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 An Overview of the European Union’s Artificial Intelligence Strategy
  Juha Heikkilä, Head of Unit AI and Robotics, European Commission DG Connect
10:55
Big Data Analytics and AI for Smart Manufacturing in the Semiconductor Industry
  Kirk Hasserjian, Corporate Vice President, Strategic Programs, Applied Materials, Inc.
Big Data Analytics and AI for Smart Manufacturing in the Semiconductor Industry
Kirk Hasserjian

Kirk Hasserjian
Corporate Vice President, Strategic Programs
Applied Materials, Inc.

Kirk Hasserjian

Abstract
The landscape of semiconductor manufacturing is changing rapidly as advanced technologies grow in the number of steps and complexity of the processes used. This has led to exponential growth in the amount of data that is being generated in the factory along with the capabilities for managing and analyzing the data. A critical component of Smart Manufacturing (= Industry 4.0) in semiconductor industry is big data analytics, which requires the integration of subject matter expertise (SME) with advanced machine learning and AI techniques to address the unique challenges in the industry. This presentation will discuss such a big data analytics framework and some use cases of its current implementation.

Biography
Kirk Hasserjian is corporate vice president of Strategic Programs at Applied Materials, Inc. In this role since October 2010, he has driven significant improvements and is leading critical growth programs to improve the company’s future, including driving Applied’s 450mm efforts. He joined Applied in May 2009. Prior to Applied, Mr. Hasserjian served in a variety of technical and management roles, most recently as senior vice president for Global Manufacturing Operations at FormFactor, Inc. He previously spent 25 years at Intel Corporation, where his responsibilities included leading Intel’s Flash memory technology development activities in NOR, NAND and future non-volatile memory technologies. He also held technical and management positions in the company’s D2 development and manufacturing facility, including five years as D2 plant manager managing the facility’s factory performance and all technology module development activities. Mr. Hasserjian received his bachelor of science degree in chemistry from the University of San Francisco and a master of science degree in chemical engineering from Stanford University.

11:15
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.

11:35
AI strategy and application
  Alexander Waldmann, Operative Director, appliedAI at UnternehmerTUM
AI strategy and application
Alexander Waldmann

Alexander Waldmann
Operative Director
appliedAI at UnternehmerTUM

Alexander Waldmann

Abstract
Alex will focus in his talk on the challenges startups, companies, countries, and society as a whole face in this new data-driven age. At the center of this shift is the emerging field of applied Artificial Intelligence. Understanding the possibilities of this new technology and deriving the impact this technology can and will have on existing and proven business models is of the utmost importance not only for managers but also for every employee in a company. Acting on the strategic implications this technology will have and framing it in the right way is part of this session. At appliedAI Alex and his Team look at AI not only as a technological topic but also as a strategic one. He will take a close look at technological capabilities, process implications, team and role implications under the guidance of a strategic framework that is embedded into the larger picture: The age of AI.

Biography
Alex is the operative director at appliedAI, Europes largest Initiative for the application of AI, targeting the adoption of AI Technology with 28 Partners (industrial players, technology companies, academia, and public sector). Alex is convinced that AI is one of the most important opportunities and challenges we can and should work on. Before creating appliedAI, Alex has helped build and shape UnternehmerTUM [x], a unit targeting to explore disruptive technologies and building startups. Alex has supported over 300 Startups. He studied Computer Science at TUM, UU.se, and MIT.

11:55
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).

12:15
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.).

12:35 End