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January 8, 2023 - January 11, 2023

ISS 2022 Semiconductors Leading a Transforming World

Join us in-person for ISS 2023 at the Ritz-Carlton in Half Moon Bay, CA to get the latest insights on economic trends, market drivers, geopolitics, technology and what these will mean for the near future to help drive your business forward. The cooperative platform of ISS and its tremendous collective assets will serve to help power your strategies for the coming months and years.

Add to Calendar 2023-01-08 00:00:00 2023-01-11 00:00:00 ISS 2023—Industry Strategy Symposium Join us in-person for ISS 2023 at the Ritz-Carlton in Half Moon Bay, CA to get the latest insights on economic trends, market drivers, geopolitics, technology and what these will mean for the near future to help drive your business forward. The cooperative platform of ISS and its tremendous collective assets will serve to help power your strategies for the coming months and years. The Ritz-Carlton, Half Moon Bay 1 Miramontes Point Rd Half Moon Bay, CA 94019 United States America/Los_Angeles public

The Ritz-Carlton, Half Moon Bay
1 Miramontes Point Rd
Half Moon Bay, CA 94019
United States

ISS 2022 Semiconductors Leading a Transforming World

Reaching $1T the Right Way: A Sustainable Path

The semiconductor market is expected to reach an astounding $1 trillion by 2030. But as the past few years have demonstrated, opportunities in the marketplace come hand-in-hand with new and unexpected challenges. From trade wars to a global pandemic to supply chain and economic disruptions, companies in all industries had to scramble to keep ahead of the curve.

The Industry Strategy Symposium (ISS) is designed to help you identify and navigate the challenges ahead and to see the whole picture—the business, technological, workforce development, sustainability forces at play—so you can map out a strategy that minimizes risks and maximizes opportunities. The range of expertise and insight at ISS is legendary: Speakers typically include industry leaders, economists, technologists, investors, and politicians—all bringing insight and unique perspectives to challenge your thinking and sharpen your focus.

The speakers at this year’s ISS will focus their expertise on the regional and global investments that will be the drivers of the industry’s path to $1T, with emphasis on the red-hot Automotive, Big Data, and AI markets. Key topics which have a direct bearing on the successful implementation of regional and global investments, private and public partnerships and technologists uniting to drive us forward over the next five years will be presented. To fully capitalize on these investments and opportunities, including the $52B investment in semiconductor manufacturing in the United States, the industry will need to find ways to strengthen global cooperation across the supply chain while also maintaining a focus on the unique workforce requirements needed to sustain growth. In addition, manufacturers and their suppliers must continue to improve the sustainability of their operations, for global/regional pollution targets and to improve their bottom lines. It’s all interconnected…and we’ll connect all the dots at ISS!


  • Economic Trends

  • Market Drivers

  • Technology

  • Local and Global Perspectives

  • Impact of Sustainability on Supply Chain


  • Day 1 Keynote: Keyvan Esfarjani, Executive Vice President, Chief Global Operations Officer, Intel Corporation

  • Day 2 Keynote: Dave Keller, President and CEO, TSMC, North America

  • Day 3 Keynote: Scott Gatzemeier, Corporate Vice President, Front End US Expansion, Micron Technology

  • Technology Keynote: Martin van den Brink, President and CTO, ASML


Thank you to these industry leaders for their time and expertise supporting the continued success of this annual conference.



