Northeast Forum: Wafers to Wall Street - A View from the Street

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What’s happening in today’s market?  How will on-going macroeconomic issues impact the semiconductor and solar industries?  Join your colleagues at the "Northeast Forum:  Wafers to Wall Street - A View from the Street" on March 7, 2012 for a stimulating discussion on Wall Street’s perspective of the semiconductor industry, including capital equipment, materials, as well as a brief discussion on LED and solar/PV.  Our panel will address:

  • Current cycle and lessons learned
  • 2012 Equipment CAPEX outlook
  • Trends in the industry's inventory and capacity management
  • Impact of the current global economy on the industries
  • Economic and technical challenges of next shrinks
  • Impact of 450 mm, significance for supply chain, and cost issues
  • Access to capital markets for existing and new companies
  • Disparate profitability models for market share leaders and followers
  • Investment in protecting

Teradyne, Inc.
600 Riverpark Dr.
N. Reading, Massachusetts 01864

Sponsorship Opportunities
Sponsorship opportunities for this event are available.  Please contact Marlene Sibley at msibley@semi.org or 1.408.943.6988.

Questions
Margaret Kindling
Tel: 202.289.0440
mkindling@semi.org

Host/Sponsor:

 Teradyne logo

7:30am

8:00am

 

8:05am

 

 

 

 

 


10:00am

10:30am

Registration and Continental Breakfast

Welcome and Opening Remarks:
Steve Cantor, VP, Corporate Relations, Entegris, Chairman; SEMI Northeast Forum
Andrew Blanchard, VP, Corporate Relations, Teradyne (moderator)

Analyst Perspectives:

Vernon Essi, Jr., Principal, Equity Research/Senior Analyst, Energy Efficiency and Analog & Mixed Semiconductors, Needham & Company

Patrick J. Ho, Vice President, Stifel Nicolaus Research

Mehdi Hosseini, Sr. Analyst, Cleantech and Semi Cap Equipment, Susquehanna International

C.J. Muse, Semiconductor/Semiconductor Equipment Analyst, Barclays Capital


Open Discussion

Program ends

By March 1:

SEMI Members: $55
Non Members: $75
 

After March 1:

SEMI Members: $65
Non Members: $85