Register Your Interest for SEMICON SEA 2027

We look forward to welcoming you again at SEMICON Southeast Asia 2027!

REGISTER YOUR INTEREST NOW
HRD Corp Logo

*Malaysian Companies - HRDC Claimable for Chargeable Forums (Subject to T&C, Please contact HRDC for more information)
For HRDC Claims, please refer to the following links on the claiming matrix and guidelines:
• HRDC Approval Letter for SEMICON SEA 2026
• Allowable Cost Matrix
• HRDC SBL Grant Helper
• HRDC SBL Claim Helper

SBL scheme, claims (by participants) need to be submitted by employers after the approval of grants and within six (6) months after training completion.

Strongly advise to submit before events as submission after event are subject to approval. Submission normally take 24 hrs to proceed

Supporting documents REQUIRED for items claimed are as per link: https://supportcentre.hrdcorp.gov.my/portal/en/kb/articles/steps-to-submit-hrdcorp-claim-for-employers

Market & Industry Outlook Forum

Day 2 | Wednesday, 6 May 2026 | 09:30 - 13:30 

MAINStage, Level 3, MITEC

Explore the emerging megatrends and key drivers shaping the future of the industry. The semiconductor market is facing growing complexity, driven by factors such as the rise of the digital society, heightened geopolitical tensions, the ongoing effects of the global pandemic, and economic uncertainty. Challenges like overcapacity, high inventories, and a significant drop in end-market demand are contributing to the current downturn. However, as with all downturns, recovery is inevitable, paving the way for a future upcycle. This Market and Industry Outlook Conference will delve into current market trends and critical factors that will drive the industry forward, providing delegates with valuable insights needed to make informed strategic decisions and business plans.

Agenda

Industry Outlook
09:30
Welcome & Introduction
09:35
Opening Remarks
YBhg. Datuk Sikh Shamsul Ibrahim Bin SIKH ABDUL MAJID | Chief Executive Officer, Malaysian Investment Development Authority (MIDA)
09:50
SEMI Market Outlook: AI, Capacity Reality and Southeast Asia’s Expanding Role in the Semiconductor Supply Chain
Mr. Clark TSENG | Senior Director, Market Intelligence Team, SEMI
10:15
Growth and Value Creation in Semiconductor Industry
Mr. Marc de JONG | Senior Partner, Global Co-leader for Semiconductor, McKinsey & Company
10:35
Navigating the Semiconductor Cycle: A Banking Perspective on Markets, Capital and Regional Growth
Mr. Mushahid SYED | Chief Financial Officer, Standard Chartered Bank Malaysia
10:55
Designing the Future of Electronic Design with AI
Mr. Lincoln LEE | Vice President Applications Engineering, PacRim, Siemens EDA
Supply Chain Outlook
11:15
Revolutionizing Semiconductor Supply Chains: Navigating Complexity Through Collaboration
Ms. Bettina WEISS | Chief of Staff & Corporate Strategy, SEMI
11:35
Geopolitics and Semiconductor Trade
Ms. Aparna BHARADWAJ | Global Leader, Global Advantage Practice and Managing Director & Senior Partner, Boston Consulting Group (BCG)
11:55
From Minerals to Megawatts: Building Resilience for EVs, Data Centres and Power Grids
Mr. Keat YAP | Malaysia Country Head and Co-Founder and APAC Lead, Product Excellence and Renewal Lab (PERLab), Kearney
12:15 - 13:30
Appreciation and Closing Remarks
Program is subject to changes.

Featured Speakers

Ms Aparna Bharadwaj_1000x1000

Ms. Aparna BHARADWAJ

Global Leader, Global Advantage Practice and Managing Director & Senior Partner,
Boston Consulting Group (BCG)
Mr Keat Yap_1000x1000

Mr. Keat YAP

Malaysia Country Head and Co-Founder and APAC Lead, Product Excellence and Renewal Lab (PERLab),
Kearney