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October 22, 2021

Emerging Technology for SV Forum Fall 2019

The SEMI Silicon Valley Chapter Presents:
WAFERS TO WALL STREET—A Semiconductor Outlook

Time

8:30 am - 11:00 am

Location

Virtual Event, Pacific Time,
United States

Emerging Technology for SV Forum Fall 2019

Emerging Markets & Technologies Driving Significant Investment Globally

Major investments are developing in semiconductor fab capacity expansion globally and North America. Join industry colleagues online Friday, October 22, for a thought-provoking, VIRTUAL forum on the outlook, competitive environment, market, and technology trends driving fab expansion investment in the semiconductor industry. The discussion includes an analysis of the opportunities and challenges presented by end market drivers.

Hear our panel of industry and Wall Street experts discuss the latest technology trends, the global competitive environment, and the decision-making process for regional and state-level investments. Topics include:

  • Market and Technology Trends Driving New Investment  
  • Emerging Technologies, Integration Schemes, and Manufacturing Processes
  • Economic, Geopolitical, and the Global Competitive Environment (includes US-China Tensions)
  • Factors that Influence Global and State-Level Decisions on Where Fab Investment Occurs
  • Venture Capitalism in the Industry and Growth Trends
  • Semiconductor Chip Shortage
  • And more

Explore industry trends from the economic, market, technology, and manufacturing perspectives, plus valuable information from the viewpoint of each speaker.  

 

Agenda

Friday, October 22, 2021

8:30 am - 8:35 am
Janell Centers
Marketing Manager, Semiconductor and Technology
Macquarie Electronics

Welcome, Introduction

8:35 am - 9:00 am
Charles Shi_Needham
Charles Shi, PhD
Vice President & Research Analyst, Semiconductor Capital Equipment
Needham & Company

KEYNOTE—The War for Semiconductor Process and Packaging Leadership in the Era of a Slowing Moore’s Law

9:00 am - 9:25 am
 Godfrey Cheng_TSMC
Godfrey Cheng
Head of Global Marketing
TSMC

Navigating Complex Supply Chains as a Semiconductor Company

9:25 am - 9:50 am
Diana Tang_McKinsey
Diana Tang
Engagement Manager
McKinsey & Company

Critical Demand and Supply Trends in Semiconductors

9:50 am - 10:15 am
Elias Alcantara_Macquarie
Elias Alcantara
Vice President, Corporate Affairs, Americas
Macquarie Group

U.S. Federal Policy and Geopolitical Landscape

10:15 am - 10:40 am
Nanci Klein_City of SJ
Nanci Klein
Director of Economic Development
City of San Jose

San Jose - Manufacturing Still Strong!

10:40 am - 10:55 am
All Speakers

Q&A

10:55 am - 11:00 am
Janell Centers
Marketing Manager, Semiconductor and Technology
Macquarie Electronics

Closing Remarks

Contact

Member Price: $49

Non-Member Price: $99

Registration is final. No refunds provided. No substitutions.

Lin Tso
Email: ltso@semi.org
Phone: +1.408.943.7920

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Sponsors

Advantest
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