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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
Monday, Jul 8th
1:00pm – 1:05pm PDT
Welcome and Opening Remarks
Location: Moscone South, Level 3, 301 & 302
Session Moderator (Market Symposium): Clark Tseng – SEMI
Market Trends
Monday, Jul 8th
1:05pm – 1:35pm PDT
AI: Powering the Next Wave of Semiconductor Innovation
Location: Moscone South, Level 3, 301 & 302
Speaker (Market Symposium): Marco Chisari – Samsung Electronics
Market Trends
Monday, Jul 8th
1:35pm – 2:05pm PDT
Is Semi Equipment Industry Missing Out on AI?
Location: Moscone South, Level 3, 301 & 302
Speaker (Market Symposium): Charles Shi – Needham & Company
Market Trends
Monday, Jul 8th
2:05pm – 2:35pm PDT
Semiconductor ecosystem: Evolution or (r)evolution?
Location: Moscone South, Level 3, 301 & 302
Speaker (Market Symposium): Elias Eliadis – Accenture LLP
Market Trends
Monday, Jul 8th
2:35pm – 3:05pm PDT
Semiconductor Mid-Year Update: Can AI Sustain a Multiyear Recovery for the Industry Despite Demand Weakness in China and Geopolitical Business Risk? - Mario Morales, IDC
Location: Moscone South, Level 3, 301 & 302
Speaker (Market Symposium): Mario A. Morales – IDC
Market Trends
Monday, Jul 8th
3:25pm – 3:55pm PDT
Top Trends Defining The Future of Semiconductor Industry
Location: Moscone South, Level 3, 301 & 302
Speaker (Market Symposium): Gaurav Gupta – Gartner
Market Trends
Monday, Jul 8th
3:55pm – 4:25pm PDT
What are the technologies and manufacturing infrastructure needed to support the AI driven semiconductor growth?
Location: Moscone South, Level 3, 301 & 302
Speaker (Market Symposium): Jean-Christophe Eloy – Yole Group
Market Trends
Monday, Jul 8th
4:25pm – 4:55pm PDT
World Fab Forecast Report: Trends and Forecast for New Fabs Starting Construction, Fab Equipment Spending and Capacities
Location: Moscone South, Level 3, 301 & 302
Speaker (Market Symposium): Christian Gregor Dieseldorff – SEMI
Market Trends
Monday, Jul 8th
4:55pm – 5:00pm PDT
Closing Remarks
Location: Moscone South, Level 3, 301 & 302
Session Moderator (Market Symposium): Clark Tseng – SEMI
Market Trends
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