Semiconductor is Definitely NOT Business as Usual!

Next week is SEMICON West where more than 26,000 of my compatriots will meet to discuss the future of the all-important semiconductor industry. How important is the semiconductor industry you ask? Well, your life literally depends on it, absolutely. Scott Jones and I will be covering the event live for SemiWiki so stay tuned. If you will also be there it would be a pleasure to meet you, drinks are on me.

The most interesting thing to me this year is the global business outlook where the industry experts present their findings to the world knowing full well that they will be held accountable for what they say in this life or the next:

The 46[SUP]th[/SUP] annual SEMICON West has over 700 exhibitors, connection to over 26,000 professionals from across the entire electronics supply chain, and 250 total hours of programming and events presented by industry leaders. No other event in North America connects you to:

• Innovation – What’s new and what’s next in microelectronics
• Opportunity – Networking, customer/supplier engagement, partnerships
• Technology – Products, solutions, and services for microelectronics manufacturing
• Information – Ideas, trend, forecasts, solutions

$100B in consolidation. Smart manufacturing. Shrinking development cycles. Everything is changing. And that’s why SEMICON West is a must-go in today’s rapidly diversifying marketplace.

SEMICON West has been retooled to keep pace with the industry’s realignment. It’s built around disruptive trends driving the market, and it’s been expanded to include all of the resources you need to survive and thrive. We’ve deepened our reach across the full electronics manufacturing supply chain to connect you with more key players — including major industry leaders like Cisco, Samsung, Intel, Audi, Micron, and more. New players, demand generators, systems integrators, and emerging industry segments — all connecting in one place.

Gobal Business Outlook

The SEMI Market Symposium, co-sponsored by SEMI and Gartner, provides a midyear market update as well as a forum to discuss pertinent business issues. SEMI and Gartner will present market forecasts and analysis for the semiconductor, capital equipment, materials and adjacent industries.

Economic Uncertainty, the Global Economy and Semiconductors Duncan Meldrum, Chief Economist, Hilltop Economics

Semiconductor, Capital Spending, Equipment Outlook: Challenging Times Ahead Bob Johnson, Research Vice President, Gartner

The Challenges of Semiconductor Foundry Business Globally and in ChinaSam Wang, Ph.D. Research Vice President, Gartner

Semiconductor Packaging: The Crucial Growth Component in China’s Electronics Supply Chain Jim Walker, Research Vice President,Gartner

SEMI Equipment and Material Outlook Dan Tracy, Senior Director Industry Research, SEMI

200mm Fabs Awaken: A Glimpse into the Past, Present and Resurgence of 200mm Fabs Christian Gregor Dieseldorff, Senior Analyst, Director Market Research,SEMI

Flexible Hybrid Electronics: Separating Hype from Revenue Jason Marsh, Director of Technology, NEXTFLEX

Internet of Things and Deep Neural Networks Martin Reynolds, VP & Gartner Fellow,Gartner

Bulls and Bears
This annual program highlights the state of the microelectronics industry now and the outlook for the future. Robert Halliday, CFO of Applied Materials will moderate a panel of Wall St. analysts, who will share their points of view, and discuss issues such as the evolution/revolution in the electronics market, semi/semi CAPX industry structure and CAPX spend outlook, impact of continuing consolidation, increased manufacturing costs due to technology delays, new end markets and more. This year’s Bulls & Bears will look beyond the traditional focus and review the increasing impact of fabless design, and influence of companies such as Qualcomm and Apple on the supply chain. A joint CEO Summit / Bulls & Bears mixer will provide additional networking mixer opportunities.

Welcome and Opening Remarks
Robert Halliday, Chief Financial Officer, Applied Materials
Panel Discussion

• Joseph Moore, Semiconductor Industry Analyst, Morgan Stanley
• C.J. Muse, Sr. Managing Director, Evercore ISI
• Romit Shah, Managing Director, Nomura Securities Co.
• ​Harlan Sur, Executive Director, Equity Research, J.P. Morgan

Closing Remarks
Robert Halliday, Chief Financial Officer, Applied Materials