    3:00 pm - 6:00 pm

    Conference Check-in

    6:00 pm - 7:00 pm

    Welcome Reception

    Sponsor—JX Nippon

    JX Nippon


    7:00 am - 8:00 am


    8:00 am - 8:10 am
    Joe Stockunas, SEMI Americas
    Joe Stockunas
    SEMI Americas

    Welcome Remarks

    8:10 am - 8:25 am
    Steve Johnston, EMD Electronics
    Steven Johnston
    Vice President, Head of Technology Innovation and Enablement
    Merck KGaA, EMD Electronics, ISS Committee Co-Chair

    Opening Remarks

    8:25 am - 8:55 am
    Keyvan Esfarjani, Intel
    Keyvan Esfarjani
    Executive Vice President, Chief Global Operations Officer
    Intel Corporation




    Session 1: Economic Trends

    Session Sponsor—Nikon Precision

    Nikon Precision
    8:55 am - 9:00 am
    Clark Fuhs
    Clark Fuhs
    Senior Director, Corporate Analytics
    Lam Research

    Session Overview

    9:00 am - 9:30 am
    David Doyle
    Managing Director, Head of Economics, Commodities and Global Markets
    Macquarie Capital Markets

    Macroeconomic Overview

    9:30 am - 10:00 am
    Craig Allen, US-China Business Council
    Craig Allen
    US-China Business Council

    The Changing State of US-China Competition in the Semiconductor Industry

    10:00 am - 10:30 am


    10:30 am - 11:00 am
    Mario Morales, IDC
    Mario Morales
    Program Vice President, Enabling Technologies and Semiconductor, Storage and Data Sphere Research
    International Data Corporation (IDC)

    Semiconductor Forecast

    11:00 am - 11:30 am
    Mark Thirsk_Linx Consulting
    Mark Thirsk
    Managing Partner
    Linx Consulting

    Materials Forecast

    11:30 am - 11:50 am
    Bob Johnson, Gartner
    Bob Johnson
    Vice President

    Equipment Forecast

    11:50 am - 12:10 pm
    Dan Hutcheson, VLSI Research
    G. Dan Hutcheson
    Vice Chair

    New Perspectives In Semiconductors Technologies, Geopolitics, & Outlooks

    12:10 pm - 1:30 pm


    1:30 pm - 2:30 pm
    Clark Fuhs
    Moderator: Clark Fuhs
    Senior Director, Corporate Analytics
    Lam Research

    Industry Forecast Panel

    • Malcolm Penn, Chairman and CEO, Future Horizons
    • Mario Morales, Program VP, Enabling technologies and Semiconductor, Storage and Data Sphere Research, IDC
    • Risto Puhaka, Director of Market Research, Market Research TechInsights
    • Mike Howard, VP of DRAM and Memory Research, Yole Intelligence

    Session 2: Market Drivers

    Session Sponsor—Nikon Precision

    Nikon Precision
    2:30 pm - 2:35 pm
    Indradeep Ghosh, Micron Technology
    Indradeep Ghosh
    Head of Market Intelligence
    Micron Technoloty

    Session Overview

    2:35 pm - 3:05 pm
    Carolin Seward, Intel
    Carolin Seward
    Vice President of Custom Silicon Sourcing and Operations

    Driving Sustainable Innovation

    3:05 pm - 3:35 pm
    David Pellerin, Amazon Web Services
    David Pellerin
    Head of Worldwide Business Development for Infotech and Semiconductor,
    Amazon Web Services

    Where Cloud Meets Edge: Custom Silicon for Secure, Intelligent, and Connected Systems

    3:35 pm - 4:05 pm


    4:05 pm - 4:35 pm
    Praneetha Poloju, Microsoft
    Praneetha Poloju
    Chief Technologist

    US Semiconductor Manufacturing A More Resilient And Sustainable Future

    4:35 pm - 5:05 pm
    Diana Tang, McKinsey & Company
    Diana Tang
    Engagement Manager
    McKinsey & Company

    Automotive Economics: Impact on Semiconductor

    5:30 pm - 8:30 pm

    "Get Your Game On" Reception


    Edwards 170x65


    7:00 am - 8:00 am


    8:00 am - 8:30 am
    Dave Keller_TSMC North America
    Dave Keller
    President and CEO
    TSMC North America

