Today, Semiconductor & AI Infrastructure has become a core driver of global technological competition and industrial upgrading. With the rapid iteration of large models and continuous expansion of AI applications, underlying capabilities such as computing power, storage, sensing, energy, and intelligent manufacturing are undergoing a new round of improvement, accelerating the integration of the semiconductor industry and AI infrastructure. From AI SSD,Manufacturing EDAand sensor chips, to space computing, data center power supply, and precision motion platforms, new technologies are continuously expanding the capabilities and application scope of the AI industry. Establishing a high-performance, efficient, and self-controlled Semiconductor & AI Infrastructure system is not only an important way to seize the opportunities of global technological and industrial transformation but also a key path to fostering new quality productive forces, enhancing industrial chain resilience, and promoting high-level technological self-reliance.
On August 4, Frost & Sullivan will host the 20th Frost & Sullivan Global Growth, Innovation and Leadership Summit and the 5th New Investment Conference, and for the first time, a special forum on Semiconductor & AI Infrastructure will be launched. Registration is now open.
As a core professional forum focusing on hard technology and new infrastructure at this summit, the Semiconductor & AI Infrastructure Forum will bring together experts, scholars, corporate representatives, and investment institutions from fields such as semiconductors, artificial intelligence, advanced computing, new energy, intelligent manufacturing, and capital markets. Through keynote speeches, white paper releases, and panel discussions, an integrated communication platform across technologies, industries, and capital will be established.
This forum will focus onAI SSD, space supercomputing, Manufacturing EDA, sensor chips, data center power supply, energy smart agents, precision motion platforms, and quantum computing. It will systematically present the technical trends and industrial opportunities of accelerated infrastructure upgrade in the AI era, providing exchange and cooperation support for key technology breakthroughs, product transformation, industrial collaboration, and capital empowerment.
Scan the QR code to register immediately
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Conference Agenda
Semiconductor and AI Infrastructure Industry and Investment Forum
Time: Afternoon, August 4
Location: Shangri-La, Jing'an, Shanghai - 3F-White Orchid Hall
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13:30-13:35 |
Host Speech Senior Partner and Managing Director of Frost & Sullivan Greater ChinaJia Pang |
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13:35-13:55 |
Keynote Speech 1: AI SSD:Storage-Computing Integrated Infrastructure for the Large Model Era Chief Scientist of MagnaTECXue Licheng |
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13:55-14:15 |
Keynote Speech 2: Space Supercomputing Center - Exploration and Practice Head of Zhongke Tianchuan Aurora LaboratoryZhao Yisheng |
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14:15-14:35 |
Keynote Speech 3: Manufacturing EDA and Its AI Applications Vice President of AllCore Smart ManufacturingMo Xiaodong |
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14:35-14:55 |
Keynote Speech 4: Observations on the Capital Market in the Semiconductor Industry Head and Managing Director of Guotai Haitong TMT IndustryZhang Bowen |
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14:55-15:15 |
Keynote Speech 5: China's Power Outbound Empowers the Global AI Industry Vice President of Jinpan TechnologyJing Peiran |
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15:15-15:35 |
Keynote Speech 6: Value Extraction of Sensor Chips in the AI Era Executive Director and CEO of Meixin SemiconductorLu Yu |
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15:35-15:55 |
Keynote Speech 7: Energy Management enters the Smart Agent Era – AI drives new energy systems from automation to autonomy Vice President and President of Central R&D Department and Distributed Power Station Product Line of SiGe New EnergyLiu Qinwei |
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15:55-16:00 |
White Paper Release Ceremony 1: “2026 AI + New Energy White Paper” Executive Director of Frost & Sullivan Greater ChinaXu Biao |
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16:00-16:20 |
Keynote Speech 8: Application of Precision Motion Platforms in Optical Communication and Semiconductor Fields Executive Director and Board Secretary of Huanyang RoboticsZhang Yingtao |
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16:20-16:40 |
Keynote Speech 9: Quantum Computing Industry from an Industrial and Investment Perspective Industrial Partner of Shanghai Science Intelligent Research InstituteYe Yu |
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16:40-17:00 |
White Paper Release Ceremony 2: “Global Commercial Service Robots and Embodied Intelligence Development White Paper” Executive Director of Frost & Sullivan Greater ChinaWang Gengye |
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17:00-17:40 |
Panel Discussion: New Infrastructure in the AI Era Executive Director of Frost & Sullivan Greater ChinaWang Gengye |
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17:40-17:45 |
Host Closing Statement |
Scan the QR code to register immediately
*The specific agenda is subject to the event site
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Highlights of the Conference
Key Guests
Chief Scientist of MagnaTEC, Xue Licheng, Ph.D. from Beijing Institute of Technology, with 12 years of experience in chip design and research, long focused on chip architecture and technological innovation, and has accumulated rich expertise in patents and academic research. At the forum, he will deliver a keynote speech on “AI SSD: Storage-Computing Integrated Infrastructure for the Large Model Era”.
Zhao Yisheng, Head of Zhongke Tianchuan Aurora Laboratory, Ph.D. from Zhejiang University, Distinguished Associate Researcher at Hangzhou Institute of Advanced Studies, Chinese Academy of Sciences, mainly researching space-based computing and satellite intelligent processing algorithms, and has participated in multiple satellite intelligent application development projects. At this forum, he will share insights on “Space Supercomputing Center - Exploration and Practice”.
