Bulls and Bears Panel

Moderator (Bulls and Bears)(s)

• 

  Max Cherney

  Technology Correspondent
  Reuters
  San Francisco, CA, United States

Panelist (Bulls and Bears)(s)

• 

  Stacy Rasgon

  Managing Director and Senior Analyst, U.S. Semiconductors and Semiconductor Capital Equipment
  Bernstein Research
  Los Angeles, CA, United States
• 

  Matthew Prisco

  Director, Semiconductor Equity Research
  Cantor Fitzgerald, NY, United States
• 

  Atif Malik

  Director Semiconductor, Hardware & Networking Equipment
  Citi Research

Gain valuable insights from a panel of leading Wall Street analysts offering diverse perspectives on the current state and future outlook of the semiconductor industry. This session will explore market dynamics and expectations over the next one to two years, highlighting key opportunities and challenges across semiconductors, equipment, and materials. From macroeconomic trends to sector-specific drivers, the discussion will provide a well-rounded view of what’s ahead for the industry.