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January 10, 2027 - January 13, 2027

SEMI ISS Industry Strategy Symposium

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

SEMI ISS Industry Strategy Symposium

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

3:00 pm - 6:00 pm

Conference Check-In

6:00 pm - 7:00 pm

Welcome Reception

Sponsor—JX Advanced Metals

JX Advanced Metals Logo 170x65

MONDAY, JANUARY 12, 2026

7:00 am - 8:00 am

Breakfast

Sponsor—JE Dunn Construction

JE Dunn Construction
8:00 am - 8:05 am
Joe Stockunas, SEMI Americas
Joe Stockunas
President, SEMI Americas
SEMI

Welcome Remarks

8:05 am - 8:15 am
Ajit Manocha, SEMI
Ajit Manocha
President and CEO
SEMI

SEMI Industry Update

8:15 am - 8:30 am
Steve Johnston, EMD Electronics_2025
Co-Chair, ISS Committee
Steve Johnston, PhD
Vice President, Head of Technology Innovation and Enablement
EMD Electronics

Opening Remarks

8:30 am - 9:00 am
Naga Chandrasekaran, Intel
Naga Chandrasekaran
Executive Vice President, Chief Technology and Operations Officer, and General Manager of Intel Foundry
Intel

Opening Keynote

Abstract and Biography

Keynote Sponsor—Exyte

Exyte

Session 1—Economic Trends

9:00 am - 9:05 am

Session Overview

Session Sponsor—Nikon Precision

Nikon Precision
9:05 am - 9:35 am
Duncan Meldrum, PhD, Hilltop Economics
Duncan Meldrum
Chief Economist
Hilltop Economics

The Economic Outlook for 2026 and Semiconductors: Looking at the Risks

9:35 am - 10:05 am
Matt Gertken, BCA Research
Matt Gertken, PhD
Chief Geopolitical Strategist, US Political Strategist, Senior Vice President
BCA Research

Geopolitical Outlook 2026: Trade Truces And Ceasefires?

10:05 am - 10:35 am

Break

Sponsor—SCREEN

SCREEN Logo 170x65

Session 2—Semiconductor Trends

Sponsor—Sundt

Sundt Logo 170x65
10:35 am - 11:05 am
Dylan Patel, SemiAnalysis
Dylan Patel
Founder, CEO, and Chief Analyst
SemiAnalysis

Tokens to Infrastructure

11:05 am - 11:35 am
Mike Howard_TechInsights
Mike Howard
Vice President of DRAM and Memory Market
TechInsights

Memory in the Age of AI, Scarcity as the Default State?

11:35 am - 12:05 pm
Jeff Janukowicz, IDC
Jeff Janukowicz
Research Vice President
IDC

Semiconductor Outlook: Key Forces Shaping 2026 and Beyond

12:05 pm - 1:30 pm

Lunch

1:30 pm - 2:00 pm
Bob Johnson, Gartner
Bob Johnson
Vice President, Analyst, Semiconductor and Electronics
Gartner

Capex and WFE Outlook: Riding the Wave

2:00 pm - 2:30 pm
ClarkTseng_1000x1000
Clark Tseng
Senior Director, Market Intelligence Team
SEMI

From AI Gold Rush to Fab Reality: Capacity, Fab Investment and Materials in a Fragmenting World

2:30 pm - 3:00 pm
Jean-Christophe Eloy
Jean-Christophe Eloy
President and Founder
Yole Group

How Advanced Packaging is Enabling the Most Complicated Devices, Both for More Moore and More than Moore Applications

3:00 pm - 3:30 pm

Break

Session 3—Market Drivers

3:30 pm - 3:35 pm

Session Overview

3:35 pm - 4:05 pm
Mario Morales, IDC, Headshot
Mario Morales
Head of Corporate Strategy and Partnerships
AMD

AI at the Heart of Data Center and Edge Semi Growth

4:05 pm - 4:35 pm
Peter Peumans, imec
Peter Peumans, PhD
CTO Health
imec

Digitizing Biology Using Chip-Based Life Science Tools

4:35 pm - 5:05 pm
Kai Stepper, Lucid Motors
Kay Stepper, PhD
Vice President, ADAS & Autonomous Driving
Lucid Motors

Shaping Next-Gen Mobility: Semiconductor Needs, EV Innovation, and Autonomy

5:30 pm - 8:30 pm

Get Your Game-On Reception

Quarter 2 Sponsor—Sundt Construction
Quarter 3 Sponsor—NY Creates
Quarter 4 Sponsor—Edwards

ISS26 Game Night Reception Sponsors

TUESDAY, JANUARY 13, 2026

7:00 am - 8:00 am

Breakfast

Sponsor—HEIDENHAIN

Heidenhain

Session 4—Technology

8:00 am - 8:05 am

Session Overview

8:05 am - 8:35 am
Vahid Vahedi, Lam Research
Vahid Vahedi
Senior Vice President and Chief Technology Officer
Lam Research

KEYNOTE—How Deposition and Etch Intensity Grows in the 3D Era

Abstract and Biography

Keynote Sponsor—Lam Research

Lam Research
8:35 am - 9:05 am
David McCann, Amkor
David McCann
Senior Vice President, Chief of Staff, Business Unit
Amkor Technology

