Notes · 筆記
Session notes
Notes from each session are added here during the trip.
Friday 6 Nov · Shenzhen 深圳
- 09:00–11:00TencentArranged by John Lin
- 12:30–14:00Lunch with FinCatch at Man Ho RestaurantLok Kan Chan, Founder & CEO
- 14:30–15:30WeRide (WRD)Kevin Pan, Director International Business Development
- 16:00–17:30Shenzhen Xunce Technology (3317 HK)Gavin Li, Senior IR Manager
- EveningGroup closing dinner at Lanxi Boutique Hotel
Thursday 5 Nov · Shenzhen 深圳
- 09:15–10:30RoboSense (2498 HK)Sarine Xu, Head of EU Business
- 11:00–17:00HuaweiHosted by Huawei Cloud Europe, arranged by John Lin
Wednesday 4 Nov · Shenzhen 深圳
- 09:30–11:30PUDU RoboticsArranged by John Lin
- 11:30–12:30Troublemakers, HuaqiangbeiHenk Werner, Co-founder & CEO. Arranged by John Lin
- 14:00–15:00AI2 RoboticsKristine Wu, Head of Global Business
- 16:00–17:30UBTech Robotics (9880 HK)Xiao Yun Chen, Head of Global Business
Tuesday 3 Nov · Taipei → Shenzhen 台北 → 深圳
- 09:00–11:00NVIDIA, Nangang OfficeDennis Chuang, Cloud Partner Specialist
- 11:30–12:30CloudMileSpencer Liu, CEO
- 13:00–14:30Chipbond Technologies (6147 TT)Alan Cheng, Technology IR Head
Monday 2 Nov · Taipei & Hsinchu 台北 · 新竹
- 09:00–10:00Netherlands Office Taipei (NLOT)Bas Pulles, Head of Mission, and Matthijs van der Hoorn, Head of Economic Department
- 11:00–12:00Taiwan AI LabsEthan Tu, Founder
- 12:00–13:15Lunch at Blé d'OrGuest speaker: Jeff (Yao-Chieh) Hu, Founder and CEO of Turing Space
- 15:00–16:00MediaTekAmber Lee, Head of Investor Relations
- 16:30–17:30Ainos Inc.Eddy (Chun-Hsien) Tsai, CEO, and Jack Lu, Head of Business Development
Sunday 1 Nov · Taipei 台北
- 19:00–21:00Opening dinner: Taiwan's tech ecosystem & AIEric Chen, Founder & Managing Partner, Cornucopia Capital Management
Before the trip
- The engine room of AIFrits van Hout, former ASML board member · Programme dinner, Kasteel De Wittenburg, 13 October
Reading
台北
深圳TAIPEI
SHENZHEN29 PP
深圳TAIPEI
SHENZHEN29 PP
The booklet · 場刊
Taipei & Shenzhen
A field guide to Asia's AI century, for curious Europeans. Essays for the flight, short field guides for the moments in between.
台Part I · Taiwan
- Four hundred years on Formosa
- Breakfast in Taipei, 1974
- The AI island
- Taipei, quietly
深Part II · Shenzhen
- Shenzhen speed
- The hardware capital
- Shenzhen, practically
芯Part III · The race
- Open, cheap and fast
- The long plan
- How they see us
- Reading the room
Also inside: ten things to take home, words and phrases, the in-flight quiz, and a read-further list for the flight home.
Keep it on your phone: the plane has no wifi.
Pre-read · the engine room of AI
Three takeaways from the opening dinner on 13 October with Frits van Hout, former ASML board member.
- 1 · AI growth is running into physical limits: compute, data transport and energy. One modern AI datacenter draws 330 MW before cooling.
- 2 · Europe controls several of the narrowest bottlenecks in the chain: ASML, Zeiss, Trumpf, Besi, Nearfield Instruments and Smart Photonics.
- 3 · The real advantage sits in what others cannot see. For our own organisations that means process knowledge, data and people.