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

SEMI Northeast Chapter presents:
​Wafers to Wall St. - Changing Investor Perceptions​, Growing Trends in Semiconductors 

Thursday, March 22, 2018
7:30am–11:00pm
Teradyne, 600 Riverpark Dr, N. Reading, MA 01864

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 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.

 

 

Hosted by

 

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
8:05am  Moderator
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
 

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