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Cathay SITE to Host AI Investment Forum Featuring South Korean Semiconductor Experts
Electronic Technology · Semiconductors · economic_daily · 2026-10-24
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Cathay SITE will hold an AI investment forum on November 4, featuring insights from Daiwa Securities on HBM technology and future trends in the semiconductor supply chain.
What Happened
Forum Overview: As part of the "Taiwan Weeks" initiative, Cathay SITE and Daiwa Cathay Securities are co-hosting an AI investment forum on November 4. The event aims to bridge international perspectives between Taiwan and South Korea, focusing on the evolution of AI from hardware to end-user applications.
Expert Insights: The event will feature SK Kim, a global semiconductor analyst from Daiwa Securities Capital Markets Korea. He will provide a detailed analysis of the growth cycle for AI memory and High Bandwidth Memory (HBM), offering a firsthand look at the latest trends in the global semiconductor supply chain.
Strategic Outlook: Cathay SITE’s internal research team will present their latest views on how AI technology is reshaping global markets and the Taiwanese supply chain. The discussion will emphasize shifting investment focus from pure computing power to broader ecosystem expansion and effective portfolio management.
Event Logistics: The forum is scheduled for the afternoon of November 4 at the Grand Hilai Taipei. Interested investors are encouraged to register online for the free event, which will cover critical topics including semiconductor growth cycles and strategies for navigating market volatility.
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