🎙 Guest: David Chen, Quarktek Global
🎙 Host: Alvin Fan, CEO, OPIM
00:00 – AI Hardware Hedge Fund Strategy & Intro
00:46 – Japan Tech Stocks, Corporate Access & Research Edge
02:35 – Japanese Conglomerates: Earnings Dilution vs Accretion
04:01 – Why This AI Fund Limits China Exposure
06:00 – 2024 AI Shock: Tariffs, Semiconductors & Strategy
10:18 – Missing First AI Rally: De-Risking & Re-Entry
11:55 – Advanced Packaging: CoWoS, Substrates & T-Glass
13:30 – Moore’s Law Slowdown, 2nm Chips & Power Crunch
15:01 – Co-Packaged Optics & Data Center Power Savings
17:32 – Is AI Capex a Bubble? Depreciation & Revenue Math
20:09 – AI Replacing Developers: Layoffs & Cost Savings
23:10 – Agentic AI Boom: Token Growth & Nvidia Roadmap
26:01 – T-Glass, Nittobo & Semiconductor Supply Bottlenecks
29:00 – Nvidia, Google, Elon & Take-or-Pay Capacity Deals
31:00 – LLMs to Agentic AI: Parallel vs Serial Compute
35:08 – Geopolitics, Oil, Helium & Supply Chain Risks
40:18 – Why AI Capex Is Decoupled from Consumer Demand
42:43 – US vs China: Sovereign AI & Dual Ecosystems
45:11 – Future of Work in AI Era: Jobs & Expert Talent
49:16 – From Agentic AI to Physical AI & AGI Path
50:32 – 2026 Outlook: AI Hardware & Tech Supply Chain
📅 Recorded in April 2026
FOR INFORMATIONAL PURPOSES ONLY
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