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January 10, 2021 - January 13, 2021

ISS 2020_Keynote

The Industry Strategy Symposium–ISS, gathers key economists, technologists, and financial analysts for keen insights about the economy, technologies, and business trends. 


The Ritz-Carlton
1 Miramontes Point Rd
Half Moon Bay, CA 94019
United States

ISS 2020_Keynote

Bridging the Gap Between the Physical & Digital Worlds

The evolution of our industry never ceases. From ubiquitous computing and seamless connectivity to hyper-mobility at the speed of 5G, the innovations enabled by the semiconductor ecosystem continue to evolve at breakneck speed. Today, driven by the ability to collect, store, and interpret massive volumes of data, AI has emerged as a powerful force that is bringing the physical and digital worlds together and dramatically changing our way of life.

Behind the scenes, but not far out of sight, semiconductor devices make up the thread that runs through every breakthrough, enabling advanced technologies to produce the insights derived from Artificial Intelligence. Data processing, sensors, machine learning, and more—every component supporting AI is based on some type of semiconductor.

Going forward, the space between the physical and digital will shrink even further, enabling us to do things we’ve never done before. Unprecedented innovations will emerge with greater frequency and immeasurable impact. Think of the impact core electronics and AI are having in the wake of COVID-19— and might have in the face of another global pandemic. Researchers and scientists are leveraging these technologies to speed the development of medical treatments, repurpose existing drugs, improve public health strategies, and re-envision the workplace and the classroom. Now, but even more so in the future, silicon will make it happen. ISS 2021 explores “How.”



Thank you to these industry leaders for their time and expertise supporting the continued success of this annual conference.


  • Steven Johnston, PhD, Director, Supplier Technology, and Industry Development, Intel

  • Mark Slezak, President, JSR Micro


  • 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



3:00 pm - 6:00 pm

Conference Check-in

6:00 pm - 7:00 pm

Welcome Reception


7:00 am - 8:00 am


8:00 am - 8:04 am
Dave Anderson
David Anderson
President, SEMI Americas

Welcome Remarks

8:05 am - 8:15 am
Mark Slezak
Mark Slezak
President, JSR Micro, Co-Chairman, ISS Committee

Opening Remarks

8:15 am - 8:55 am
Richard Gottscho, Lam Research
Richard Gottscho
Executive Vice President and Chief Technology Officer, Lam Research

Opening Keynote⁠: I'm Living in a Little Data World, but I Have a Big Problem

Sponsored by Deloitte

Session 1 ⁠— Economic Trends

8:55 am - 9:00 am
Clark Fuhs
Clark Fuhs
Director Corporate Marketing, Lam Research, Member, ISS Committee

Session Overview

9:00 am - 9:30 am
Daniel Niles, AlphaOne Capital
Daniel Niles
Founding Partner, AlphaOne Capital

The Year of Living Dangerously

9:30 am - 10:00 am
Michael Schallehn, Bain & Company
Michael Schallehn
Partner, Bain & Company

Macro Trends – Looking 10 Years Ahead and What It Means for Semi Industry

10:00 am - 10:30 am


10:30 am - 11:00 am
Kevin Anderson, IHS Markit
Kevin Anderson
Senior Analyst, IHS Markit

An Industry in Transition – Revolutionary Solutions Emerge

11:00 am - 11:30 am
Bob Johnson, Gartner
Bob Johnson
Vice President, Gartner

Semiconductor Manufacturing Outlook: Challenges Ahead

11:30 am - 12:00 pm
John West, VLSI Research Europe
John West
Managing Director, VLSI Research Europe

Critical Subsystems and Components: Uncovering the Secrets of the Supply Chain

12:00 pm - 12:30 pm
Yoshihiro Azuma
Yoshihiro Azuma
Managing Director, Jefferies

Trends in the Semiconductor Materials Industry

12:30 pm - 2:00 pm


Session 2 ⁠— Market and Application Drivers

2:00 pm - 2:15 pm
Ajit Manocha 2
Ajit Manocha
President and CEO, SEMI

SEMI Update

2:15 pm - 2:20 pm
Joe Cestari, Trinity Inspiration Management
Joe Cestari
Vice President, Integrated Engineering Services, Member, ISS Committee

Session Overview

Sponsored by Lam Research
2:20 pm - 2:50 pm
Shawn DuBravac, Avrio Institute
Shawn DuBravac, PhD
Futurist and Author, CEO, Avrio Institute

CES Overview

2:50 pm - 3:20 pm
ISS 2020 Speaker
Jonathan Sorger, PhD
VP of Research, Intuitive Surgical

The Roadmap for Intelligent Surgery

3:05 pm - 3:35 pm


3:50 pm - 4:20 pm
Severine Valdant, Oxford Performance Materials
Severine Valdant Zygmont
President, Biomedical, Oxford Performance Materials

OsteoFab® 3D Printed Implant Technology: From Digital Modeling to the Surgeon’s Hand

4:20 pm - 4:50 pm
Bradley Horowitz
Bradley Horowitz
Vice President, Advisor, Google

Moonshots and Flying Kites: How Companies Remain Innovative in Our Accelerating Tech Environment

