Baron Fung
Vice President at Dell’Oro Group
About
Baron Fung leads Dell’Oro Group research programs covering data center IT capex, semiconductors and components, and Ethernet adapters and Smart NICs. Before joining Dell’Oro in 2017, Fung was a product manager at Microlease and held applications and product engineering roles at Kyocera and Motorola.
Upcoming events (1)
JAN
10
SUN
–
JAN
13
WED
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.
Organizers
Organizations behind the events this speaker has appeared at.
Past events (0)
No past events are listed for this speaker.