Stacy A. Rasgon
Managing Director and Senior Analyst at Bernstein Research
About
Stacy Rasgon is an equity research analyst covering U.S. semiconductors and semiconductor capital equipment. Rasgon has a PhD in chemical engineering and previously worked in semiconductor manufacturing equipment, at IBM’s advanced lithography and processes group, and at McKinsey advising semiconductor companies.
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.
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Past events (0)
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