Welcome Remarks

Laith Altimime
President
SEMI Europe

Abstract
Welcome Remarks

Biography
Laith Altimime, as President of SEMI Europe, leads SEMI’s activities in Europe and the Middle East and Africa (EMEA). Altimime has P&L responsibility as well as ownership of all Europe region programs and events, including SEMICON Europa. He is responsible for establishing industry standards, advocacy, community development, expositions, and programs. He provides support and services to SEMI members worldwide that have supply chain interests in Europe. He manages and nurtures relationships with SEMI members in the region and globally as well as with local associations and constituents in industry, government, and academia. Altimime has more than 30 years of international experience in the semiconductor industry. Prior to joining SEMI in 2015, He held senior leadership positions at NEC, KLA-Tencor, Infineon, Qimonda, and imec. Altimime holds an MSc from Heriot-Watt University, Scotland.

SETT: Spain’s Commitment to Strengthening Europe’s Semiconductor Ecosystem

Francisco Javier Ponce
CEO, SETT
Sett Sociedad Española para la Transformación Tecnológica

Abstract
SETT, as a Spanish public business entity, offers opportunities for public-private collaboration through co-investment in strategic projects that contribute to Europe's strategic technological autonomy.Introducing PERTE Chip - Strategic Project for Economic Recovery and Transformation for Microelectronics and Semiconductors is a public-private initiative in Spain that seeks to boost semiconductors sector through transformative projects.Spain promotes PERTE Chip and other co-investment instruments within a framework of stable and sustained growth, affordable energy, infrastructure, and talent—key drivers for enhancing European competitiveness and leadership in the semiconductor sector.

Biography
Francisco Javier Ponce MartínezCEO of SETTIndustrial engineer from the Polytechnic University of Madrid and holder of a Master's Degree in Business Administration (MBA) from the Instituto de Empresa (IE). He began his professional career at the Spanish National Research Council (CSIC), holding various positions of responsibility at the CDTI (Center for Technological Development and Innovation) for more than 30 years.He began working at the CDTI in 1992, taking on the role of International Director of the CDTI as Spanish delegate to the European Union's R&D Programs during Framework Programs III and IV until 1998. Other notable positions within the CDTI include Head of the Spanish Presidency Office of the Eureka International Program for Technological Cooperation and Head of the Studies and Promotion Department between 2001 and 2010. From 2012 to 2018, he was Economic and Financial Director, assuming the role of Director General of the CDTI from 2018 to January 2024.In March 2024, he joined the Spanish Microelectronics and Semiconductors Society (SEMyS) as Deputy Director General.He is currently CEO of SETT.

Building the Future: Global Fab Investment, Capacity Dynamics & Materials Market Outlook

Clark Tseng
Sr. Director
SEMI

Abstract
The global semiconductor sector stands at a critical turning point, fueled by surging demand for AI, high-performance computing, and emerging technologies. This momentum is sparking record-breaking capital investments and breakthroughs throughout the ecosystem, from cutting-edge semiconductor fabs to advanced materials development.However, this expansion occurs against a backdrop of increasing volatility, including fluctuating trade policies, tariff adjustments, and geopolitical challenges that complicate investment strategies, supply chains, and sustained industry leadership.In this session, we will provide an in-depth review of SEMI’s most recent World Fab Forecast, spotlighting worldwide patterns in capital equipment expenditures, fab development, and capacity growth projections through 2028. We will delve into the role of government subsidies and regulatory changes in redirecting new fab initiatives and transforming the international semiconductor ecosystem.Additionally, we will assess the shifting demands for wafer fab materials as the industry navigates swift technological advancements. Participants will leave with actionable perspectives on aligning materials innovation and supply chain robustness with broader investment patterns to propel the semiconductor industry's next phase of advancement.

Biography
Clark Tseng is the Senior Director of Market Intelligence at SEMI. He is responsible for developing and executing global strategies that provide high-quality market research products and services, which monitor and analyze the dynamics of the semiconductor manufacturing supply chain.Clark specializes in analyzing and forecasting various microelectronics industries, including IDM, Fabless, Foundry, Memory, and OSAT, with a focus on the Asia-Pacific and China markets. Additionally, he oversees SEMI's global research partnerships.Clark has held several strategic and analytical roles in leading microelectronics companies before joining SEMI. At MediaTek, he served as Deputy Director of the Computing, Connectivity, and Metaverse Business Group. In this role, Clark provided market intelligence and competitive analysis for Computing (HPC/ASIC), Connectivity (5G/Wi-Fi), and Multimedia (XR and Auto) domains. Prior to that, he served as the division manager for Strategy and Business Development at Qimonda, where he oversaw market and competitive intelligence functions in the Asia/Pacific region. Clark began his career as an analyst at IDC, covering semiconductor, flat-panel display, and telecommunications markets.Clark holds a Bachelor of Business Administration and a Bachelor of Arts in International Relations from National Chengchi University in Taiwan.