JT Hsu 徐瑞廷

Managing Director and Senior Partner | Global Semicon Lead | AP Strategy Lead | Taipei Office Head | Views my own | AI x Semicon and hardware

[JT Hsu 徐瑞廷 @jthsu]

Key implication: Strategy and operating model matter more than the tools.
Companies actively reshaping workflows end-to-end have nearly doubled to 42%.
Meanwhile, 61% of people believe AI agents could handle at least half of their job within three years — but only 36% feel adequately upskilled.
How are you approaching the operating model and talent side of AI — not just the technology? Particularly interested in perspectives from tech, operations, and semiconductor leaders.
#AI #DigitalTransformation #FutureOfWork

[JT Hsu 徐瑞廷 @jthsu]

AI adoption at work is accelerating fast — but most companies are falling behind on the operating model side.
BCG’s latest global survey shows 74% of frontline employees now use AI daily or several times a week (up 23 points in one year). Regular users are saving roughly 8 hours per week.
Yet many organizations are still not redesigning how work actually gets done.
From Taipei, this gap is especially relevant for tech and semiconductor leaders scaling AI.
Full findings → https://t.co/tYtwM8pINX

[JT Hsu 徐瑞廷 @jthsu]

📊 Quick visual summary of the key findings:

[JT Hsu 徐瑞廷 @jthsu]

📊 Clear visual summary of the key impacts from BCG’s research:

AI agents break traditional tradeoffs by moving from sequential/siloed planning to integrated, real-time optimization.

• 40–60% ↓ Admin costs
• Up to 30% ↓ Working capital
• +2–4 pp EBITDA uplift

Full details + article in the thread above.

[JT Hsu 徐瑞廷 @jthsu]

AI agents are breaking the tradeoffs that have defined supply chain planning for decades.
Most companies are still stuck on narrow use cases. BCG’s latest research shows the leaders who redesign around AI agents will gain a structural advantage.
From Taipei, where Taiwan’s semiconductor and ODM ecosystem powers global tech supply chains, this shift is especially relevant.
Full article + data → https://t.co/aKfHZkZhIC
What does an #AIFirst supply chain actually look like? 👇

[JT Hsu 徐瑞廷 @jthsu]

Only those who redesign their supply chain to be AI-first will create lasting capability gaps.
How are you and your teams thinking about agentic AI in planning and operations? Especially interested in perspectives from semiconductor, ODM, and high-tech supply chains.
#AISupplyChain #AgenticAI #DigitalTransformation #TaiwanTech #SupplyChain

[JT Hsu 徐瑞廷 @jthsu]

For Taiwan tech leaders: The journey requires CEO sponsorship, a strong data foundation, and rebuilding workflows around AI-led enterprise optimization rather than bolting agents onto old processes.
Hybrid build-and-buy platforms + explainable decisions are critical for trust and adoption.

[Boston Consulting Group @BCG]

4.5B people lack essential healthcare services, over half the global population. This must be addressed.

@WEF & BCG's report identifies 5 key areas to tackle systemic inefficiencies, transform patient care, and harness digital health's power: https://t.co/IiFXEKZhVf

#WEF24 #BCGatDavos

[JT Hsu 徐瑞廷 @jthsu]

Still lots of people in the Bangkok airport

[Brian Feroldi @BrianFeroldi]

Jeff Bezos is worth $162 billion.

He shared all of his core principles in 24 letters to shareholders.

I've read them all.

Here are 12 powerful lesson everyone in business should memorize:

[JT Hsu 徐瑞廷 @jthsu]

Innovation is key! BCG’s 2023 Most Innovative Companies report shows top 50 companies outperform MSCI World Index by 3.3% points per year. Learn how leaders demonstrate the advantages of innovation: https://t.co/t1sIBAekm7 #innovation #BCG

[JT Hsu 徐瑞廷 @jthsu]

Enterprise-grade quantum computing is coming into sight! Businesses are starting to see the edge quantum computers provide over existing tools. Read more about it in this BCG article: https://t.co/4i3NRASEn5 #QuantumComputing #BCG

[JT Hsu 徐瑞廷 @jthsu]

Semiconductor manufacturing is a major source of carbon emissions, responsible for as much CO2 output as half of US households. Chipmakers need to focus on decarbonizing their supply chains to meet the upcoming challenges of climate change. https://t.co/3mxrzJKbhO

[Dan Nystedt @dnystedt]

TSMC said many automotive clients are keen to adopt 3nm process technology, as well as HPC, smartphone clients, and 3nm is winning faster adoption than 5nm, media report, adding the 1st client for enhanced 3nm (N3E) will begin mass production in 2nd half 2023, while 2nm will begin mass production in 2025. $TSM https://t.co/tHRKsbkJUu

[JT Hsu 徐瑞廷 @jthsu]

Look forward to unlocking more #GenAI use cases together https://t.co/H2bVorRO96

[JT Hsu 徐瑞廷 @jthsu]

Chip customers must actively collaborate with suppliers and upstream operations to help minimize difficulties and prepare for possible disruptions.

Learn more in our latest #semiconductor article: https://t.co/iguyZVY16k

[JT Hsu 徐瑞廷 @jthsu]

A zero-based transformation (#ZBT) can help companies address current challenges like inflation, #supplychain disruption, and labor shortages. Our guide shows how the #CFO can be the key role in guiding a company through ZBT.

https://t.co/VOu16aA9wH

[JT Hsu 徐瑞廷 @jthsu]

64% of employees are likely to derive moderate value from #AI and those who do report 3.4x more job satisfaction. But managers need to make sure employees are educated, encouraged, and aware of how they can use AI. Learn how with our report.

https://t.co/1DOcUc2E7z