January 7, 2024 - January 10, 2024
We are sold out for ISS 2024!
Thank you for your support. We are excited to welcome you to an outstanding event with excellent speaker lineup and attendees.
Location
The Ritz-Carlton, Half Moon Bay
1 Miramontes Point Rd
Half Moon Bay, CA 94019
United States
Ready, Set, Ramp?
View the 2024 ISS Event Guide
View the Updated Agenda PDF as of January 4, 2024
The global semiconductor market is expected to reach an astounding $1 trillion by 2030. As the industry endeavors to reach this milestone, it will encounter both headwinds and tailwinds. As the past few years have demonstrated, opportunities in the industry 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.
As we continue to ramp up to reach the 1 trillion-dollar mark, navigating through both favorable and challenging conditions will be crucial in ensuring sustained growth and success. Technological advancements, increasing demand for electronics, diversification into new markets, globalization, investment in R&D, and sustainability practices will be critical factors. Addressing challenges and leveraging the opportunities will require a strategic and comprehensive approach, coordinated and collaborative efforts from key players, governments, and research institutions.
The Industry Strategy Symposium—ISS 2024 is designed to help you identify opportunities and tackle the challenges ahead and to see the whole picture—the business, economics, technology, workforce development, sustainability forces at play—so you can map out a strategy that minimizes risks and maximizes growth opportunities.
The range of expertise and insight at ISS is legendary: Speakers typically include industry leaders, economists, technologists, investors, and government officials—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 what will be the drivers to help ramp up the industry’s path to $1T, how to fully capitalize on investments and opportunities, with emphasis on tailwinds and headwinds and how these can either accelerate or impede growth. Key topics on the successful implementation of regional and global investments, private and public partnerships, market drivers and technologies uniting to drive us forward over the next five years will be presented.
Join us 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.
Come to ISS 2024 and get Ready, Set and Ramp to $1T!
Sessions
- Economic Trends
- Market Drivers
- Technology
- Headwinds
- Tailwinds
- Bulls and Bears Panel
ISS 2024 Organizing Committee
Thank you to these industry leaders for their time and expertise supporting the continued success of this annual conference.
Agenda
SUNDAY, JANUARY 7, 2024
Conference Check-In
Welcome Reception
Sponsor—JX Metals USA
MONDAY, JANUARY 8, 2024
Breakfast
Sponsor—JE Dunn
Welcome Remarks
SEMI Industry Update
Opening Remarks
Opening Keynote—The AI Revolution: Are We Ready for the Disruption Ahead?
Keynote Sponsor—Exyte
Session 1—Economic Trends
Session Overview
Session Sponsor—Nikon
Pivot or Tip?–Risks in the Global Economic Outlook
The Road to a Terrabuck–Opportunities and Speedbumps Along the Way
Break
Semiconductor Equipment Outlook: When Geopolitics Overruns Fundamentals
Semiconductor Materials Market Trends: Navigating the Dynamics of Fab Capacity, Technology Advancements, and Beyond
How Advanced Packaging and Chiplet Will Rule the World
Lunch
Sponsor—DSV
Growth Drivers Near-Term and Long-Term?
