ABOUT
The Bulls & Bears equity analyst panel offers an engaging debate on the state of the semiconductor and capital equipment cyclical fundamentals through 2024 and expectations for 2025 in the current environment of diverging end market demand with sustained strength in AI/Datacenter offsetting a slower end-market recovery in industrial, auto, enterprise, PC and consumer. The panel will also discuss the evolution of operating profiles in the parallel computing era with the focus on superior systems and verticalization. Long term sector thesis and forecast remain intact, with the sector positioned to capitalize on the critical role that semis play in the Tech value chain, with increasing semi content and complexity in all applications, and focus on structural cash flow generation improvement.