欢迎报名参加Counterpoint 2026 科技生态与半导体产业洞察上海线下研讨会

Core Insights - The article emphasizes the accelerating transition of AI towards "agentic AI" and "physical AI" by 2026, significantly impacting global storage and semiconductor manufacturing, altering supply-demand structures, capacity layouts, pricing, and competitive strategies [5]. Event Information - The Counterpoint Research seminar will provide insights into the AI ecosystem and its implications for various industries, focusing on the critical inflection points in 2026 [7][9]. - The event is scheduled for March 24, 2026, at the Grand Hyatt Shanghai, featuring discussions on key drivers such as smart cities, humanoid robots, and autonomous driving [8]. Agenda Highlights - The seminar will cover six main topics: 1. AI ecosystem and its transformative impact [7]. 2. The rhythm of embodied intelligence and key driving factors [8]. 3. Trends in manufacturing and market dynamics, including wafer foundry capacity and pricing [8]. 4. New cycles in storage, including price outlook and vendor strategies [8]. 5. The evolving landscape of edge AI, with mobile devices remaining central [8]. 6. The role of generative AI in advancing robotic intelligence and its implications for computational needs [14]. Speaker Profiles - Marc Einstein, Director of AI Research, will discuss the implications of agentic AI on the industry [8]. - Ethan Qi, Deputy Director of Robotics Research, will focus on the evolution of "robot brains" and their computational demands [14]. - Kevin Li, Deputy Director of Automotive Research, will analyze the progress of domestic automotive chips and overall vehicle intelligence [14]. - Jake Lai, Head of Foundry Services, will provide insights into the 2026 foundry market and the structural impacts of AI [14]. - MS Hwang, Director of Storage Research, will discuss storage price trends and their downstream effects [14]. - Shiwen Ma, Analyst in Mobile Research, will explore how AI is reshaping consumer electronics and growth opportunities [14].