    KEYNOTE—Semiconductor Industry: The Nexus of Change

    Abstract & Biography



    Session 3: Local and Global Perspectives

    Session Sponsor—Tosoh Quartz

    Tosoh Quartz
    8:30 am - 8:35 am

    Session Overview

    8:35 am - 9:05 am
    Laurie Locascio, U.S. Department of Commerce
    Laurie Locascio
    Director of NIST and the Under Secretary of Commerce for Standards and Technology
    U.S. Department of Commerce

    9:05 am - 9:30 am
    Marco Chisari, Managing Director, Global Head of Semiconductor Investment Banking, Bank of America Merrill Lynch
    Marco Chisari
    Executive Vice President of Samsung Semiconductor Innovation Center (SSIC) and Head of US Foundry Business
    Samsung Electronics

    U.S. Perspective

    9:25 am - 9:55 am


    9:55 am - 10:20 am
    Lars Reger, NXP Semiconductors
    Lars Reger
    Executive VP and CTO
    NXP Semiconductors

    The US and European Chips Act–How Far Will They Bring Us on the Road to Technology Sovereignty

    10:20 am - 10:45 am
    Herbert Blaschitz
    Herbert Blaschitz
    Executive Vice President

    Evaluating our Trade-offs

    Session 4: Technology

    Session Sponsor—Tosoh Quartz

    Tosoh Quartz
    10:45 am - 10:50 am
    Jeffrey Wessel, Tosoh Quartz
    Jeffrey Wessel
    Chief Marketing Officer
    Tosoh Quartz

    Session Overview

    11:10 am - 11:40 am
    Martin van den Brink
    Martin van den Brink
    President and CTO

    TECHNOLOGY KEYNOTE: Holistic Lithography And The Road To One Trillion: Enabling 1 Trillion Transistors Per Device For A Sustainable Industry Growth To $1T/Year

    11:40 pm - 12:10 pm
    Andrew Grenville

    12:10 pm - 1:30 pm


    JSR Micro
    1:30 pm - 2:00 pm
    Mark Wade, Ayar Labs
    Mark Wade
    Chief Technology Officer, Senior Vice President Engineering, and Co-Founder
    Ayar Labs

    Optics Co-packaging

    2:00 pm - 2:50 pm
    Ed Sperling, Semiconductor Engineering
    Moderator: Ed Sperling
    Semiconductor Engineering

    Technology Panel

    • Martin van den Brink, CTO, ASML
    • Speaker TBA, imec
    • David Fried, Corporate Vice President, Lam Research
    • Ankur Gupta, VP and General Manager, Tessent Silicon Lifecycle Solutions, Siemens EDA

    2:50 pm - 3:15 pm

    Student Pitches & Poster Session

    LAM Research NEW 170x65
    3:15 pm - 3:45 pm


    JSR Micro

    Session 5: Impact of Sustainability on Supply Chain

    Session Sponsor—Exyte

    3:45 pm - 3:50 pm
    Lubab Sheet-Davis, Lam Research
    Lubab Sheet-Davis

    Session Overview

    3:50 pm - 4:20 pm
    Eric Johnson, JSR Corporation
    Eric Johnson
    JSR Corporation

    Reflections on Supply Chain Resilience and Environmental Sustainability

    4:20 pm - 4:50 pm
    Scott Hambleton
    Scott Hambleton
    Senior Director, EHS
    Applied Materials

    Lessons Learned from Component And Sub-System Shortages And Impact On Environmental Sustainability

    4:50 pm - 5:20 pm
    Speaker to be announced

    How to Mobilize Suppliers And Customers In Meeting Net Zero Goals In The Aftermath Of The Ramp

    6:30 pm - 9:00 pm

    ISS Soirée Reception & Dinner

    NY Loves Nanotech


    7:00 am - 8:00 am


    8:00 am - 8:30 am
    Scott Gatzemeier, Micron
    Scott Gatzemeier
    Corporate Vice President, Front End US Expansion
    Micron Technology

    KEYNOTE—US Fabs of the Future

    LAM Research NEW 170x65
    8:30 am - 9:00 am
    Raj Jammy, Mitre
    Rajarao (Raj) Jammy
    Chief Technologist and Managing Director Advance Technology
    MITRE Engenuity

    9:00 am - 10:00 am
    Jane Lanhee Lee, Reuters
    Moderator: Jane Lanhee Lee
    Chip Reporter

    Bulls and Bears Panel

    Hear unique and diverse perspectives from a mix of Wall St. analysts. Moderated by an industry executive, our experts will blend a lively interactive discussion of the microelectronics industry and a Bulls & Bears perspective.

