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March 4, 2021

Semiconductor Outlook - Economic Trends

Webinar: 8:3010:30am Pacific / 11:30am1:30pm Eastern

Organized by SEMI Silicon Valley and Northeast Chapters

Join us to hear industry, market and wall street experts discuss the outlook and the impact on semiconductor design and manufacturing supply chain in the near and long term, including Regional and Global Economies and how the new administration will impact the industry. 

Time

8:30 am - 10:30 am

Location

Online, Pacific Time,
United States

Semiconductor Outlook - Economic Trends

Semiconductor Outlook: Navigating Through Turbulent TimesIs the End Near?  

Businesses across the globe have faced a host of new challenges in the wake of the pandemic. With supply chains disrupted and markets dislocated, industry leaders are debating how long until we will see an upturn, if the end is near, and what the new reality might be.   

Join us to hear industry, market and wall street experts discuss the outlook and the impact on semiconductor design and manufacturing supply chain in the near and long term, including Regional and Global Economies and how the new administration will impact the industry.  Speakers will discuss strategies for mitigating the impact and how to capture value.    

Agenda

Thursday, March 4, 2021

8:30 am - 8:32 am
Dave Anderson, President, SEMI Americas
Dave Anderson
President, SEMI Americas

Welcome Remarks

8:32 am - 8:35 am
Ed Sperling, Semiconductor Engineering
Ed Sperling
Editor in Chief, Semiconductor Engineering

Moderator

8:35 am - 9:00 am
Indradeep Ghosh, Micron Technology
Indradeep (Indy) Ghosh
Senior Director, Market Intelligence, Micron Technology

Industry Perspective

9:00 am - 9:25 am
Jay Vleeschhouwer, Griffin Securities
Jay Vleeschhouwer
Managing Director, Griffin Securities

Market Outlook

9:25 am - 9:50 am
Dan Hutcheson, CEO and Chairman, VLSI Research
Dan Hutcheson
CEO, VLSI Research

Macroeconomic View

9:50 am - 10:15 am
Harlan Sur, JP Morgan
Harlan Sur
Executive Director, JP Morgan

Wall Street View

10:15 am - 10:30 am

Q&A

10:30 am

Closing Remarks

Registration

Member: $49

Non-Member: $99

Lin Tso
ltso@semi.org
510-921-1165

Registration is final. No refunds provided. Following the Virtual Forum, all registrants will receive a link to access approved presentations.