Tuesday, November 13, 2018
Session

Semiconductors: the driving force behind the Artificial Intelligence Evolution

Chair Emir Demircan, Sr Manager Advocacy and Public Policy, SEMI Europe
Emir Demircan

Emir Demircan
Sr Manager Advocacy and Public Policy
SEMI Europe

Emir Demircan

Biography
Emir Demircan, Sr Manager Advocacy and Public Policy at SEMI, is a professional in government affairs. At SEMI, he is responsible for leading EU advocacy initiatives and coordinating relations with the EU. Before joining SEMI, he worked at other advanced manufacturing-related associations in Brussels, the European Commission and Sun Chemical. He has a background in international political economy.

10:30 Opening: Semiconductors: the driving force behind the AI Evolution
  Emir Demircan, Sr Manager Advocacy and Public Policy, SEMI Europe
10:35 TBD
10:55
Fuelling the AI Revolution with Gaming
  Alison B Lowndes, AL DevRel | EMEA, NVIDIA
Fuelling the AI Revolution with Gaming
Alison B Lowndes

Alison B Lowndes
AL DevRel | EMEA
NVIDIA

Alison B Lowndes

Abstract
Artificial Intelligence is impacting all areas of society, from healthcare and transportation to smart cities and energy. AI won’t be an industry, it will be part of every industry. NVIDIA invests both in internal research and platform development to enable its diverse customer base, across gaming, VR, AR, AI, robotics, graphics, rendering, visualisation, HPC, healthcare & more. Alison’s talk will introduce the hardware and software platform at the heart of this Intelligent Industrial Revolution: NVIDIA GPU Computing. She’ll provide insights into how academia, enterprise and startups are applying AI, as well as offer a glimpse into state-of-the-art research from world-wide labs & internally at NVIDIA, demoing, for example, the combination of robotics with VR and AI in an end-to-end simulator to train intelligent machines. Beginners might like to try our free online 40-minute class using GPU’s in the cloud: www.nvidia.com/dli

Biography
Artificial Intelligence DevRel | EMEA After spending her first year with NVIDIA as a Deep Learning Solutions Architect, Alison is now responsible for NVIDIA's Artificial Intelligence Developer Relations in the EMEA region. She is a mature graduate in Artificial Intelligence combining technical and theoretical computer science with a physics background & over 20 years of experience in international project management, entrepreneurial activities and the internet. She consults on a wide range of AI applications, including planetary defence with NASA, ESA & the SETI Institute and continues to manage the community of AI & Machine Learning researchers around the world, remaining knowledgeable in state of the art across all areas of research. She also travels, advises on & teaches NVIDIA’s GPU Computing platform, around the globe. Twitter: @AlisonBLowndes.

11:15
Artificial Intelligence: A Markets Perspective
  Amit Harchandani, Head of the European Technology Equity Research Team, Citigroup
Artificial Intelligence: A Markets Perspective
Amit Harchandani

Amit Harchandani
Head of the European Technology Equity Research Team
Citigroup

Amit Harchandani

Abstract
Citi Research provides its clients with fundamental analysis on more than 3,400 companies, representing over 90 percent of the market capitalization of the major global indices. This is provided alongside economic, macro and quantitative analysis of global markets and sector trends. And this presentation will leverage upon the work done by the wider Citi Research team and focus on how markets value the emergence of artificial intelligence. In addition to broader insights by each sub-sector within technology with a specific emphasis on semiconductors, the presentation will also outline stock-specific as well as thematic investment opportunities.

Biography
Amit Harchandani heads the European Technology Equity Research Team at Citigroup. He has been an Equity Research analyst for close to 10 years, moving to Citi Research in 2011 from Nomura (ex-Lehman Brothers). The breadth and depth of his knowledge as well as his thought leadership has seen him positioned as the only financial analyst at a bulge bracket bank heading coverage of both European Technology sectors - Hardware and Software. His work is quoted in industry and financial press, and he has been interviewed by the media on developments in the European Technology space. His sub-sector expertise spans Semiconductors, Semiconductor Capital Equipment, Communication Equipment, Enterprise Software, and IT Services. At present, he covers stocks including ASML, Capgemini, Dassault Systemes, Ericsson, Infineon, Micro Focus, Nokia, Sage, SAP, Siltronic and STMicroelectronics, having previously also covered ARM, CSR, Software AG and Wolfson. In addition to his main role advising institutional clients on the listed names, he also has transaction/capital formation experience. Prior to Equity Research, Amit worked as a Software Engineer/Project Leader in the IT Services industry in India and Japan from 2003 to 2006. His educational background comprises a PGDM (MBA-equivalent) with focus on Finance and Strategy from IIM Kozhikode in India (2006-2008), and an Engineering degree with specialisation in Information Technology from the University of Mumbai in India (1999-2003).

11:35 TBA
  Kirk Hasserjian, Corporate Vice President, Applied Materials
12:00
Artificial Intelligence - The next big growth driver for the semiconductor industry
  Tanjeff Schadt, Principal, PwC Strategy&
Artificial Intelligence - The next big growth driver for the semiconductor industry
Tanjeff Schadt

Tanjeff Schadt
Principal
PwC Strategy&

Tanjeff Schadt

Abstract
In its bi-annual Global Semiconductor Report, PwC analyzes market development, key drivers and growth opportunities for the global semiconductor market. The presentation will provide insights into the next edition of the report series with a spotlight on Artificial Intelligence (AI) and the digitization of semiconductor companies. We will elaborate on AI as the next big growth driver in the semiconductor market: What are new "AI-driven" top target markets and applications? How will the AI ecosystem evolve and what is the role of semiconductor companies? Will AI democratize the innovation in the industry creating a new uprise of semiconductor startups? What is driving value most in the digitization of semiconductor companies? What are resulting potential opportunities and risks for European semiconductor companies?

Biography
Tanjeff Schadt has 8 years of experience in management functions in the industry (R&D project and product portfolio manager) and 6 years of experience in strategy consulting. He specializes in go-to-market strategy as well as innovation and R&D excellence. He is an integral part of PwC's semicon practice and was especially running various projects for semiconductor companies on innovation and operational topics in Europe and Asia. Tanjeff Schadt holds a Master of Business Administration (MBA) at FOM Hochschule für Oekonomie & Management Munich and Pfeiffer University of Charlotte (NC), USA. Previously, he graduated from the University of Applied Sciences Darmstadt with a diploma in optical technologies and digital image processing (Dipl.-Ing.).

12:20 Closing remarks
  Emir Demircan, Sr Manager Advocacy and Public Policy, SEMI Europe
12:30 End