Market & Industry Outlook Forum | Day 2 | 21 May 2025, Wednesday | 09:30 - 12:30hrs | B2 | Hall D | MAINStage
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.
*Program subject to changes
Registration is open!
EARLY BIRD RATE | PUBLISHED RATE | STUDENT | ||
SEMI-Member | Non-Member | SEMI-Member | Non-Member | |
350 | 450 | 440 | 570 | 75 |
- All prices listed are in Singapore Dollars and subject to 9% GST, applicable only to Singapore-based companies for pre-registration.
- For on-site registration (subject to seats availability), a 9% GST will be applied, regardless of the company's location.
- Group purchases of 3 or more participants (in a single registration) will receive a 15% discount.
- Ticket purchased are strictly non-refundable and non-transferable.
- This forum is not HRD Corp claimable (for Malaysia attendees).
Agenda
Session Chair:
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Mr. Clark TSENG
Senior Director, Market Intelligence Team, SEMI, Taiwan SAR
| Time | Program |
|---|---|
| 09:30 - 09:35 hrs | Welcome and Introduction |
| Industry Outlook | |
09:35 - 10:00 hrs | From Growth to Resilience: Market Outlook and Fab Investment in a Changing Global Landscape Mr. Clark TSENG, Senior Director, Market Intelligence Team, SEMI, Taiwan |
| 10:00 - 10:20 hrs | Semiconductor and Tech Mega Trends and Implications Mr. Joseph FITZGERALD, Managing Director and Partner, Boston Consulting Group (BCG), United States |
| 10:20 - 10:40 hrs | Perspective on Custom Silicon Accelerators for AI Data Centers Dr. Masaru TSUCHIYA, Partner, McKinsey & Company, Japan |
| 10:40 - 11:00 hrs | Our Quantum Future: Opportunities and Risks Mr. Jan Thomas NICHOLAS, Partner, Technology & Transformation, Deloitte Southeast Asia, Malaysia |
| 11:00 - 11:20 hrs | Industry Key Trends & Perspectives Mr. Greg KWOLEK, Vice President WW Chanel and Regional OEM Sales, Sandisk Technologies Inc. |
| Supply Chain Outlook | |
| 11:20 - 11:40 hrs | Supply Chain Diversification: The Evolving Norm Dr. Archer FU, Vice President, Head of Business Development Asia Pacific, DHL Global Forwarding, Singapore |
| 11:40 - 12:00 hrs | Supply Chain Resilience with AI & Digitalization Mr. Melton CHANG, Executive Vice President, Power Systems, Schneider Electric, Hong Kong SAR |
| 12:00 - 12:20 hrs | Stronger Together: EU-Southeast Asia Collaboration in Semiconductors for Economic Security, Competitiveness and Supply Chain Resilience Mr. Andrea TRONZANO, Chairman, European Semiconductor Regions Alliance (ESRA), Europe |
| 12:20 - 12:30 hrs | Presentation of Token of Appreciation and Closing Remarks |
*Program subject to changes