January 10, 2027 - January 13, 2027
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.
Location
The Ritz-Carlton, Half Moon Bay
1 Miramontes Point Rd
Half Moon Bay, CA 94019
United States
Save the dates for ISS 2027—January 10–13!
ISS 2026—Momentum Toward $1T: Charting Challenges, Embracing Disruptions, and Realizing New Opportunities
The semiconductor industry is on a powerful trajectory toward a $1 trillion market, driven by soaring global demand, breakthrough innovation, and record-setting investment. We stand at a generational inflection point—where digital transformation, national priorities, and emerging technologies converge to redefine the role of semiconductors in the global economy. From AI and electric vehicles to next-gen computing and connectivity, chips are powering the future, and the pace of change is only accelerating.
Now is an exceptional moment to be part of this industry. As governments recognize semiconductors as strategic infrastructure and supply chains undergo dramatic realignment, new players, partnerships, and possibilities are reshaping the landscape in real time. Advancements in chip design, materials, packaging, and manufacturing—especially in response to AI-driven workloads—are opening new frontiers in performance, efficiency, and scale.
This year’s theme calls on industry leaders, innovators, policymakers, and investors to assess where we are, confront the challenges ahead—talent shortages, capacity constraints, geopolitical tensions, and sustainability; embrace the disruptions reshaping the market—from chiplet architectures to AI-driven design, from vertical integration to edge innovation and define the strategies and opportunities that will propel us forward.
ISS will explore the current pace of growth, the disruptions driving change, and the strategic decisions required to realize the $1T vision. Join us as we chart a bold path for the semiconductor industry—where speed, scale, and strategy align to shape the future!
View the 2026 Event Guide
ISS 2026 Organizing Committee
Thank you to these industry leaders for their time and expertise supporting the continued success of this annual conference.
Agenda
SUNDAY, JANUARY 11, 2026
Conference Check-In
Welcome Reception
Sponsor—JX Advanced Metals
MONDAY, JANUARY 12, 2026
Breakfast
Sponsor—JE Dunn Construction
Opening Remarks
Opening Keynote
Keynote Sponsor—Exyte
Session 1—Economic Trends
Session Overview
Session Sponsor—Nikon Precision
The Economic Outlook for 2026 and Semiconductors: Looking at the Risks
Geopolitical Outlook 2026: Trade Truces And Ceasefires?
Break
Sponsor—SCREEN
Session 2—Semiconductor Trends
Sponsor—Sundt
Tokens to Infrastructure
Memory in the Age of AI, Scarcity as the Default State?
Semiconductor Outlook: Key Forces Shaping 2026 and Beyond
Lunch
Capex and WFE Outlook: Riding the Wave
From AI Gold Rush to Fab Reality: Capacity, Fab Investment and Materials in a Fragmenting World
How Advanced Packaging is Enabling the Most Complicated Devices, Both for More Moore and More than Moore Applications
Break
Session 3—Market Drivers
Session Overview
AI at the Heart of Data Center and Edge Semi Growth
Digitizing Biology Using Chip-Based Life Science Tools
Shaping Next-Gen Mobility: Semiconductor Needs, EV Innovation, and Autonomy
Get Your Game-On Reception
Quarter 2 Sponsor—Sundt Construction
Quarter 3 Sponsor—NY Creates
Quarter 4 Sponsor—Edwards
TUESDAY, JANUARY 13, 2026
Breakfast
Sponsor—HEIDENHAIN
Session 4—Technology
Session Overview
KEYNOTE—How Deposition and Etch Intensity Grows in the 3D Era
Keynote Sponsor—Lam Research
Enabling the Next Era of High-Density Computing
AI Leadership Through Scalable Memory for Logic Fabs: Strategy and Implementation Paths
Essential Semiconductors: Industry Megatrends and Solutions
Break
Student Pitches
Low-Temperature Diamond: A Key Technology for Device Level Thermal Management
Anna Kasperovich
PhD Candidate, Electrical and Electronics Engineering
Stanford University
Electronic-Photonic Integration Strategies for Space Savings & Thermal Resilience
Russell Schwartz
PhD Candidate, Graduate Research Assistant, Department of Electrical & Computer Engineering
University of Florida
Abating PFC and HFC Emissions using Regenerable Ultramicroporous Metal–Organic Frameworks
Bevan Whitehead
PhD Graduate Student, Inorganic Chemistry
University of Rochester
Session 5—Navigating Disruptions
Session Overview
How AI is Impacting the Supply Chain Ecosystem for Semiconductors
Towards a Greener Future: More Sustainable Materials in Semiconductor Manufacturing
Lunch
Wafer Bonding: A Cornerstone of Future Semiconductor Architectures
Reinventing the Physical Layer: The Path to the Million-XPU AI Data Center
Uncovering the Next Chapter for AI Computing
Break
Sponsor—JSR Micro
Panel—Capitalizing on Disruption
Panel Sponsor—Lam Research
Moderator:
Daniel Armbrust, Co-Founder and Director, Silicon Catalyst
Panelists:
• Audrey Charles, Senior VP of Corporate Strategy and Advanced Packaging, President of Lam Capital, Lam Research
• Nick Harris, CEO, Lightmatter
• Michael Stewart, Managing Partner, M12, Microsoft’s Venture Fund
• Erik Hosler, CEO and Founder, Obsidia Semiconductor
ISS Soirée Reception and Dinner
Sponsor—New York State Economic Development Council
WEDNESDAY, JANUARY 14, 2026
Breakfast
KEYNOTE—Powering the Future of AI: Architecting for Scalable, Energy-Efficient Compute
Keynote Sponsor—VAT
KEYNOTE: Semiconductors at the Center of Risk, Power, and National Security—A National Security Perspective on Risk and Resilience
Keynote Sponsor—ABM
Bulls & Bears Panel
Closing Remarks
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
ISS ROOM BLOCK
Special hotel rates for registered ISS attendees only.
Limited hotel room block closes when it is full.
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
HEALTH & 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.
Sponsors
Thank You to Our ISS 2026 Sponsors
Become a Sponsor
Sponsoring ISS is not just marketing—it’s executive positioning. It demonstrates leadership, accelerates relationship-building at the highest levels, and ensures your company has a visible role in guiding the next wave of semiconductor growth.
Sponsorship opportunities can be tailored to meet your specific branding and marketing objectives. Explore the sponsorship opportunities brochure.
Contact Shane Poblete at +1.202.847.5983 or [email protected] for sponsorship opportunities.