Semiconductor sales are booming, equipment sales are strong, materials are in high demand. … So why is there still a feeling that this recovery will be short-lived? Is there a double dip in the forecast? How will the overall economics of our nation and the world affect the semiconductor industry? Why, in the midst of the one most formidable recoveries we have seen in the past 20 years, do we still feel like the other shoe is soon to drop?
Come to the 13th Annual Silicon Valley Forecast Luncheon on August 25 at the Santa Clara Marriott Hotel to find the answers. Here’s a snapshot of the speakers and topics:
Bill McClean, IC Insights, “The View From 30,000 Feet.” McClean will bring his most up-to-date statistics about general trends, drivers and IC sales in the near and long term. Come hear one the most engaging speakers tell you why he thinks things will be great until … well, you’ll have to come and hear this for yourself.
John Housley, Techcet Group, “The Materials Perspective.” Find out which semiconductor manufacturing materials are in short supply, what price pressure is doing to the materials supply chain, and which materials may be the most profitable in the future. Housley has more than 40 years of experience in semiconductor materials, and his perspective is unique among the very few analysts that follow the materials market.
Bob Johnson, Gartner, “The Equipment Perspective.” Johnson is one of the most highly rated speakers in our luncheon series, and he will not only bring the forecast numbers but also Gartner’s extensive research flavored with his extensive background and viewpoint.
Start time is 11:30 a.m. It’s a two-hour luncheon that may just answer all your questions. Visit www.semi.org/svlf for more information and to register.
— Anna Morais, Senior Program Coordinator, SEMI