Speaking

Storage: The Unsung Hero of AI

 If compute is how AI thinks, storage is how AI remembers. I want to start this post with a simple thank you – to the executive team at SanDisk for inviting me to deliver a keynote at their annual i3 Summit in Batu Kawan. Illuminate. Innovate. Ignite. The warmth of the welcome, the curiosity in the room, and the openness to explore that continued into dinner at the Ship Campus reminded me why I enjoy these sessions so much. Smart people. Open minds. Great conversations. We often talk about AI in terms of compute.Sometimes networks.Occasionally power. Storage rarely gets the spotlight. Even though STORAGE is ABSOLUTELY CENTRAL to AI. AI doesn’t just compute.AI ingests, remembers, retrieves, replays, and learns over time. That makes storage the system of record for intelligence itself:✅ Training data at massive scale✅ High-speed access for inference✅ Persistent memory across edge, cloud and device✅ Reliability as models move from experiment to production Without fast, scalable, and intelligent storage, AI is simply a momentary flash (pun intended). What makes Sandisk particularly interesting is the full spectrum they offer. On one end, they are one of the most recognisable consumer storage brands in the world – products that almost everyone here has used, trusted, and carried in their pockets. On the other, they are deeply embedded in emerging growth domains:✅ Data-intensive AI workloads✅ Edge and embedded systems✅ Automotive and industrial platforms✅ Devices that now think, not just store This intersection – consumer trust, industrial reliability, and AI-driven demand – is where real opportunity lies. As AI architectures evolve, storage is no longer background capacity. Storage is now strategic infrastructure. The opportunity is now for SanDisk to help shape how data is:✴️ Positioned✴️ Moved✴️ Preserved✴️ And ultimately turned into intelligence I appreciate the opportunity to share my perspectives with the team, and for the discussions with the leaders of the business – Matt, Masaaki, Prasad, BS, Rama, Shrikar, Mei and Lau – who came together from the US, China, India, and Japan. Thoroughly encouraged by the depth of engagement I encountered through the day. And the possibilities open. A BIG THANK YOU to Nirbhaya Pathak and his team for the invitation and hospitality, and the conversations that made this far more than just another keynote. The future of AI won’t just be about compute. It will be stored, accessed, and remembered. And in an AI world obsessed with speed and scale, it’s worth knowing that intelligence only endures if it has somewhere reliable to live.

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Podcast with Salah Nasri, International Semiconductor Industry Group

Thank you Salah Nasri for organizing this podcast! Photo: Ellen Wendelin Loh, ET Tan & Salah Nasri What makes a risky tech bet pay off? Here’s the formula. In this Semiconductor Leadership Podcast episode, ET Tan — former HP & Seagate Technology leader and a pioneer in R&D — breaks down the difference between bold innovation and costly missteps: Start with insight — deeply understand the real market need. Engineer precisely — combine tech elements to deliver what the market craves:Faster. Smaller. Cheaper. Whether you’re building next-gen chips or launching a startup, ET’s advice cuts through the noise:→ Don’t chase trends. Solve pain points.→ Innovation wins when it meets urgency with clarity.→ Tech is a tool — leadership is the multiplier. Full episode highlights:• The million-transistor breakthrough at HP• Why UK & US innovation cultures differ — and what Penang can learn• How Malaysia can lead in the next global semiconductor wave  Listen now and get a masterclass in product-market fit, leadership, and turning vision into velocity.  Link to original article.

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47th ASEAN Summit, 27-28 October 2025, Kuala Lumpur

