SEMICON West 2014 Bulls and Bears

July 9, 2014
3:30pm-4:00pm (Mixer) / 4:00pm-5:00pm (Panel)
W Hotel, San Francisco (Great Room)

Get a mid-year industry update from our panel of expert analysts.  Moderated by a leading industry executive, our panel will address provocative questions on the state of the microelectronics industry now and the outlook for the future. Analysts 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 (450mm, EUV), new end markets, and more.  Join your colleagues for a special Bulls & Bears mixer in advance of the panel.


Sponsored by 




Bulls & Bears Mixer
4:00pm-5:00pm Bulls & Bears Panel
4:00pm-4:05pm Welcome and Introduction
Karen Savala
President, SEMI Americas

Rudy Kellner

Opening Remarks


Rudy Kellner (biography)
Vice President, Industry Group
FEI Company

Industry Landscape and Analyst Views
Tim Arcuri

Status of 450mm


Tim Arcuri (biography)

Managing Director

Cowen & Company

Patrick Ho

What is Driving Increasing Capital Intensity?


Patrick Ho (biography)

Sr. Research Analyst


Avinash Kant

Leveraging Technology Into Other Industries


Avinash Kant, Ph.D. (biography)
Vice President, Sr. Research Analyst
D.A. Davidson 

John Pitzer

Consolidation: Pragmatic Yes, Exciting No


John Pitzer (biography)
Managing Director 
Credit Suisse


4:30pm - 4:55pm


Closing Remarks

You will learn

- Current cycle and emerging trends

- Equipment CAPEX outlook

- Trends in the industry's inventory and capacity utilization

- Mobility trends and impact on supply chain

- End market drivers and outlook

- Impact of 450 mm, significance for supply chain, and cost issues

- Economic and technical challenges of next shrinks (20nm, 14nm)

- Profit share vs. market share

Who should attend

- Chief Executive Officers/Presidents

- Chief Financial Officers

- Sales managers

- Business development managers

- Analysts


by June 5
After June 5
SEMI Member $30 $30
Non Member $30 $30

View Schedule of Events
Join us for the VIP Reception



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