January 10, 2021 - January 13, 2021
The Industry Strategy Symposium–ISS, gathers key economists, technologists, and financial analysts for keen insights about the economy, technologies, and business trends.
Location
The Ritz-Carlton
1 Miramontes Point Rd
Half Moon Bay, CA 94019
United States
ISS explores market drivers, the current economic and geopolitical climate and additional opportunities created by new manufacturing technologies and new models of computing for deep learning, such as neuromorphic and quantum computing plus much more.
Senior executive suppliers and device manufacturers receive a first-hand view of what the industry will look like in the year ahead, and gain strategic insights into the shifting business environment. Experts at ISS provide high-level industry forecasts and describe macro-trends in end markets that will influence semiconductor sales.
INDUSTRY STRATEGY SYMPOSIUM—ISS 2021 ORGANIZING COMMITTEE
Thank you to these industry leaders for their time and expertise supporting the continued success of this annual symposium.
CO-CHAIRS
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Steven Johnston, PhD, Director, Supplier Technology, and Industry Development, Intel
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Mark Slezak, President, JSR Micro
MEMBERS
- Joe Cestari, Vice President, Integrated Engineering Services
- Oreste Donzella, Chief Marketing Officer,and Executive Vice President, KLA
- Clark Fuhs, Director, Corporate Marketing, Lam Research
- Indradeep Ghosh, Sr. Director, Market Intelligence, Micron
- Kevin Heidrich, Vice President, Marketing, and Business Development, Onto Innovation
- Amy Leong, Senior Vice President and Chief Marketing Officer, FormFactor
- Ben Rathsack, PhD, Vice President and Deputy Manager, Tokyo Electron America
- Rich Rice, Senior Vice President, Business Development, ASE
- Lubab Sheet-Davis, Vice President, Innovation & Strategy, Office of the CTO, Lam Research
- Paul van Wijnen, Vice President, Corporate Marketing, ASML
- Nigel Wenden, CEO, Westerwood Global Ltd.
- Jeffrey Wessel, Vice President, Tosoh Quartz
- Hamid Zarringhalam, Executive Vice President, Nikon Precision
Agenda
SUNDAY, JANUARY 12, 2020
Conference Check-in
Welcome Reception
MONDAY, JANUARY 13, 2020
Breakfast
Welcome Remarks
Opening Remarks
Opening Keynote: I'm Living in a Little Data World, but I Have a Big Problem
Session 1 — Economic Trends
Session Overview
The Year of Living Dangerously
Macro Trends – Looking 10 Years Ahead and What It Means for Semi Industry
Break
An Industry in Transition – Revolutionary Solutions Emerge
Semiconductor Manufacturing Outlook: Challenges Ahead
Critical Subsystems and Components: Uncovering the Secrets of the Supply Chain
Trends in the Semiconductor Materials Industry
Lunch
Session 2 — Market and Application Drivers
SEMI Update
Session Overview
CES Overview
The Roadmap for Intelligent Surgery
Break
OsteoFab® 3D Printed Implant Technology: From Digital Modeling to the Surgeon’s Hand
Moonshots and Flying Kites: How Companies Remain Innovative in Our Accelerating Tech Environment
"Get Your Game On" Reception
TUESDAY, JANUARY 14, 2020
Breakfast
Session 3 — Technology
Session Overview
RISC-V and the Journey Towards Open-Source Hardware
EUV: Catching the Wave of the Next Decade of Moore’s Law
Packaging Innovations for 5G and the Internet of Everything
Break
Session 4 — Mobility
Session Overview
Ford Motor Company
All In: Placing Bets in the New Era of Mobility
The Future of Transportation
Lunch
Session 5 — 5G
Session Overview
Accelerating the 5G Future
5G Impact on the RF Semiconductor Industry
Dynamics of the 5G Infrastructure Rollout
Break
Session 6 — Asia Perspective
Session Overview
Opportunities and Threats in China Market
Tokyo and Seoul: The Other Pacific Trade War
Made in China 20?? – Opportunities and Risks from a Material Supplier Perspective
Reception
ISS Banquet
WEDNESDAY, JANUARY 15, 2020
Breakfast
Session 7: A Look Into the Future
Session Overview
Closing Keynote: "A New Roaring ‘20s’" - The Fifth Wave of Computing Driving Semiconductor Sector Innovation
Materials Innovation: Holistic Solutions for Improved Yield and Reliability
Future of Moore’s Law Is Brighter Than Ever
Break
Stock Wars: The Rise of SemiCaps
Panel will explore the question “How Can An Investor NOT Own SemiCaps?” For most of our industry’s history, SemiCap stocks have been shunned and derided from being “feast or famine” cyclical investment vehicles, in which no investor gets credit for holding on during a downturn. For a few years leading up to 2018’s peak, some began to question whether the industry had ceased to be cyclical, and then the inevitable downturn struck, driving stocks down 40-50% by year-end 2018. As companies weathered the downturn in 2019 with strong profitability and positive cash flow, the stocks have more than recovered, surpassing their prior peak valuations in parallel with rising multiples. Are SemiCap stocks deserving of higher multiples? In fact, are SemiCap stocks the “must-own” safest-position technology/industrial investments for the next 5 years?
Panelists:
• Fred Lane, SVP Investments and Founder, Lane Generational of Raymond James
• Paul Wick, Portfolio Manager, Seligman Global Technology Fund, Columbia Investments
• Patrick Ho, Managing Director, SemiCap and Laser Equity Research, Stifel
• Tom Rohrs, Chairman of Ichor and Director, Advanced Energy and Intevac
Closing Remarks
Sponsors
Sponsor ISS 2021. Call Shane Poblete Tel: +1.202.847.5983, Email: spoblete@semi.org.
ISS 2020 Photo Gallery