In case you haven’t heard, US President TRUMP WILL BE VISITING MALAYSIA FOR THE 47th ASEAN SUMMIT, alongside the Heads of State of Brazil, South Africa, India, and Canada.And yes, even President Putin might attend. It’s a BIG MOMENT for Malaysia 🇲🇾 All 10 ASEAN leaders will be here, joined by Timor-Leste, our member-in-waiting. The gathering reflects ASEAN’s growing role as a stabilising force and economic powerhouse in a world that’s becoming increasingly multi-polar. Amid global tensions, ASEAN has remained a Zone of Peace, Freedom and Neutrality (ZOPFAN) – a vision declared in 1971 to keep Southeast Asia free from external interference. This was later strengthened in 2003 through the Bali Concord II, which marked a shift from strict neutrality toward an ASEAN Community of deeper economic and institutional integration. The theme for the 2025 Kuala Lumpur ASEAN Summit “Inclusive, Resilient, Sustainable ASEAN” means: 💪 Ensuring youth, women, MSMEs, and rural communities are not left behind💪 Making sustainability about long-term resilience, not just slogans💪 Supporting the smaller and less-developed ASEAN states With this as the backdrop, a small select group was convened to a closed-door Roundtable to discuss, comment, and make suggestions on many of the sensitive issues on tariffs, trade and technology that may be brought to the Summit. And of course, about what POTUS may bring up. What an honour to be invited. And to contribute perspectives shaped by years of working across technology, policy, and human development in the region and elsewhere around the world. ASEAN’s future will be written right here in Kuala Lumpur, KLCC on 26-28 October. It’s a privilege to play a small part in preparing PMX for this momentous meeting. (No, nothing discussed will be revealed here.) What does it mean to local businesses and the general public except for the road closures during the summit? 😉 Watch this space for future posts. 🙏 Terima Kasih to Khazanah Nasional Berhad, Khazanah Research Institute, Asian Strategy & Leadership Institute, and the Prime Minister’s Office for the invitation.

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TedxTalk @ MMU: Curiosity Ignites Creativity

HOW CAN WE PREPARE OURSELVES FOR A.I.?Facts are no longer enough. In the age of AI, curiosity is survival. Have you noticed how fast AI is moving? Every week there’s a new course.A new feature.A new headline about jobs changing—or disappearing. Sometimes it feels like every other day. So… Can we ever catch up? Some think it’s a bubble. That it will burst. Unlikely. The big players chasing AGI may or may not get there. But “narrow AI”- the kind built into everyday tools – will keep spreading.Translators. Navigation apps. Image recognition. Office tools.Quietly reshaping how we live and work. So how do we prepare? If you’re just a user, you’re already covered.AI is running behind the scenes – optimising your food delivery or suggesting edits in your documents. But if you want to create value?To stay relevant?You need more. You need curiosity. The kind that asks: could this be done differently? could this be done better? And when it comes to the next generation… curiosity alone won’t be enough. As I shared at TEDx on 13 September 2025, Multimedia University: AI will change the world faster than any education system can keep up. We can’t hand the next generation all the answers – AI will always have more answers. But we can give them the ability to ask better questions. We need schools to change. Not just teaching kids to cram for exams. But to: Spark imagination – the power to create something from nothing. Feed curiosity – the courage to ask “what if?” and “why not?” CURIOSITY is the spark. CREATIVITY is the fuel. The future won’t belong to those who memorise the most facts. It will belong to those who can IMAGINE what doesn’t yet exist. Let’s raise children not just to use AI.But to out-think it. Because the next generation won’t just cope with the future.They’ll shape it.

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How can Malaysia keep up with rapid technology advances?

The topic was: “THE FUTURE OF TECH ADVANCES OVER THE NEXT DECADE”.  Of course, the answer was going to be A.I. AI is evolving almost every week. As a result, AI is driving everything else: 🌀 Semiconductors.🔹 Advanced Packaging.💠 Data Centers.🌊 Power and Water requirements. ☀️ Sustainability.🏤 What our offices will look like (less people).🤼 How we work (faster). So, “HOW CAN WE KEEP UP WITH THE RAPID TECH ADVANCES?” The moderator asked the panel at MBOT’s ENTICE 2025 event this week. My answer: BE CURIOUS 🤔 Be curious about new announcements. About old ways.About how to use new tools; how to improve your work. That’s the starting point. Then go explore. Learn. As I said at the panel: “YOU DO NOT NEED TO GO TO UNIVERSITY TO GAIN KNOWLEDGE ANY MORE.” Everything is now available from the internet. Or from AI. If you know how to ask questions. Of course, formal learning is the fastest way to get foundational knowledge of any subject. But AI is moving faster than any educational system can respond. Start-ups in Silicon Valley have long ago not required you to have a university degree to join them. They just need your brains. And skills. They find talent wherever they can. 🟢 To develop a product.🔵 To build their business.🟠 To innovate. Large corporations are beginning to realise this.A certificate does not guarantee you can do any of that. CURIOSITY does. People who are curious, and then ACT.Ask questions.Look for answers. Malaysian companies need to realise this.You need curious staff to innovate.  Not just engineers with degrees.You also need managers who know how to respond and nurture innovation. I related an example of our RFID highway toll system. The idea is good. But the implementation is unreliable. How many of us had to reverse our cars at the toll gate because it could not detect our RFID tag? Many hands shot up. 🙋‍♂️ 🙋 🙅 The company has not yet shown any curiosity (or interest) to find out and fix it. How can our companies be able to show face and say our products are “Made By Malaysia”? Malu-lah. I said. By 2030, ASEAN is forecast to be the 3rd largest populated region in the world – after India and China. Expected to exceed 700 million. More than Europe. And Malaysia is smack in the right position to leverage this. If only our companies know how to do this. With the right talent. At all levels. And the mindset to Cooperate. Collaborate. And Combine expertise. With universities. With other companies. Countries.Perhaps even with their competitors. The world is our oyster.  Starting with ASEAN. Thank you to President Siti Hamisah Tapsir and Malaysia Board of Technologists for inviting me to celebrate their 10th Anniversary event. And meeting so many others there, too numerous to mention here.

