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SEMICON West 2024

SEMICON West 2024

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Monday, Jul 8th
1:00pm – 5:00pm PDT
SEMI Market Symposium
Location: Moscone South, Level 3, 301 & 302
Market Trends
Sponsors
Wednesday, Jul 10th
2:20pm – 3:20pm PDT
Beyond Tier Mapping - Creating a Robust and Resilient Supply Chain Risk Management Program
Location: CEO Summit Stage, North Hall, Room 24
Panel Moderator (CEO Summit): Bettina Weiss – SEMI
Panelist: Kannan Perumal – Applied Materials
Panelist: Roger Kao – GlobalFoundries
Panelist: Boris Metodiev – TechInsights
Panelist: Helmer Fredrich – Electronics, a business of Merck KGaA, Darmstadt, Germany
Panelist: Ben Fullmer – Intel
Market Trends
Wednesday, Jul 10th
3:20pm – 4:20pm PDT
Bulls and Bears
Location: CEO Summit Stage, North Hall, Room 24
Panel Moderator: Lucia Greenblatt – Mitsubishi UFJ Financial Group (MUFG )
Panelist: C.J. Muse – Cantor Fitzgerald
Panelist: Mark Lipacis – Evercore
Panelist: Joseph Moore, Jr. – Morgan Stanley
Panelist: Lori A. Keith – Parnassus Investments
Market Trends