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Thursday, March 22
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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, 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.
|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
The Evolution of Investor Views on Semiconductor Capital Equipment
An Industry Perspective of Strategic Drivers in the Semiconductor Industry
End Market Drivers and Trends Impacting Industry
E. Jan Vardaman