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.
1 Miramontes Point Rd
Half Moon Bay, CA 94019
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.
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
SUNDAY, JANUARY 12, 2020
MONDAY, JANUARY 13, 2020
Opening Keynote: I'm Living in a Little Data World, but I Have a Big Problem
Session 1 — Economic Trends
The Year of Living Dangerously
Macro Trends – Looking 10 Years Ahead and What It Means for Semi Industry
Critical Subsystems and Components: Uncovering the Secrets of the Supply Chain
Trends in the Semiconductor Materials Industry
Session 2 — Market and Application Drivers
The Roadmap for Intelligent Surgery
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
Session 3 — Technology
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
Session 4 — Mobility
Ford Motor Company
The Future of Transportation
Session 5 — 5G
Dynamics of the 5G Infrastructure Rollout
Session 6 — Asia Perspective
Made in China 20?? – Opportunities and Risks from a Material Supplier Perspective
WEDNESDAY, JANUARY 15, 2020
SEMI Diversity Breakfast Forum
Free for ISS Attendees. Register here
Session 7: A Look Into the Future
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
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?
Sponsor ISS 2021. Call Shane Poblete Tel: +1.202.847.5983, Email: email@example.com.