Analysts see powerful new semi demand drivers spurring higher unit growth, rising capital intensity driving higher equipment spending, and profit-minded capital investing enabling healthier industry dynamics. All of this is very positive, and the consensus is that the current memory cycle will find a bottom in 2019, with growth resuming in 2020. However, the bull market is already longer than most and tariff and trade uncertainties could impact semi and equipment shipments directly or indirectly by derailing the global economy. Join us at this year's Bulls & Bears to hear Wall Street experts discuss whether short term pain will lead to long term gain.
Moderator: Don Clark, Freelance Contributor, New York Times
- Amanda Scarnati, Equity Research Analyst, Citi Research
- John Pitzer, Managing Director, Credit Suisse
- CJ Muse, Senior Managing Director and Senior Equity Research Analyst, Evercore ISI
- Tammy Kiely, Partner / Managing Director, Technology Investment Banking, Goldman Sachs
- Mitch Steves, Equity Research Analyst, RBC Capital Markets