SEMI Northeast Chapter presents:
Thursday, March 22, 2018
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No longer is a single monolithic demand driver propelling the electronics manufacturing supply chain. The rapidly expanding digital economy continues to foster innovation with new demand from the IoT, virtual and augmented reality (VR/AR), automobile infotainment and driver assistance, artificial intelligence (AI), Big Data, Quantum Computing and 5G among others. With the explosion in data usage, memory demand is nearly insatiable and is holding memory device ASPs high, prompting continued heavy investment in new capacity.
2018 is forecast to be another terrific year! ICs are forecast to be up 8% and semiconductor equipment up 11%. With diverse digital economy demand continuing, additional manufacturing capacity is being added – and especially in China – as fab projects come on line to develop and increase the indigenous semiconductor supply chain.
Join your industry colleagues as we review changes in investor perception of semi-cap stocks over the last 20 year, the industry's transition from pure cyclical plays to today's consolidated industry where cycles are more muted, valuations improved, and valuation metrics expanded. The program includes a 2018-19 outlook, drivers and headwinds.
|7:30am||Registration & Continental Breakfast|
|8:00am||Welcome and Introductions|
Janet Tinkler, Sr Mgr/Dep. Director of Global Technical Vitality, GLOBALFOUNDRIES
Chair, SEMI Northeast Committee
Andrew Blanchard, VP of Corporate Communications, Teradyne; SEMI Northeast Committee
|8:15am||An investor's view of semiconductor capital equipment stocks, past, present, and future|
|9:15am||A market research firm review of end market drivers and discussion of impact on equipment suppliers|
|10:15am||Demonstration and Roundtable Discussion|