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Semiconductor Outlook: Navigating Through Turbulent Times and the Impact of the Recession

March 16, 2023 @ 8:30 am - 11:30 am PDT

SEMI, March 16, 2023

Businesses across the globe faced a host of new challenges during the recent pandemic. As the pandemic wanes, we are now faced with recession as high inventories and low demand could mean trouble for semiconductor chip manufacturers.

Join us to hear industry leaders and market experts discuss the outlook and the impact on semiconductor design and manufacturing supply chain in the near and long term, including regional and global economies, and the Chips Act.

Speakers will discuss strategies for mitigating the impact and how to capture value.

Topics include:

  • Market Trends & Forecast & Outlook
  • Accessing Chips Act Funding and Roll out of Incentives
  • Geopolitical Impact
  • Advanced Packaging & Chiplets
  • Emerging and Expanding Markets


This Virtual Forum is 8:30–11:00am Pacific Time, 11:30am–2:00pm Eastern Time


Virtual Forum | Thursday, March 16, 2023 | Pacific Time

8:30 am – 8:35 am
Ed Sperling, Semiconductor Engineering
Ed Sperling
Semiconductor Engineering

Welcome Remarks

8:35 am – 8:55 am
John Cooney
John Cooney
Vice President, Global Public Policy & Advocacy

An Update on the CHIPS Act and How to Apply for Funding

8:55 am – 9:20 am
Jay Vleeschhouwer, Griffin Securities
Jay Vleeschhouwer
Software Research
Griffin Securities

The State of EDA: A View from Wall Street

9:20 am – 9:45 am
Dan Hutcheson
Vice Chair

New Perspectives in Semiconductors: Cycles & Outlooks

9:45 am – 10:10 am
Jean-Christophe Eloy, Yole Développement
Jean-Christophe Eloy
President and CEO
Yole Développement

Status of the Advanced Packaging Industry: How the Chiplet Revolution is Impacting the Industry?

10:10 am – 10:35 am
Paul McLellan, Editor Breakfast Bytes, Cadence
Paul McLellan
Editor of Breakfast Bytes

Three Things to Watch: 3DIC, Supply Chain Disaggregation, and Intel

10:35 am – 10:55 am
Lita Shon-Roy
Lita Shon-Roy

The Impact on Supply-Chains – Materials & Equipment Consumables

10:55 am – 11:00 am
Ed Sperling, Semiconductor Engineering
Ed Sperling
Semiconductor Engineering

Closing Remarks


March 16, 2023
8:30 am - 11:30 am PDT
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