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Monday, Oct 6th
1:00pm - 5:00pm MT
SEMI Market Symposium—Insights That Drive Decisions
Location: West Building, 300 Level, Ballroom 301 D
Market Trends
Sponsors
Monday, Oct 6th
1:00pm - 1:05pm MT
Welcome and Opening Remarks
Location: West Building, 300 Level, Ballroom 301 D
Session Moderator (Market Symposium): Clark Tseng – SEMI
Market Trends
Monday, Oct 6th
1:05pm - 1:35pm MT
AI, Policy, Capital and Investments: Random Musing on the Industry's Future
Location: West Building, 300 Level, Ballroom 301 D
Keynote Speaker (Market Symposium): Christopher Thomas – Integrated Insights
Market Trends
Monday, Oct 6th
1:35pm - 2:05pm MT
US Trade Dynamics in Semiconductors
Location: West Building, 300 Level, Ballroom 301 D
Speaker (Market Symposium): Iacob Koch-Weser – Boston Consulting Group (BCG)
Market Trends
Monday, Oct 6th
2:05pm - 2:35pm MT
Navigating Uncertainty: AI-Driven Growth and US Semiconductor Manufacturing Renaissance
Location: West Building, 300 Level, Ballroom 301 D
Speaker (Market Symposium): Clark Tseng – SEMI
Market Trends
Monday, Oct 6th
2:35pm - 2:55pm MT
Networking Break
Location: West Building, 300 Level, Ballroom 301 D
Market Trends
Monday, Oct 6th
2:55pm - 3:25pm MT
World Semiconductor Trade Statistics - Semiconductor Market - Status & Outlook
Location: West Building, 300 Level, Ballroom 301 D
Speaker (Market Symposium): Tobias Pröttel – World Semiconductor Trade Statistics (WSTS)
Market Trends
Monday, Oct 6th
3:25pm - 3:55pm MT
Strategic Approaches to the Semiconductor by Major Economies
Location: West Building, 300 Level, Ballroom 301 D
Speaker (Market Symposium): Sanjay Kumar – Kearney
Market Trends
Monday, Oct 6th
3:55pm - 4:25pm MT
Adapting to New Policy and Navigating the U.S. Semiconductor Landscape - Insights from Taiwan
Location: West Building, 300 Level, Ballroom 301 D
Speaker (Market Symposium): Paul Poliakov – PricewaterhouseCoopers Taiwan
Market Trends
Monday, Oct 6th
4:25pm - 4:55pm MT
Geopolitical Shifts in Advanced Packaging Assembly
Location: West Building, 300 Level, Ballroom 301 D
Speaker (Market Symposium): E. Jan Vardaman – TechSearch International, Inc.
Market Trends
Monday, Oct 6th
4:55pm - 5:00pm MT
Closing
Location: West Building, 300 Level, Ballroom 301 D
Session Moderator (Market Symposium): Clark Tseng – SEMI
Market Trends
Wednesday, Oct 8th
2:00pm - 3:00pm MT
Bulls and Bears Panel
Location: West Building, 300 Level, Ballroom 301A
Moderator (Bulls and Bears): Max Cherney – Reuters
Panelist (Bulls and Bears): Stacy A. Rasgon – Bernstein Research
Panelist (Bulls and Bears): Matthew Prisco – Cantor Fitzgerald
Panelist (Bulls and Bears): Atif Malik – Citi Research
Market Trends