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March 13, 2024

Semiconductor Industry Outlook Thumbnail

The SEMI Silicon Valley and Northeast Chapters Present:

Semiconductor Industry Outlook 2024

Time

8:30 am - 10:30 am

Location

Virtual Event (Times shown are Pacific),
United States

Semiconductor Industry Outlook Thumbnail

Semiconductor Industry Outlook 2024:

The semiconductor industry is currently experiencing a period of significant change and growth.  The semiconductor industry is  accustomed to cycles and has weathered many ups and downs over the years.  We see exciting opportunities for growth in the age of Digital Transformation.  

Join us to hear industry, market and wall street experts discuss the outlook and the impact on semiconductor design and manufacturing supply chain in the near and long term.  

Topics include:

  • Market Trends & Forecast 

  • Macroeconomic & Geopolitical Impacts

  • Global Economics

  • Supply Chain Resiliency

  • Changing Competitive Landscape

  • Innovation Across Ecosystem

  • Semiconductor Fabs, Trends and Forecast

  • Talent Gap and Workforce

 

This Virtual Forum is 8:30–10:30am Pacific Time, 11:30am–1:30pm Eastern Time

Agenda

Virtual Forum | Wednesday, March 13, 2024 | Pacific Time

8:30 am - 8:35 am
Joe Stockunas, President, SEMI Americas
Joe Stockunas
President
SEMI Americas

Welcome Remarks

8:35 am - 8:40 am
Jan Olaf Gaudestad, Wooptix
Jan Olaf Gaudestad
Co-Chair of SEMI Silicon Valley Chapter & Vice President, Business Development, Semiconductor Fab Equipment
Wooptix

Moderator

8:40 am - 9:00 am
Charles Shi_Needham_and_Company
Dr. Charles Shi
Managing Director, Sr. Analyst
Needham & Company

How Will AI Drive Semiconductor Equipment Demand?

9:00 am - 9:20 am
Dan_Hutcheson_VLSIresearch
G. Dan Hutcheson
Vice Chair
TechInsights

Macro Forces on the Semiconductor Market

9:20 am - 9:40 am
Gaurav Gupta, PhD, Gartner
Dr. Gaurav Gupta
VP Analyst
Gartner

Memory & On-device AI Will Drive Semiconductor Industry in 2024 and Beyond

9:40 am - 10:00 am
Sundeep Bajikar_Applied Materials
Sundeep Bajikar
Vice President and Head of Corporate Strategy & Marketing
Applied Materials

Growth Thesis

10:00 am - 10:20 am
Mark Thirsk
Mark Thirsk
Partner
Linx Consulting

Materials Challenges from the Supply Side

10:20 am - 10:30 am

Q&A

10:30 am
Mark Thirsk, Linx Consulting
Mark Thirsk
Partner
Linx Consulting

Closing Remarks

Registration

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

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Become a Sponsor

Sponsorships can be tailored to meet your branding and marketing objectives. Become a sponsor and brand your company at the Silicon Valley & Northeast Virtual Forum.

Contact Lin Tso, ltso@semi.org to learn about available sponsorship opportunities.