
- Global smartphone market developments and the evolution of AI smartphones.
- Future opportunities and challenges across the AI semiconductor value chain.
Forum Agenda
| Session | Topic | Speaker | Key Focus |
| Session 1 | Beyond AI Infrastructure – Where the Next AI Opportunities Will Emerge | Marc Einstein, Research Director | As the AI industry moves beyond the infrastructure investment cycle, attention is shifting toward commercialization and real-world adoption. This session explores the emerging AI ecosystem—including Physical, Agentic, Sovereign and Edge AI and examines where the next wave of growth could create new opportunities across the semiconductor value chain. |
| Session 2 | From Edge Intelligence to Intelligent - Machines AI PCs & Robotics | Minsoo Kang, Senior Analyst | Explore how AI PCs and robotics are bringing AI closer to users and enterprises. This session examines the technologies driving intelligent edge devices and the resulting demand for AI processors, sensing technologies, connectivity and power management. |
| Session 3 | Memory - The Foundation of the AI Era | Jeongku Choi, Senior Analyst | Memory is the foundation of AI computing. Gain insights into the latest DRAM, NAND and HBM market developments, including supply-demand dynamics, memory pricing trends, technology evolution and market outlook, and understand how memory is shaping the future of AI infrastructure and semiconductor growth. |
| Session 4 | Global Smartphone Market - Scaling AI to Billions of Devices | Ivan Lam, Senior Analyst | Smartphones remain the world's largest AI platform and the fastest path to mass adoption. Learn about global smartphone market trends, AI smartphone developments, China's competitive landscape and the opportunities created by on-device AI. |
| Panel | Where Will the Next Wave of AI-driven Semiconductor Demand Come From? | All speakers | Moderated discussion with all session speakers. |
Who Should Attend
This forum is designed for executives and professionals across the semiconductor ecosystem, including:
- Semiconductor Foundries
- Fabless IC Design Companies
- Memory Manufacturers
- OSAT & Advanced Packaging Companies
- Semiconductor Equipment & Materials Suppliers
- Corporate Strategy & Business Development Teams
- Product Planning & Technology Marketing Professionals
Event Information
Date: Thursday, September 10, 2026
Time: 09:00 – 12:00 (Check in from 8:30AM)
Venue: GIS HSP Convention Center, Hsinchu, Taiwan
Note: Attendance is complimentary. As seating is limited, all registrations are subject to approval. Successful registrants will receive a confirmation email with event details.
Click Here for Event Registration
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Author
Team Counterpoint
Counterpoint research is a young and fast growing research firm covering analysis of the tech industry. Coverage areas are connected devices, digital consumer goods, software & applications and other adjacent topics. We provide syndicated research report as well as tailored. Our seminars and workshops for companies and institutions are popular and available on demand. Consulting and customer