ISS 2027—Industry Strategy Symposium

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Date

January 10, 2027

Format

In-Person

Location

Half Moon Bay, CA

Price

$3,400 – $3,900

Regular pricing: member $3,400; non-member $3,900. Early bird: member $2,800; non-member $3,400.

Manufacturing
Economics
Geopolitics
Technology

Importance:

Standard

About

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.

Schedule

Times are local to the event.

8:00 AM – 8:05 AM

Welcome Remarks

Joe Stockunas

8:05 AM – 8:15 AM

SEMI Industry Update

Ajit Manocha

8:15 AM – 8:30 AM

Opening Remarks

8:30 AM – 9:00 AM

Opening Keynote

Keynote

Karn Budhiraj

9:00 AM – 9:05 AM

Session Overview

9:05 AM – 9:35 AM2 sessions at the same time

9:05 AM – 9:35 AM

Macroeconomic Outlook

Sohini Chowdhury

9:05 AM – 9:35 AM

Memory Market Outlook

MS Hwang

9:35 AM – 10:05 AM

Geopolitical

10:05 AM – 10:45 AM

Break

11:20 AM – 11:50 AM

AI Semiconductor Demand Outlook

Baron Fung

2:00 PM – 2:30 PM

Non-AI Semiconductor Forecast

Jeff Janukowicz

2:30 PM – 3:00 PM

Equipment Forecast

Boris Metodiev

3:00 PM – 3:30 PM

Break

3:30 PM – 4:00 PM

Materials

4:00 PM – 4:30 PM

Advanced Packaging

Jan Vardaman

Speakers(24)

Joe Stockunas

President, SEMI Americas

Ajit Manocha

President and CEO, SEMI

Karn Budhiraj

Vice President of Global Supply Management, Tesla

Sohini Chowdhury

Senior Director & Economist, Moody's Analytics

MS Hwang

Research Director, Counterpoint

Baron Fung

Vice President, Dell'Oro

Jeff Janukowicz

Research Vice President, IDC

Boris Metodiev

Director of Semiconductor Manufacturing Analysis, TechInsights

Jan Vardaman

President, TechSearch International

Scotten Jones

President, Manufacturing Economics, TechInsights

Ravi Mahajan

Intel Fellow, Assembly and Test Technology Pathfinding, Intel Corporation

Joshua Friedrich

Corporate VP, Data Center, AMD

Henry Marcil

Partner, McKinsey & Company

Stephen Rothrock

Founder & CEO, Atreg

Scott Gatzemeier

Corporate Vice President, Front End US Expansion, Micron Technology

Setch Subudhayangkul

Head of Technology M&A and Semiconductor Investment Banking, TD Cowen

Stacy A. Rasgon

Managing Director and Senior Analyst, U.S. Semiconductors and Semiconductor Capital Equipment, Bernstein Research

Melissa Weathers

Director Equity Research, Deutsche Bank

Mark Slezak

Co-Chair, ISS Committee; President, JSR Micro

Andreas Autenrieth

Senior Vice President of Strategy & Technology, Exyte

Mario Morales

Head of Corporate Strategy and Partnerships, AMD

David Bloss

Corporate Vice President and General Manager, Intel

Jeff Welser

VP Technical Integration, IBM Research, IBM

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