SEMI Northeast Breakfast Forum - Growing Trends in Semiconductors

SEMI Northeast Breakfast Forum - 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
Teradyne
600 Riverpark Drive
N. Reading, Massachusetts, United States - 01864

Pricing

$55 (member)

$75 (non-member)

$15 (student)



WAFERS TO WALL STREET—
CHANGING INVESTOR PERCEPTIONS, GROWING TRENDS IN SEMICONDUCTORS 

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 volatile. The program includes a 2019–2020 outlook, drivers and headwinds.



Agenda

7:30 a.m.
Check-in and continental breakfast
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.

Electronic Materials & Packaging Trends in the Era of Digital Transformation 

Rozalia Beica 
Global Strategic Marketing Director, Electronics & Imaging, Specialty Products Division
DowDuPont

8:35 a.m.

End Market Drivers and Trends Impacting Industry

Jeff Doubrava 
Managing Partner
Prismark Partners LLC

8:55 a.m.
Intermission
9:05 a.m.

The Evolution of Investor Views on Semiconductor Capital Equipment

Robert Maire 
President
Semiconductor Advisors

9:25 a.m.

Trends in Semiconductors

Jeremy Lansford
Engineering Director 
GLOBALFOUNDRIES

9:50 a.m.

Roundtable Discussion moderated by Andy Blanchard

10:30 a.m.

Collaborative Robot Demonstration


For questions or for information regarding sponsorship opportunities, contact

Margaret Kindling
Sr. Program Manager - SEMI Americas

 

 

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