January 10, 2027 - January 13, 2027
Join us at the Ritz-Carlton in Half Moon Bay, CA to get the latest insights on economic trends, market drivers, geopolitics, technology, and what these will mean for the near future to help drive your business forward. The cooperative platform of ISS and its tremendous collective assets will serve to help power your strategies for the coming months and years.
Location
The Ritz-Carlton, Half Moon Bay
1 Miramontes Point Rd
Half Moon Bay, CA 94019
United States
Beyond the $1T Milestone: Building the Next Chapter of Semiconductor Growth
The semiconductor industry stands at a defining moment, having achieved the historic milestone of becoming a trillion-dollar industry. The next era of growth will be defined not by scale alone, but by the ability to anticipate new demand, accelerate innovation, and build a resilient global ecosystem capable of supporting the technologies that will transform every sector of the economy.
ISS 2027 convenes the industry's foremost leaders to examine the economic, geopolitical, technological, and market forces shaping the future. Discussions will explore the evolution of semiconductor demand, advances in AI, memory, advanced packaging, and quantum technologies, the emergence of new growth markets, and the manufacturing capacity, supply chain resilience, and ecosystem partnerships required to sustain long-term expansion.
Beyond the $1T Milestone is a call to look ahead—to understand not only the technologies that will define the future, but also the strategies, partnerships, and investments needed to build a stronger, more resilient semiconductor ecosystem. Together, these elements will enable the industry to move beyond its first trillion-dollar milestone and shape the next chapter of semiconductor growth and innovation.
ISS 2027 Organizing Committee
Thank you to these industry leaders for their time and expertise supporting the continued success of this annual conference.
A Look Inside the ISS Program—View the 2026 Event Guide
Agenda
SUNDAY, JANUARY 10
Conference Check-in
Welcome Reception
MONDAY, JANUARY 11
Breakfast
Welcome Remarks
SEMI Industry Update
Opening Remarks
Opening Keynote
Session 1—Economic Trends
Session Overview
Macroeconomic Outlook
Geopolitical
Break
Session 2—Semiconductor Trends
Memory Market Outlook
AI Semiconductor Demand Outlook
Lunch
Non-AI Semiconductor Forecast
Equipment Forecast
Break
Materials
Advanced Packaging
TUESDAY, JANUARY 12
Breakfast
Session 3—Technology
Session Overview
Technology Keynote—
Quantum Computing
Advanced Packaging
Break
Session 4—Market Drivers
Session Overview
Inference AI
Lunch
Session 5—Approaching 2T and Beyond
Session Overview
Demand Outlook: Global fab capacity
Can semiconductor capacity keep pace with demand?
Break
Panel: Approaching $2 Trillion: What Will It Take to Sustain the Next Era of Semiconductor Growth?
ISS Soirée Reception and Dinner
WEDNESDAY, JANUARY 13
Breakfast
Keynote
Keynote
Bulls & Bears Panel
Closing Remarks
REGISTRATION
Early Bird—Ends December 1, 2026
- Member: $2,800*
- Non-Member: $3,400
Regular Pricing—Starts December 2, 2026
- Member: $3,400*
- Non-Member: $3,900
* Use your corporate email address during log in to be recognized as a SEMI Member.
Cancellations received on or before December 11, 2026, are fully refunded.
Refunds will not be issued for cancellations (including no-shows) made after December 11, 2026. Substitutes are only accepted with written permission from the original registrant.
Please email your cancellation request to Agnes Cobar, [email protected]
Agnes Cobar
Director, Americas Programs, SEMI
[email protected]
HOTEL
The Industry Strategy Symposium takes place at the Ritz-Carlton on a majestic bluff overlooking the Pacific Ocean.
Directions: The venue is located less than one hour from the San Francisco Airport and slightly over one hour from the San Jose Airport.
The Ritz-Carlton
One Miramontes Point Road
Half Moon Bay, CA 94019
T: 1.650.712.7000
ISS 2027 ROOM BLOCK IS OPEN!
Special hotel rates for registered ISS attendees only.
Limited hotel room block closes on December 14, 2026 or when it is full.
OTHER NEARBY HOTELS
- Half Moon Bay Lodge
2400 Cabrillo Hwy S, Half Moon Bay, CA 94019
Distance from the Ritz Carlton: Approximately 1.2 miles - Beach House Hotel
4100 Cabrillo Hwy N, Half Moon Bay, CA 94019
Distance from the Ritz Carlton: Approximately 7 miles - Oceano Hotel & Spa Half Moon Bay Harbor
280 Capistrano Rd, Half Moon Bay, CA 94019
Distance from the Ritz Carlton: Approximately 8.5 miles
HEALTH & SAFETY
Your health and safety are our top priority. Personal preference of the attendees to wear masks is respected at all SEMI events. SEMI Americas (“SEMI") monitors developing federal, state, and local health and safety recommendations as well as requirements regarding COVID to determine the most appropriate safety protocols for our in-person events.
Sponsors
Thank You to Our ISS 2026 Sponsors
Become a Sponsor
Sponsoring ISS is not just marketing—it’s executive positioning. It demonstrates leadership, accelerates relationship-building at the highest levels, and ensures your company has a visible role in guiding the next wave of semiconductor growth.
Sponsorship opportunities can be tailored to meet your specific branding and marketing objectives. Explore the sponsorship opportunities brochure.
Contact Shane Poblete at +1.202.847.5983 or [email protected] for sponsorship opportunities.
ISS Photo Gallery
