Bulls and Bears

  • Location:W Hotel
Wednesday, July 13, 2016: 3:00 PM - 4:30 PM

Speaker(s)

Moderator
Robert Halliday
CFO
Applied Materials
Speaker
Joseph Moore
Executive Director
Morgan Stanley
Speaker
C.J. Muse
Sr. Managing Director and Sr. Equity Research Analyst
Evercore ISI
Speaker
Romit Shah
Managing Director
Nomura Securities
Speaker
Harlan Sur
Executive Director, Equity Research
JP Morgan

Description

This annual program highlights the state of the microelectronics industry now and the outlook for the future.   Robert Halliday, CFO of Applied Materials will moderate a panel of Wall St. analysts, who will share their points of view, and discuss issues such as the evolution/revolution in the electronics market, semi/semi CAPX industry structure and CAPX spend outlook, impact of continuing consolidation, increased manufacturing costs due to technology delays, new end markets and more.  This year’s Bulls & Bears will look beyond the traditional focus and review the increasing impact of fabless design, and influence of companies such as Qualcomm and Apple on the supply chain.  A joint CEO Summit / Bulls & Bears mixer will provide additional networking mixer opportunities.

 

You will learn

  • Current cycle and emerging trends
    • Equipment CAPEX outlook
    • Trends in the industry's inventory and capacity utilization
  • End market drivers/ outlook and impact on supply chain
    • Mobility trends
    • Growth in Datacenter market
    • Trends in automotive market for ADAS and infotainment
    • Other potential future drivers: Medical, Flexible print, Virtual Reality
  • Outlook for China
  • Mergers & Acquisitions
  • Economic and technical challenges of next shrinks/ emerging memories
  • Economics of legacy capacity growth to meet IoT demand
  • Profit share vs. market share

  

Who should attend

• Chief Executive Officers/Presidents
• Chief Financial Officers
• Sales managers
• Business development managers
• Analysts

Agenda

3:00pm - 3:30pm

 

Networking Mixer 

3:30pm - 3:40pm

 

Welcome and Opening Remarks
Robert Halliday, Chief Financial Officer, Applied Materials

3:40pm - 4:25pm

 

Panel Discussion

  • Joseph Moore, Semiconductor Industry Analyst, Morgan Stanley
  • C.J. Muse, Sr. Managing Director / Sr. equity research analyst, Evercore ISI
  • Romit Shah, Managing Director, Nomura Securities Co.
  • ​Harlan Sur, Executive Director, Equity Research, J.P. Morgan

4:25pm-4:30pm

 

Closing Remarks
Robert Halliday, Chief Financial Officer, Applied Materials


Registration                            

 

 By June 3

 Starting June 4

SEMI Member    

$35

$55

Non Member

$35

$55


   

        


Track



    Presentations:
    • Location:W Hotel
    • Wednesday, July 13, 3:40 PM - 4:25 PM
      • Location:W Hotel
      • Wednesday, July 13, 3:40 PM - 4:25 PM
        • Location:W Hotel
        • Wednesday, July 13, 3:40 PM - 4:25 PM
          • Location:W Hotel
          • Wednesday, July 13, 3:40 PM - 4:25 PM
            • Location:W Hotel
            • Wednesday, July 13, 4:25 PM - 4:30 PM