Mo Xiaodong, Vice President of AllCore Smart Manufacturing, graduated from the Department of Physics at Tsinghua University and holds a master’s degree from the Institute of Physics, Chinese Academy of Sciences. He is a computational lithography expert with over 20 years of research and application experience, long focusing on computational lithography, precise simulation, and Manufacturing EDA related technologies. At the forum, he will discuss “Manufacturing EDA and Its AI Applications”.
Guotai HaitongZhang Bowen, Head and Managing Director of TMT Industry, long focuses on TMT and semiconductor industry development, with rich experience in industrial research, capital market, and corporate financing. At this forum, he will present a sharing on “Observations on the Capital Market in the Semiconductor Industry”.
Jing Peiran, Vice President of Jinpan Technology, long specializes in power equipment and new energy fields, with rich experience in technology industrialization, business operations, and market development. At this forum, she will share insights on “Development of Solid-State Transformer SST Technology Route for Data Centers”.
Lu Yu, Executive Director and CEO of Meixin Semiconductor, has over 22 years of experience in the semiconductor and microelectromechanical systems sensor industry, long focused on sensor industry development, corporate strategy, and management. At the forum, he will deliver a speech on “Value Extraction of Sensor Chips in the AI Era”.
Liu Qinwei, Vice President and President of Central R&D Department and Distributed Power Station Product Line of SiGe New Energy, long focuses on software technology, new energy digitalization, and distributed energy systems development, with rich practical experience in product research and energy management. At this forum, he will share insights on “Energy Management enters the Smart Agent Era – AI drives new energy systems from automation to autonomy”.
Zhang Yingtao, Executive Director and Board Secretary of Huanyang Robotics, long focuses on robotics, precision motion control, and high-end equipment related fields, with rich experience in business operations and industrial development. At the forum, he will discuss “Application of Precision Motion Platforms in Optical Communication and Semiconductor Fields”.
Ye Yu, Industrial Partner of Shanghai Science Intelligent Research Institute, also co-founder of Qiadao Quantum, with a composite background in mathematics, artificial intelligence, and fintech, long focuses on the industrial development and investment of cutting-edge technology enterprises. At this forum, she will present insights on “Quantum Computing Industry from an Industrial and Investment Perspective”.
White Paper Release
The “2026 AI + New Energy White Paper” will be officially released. The energy industry, as a typical field with dense physical equipment and multi-party collaboration, is becoming an important scenario for deep integration of artificial intelligence. AI is making technological progress in areas such as photovoltaic consumption, energy storage optimization, smart charging, virtual power plants, power trading, and comprehensive energy management, driving the energy system toward intelligence and autonomy.
This white paper will discuss the integration development trends, technological iteration, and commercial prospects of the AI industry, AI agents, and new energy industry, and for the first time, it will propose the five-level Energy Intelligence Level (EIL) grading system to showcase the latest achievements of AI agents in accelerating the energy system toward autonomy.
Frost & Sullivan will release the “Global Commercial Service Robots and Embodied Intelligence Development White Paper”. Based on the context of artificial intelligence moving from digital space to real physical world, this white paper will systematically review the global development panorama of embodied intelligence and commercial service robots, deeply analyze the commercialization path, market size, and competitive landscape of commercial service robots, the “one brain, multiple forms” industrial paradigm, and future development trends, aiming to provide forward-looking structured insights and references for government agencies, investment institutions, robot companies, and all parties in the industrial chain.
Regarding chapters on upstream and downstream of the industrial chain, benchmark companies, commercial practice cases, and typical application scenarios, we invite relevant companies to cooperate. Through a first-person perspective, they can share how to overcome key challenges such as real-world data acquisition, engineering and manufacturing, commercial closed loop, and global deployment, demonstrating their core technologies, embodied intelligence models, Agent platforms, data closed loop, and global layout. These empirical cases will provide authoritative voices and focused dissemination for cooperating companies, while also offering references for investors, research institutions, and industries, attracting upstream and downstream partners to join the enterprise ecosystem. Participating in this white paper project helps cooperating companies enhance their brand presence in the global market and support global brand building and commercial layout.
Join the White Paper Project
Please contact us
Frost & Sullivan China
Partner and Managing Director, Jia Pang
Email: sean.jia@frostchina.com
Panel Discussion
This forum features a special panel discussion session, bringing together industry representatives and professionals from fields such as semiconductors, artificial intelligence, computing infrastructure, new energy, and capital markets to engage in in-depth exchanges and discussions on the development trends of new infrastructure in the AI era.
Panel Discussion: New Infrastructure in the AI Era
The panel discussion will focus on the new demands and changes faced by computing power, storage, network, energy, and intelligent equipment infrastructure under the rapid evolution of AI technology. Guests will combine industrial practices and market observations to discuss core issues such as key technology collaboration, infrastructure upgrade, commercialization, and industrial ecosystem construction, providing diverse perspectives and forward-looking thoughts for the future development of AI new infrastructure.
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More Summit Information Inquiry
📞 Conference Inquiry Hotline:
021-3209-6800 ext 8672
📧 Conference Inquiry Email:
gil@frostchina.com
