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June 18, 2024

360x317_Event_Calendar_Ad_GenAI_v1@2x

Explore the surge in GenAI applications and their impact on the semiconductor industry, including discussions on adoption scenarios and the need for increased manufacturing capacity, with insights from SEMI's CEO on AI's potential and SEMI's proactive strategies.

Add to Calendar 2024-06-18 00:00:00 2024-06-18 00:00:00 GenAI – the next S-curve for the semiconductor industry? Explore the surge in GenAI applications and their impact on the semiconductor industry, including discussions on adoption scenarios and the need for increased manufacturing capacity, with insights from SEMI's CEO on AI's potential and SEMI's proactive strategies. Zoom, United States SEMI.org contact@semi.org America/Los_Angeles public
Location

Zoom,
United States

360x317_Event_Calendar_Ad_GenAI_v1@2x

Generative artificial intelligence (GenAI) applications are becoming increasingly popular and with new model and applications being currently launched every day. However, GenAI applications are very compute intensive requiring specialized servers and chips.

In this webinar, panelists will discuss different adoptions scenarios and their implications on the semiconductor industry. In particular, they will dive deep on the need for additional manufacturing capacity for logic and memory as we expect the biggest investment needs there.

You will also hear from the CEO of SEMI on the potential AI holds for the semiconductor industry, along with SEMI's ongoing efforts to address this transformative technology.

Agenda

8:00 am - 8:10 am
Ajit Manocha is the president and CEO of SEMI, the global industry association serving the semiconductor and electronics manufacturing and design supply chain.
Ajit Manocha
President & CEO
SEMI
Mark Patel
Mark Patel
Senior Partner
McKinsey & Company

Opening Remarks

8:10 am - 8:15 am
Pushkar circle
Pushkar Apte
Strategic Technology Advisor, Smart Data-AI
SEMI

SEMI Smart Data-AI Initiative

8:15 am - 8:25 am
Klaus
Klaus Pototzky, Ph.D.
Associate Partner
McKinsey & Company

Semiconductor Industry Outlook Driven by GenAI

8:25 am - 8:35 am
Wendy
Wendy Zhu, Ph.D.
Associate Partner
McKinsey & Company

Silicon Demand Forecast and Scenarios

8:35 am - 8:50 am
Ondrej
Ondrej Burkacky, , Ph.D.
Senior Partner
McKinsey & Company

Implication for the Ecosystem

8:50 am - 9:00 am

Q & A