SEMICON West 2024 to Spotlight Investments in U.S. Semiconductor Manufacturing, AI, Key Trends and Industry Growth

Concurrent with SEMICON West, FLEX Conference 2024 to Spotlight Flexible Hybrid Electronics Innovations

Investments in the build-out of the U.S. semiconductor manufacturing supply chain will come into sharp focus at SEMICON West 2024 as government and industry leaders gather at the CEO Summit on Tuesday, July 9. The presentations will address plans for the more than $300 billion in capital expenditures for the domestic semiconductor industry announced since the enactment of the U.S. CHIPS and Science Act, an unprecedented level of investment. Registration is open for the conferences and sold-out exhibition, July 9-11 at the Moscone Center in San Francisco.

On Wednesday, July 10, the CEO Summit will convene executives for presentations on key global semiconductor industry opportunities and challenges in areas including workforce development, sustainability, supply chain management, and growth.

“The path to $1 trillion in semiconductor annual revenue is here and now as the industry’s expansion hits its stride,” said Joe Stockunas, President of SEMI Americas. “Global chip industry growth is fueled by the proliferation of artificial intelligence (AI)* and growing demand in other key markets including computing, communications, mobility, machine learning, and medical technologies. We look forward to hosting more than 400 speakers and panelists in over 40 sessions covering the entire semiconductor supply chain as they focus on ways for the industry to fulfill its tremendous potential.”

Luminaries speaking on Tuesday at the CEO Summit will include the following:

  • Laurie E. Locascio, Ph.D., Director and the Under Secretary of Commerce for Standards and Technology at National Institute of Standards and TechnologyS. Department of Commerce
  • Bertrand Loy, President and CEO, Entegris
  • Kai Beckmann, Member of the Executive Board of Merck KGaA, Darmstadt, Germany and CEO, EMD Electronics
  • Hichem M’Saad, Ph.D., Chair of the Management Board and Chief Executive Officer, ASM
  • Sandra Watson, President and CEO, Arizona Commerce Authority
  • Keyvan Esfarjani, Executive VP, Chief Global Operations Officer and General Manager of Manufacturing, Supply Chain and Operations, Intel Corporation
  • Prabu Raja, President, Semiconductor Products Group, Applied Materials
  • Kevin Younis, Chief Operating Officer and Executive Deputy Commissioner, Empire State Development
  • Scott Jensen, Director of Workforce Strategy for CHIPS, U.S. Department of Commerce

The session will also feature two fireside chats with the following industry leaders and government officials:

  • Keys to Success for Investments in the U.S.
    • Tim Archer, President and CEO, Lam Research
    • Thomas Caulfield, President and CEO, GlobalFoundries
  • Plans for Nearshoring and Support of the Global Semiconductor Supply Chain
    • Jose W. Fernandez, Under Secretary, Economic Growth, Energy and the Environment, U.S. Department of Commerce
    • Joe Stockunas, President, SEMI Americas

More SEMICON West 2024 Highlights

AI will be a prominent theme at SEMICON West 2024 as thought leaders convene for sessions addressing the technology and other critical areas of semiconductor industry growth:

  • Workforce Development – Themes addressed at the Pavilion will include fostering an inclusive and equitable workforce and building a diverse talent pipeline.
  • Environment, Health, Safety, and Sustainability – Addressing the critical issue of PFAS, experts will come together for a PFAS initiative working session. Topics will also include bringing the circular economy to the value chain, innovation in chip manufacturing, net zero and PFAS innovation and building green literacy.
  • Smart Manufacturing – Topics will include digital twins for design and manufacturing, optimizing yield with AI, AI for smart production, accelerating sustainability, and autonomous factories.
  • Smart Data/AI – Experts will explore the future of AI hardware, hardware innovation driven by Generative AI, and the future of memory.
  • Smart Mobility – Focus areas will include chiplets for automotive and software-defined vehicles.
  • Smart MedTech – Thought leaders will delve into emerging MedTech monitoring technologies and the commercialization of MedTech innovations.
  • Heterogeneous Integration – Themes will include building next-generation systems for AI and high-performance computing as well as road mapping the future of heterogeneous integration.
  • Supply Chain Management – Experts will discuss key topics such as creating a robust and resilient supply chain risk management program, how visas facilitate commercial travel to the U.S., and strengthening the hemisphere’s semiconductor supply chain.
  • Cybersecurity – Assuring cybersecurity resilience through industry partnerships will be a focus area.
  • TechTALKS – Topics include AI and machine learning; heterogeneous and packaging; advanced design; sensorization; and photonics
  • Test Vision Symposium – Themed Test in the Semiconductor Future, the symposium will focus on the growing role of semiconductor test in areas such as electric vehicles (EVs), consumer electronics, high-performance computing, and AI.
  • The popular Bulls and Bears session will feature experts from Cantor Fitzgerald, Evercore, Mitsubishi UFJ Financial Group, Morgan Stanley, and Parnassus Investments.

SEMI Market Symposium

The SEMI Market Symposium returns on Monday, July 8 with a midyear update on key market trends and drivers. Leading industry analysts will present market forecasts for the semiconductor, equipment, materials, and other industries in the electronics design and manufacturing space.

FLEX Conference & Exhibition

Co-located with SEMICON West 2024, the FLEX Conference & Exhibition will feature keynotes, panel discussions, technical sessions, funding opportunities, product-based demonstrations, and industry tours highlighting the latest innovations in flexible hybrid electronics (FHE), printed electronics, and advanced packaging, including heterogeneous integration. Keynote speakers will include experts from industry leaders such as Advanced Semiconductor Engineering (ASE), Axiom Space, Intel, and Toyota Research Institute of North America.

Register for SEMICON West 2024.

Follow SEMICON West on X: #SEMICONWest

*SEMI World Fab Forecast report


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