HALF MOON BAY, Calif. – January 13, 2025 – Industry Strategy Symposium (ISS) 2025 sessions open today gathering semiconductor industry executives for analysis of growth projections and pivotal business trends for the year ahead. Hosted by SEMI, the symposium program runs through January 15 at the Ritz-Carlton in Half Moon Bay, Calif., examining emerging opportunities and potential headwinds in presentations and collaborative discussions with industry stakeholders, government leaders, and research institutions.
Themed Ready, Set, Ramp!, ISS 2025 spotlights the impact of Artificial Intelligence on the semiconductor ecosystem in its exploration of economic trends, market drivers, geopolitics, workforce development, sustainable practices and technology innovations propelling the industry forward on its path toward $1 trillion in global revenue.
“The ISS 2025 program is geared toward arming semiconductor industry executives with insights to capitalize on the momentum and growth over the past year,” said Joe Stockunas, president of SEMI Americas. “With rapid growth comes added complexity, particularly facing increasingly unpredictable challenges, underscoring the importance of collaboration and learning from each other as we advance closer to our industry’s $1 trillion revenue milestone.”
Central themes for ISS 2025 include:
- Allocating resources for large-scale, industry ramp up
- Setting the stage for record-breaking highs in semiconductor revenue and Wafer Fabrication Equipment (WFE) investments
- Preparing for a new industrial revolution driven by accelerated computing
- Fostering industry-wide, collaborative partnerships
ISS 2025 Highlights
Keynote Speakers
- AMD: Ramine Roane, Corporate Vice President of AI
- Applied Materials: Prabu Raja, Ph.D., President of Semiconductor Products Group
- KLA: Oreste Donzella, Executive Vice President of Electronics, Packaging and Components (EPC) Group
- TSMC: Kevin Zhang, Ph.D., Senior Vice President of Business Development & Global Sales and Deputy Co-COO
- Former U.S. Secretary of Commerce: The Honorable Wilbur Ross
Day 1 Sessions – Monday, January 13
- Economic Trends: David Doyle, Macquarie Group; John Hamre, Center for Strategic & International Studies; Mario Morales, IDC; Bob Johnson, Gartner, Mark Thirsk, Linx Consulting
- Market Drivers: Bernard Kress, Google; Willem Kools, MilliporeSigma, Paul Rheinheimer, Wolfspeed; Guttorm Aase and Chris Musso, McKinsey & Company
Day 2 Sessions – Tuesday, January 14
- Technology Trends and Updates: Scotten Jones, TechInsights; Rahul Manepalli, Intel; Greet Storms, ASML
- Packaging Panel: Meeting the Demands of Scaling – Is Hybrid Bonding the Answer?
- Rajit Seahra, AMD
- Manish Ranjan, Applied Materials
- Akshay Singh, Micron Technology
- Ming Zhang, PDF Solutions
- Moderated by Jan Vardaman, TechSearch International
- Artificial Intelligence and the Semiconductor Ecosystem – Rajit Seahra, AMD; Ali Arsanjani, Google Cloud; Alyson Freeman, Dell Technologies
- Meeting Demands for Ramp – Kevin Hoggatt, Intel; Henry Marcil, McKinsey & Company; Herbert Blaschitz, Exyte; Jeong Kee Kim, World Smart Sustainable Cities Organization (WeGO)
Day 3 Session – Wednesday, January 15
- Bulls and Bears Panel
- Stacy Rasgon, Bernstein Research
- Atif Malik, Citigroup
- Krish Sankar, TD Cowen
- Moderated by Lucia Greenblatt, Mitsubishi UFJ Financial Group (MUFG)
For more conference programming, view the full ISS 2025 agenda.
About SEMI
SEMI® is the global industry association connecting over 3,000 member companies and 1.5 million professionals worldwide across the semiconductor and electronics design and manufacturing supply chain. We accelerate member collaboration on solutions to top industry challenges through Advocacy, Workforce Development, Sustainability, Supply Chain Management and other programs. Our SEMICON® expositions and events, technology communities, standards and market intelligence help advance our members’ business growth and innovations in design, devices, equipment, materials, services and software, enabling smarter, faster, more secure electronics. Visit www.semi.org, contact a regional office, and connect with SEMI on LinkedIn and X to learn more.
Contact Information:
Sherrie Gutierrez / SEMI Corporate
Phone: +1 831 889 3800
Email: [email protected]