Moderator:
G. Dan Hutcheson, Vice Chair, TechInsights
Panelists:
• Mario Morales, Group Vice President, Enabling Technologies and Semiconductors, IDC
• Jackie Sturm, Corporate Vice President, Global Supply Chain Operations, Intel Corporation
• Vivek Bhan, SVP, High Performance Computing Product Group, Renesas
• Aki Sekiguchi, PhD, Fellow, Corporate, Innovation Division, Tokyo Electron Limited
Session 2—Market Drivers
Session Overview
Enabling Immersive Augmented Reality
Harnessing the Power of Generative AI and Language Models for Next-Gen Life Sciences
Break
Advancing the New Era of AI Hardware Infrastructure
Decarbonization and Digitization Driving the Growth in Power Semiconductors
“Get Your Game On” Reception
Sponsors—Athinia, Edwards, NY CREATES
TUESDAY, JANUARY 9, 2024
Breakfast
Sponsor—ASM
Session 3—Technology
Session Overview
Session Sponsor—TechInsights
Technology Keynote—Enabling AI Revolution Through Innovations in Advanced Packaging & Chiplet Technology
Keynote Sponsor—Tosoh Quartz
Hitchhiker's Guide to Technology Innovation in the Age of Generative AI, Digital Twin Technology, PPACe, Quantum
ST Silicon Carbide Technologies for Higher Power System Efficiency
Break
Sponsor—ASM
Logic 2034 – Technology, Economics, and Sustainability
Student Pitches
Session 4—Headwinds
Session Overview
Session Sponsor—MWH Constructors
Geopolitical Headwinds Facing the Industry in 2024: The Challenges of Industrial Policies, Export Controls, and Supply Chain Perturbations
CHIPS Act: Semiconductor Global Ecosystem and Supply-Chain Economic /Geopolitical Threats and Solutions
Lunch
Delivering Predictability for the Capital Projects Underpinning a $1 Trillion Market
PFAS: Semiconductor Industry Dependencies, Challenges, and Responses
Session 5—Tailwinds
Session Overview
Session Sponsor—Tosoh Quartz
Navigating Electrification: Silicon Carbide Technologies
SEMI Sustainability: Trends in Industry Sustainability Metrics and Reporting
Break
Sponsor—JSR
Impact of AI
Enabling Power Efficiency, Scaling and Economics with Chiplets
Women in Semiconductor (WiS) Networking Reception
Did you know that allyship is directly linked to business outcomes that include innovation, productivity, profitability, and customer satisfaction? Allyship is especially important to women, providing opportunities for growth and career advancement.
Show your allyship of women in semiconductors by participating in an hour-long networking reception with fellow ISS attendees. Participants are encouraged to join in casual conversations of what allyship means to them and how being an ally can create a culture that fully leverages the benefits of diversity — one in which women, and all employees, can succeed. All while enjoying food and drink!
Sponsors—DSV and Energetiq Technology
ISS Soirée Reception and Dinner
Sponsor—NY State Economic Development Council
WEDNESDAY, JANUARY 10, 2024
Breakfast
Sponsor—JSR
Keynote—CHIPS for America Update
Keynote Sponsor—KLA
Keynote—CHIPS Acts Around the Globe: A Snapshot of Int’l Efforts to Attract and Retain Semiconductor Investment
Keynote Sponsor—KLA
Wall Street’s WFE Opportunity Through 2030: Home Run or Dead Money? How to Handicap the Risks and Opportunities Facing the Investable WFE Universe
Closing Remarks
Registration
We are sold out for ISS 2024!
Thank you for your support. We are excited to welcome you to an outstanding event with excellent speaker lineup and attendees.
Price
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 11, 2023. Substitutes are only accepted with written permission from the original registrant.
Please email your cancellation request to to Agnes Cobar at acobar@semi.org
Agnes Cobar
Director, Americas Programs, SEMI
acobar@semi.org
Health and Safety
Your health and safety are our top priority. Personal preference of the attendees to wear masks is respected at all SEMI events. SEMI Americas (“SEMI") monitors developing federal, state, and local health and safety recommendations as well as requirements regarding COVID to determine the most appropriate safety protocols for our in-person events.
HOTEL
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
SPECIAL HOTEL RATES FOR REGISTERED ISS ATTENDEES ONLY
Click here to make your hotel reservations.
The ISS Room block is full. If you want to be on the waiting list, please contact:
Chevonne Colucci
Group Reservations Coordinator
Telephone: 650.712.7000
email: Chevonne.Colucci@ritzcarlton.com
Other Nearby hotels:
- Half Moon Bay Lodge
2400 Cabrillo Hwy S, Half Moon Bay, CA 94019
Distance from the Ritz Carlton: Approximately 1.2 miles - Beach House Hotel
4100 Cabrillo Hwy N, Half Moon Bay, CA 94019
Distance from the Ritz Carlton: Approximately 7 miles - Oceano Hotel & Spa Half Moon Bay Harbor
280 Capistrano Rd, Half Moon Bay, CA 94019
Distance from the Ritz Carlton: Approximately 8.5 miles
Sponsors
Thank You to Our Sponsors
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 spoblete@semi.org
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