SEMI Northeast Forum - Wafers to Wall Street - March 20, 2013

NorthEast Chapter Header

What’s happening in today’s market?  How will on-going macroeconomic issues impact the microelectronics industry supply chain?  What are the long-term implications of the ramping costs for next generation IC manufacturing.  Join your colleagues at the "Northeast Forum:  Wafers to Wall Street - A View from the Street" on March 20, 2013.  The event offers a unique opporunity to hear, on the same panel, a market analyst and finanical as they provide a 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 emerging trends
  • 2013 Equipment CAPEX outlook
  • Trends in the industry's inventory and capacity utilization
  • Impact of the current global economy on the industry
  • Economic and technical challenges of next shrinks (20nm, 14nm)
  • Impact of 450 mm, significance for supply chain, and cost issues
  • Mobility trends and impact on the supply chain
  • End market drivers and outlook
  • Profit share vs. market share

129 Concord Road
Billerica, Massachusetts 01821

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


Chemtrace logo



7:30amRegistration/Continental Breakfast
8:00amWelcome: Jim Brown, Marketing Manager, MKS Instruments; chairman, SEMI Northeast Committee By March 13: 
SEMI Members: $55
Non Members: $75
Opening Remarks/Introductions: Steve Cantor, Vice President, Corporate Relations, Entegris; SEMI Northeast CommitteeAfter March 13: 
SEMI Members: $75
Non Members: $95
8:15amSpeaker Presentations: 
 mccleanBill McClean
President, IC Insights
The "New" IC Industry Cycle Model
Mehdi Hosseini,
Sr. Analyst, Susquahanna International Group (SIG)
 kumarSatya Kumar
Director, Credit Suisse

Terence Whalen
Semi Cap Equipment and Specialty Semiconductor Research Analyst, Citigroup

10:00amOpen discussion
Moderator: Steve Cantor, Entegris
Margaret Kindling
Tel: 202.289.0440