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Global Business Outlook

Agenda


Monday, July 11
San Francisco Marriott Marquis
Golden Gate A

 

1:00–5:30pm

SEMI/Gartner Market Symposium

 

The SEMI Market Symposium, co-sponsored by SEMI and Gartner, provides a midyear market update as well as a forum to discuss pertinent business issues. SEMI and Gartner will present market forecasts and analysis for the semiconductor, capital equipment, materials and adjacent industries.

Agenda

1:00pm - 1:10pm

 

Welcome and Opening Remarks
David Christensen, Senior Research Analyst, Gartner

     

1:10pm - 1:40pm

 

Economic Uncertainty, the Global Economy and Semiconductors
Duncan Meldrum, Chief Economist, Hilltop Economics

     

1:40pm -  2:05pm

 

Semiconductor, Capital Spending, Equipment Outlook: Challenging Times Ahead
Bob Johnson, Research Vice President, Gartner

     

2:05pm - 2:30pm

 

The Challenges of Semiconductor Foundry Business Globally and in China
Sam Wang, Ph.D. Research Vice President, Gartner 

     

2:30pm - 2:55pm

 

Semiconductor Packaging:  The Crucial Growth Component in China’s Electronics Supply Chain
Jim Walker, Research Vice President, Gartner

     

2:55pm - 3:10pm

  Break
     

3:10pm - 3:35pm

 

SEMI Equipment and Material Outlook
Dan Tracy, Senior Director Industry Research, SEMI

     

3:35pm - 4:00pm

 

200mm Fabs Awaken: A Glimpse into the Past, Present and Resurgence of 200mm Fabs
Christian Gregor Dieseldorff, Senior Analyst, Director Market Research, SEMI

     

4:00pm - 4:30pm

 

Flexible Hybrid Electronics: Separating Hype from Revenue
Jason Marsh, Director of Technology, NEXTFLEX

     

4:30pm - 5:00pm

 

Innovations in SiP & Heterogeneous Integration
William Chen, Ph.D., ASE Fellow, Senior Technical Advisory, ASE Group

     

5:00pm - 5:30pm

 

Internet of Things and Deep Neural Networks
Martin Reynolds,  VP & Gartner Fellow , Gartner

     

5:30pm

 

Closing Remarks
Jim Walker,  Research Vice President, Gartner

 

Registration

 

By June 3

Starting June 4

SEMI Member

$370

$495

Non Member

$495

$620

 

Sign up for both Market Symposium and the Welcome Reception and get a discount!

Market Symposium and Welcome Reception Bundle

 

By June 3

Starting June 4

SEMI Member

 $470

$600

Non Member

$600

$750

 

 


Wednesday, July 13

 

3:00–4:30 pm 

Bulls and Bears

 

This annual program highlights the state of the microelectronics industry now and the outlook for the future.   Robert Halliday, CFO of Applied Materials will moderate a panel of Wall St. analysts, who will share their points of view, and discuss issues such as the evolution/revolution in the electronics market, semi/semi CAPX industry structure and CAPX spend outlook, impact of continuing consolidation, increased manufacturing costs due to technology delays, new end markets and more.  This year’s Bulls & Bears will look beyond the traditional focus and review the increasing impact of fabless design, and influence of companies such as Qualcomm and Apple on the supply chain.  A joint CEO Summit / Bulls & Bears mixer will provide additional networking mixer opportunities.

Agenda

3:00pm - 3:30pm

 

Networking Mixer 

3:30pm - 3:40pm

 

Welcome and Opening Remarks
Robert Halliday, Chief Financial Officer, Applied Materials

3:40pm - 4:25pm

 

Panel Discussion

  • Joseph Moore, Semiconductor Industry Analyst, Morgan Stanley
  • C.J. Muse, Sr. Managing Director / Sr. equity research analyst, Evercore ISI
  • Romit Shah, Managing Director, Nomura Securities Co.
  • ​Harlan Sur, Executive Director, Equity Research, J.P. Morgan

4:25pm-4:30pm

 

Closing Remarks
Robert Halliday, Chief Financial Officer, Applied Materials

Registration                            

 

 By June 3               

 Starting June 4 

SEMI Member    

$35

$55

Non Member

$35

$55

 

Register Now    
     
To begin a new registration record    
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