SEMI Market Symposium

Sponsors 

The SEMI Market Symposium provides a midyear market update of key market trends and drivers, plus a forum to discuss pertinent business issues. Experts will present market forecasts and analysis for the semiconductor, equipment, materials, and other industries in the electronics design and manufacturing supply chain.

Presentations:

• 1:00pm – 1:05pm PDT

  Welcome and Opening Remarks
  

  Session Moderator (Market Symposium): Clark Tseng – SEMI
• 1:05pm – 1:35pm PDT

  AI: Powering the Next Wave of Semiconductor Innovation
  

  Speaker (Market Symposium): Marco Chisari – Samsung Electronics
• 1:35pm – 2:05pm PDT

  Is Semi Equipment Industry Missing Out on AI?
  

  Speaker (Market Symposium): Charles Shi – Needham & Company
• 2:05pm – 2:35pm PDT

  Semiconductor ecosystem: Evolution or (r)evolution?
  

  Speaker (Market Symposium): Elias Eliadis – Accenture LLP
• 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
  

  Speaker (Market Symposium): Mario A. Morales – IDC
• 3:25pm – 3:55pm PDT

  Top Trends Defining The Future of Semiconductor Industry
  

  Speaker (Market Symposium): Gaurav Gupta – Gartner
• 3:55pm – 4:25pm PDT

  What are the technologies and manufacturing infrastructure needed to support the AI driven semiconductor growth?
  

  Speaker (Market Symposium): Jean-Christophe Eloy – Yole Group
• 4:25pm – 4:55pm PDT

  World Fab Forecast Report: Trends and Forecast for New Fabs Starting Construction, Fab Equipment Spending and Capacities
  

  Speaker (Market Symposium): Christian Gregor Dieseldorff – SEMI
• 4:55pm – 5:00pm PDT

  Closing Remarks
  

  Session Moderator (Market Symposium): Clark Tseng – SEMI