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 msibley@semi.org or 1.408.943.6988.

Questions
Margaret Kindling
Tel: 202.289.0440
mkindling@semi.org

Host/Sponsor:

7:30am

8:00am

8:05am

10:00am

10:30am

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