Northeast Forum: Wafers to Wall Street - A View from the Street

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What’s happening in today’s market?  How will on-going macroeconomic issues impact the semiconductor and solar industries?  Join your colleagues at the "Northeast Forum:  Wafers to Wall Street - A View from the Street" on March 7, 2012 for a stimulating discussion on Wall Street’s perspective of the semiconductor industry, including capital equipment, materials, as well as a brief discussion on LED and solar/PV.  Our panel will address:

  • Current cycle and lessons learned
  • 2012 Equipment CAPEX outlook
  • Trends in the industry's inventory and capacity management
  • Impact of the current global economy on the industries
  • Economic and technical challenges of next shrinks
  • Impact of 450 mm, significance for supply chain, and cost issues
  • Access to capital markets for existing and new companies
  • Disparate profitability models for market share leaders and followers
  • Investment in protecting

Teradyne, Inc.
600 Riverpark Dr.
N. Reading, Massachusetts 01864

Sponsorship Opportunities
Sponsorship opportunities for this event are available.  Please contact Marlene Sibley at or 1.408.943.6988.

Margaret Kindling
Tel: 202.289.0440


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Registration and Continental Breakfast

Welcome and Opening Remarks:
Steve Cantor, VP, Corporate Relations, Entegris, Chairman; SEMI Northeast Forum
Andrew Blanchard, VP, Corporate Relations, Teradyne (moderator)

Analyst Perspectives:

Vernon Essi, Jr., Principal, Equity Research/Senior Analyst, Energy Efficiency and Analog & Mixed Semiconductors, Needham & Company

Patrick J. Ho, Vice President, Stifel Nicolaus Research

Mehdi Hosseini, Sr. Analyst, Cleantech and Semi Cap Equipment, Susquehanna International

C.J. Muse, Semiconductor/Semiconductor Equipment Analyst, Barclays Capital

Open Discussion

Program ends

By March 1:

SEMI Members: $55
Non Members: $75

After March 1:

SEMI Members: $65
Non Members: $85