SEMICON West 2015 Bulls and Bears

July 15, 2015
3:30pm-4:00pm (Mixer) / 4:00pm-5:00pm (Panel)
W Hotel, San Francisco (4th Floor Terrace)

Get a mid-year industry update from our panel of expert analysts.  Moderated by an industry investor relations expert, 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 networking mixer in advance of the panel.


Sponsored by 

  FEI logo  



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

Jason Willey Photo

Opening Remarks (moderator)

Jason Willey (biography)

Director, Investor Relations
FEI Company

Industry Landscape and Analyst Views
Ruben Roy Photo

China Take Away - Implications of a Domestic Semiconductor Industry

Ruben Roy (biography)

Principal and Sr. Research Analyst

Piper Jaffray

Mahesh Sangareria photo The Big get Bigger: the Case for Consolidation

Mahesh Sanganeria, Ph.D. (biography)
Managing Director
RBC Capital Markets 
Amanda Scarnati photo

Back to the Future – the Rise of 200 mm and IoT

Amanda Scarnati, Esq.
Equity Analyst, Semiconductor Consumables

Semiconductor Capital Equipment, Specialty Semiconductors
Citi Research


Weston Twigg photo

An Apple a Day – The 'New' Market Drivers (wearables, driveables, etc.)

Weston Twigg

Director and Sr. Research Analyst

Pacific Crest Securities - Technology Specialists of KeyBanc Capital Markets

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 $50 $50

Join us for the VIP Reception




How to Register for this Program


Start a New Registration

Upgrade Your Existing Registration

Begin a new registration record and select this and any other programs you wish to attend during step 2.
If you are already registered for SEMICON West, to log in to the Registration Resource Center, Select "Agenda Builder" and add this program.


Quick Tip: Onsite Registration Management with Your Mobile Device

Use the Registration Resource Center ( on your mobile device or from the SEMICON West Mobile App (available June) during the show to manage your programs.  You are no longer required to go to the registration areas to manage your schedule.

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