Our annual mid-year update on the semiconductor industry, including equipment and materials, was hosted by Brooks Automation. Paid registrants can access presentations by clicking on the names below.

• Bill McClean, President, IC Insights
• Bob Johnson, Research Vice President, Semiconductor Division, Gartner
• Jim Feldhan, President, Semico Research

Worldwide Economic Conditions
Electronic Systems Sales Trends
Current Position in the IC Industry Cycle
IC Market Forecast in Dollars and Units
IC Foundry
Semiconductor Industry Cap Spending Trends (top spenders)
IC Equipment Market Growth, Trends and Constraints in device types
Future Industry Cycles and Leading Indicators
Fundamental industry changes over next 3-5 years
Long-term industry profitability/stability
Regional guidance (China, etc)
New materials (cost and market share) and the Roadmap
Rise of memory

The opinions expressed at the New England Breakfast Forum are those of the analysts. To avoid confusion with the bi-annual SEMI Member Consensus Forecast, we request that these projections not be referred to as "a SEMI forecast" by anyone who may be reporting on this event or communicating its content to others.

Sponsor:

For sponsorship information, contact Marlene Sibley at msibley@semi.org OR Margaret Kindling, SEMI sr. program manager, at mkindling@semi.org