Enabling the Next Era of High-Density Computing

9:05 am - 9:35 am
Sasi Manipatruni, Kepler Computing
Sasikanth Manipatruni
CTO
Kepler Computing

AI Leadership Through Scalable Memory for Logic Fabs: Strategy and Implementation Paths

9:35 am - 10:05 am
Ted Letavic, GlobalFoundries
Ted Letavic
Corporate Fellow, Senior VP, Technology and Innovation
Global Foundries

Essential Semiconductors: Industry Megatrends and Solutions

10:05 am - 10:35 am

Break

10:35 am - 11:00 am
Anna Kasperovich
Anna Kasperovich
PhD Candidate, Electrical and Electronics Engineering
Stanford University
Russell Schwartz
Russell Schwartz
PhD Candidate, Electrical and Computer Engineering
University of Florida
Bevan Whitehead
PhD Graduate Student, Inorganic Chemistry
University of Rochester

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

11:00 am - 11:05 am

Session Overview

11:05 am - 11:35 am
Handel Jones, IBS
Handel Jones
Founder & CEO
International Business Strategies (IBS)

How AI is Impacting the Supply Chain Ecosystem for Semiconductors

11:35 am - 12:05 pm
Kevin Gorman, EMD Electronics
Kevin Gorman
SVP & Head of Patterning Solutions
EMD Electronics

Towards a Greener Future: More Sustainable Materials in Semiconductor Manufacturing

12:05 pm - 1:30 pm

Lunch

1:30 pm - 2:00 pm
Paul Lindner, EV Group
Paul Lindner
Executive Technology Director
EV Group

Wafer Bonding: A Cornerstone of Future Semiconductor Architectures

2:00 pm - 2:30 pm
Nick Harris, Lightmatter
Nick Harris
CEO
Lightmatter

Reinventing the Physical Layer: The Path to the Million-XPU AI Data Center

2:35 pm - 3:05 pm
Mark Patel, McKinsey & Co
Mark Patel
Senior Partner
McKinsey & Company

Uncovering the Next Chapter for AI Computing

3:00 pm - 3:30 pm

Break

Sponsor—JSR Micro

JSR Corporation
3:30 pm - 4:30 pm
Dan Armbrust, Silicon Catalyst
Moderator
Daniel Armbrust
Co-Founder and Director
Silicon Catalyst
Audrey Charles
Audrey Charles
Senior VP of Corporate Strategy and Advanced Packaging, President of Lam Capital
Lam Research
Nick Harris, Lightmatter
Nick Harris
CEO
Lightmatter
Michael Stewart, M12
Michael Stewart
Managing Partner
M12, Microsoft’s Venture Fund
Erik Hosler, Obsidia Semiconductors
Erik Hosler, PhD
CEO and Founder
Obsidia Semiconductor

Panel—Capitalizing on Disruption

Lam Research
6:30 pm - 9:00 pm

ISS Soirée Reception and Dinner

Sponsor—New York State Economic Development Council

New York State Development Council_170x65

WEDNESDAY, JANUARY 14, 2026

7:00 am - 8:00 am

Breakfast

8:00 am - 8:30 am
Mark Fuselier, AMD
Mark Fuselier
Senior Vice President, Technology and Product Engineering
AMD

KEYNOTE—Powering the Future of AI: Architecting for Scalable, Energy-Efficient Compute

Abstract and Biography

Keynote Sponsor—VAT

VAT Logo
8:30 am - 9:00 am
Kirstjen Nielsen
Kirstjen Nielsen
Former U.S. Secretary of Homeland Security; President and Founder
Lighthouse Strategies

KEYNOTE: Semiconductors at the Center of Risk, Power, and National Security—A National Security Perspective on Risk and Resilience

Keynote Sponsor—ABM

ABM
9:00 am - 10:00 am
Lucia Greenblatt
Moderator
Lucia Greenblatt
Managing Director
Stacy A. Rasgon, Bernstein Research
Stacy Rasgon
Managing Director & Senior Analyst, U.S. Semiconductors and Semiconductor Capital Equipment
Bernstein Research
Melissa Weathers, Deutsche Bank
Melissa Weathers
Director Equity Research
Deutsche Bank
Brian Chin, STIFEL
Brian Chin
Senior Equity Research Analyst
STIFEL
Krish Sankar, Cowen and Company
Krish Sankar
Managing Director
TD Cowen
10:00 am - 10:15 am
Mark Slezak, JSR Micro_2025
Co-Chair, ISS Committee
Mark Slezak
President
JSR Micro

Closing Remarks

HOTEL

Ritz Carlton Half Moon Bay

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

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. 

Ritz Carlton Half Moon Bay

Sponsors

Thank You to Our ISS 2026 Sponsors

ABM
Applied Seals logo 170x65
Edwards Vacuum Logo 170x65
EV Group
Exyte
Heidenhain
Horiba 170x65
JE Dunn Construction
JSR Corporation
JX Advanced Metals Logo 170x65
Lam Research
Nikon Precision
NY CREATES
New York State Development Council_170x65
SCREEN Logo 170x65
Sundt
TEL
VAT Logo

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.