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Exciting updates are on the way—SEMICON Southeast Asia 2026 program highlights will be revealed soon!

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
Valid till 9 May

PUBLISHED RATE

STUDENT

SEMI-Member
(SGD)

Non-Member
(SGD)

SEMI-Member
(SGD)

Non-Member
(SGD)

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).

Register Today to secure your Early Bird Rate!

Agenda

Session Chair:

Mr. Clark TSENG 
Senior Director, Market Intelligence Team, SEMI, Taiwan SAR

TimeProgram
09:30 - 09:35 hrsWelcome 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 hrsSemiconductor and Tech Mega Trends and Implications
Mr. Joseph FITZGERALD, Managing Director and Partner, Boston Consulting Group (BCG), United States
10:20 - 10:40 hrsPerspective on Custom Silicon Accelerators for AI Data Centers
Dr. Masaru TSUCHIYA, Partner, McKinsey & Company, Japan
10:40 - 11:00 hrsOur Quantum Future: Opportunities and Risks
Mr. Jan Thomas NICHOLAS, Partner, Technology & Transformation, Deloitte Southeast Asia, Malaysia
11:00 - 11:20 hrsIndustry Key Trends & Perspectives
Mr. Greg KWOLEK, Vice President WW Chanel and Regional OEM Sales, Sandisk Technologies Inc.
Supply Chain Outlook
11:20 - 11:40 hrsSupply Chain Diversification: The Evolving Norm
Dr. Archer FU, Vice President, Head of Business Development Asia Pacific, DHL Global Forwarding, Singapore
11:40 - 12:00 hrsSupply Chain Resilience with AI & Digitalization
Mr. Melton CHANG, Executive Vice President, Power Systems, Schneider Electric, Hong Kong SAR
12:00 - 12:20 hrsStronger 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 hrsPresentation of Token of Appreciation and Closing Remarks

 

*Program subject to changes​

Featured Speakers

Dr. Archer FU

Vice President, Head of Business Development Asia Pacific,
DHL Global Forwarding

Mr. Greg KWOLEK

Vice President WW Chanel and Regional OEM Sales,
Sandisk Technologies Inc.