Session Moderator (Market Symposium): Clark Tseng – SEMI
Market Trends
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
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
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
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