5:00 pm - 8:30 pm

"Get Your Game On" Reception


7:00 am - 8:00 am


Session 3 ⁠— Technology

8:00 am - 8:05 am
Jeffrey Wessel, Tosoh Quartz
Jeffrey Wessel
Vice President, Tosoh Quartz, Member, ISS Committee

Session Overview

8:05 am - 8:35 am
Richard New, Western Digital
Richard New
Vice President of Research & Development, Western Digital

RISC-V and the Journey Towards Open-Source Hardware

8:35 am - 9:05 am
Marco Pieters, ASML
Marco Pieters
Vice President, EUV Product Marketing, ASML

EUV: Catching the Wave of the Next Decade of Moore’s Law

9:05 am - 9:35 am
Chris Scanlan, Jiangsu Changjiang Electronics Technology
Chris Scanlan
Vice President, WW Field Applications Engineering, JCET Group

Packaging Innovations for 5G and the Internet of Everything

9:35 am - 10:05 am


Session 4 ⁠— Mobility

10:05 am - 10:10 am
Oreste Donzella, KLA Corporation
Oreste Donzella
Executive Vice President, CMO, KLA, Member, ISS Committee

Session Overview

10:10 am - 10:40 am
Ken Washington, Ford
Ken Washington, PhD
Chief Technology Officer, Ford Motor Company

Ford Motor Company

10:40 am - 11:10 am
Tim Frasier, Robert Bosch
Tim Frasier
President of Automotive Electronics, North America, Bosch

All In: Placing Bets in the New Era of Mobility

11:10 am - 11:40 am
Jody Kelman, Lyft
Jody Kelman
Director of Product Management, Self-Driving, Lyft

The Future of Transportation

11:40 am - 1:10 pm


Session 5 ⁠— 5G

1:10 pm - 1:15 pm
Rich Rice, ASE
Rich Rice
Senior VP Business Development, ASE, Member, ISS Committee

Session Overview

1:15 pm - 1:45 pm
Gavin Horn, PhD, Qualcomm
Gavin Horn, PhD
Senior Director Wireless Research, Qualcomm

Accelerating the 5G Future

1:45 pm - 2:15 pm
Kevin Schoenrock
Kevin Schoenrock, PhD
Director, Strategy & Planning, Qorvo

5G Impact on the RF Semiconductor Industry

2:15 pm - 3:15 pm
Malllik Tatipamula, Ericsson
Mallik Tatipamula, PhD
CTO, Silicon Valley & Group Function Technologies & Architecture, Ericsson

Dynamics of the 5G Infrastructure Rollout

2:45 pm - 3:15 pm


Session 6 ⁠— Asia Perspective

3:15 pm - 3:20 pm
Ben Rathsack, TEL
Ben Rathsack, PhD
Vice President and Deputy Manager, Tokyo Electron America

Session Overview

3:20 pm - 3:50 pm
Handel Jones, IBS
Handel Jones, PhD
CEO, International Business Strategies (IBS)

Opportunities and Threats in China Market

3:50 pm - 4:20 pm
ISS 2020 Speaker
Evan Rees
Asia-Pacific Analyst, Stratfor

Tokyo and Seoul: The Other Pacific Trade War

4:20 pm - 4:50 pm
David Li, Cabot
David Li
CEO, Cabot Microelectronics

Made in China 20?? – Opportunities and Risks from a Material Supplier Perspective

6:00 pm - 6:45 pm


6:45 pm - 9:30 pm

ISS Banquet


7:00 am - 8:15 am

SEMI Diversity Breakfast Forum

Free for ISS Attendees. Register here

7:00 am - 8:30 am


Session 7: A Look Into the Future

8:30 am - 8:35 am

Session Overview

8:35 am - 9:15 am
Simon Segars_ARM_
Simon Segars
Chief Executive Officer, Arm

Closing Keynote: "A New Roaring ‘20s’" - The Fifth Wave of Computing Driving Semiconductor Sector Innovation

9:15 am - 9:45 am
Jim O'Neill, PhD, Entegris
James O'Neill, PhD
Senior Vice President, Chief Technology Officer, Entegris

Materials Innovation: Holistic Solutions for Improved Yield and Reliability

9:45 am - 10:15 am
Robert Chau, Intel
Robert Chau, PhD
Intel Senior Fellow, Technology Development Director, Components Research Intel

Future of Moore’s Law Is Brighter Than Ever

10:15 am - 10:45 am


10:45 am - 11:45 am
Claire McAdams
Moderator: Claire McAdams
Managing Partner, Headgate Partners

Stock Wars: The Rise of SemiCaps

About the Speaker

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?


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

Sponsored by Applied Materials
11:45 am - 11:50 am
Steven Johnston
Steve Johnston, PhD
Director, Supplier Technology, and Industry Development, Intel, Co-Chairman, ISS Committee

Closing Remarks


Thank You ISS 2020 Sponsors
Applied Materials
ASE Group
Center for Economic Growth
Edwards logo
EMD Performance Materials
EV Group
Greene Tweed
Lam Research
Linx Consulting
Marcy Nanocenter at SUNY
NY Creates


Sponsor ISS 2021. Call Shane Poblete Tel: +1.202.847.5983, Email: