SEMI Northeast Forum - Wafers to Wall Street - Changing Investor Perceptions, Growing Trends in Semiconductors

SEMI Northeast Forum - Wafers to Wall Street - Changing Investor Perceptions, Growing Trends in Semiconductors

Thursday, Apr 4, 2019
07:30 AM – 11:00 AM
Thursday, Apr 04, 2019
at 07:30 AM to at 11:00 AM
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Teradyne
600 Riverpark Drive
N. Reading, Massachusetts, United States - 01864

Pricing

$55 (member)

$75 (non-member)

$15 (student)



No longer is a single monolithic demand driver propelling the electronics manufacturing supply chain. The rapidly expanding digital economy continues to foster innovation with new demand from the IoT, virtual and augmented reality (VR/AR), automobile infotainment and driver assistance, artificial intelligence (AI), Big Data, Quantum Computing, 5G and cryptocurrency, among others. With the explosion in data usage, memory demand is nearly insatiable and is holding memory device ASPs high, prompting continued heavy investment in new capacity.

The industry has been transformed through cycles of these disruptive new applications, sector consolidation, frenzied speculation and its resulting bubbles, and the rise of China. Through it all, prosperity and rational behavior have somehow prevailed. While cycles continue, the severity has been tempered by AI and other new semiconductor applications, engendering a completely connected world where silicon is more pervasive than ever before.  

Join your industry colleagues as we review changes in investor perceptions of semiconductor capital equipment and materials companies, the industry's transition from pure cyclical plays to today's consolidated industry where cycles appear more muted and valuations less volitile. The program includes a 2019 - 2020 outlook, drivers and headwinds.



Agenda

8:00 a.m.
Welcome

Riju Singhal, SEMI Northeast Committee Chairman
Veeco Instruments

8:05 a.m.
Introduction

Andy Blanchard, VP of Corporate Communications
Teradyne

8:15 a.m.
The Evolution of Investor Views on Semiconductor Capital Equipment

Robert Maire, President
Semiconductor Advisors

8:40 a.m.
An Industry Perspective of Strategic Drivers in the Semiconductor Industry

Industry representative (tbc)

9:05 a.m.
Electronic Materials & Packaging Trends in the Era of Digital Transformation

Rozalia Beica, Global Director - Strategy and Marketing
DowDuPont

9:30 a.m.
End Market Drivers and Trends Impacting Industry

Market Analysis

9:55 a.m.
Roundtable Discussion

For questions or for information regarding sponsorship opportunities, contact

Margaret Kindling
Sr. Program Manager - SEMI Americas

 

 

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