SEMI Northeast Forum: Wafers to Wall St. - Changing Investor Perceptions

DUE TO EXTREME WEATHER CONDITIONS IN NEW ENGLAND AND SAFETY CONCERNS FOR OUR SPEAKERS AND REGISTRANTS,
THIS EVENT HAS BEEN CANCELLED. A RESCHEDULE DATE WILL BE ANNOUNCED.

SEMI Northeast Chapter presents:

Wafers to Wall St.—
Changing Investor Perceptions, Growing Trends in Semiconductors 

       
 

Thursday, March 22
7:30am–11:00am
Teradyne
N. Reading, MA

Member: $55 
Non-Member: $75 
Prices increase after March 19

For student pricing, contact mkindling@semi.org
 

  

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, 5G and cryptocurrency, 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 perceptions over the last 20 years, the industry's transition from pure cyclical plays to today's consolidated industry where cycles are more muted, valuations improved, and metrics expanded. The program includes a 2018-19 outlook, drivers and headwinds.

  

Host:

Sponsor: 

    
7:30am Registration & Continental Breakfast 
8:00 Welcome and Introductions
Janet Tinkler, Sr. Mgr/Dep. Director of Global Technical Vitality, GLOBALFOUNDRIES
Chair, SEMI Northeast Committee
8:05   

Moderator
Andrew Blanchard
VP of Corporate Relations, Teradyne
SEMI Northeast Committee Member

8:15 

The Evolution of Investor Views on Semiconductor Capital Equipment

Weston Twigg
Managing Director
KeyBanc Capital Markets

8:40 

An Industry Perspective of Strategic Drivers in the Semiconductor Industry

Robert Spandau
Director, Corporate Strategy
GLOBALFOUNDRIES

9:05 

End Market Drivers and Trends Impacting Industry

E. Jan Vardaman
President
TechSearch International

9:30  

Roundtable Discussion

10:15
 
  Robotics Demonstration
 

For questions and sponsorship opportunities, please contact mkindling@semi.org.