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Crucial crossroads to secure local talent

Thank you Vanessa Ee-Lyn Gomes for interviewing me for this , The Edge Malaysia article. Getting featured in The Edge is an honour, particularly for a topic that has been close to my heart – tech talent. The challenge of attracting and retaining talent has been a major issue for everyone, not only for companies in Penang, but nationwide. It seems around the world, too. I just read that Meta is offering key AI talent $10 MILLION per year salary to join their AI Team !!!  What? Crazy! That’s a whole different ball game. As they say, we’re only ‘kacang putih’ here. But as I pointed out in the article, there are many things we, actually YOU, can do to make yourself more attractive – to get more talent and new customers. I’ve also said that in many events and also written about it in my LinkedIn posts. Today, you can read them from the newsstands. It is free in the special edition about Penang – the home base for ET Partners Sdn Bhd. Original post  

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Be tomorrow’s leader

With all your huge successes, what motivated you to enrol in an educational enrichment programme recently at Stanford? That was the question I asked Cynthia Zhang, founder of FutureX and early investor in ByteDance, during a panel at ISES SEA 2024 (International Semiconductor Executive Summit South East Asia). This was my second time attending ISES SEA, the flagship event by International Semiconductor Industry Group (ISIG). The sessions were packed with high-level insights. But what truly surprised me was realising that I could actually follow what the speakers were saying. After months of immersing myself in the semiconductor world, things were finally clicking. Little did I know I’d be facing my first acid test. During the morning break, ISES SEA GM Ellen Wendelin Loh and emcee for the day threw the audience a challenge. “Now I want you to go round the room and get at least 5 business cards.” Gulp! Then I thought of a fellow introvert who shared her technique: “I just pretend I’m my friend Elsa who is a supernetworker, and treating it like a performance makes the process less intimidating.” I applied her trick. And by Day 2, I had gotten the MOST business cards ever in an industry event. I felt so happy that I joked to some new friends, “Who knows, I might even be brave enough to ask a question at my next semicon event!” That moment came sooner than expected. When Cynthia Z. went on stage for a panel discussion “Investing for Tomorrow: Funding the next wave of semiconductor growth”, my first thought was “Who is this picture of grace & where did she get that double-breasted forest green dress?!” Seconds into her speech, I was frantically Googling Cynthia Zhang and discovered she was founder of FutureX, an investor in ByteDance, the internet company that owns Tiktok! Holy crap! Instinctively, I knew that this was The Moment to ask a question or I’d never forgive myself for letting the opportunity slip. When ISIG founder and moderator Salah Nasri opened Q & A to the floor, my hand shot up. Heart racing, I told myself, “Just be your curious sincere natural self.” I turned to face the audience and introduced myself. “Hi, I’m a former journalist trying not to feel too small in this room of subject experts.” Some people smiled. That calmed me down. I began, “Cynthia, As someone who writes human interest stories, my question for you is a little personal. With all your huge successes, what motivated you to enrol in an educational enrichment programme recently at Stanford?” She gave me a long well-considered answer which I’ll summarise in two impactful words: she wants to be “tomorrow’s leader.” Wow. What a star. Her answer reaffirmed a belief I’ve long held: the best leaders never stop learning. Thank you Salah, Ellen and the ISIG team for creating a space where learning feels electric. Original post

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