    • Stacy Rasgon, Managing Director and Senior Analyst, U.S. Semiconductors and Semiconductor Capital Equipment, Bernstein Research
    • Atif Malik, Analyst, Semiconductors & Semiconductor Capital Equipment, Citi Research
    • Mark Lipacis, Managing Director, Jefferies
    • Lori Keith, Director of Research, Portfolio Manager, Parnassus

    10:00 am - 10:15 am
    Mark Slezak, JSR Micro
    ISS Committee Co-Chair
    Mark Slezak
    JSR Micro

    Closing Remarks and ISS 2023 Recap

    Agenda Subject to Change


    Early Bird Pricing (Ends December 12, 2022)

    • Member: $ 2600
    • Non-Member: $ 3100

    Regular Pricing (December 13 - January 8, 2023) 

    • Member: $ 3100
    • Non-Member: $3600

    Airfare and hotel accommodations are NOT included and should be booked separately. 

    Refunds will not be issued for cancellations (including no-shows) made after December 12, 2022. Substitutes are only accepted with written permission from the original registrant. Please email your cancellation request to to Agnes Cobar at

    Agnes Cobar
    Director, Americas Programs

    Health and Safety

    Your health and safety are our top priority. SEMI Americas (“SEMI”) monitors developing federal, state, and local health and safety recommendations and requirements to determine the most appropriate safety protocols for our in-person events.  

    SEMI will comply with and follow current facility and local government jurisdiction guidelines of the venue's location. The health and safety guidelines outlined below continue to evolve and will be updated as necessary to help support a safe experience for all attendees onsite.  

    For international attendees arriving from outside of the United States, please review the government travel guidance to confirm eligibility and requirements for travel.


    • Although masks are not required, attendees are encouraged to determine use based on their own personal comfort level as well as to be respectful of other's individual choice.


    • This was included in your online registration.

    SEMI is committed to upholding the health and safety standards outlined on this page. We will continue to monitor the guidance of public health authorities and government agencies going forward and will make appropriate adjustments in the future based on that guidance. Additional details about policies and procedures will be posted here as they are made available.  

    Subject to Change. Updated November 28, 2022


    Ritz Carlton Half Moon Bay

    The Industry Strategy Symposium takes place at the Ritz-Carlton on a majestic bluff overlooking the Pacific Ocean.

    Directions: The venue is located less than one hour from the San Francisco Airport and slightly over one hour from the San Jose Airport. 

    The Ritz-Carlton
    One Miramontes Point Road 
    Half Moon Bay, CA 94019 
    T: 1.650.712.7000  


    Reserve your hotel now to get discounted rates offered only to registered ISS attendees. Limited hotel room block closes December 16, 2022 or when room block is full.

    Ritz Carlton Half Moon Bay


    Thank You to Our 2023 Sponsors

    Edwards 170x65
    EV Group
    JSR Micro
    LAM Research NEW 170x65
    Linx Consulting
    MITRE Engenuity
    Nikon Precision
    NY Loves Nanotech
    TEL without TM, 170x65
    Tosoh Quartz

    Become a Sponsor

    Explore Available Sponsorship Opportunities

    Sponsoring will associate your company with the industry's most respected senior executives. Sponsorship opportunities can be tailored to meet your specific branding and marketing objectives.

    Contact Shane Poblete at +1.202.847.5983 or