Deutsche Bank

The conference theme is “Beyond the $1T Milestone: Building the Next Chapter of Semiconductor Growth.” Topics include semiconductor demand, AI, memory, advanced packaging, quantum technologies, manufacturing capacity, supply chain resilience, and ecosystem partnerships. Program sessions address macroeconomic outlook and geopolitics; memory and AI semiconductor demand; non-AI semiconductor, equipment, and materials forecasts; advanced packaging; quantum computing; robotics; co-packaged optics; and inference AI. Further sessions examine global fab capacity, whether semiconductor capacity can keep pace with demand, and what it will take to sustain the next era of growth. A Bulls & Bears panel focuses on U.S. semiconductor and semiconductor capital-equipment investment.

Plenary and concurrent sessions examine renewable project markets and financing across solar, wind, storage, and clean firm power. Topics include tax-credit policy and compliance, tariffs, domestic-content requirements, power and PPA prices, data-center and other large-load demand, interconnection, procurement, construction, supply chains, and post-subsidy project economics. Financing sessions address tax equity, transferable credits, preferred equity, debt, development capital, lender underwriting, diligence, tax insurance, risk allocation, offtake structures, storage revenue models, sponsor equity, M&A, portfolio and asset valuation, and operating performance. The program also covers community solar and commercial and industrial projects, clean-firm and co-located generation, domestic manufacturing, and the effect of changing policy and market conditions on project execution and investment.