January 8, 2023 - January 11, 2023
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
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!
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.
SUNDAY, JANUARY 8
MONDAY, JANUARY 9
Session 1: Economic Trends
Session Sponsor—Nikon Precision
The Changing State of US-China Competition in the Semiconductor Industry
New Perspectives In Semiconductors Technologies, Geopolitics, & Outlooks
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
Driving Sustainable Innovation
Where Cloud Meets Edge: Custom Silicon for Secure, Intelligent, and Connected Systems
US Semiconductor Manufacturing A More Resilient And Sustainable Future
Automotive Economics: Impact on Semiconductor
"Get Your Game On" Reception
TUESDAY, JANUARY 10
KEYNOTE—Semiconductor Industry: The Nexus of Change
Session 3: Local and Global Perspectives
Session Sponsor—Tosoh Quartz
The US and European Chips Act–How Far Will They Bring Us on the Road to Technology Sovereignty
Evaluating our Trade-offs
Session 4: Technology
Session Sponsor—Tosoh Quartz
TECHNOLOGY KEYNOTE: Holistic Lithography And The Road To One Trillion: Enabling 1 Trillion Transistors Per Device For A Sustainable Industry Growth To $1T/Year
• 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
Student Pitches & Poster Session
Session 5: Impact of Sustainability on Supply Chain
Reflections on Supply Chain Resilience and Environmental Sustainability
Lessons Learned from Component And Sub-System Shortages And Impact On Environmental Sustainability
How to Mobilize Suppliers And Customers In Meeting Net Zero Goals In The Aftermath Of The Ramp
ISS Soirée Reception & Dinner
WEDNESDAY, JANUARY 11
KEYNOTE—US Fabs of the Future
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
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 firstname.lastname@example.org
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.
RELEASE AND WAIVER FORM
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
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.
One Miramontes Point Road
Half Moon Bay, CA 94019
SPECIAL HOTEL RATES FOR ISS ATTENDEES ONLY—Hotel Room Block Is Now Open
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.
Thank You to Our 2023 Sponsors
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