2019/2020 Market Outlook: A Summary of Market Trends and Forecasts

Lara Chamness
Senior Market Analyst Manager
SEMI

Abstract
Coming off of a record-breaking year, 2019 is shaping up to be a reset year for the industry. Headwinds in the form of excess inventory, memory pricing and trade tensions have converged to set the industry up for declines across the board. The critical question is, have we reached the bottom yet? This presentation will discuss the 2019 fab, equipment, materials markets, as well as recent trade actions, and provide forecasts through 2020 for these markets.

Biography
Ms. Lara Chamness is a Senior Manager Market Analysis at SEMI® and is responsible for SEMI’s data collection programs for equipment and materials. This includes leading interactions with SEMI’s participating companies, partners and subscribers. Ms. Chamness has 19 years of industry experience and earned BA/MS degrees in environmental sciences and a MBA degree from Santa Clara University.

Strategic Engagement through SEMI Technology Communities

Roberto Dossi
Director Technologies and Programs
Semi

Abstract
The semiconductor manufacturing industry is facing tremendous and very fast changing in technology environment.Requirements in the autonomous driving, industry 4.0 and beyon, AI and quantum computers are raising the bar for semiconductor requirements.SEMI is providing support and engagement guidelines through several Technology communities helping companies to find a common approach and optimizing future requirements and landscape

Biography
Roberto Dossi, Director of Technology and Programs, SEMI Europe. He is semiconductor expert with more than 30 years experience worldwide mainly in Technology Development and Operation .At SEMI, he is responsible to drive technology communities like smart driving, smart manufacturing and FOA. In parallel he’s responsible for all programs running in SEMI Europe.He previously worked for ST Microelectronics, Infineon , SMIC and OSRAM OS.He has a master degree in Physics from Milan University and an MBA from Jiao Tong University Shanghai.

SEMI Advocacy Program Helps Members Grow | An Overview of Policies Affecting the Semiconductor Manufacturing Industry

Emir Demircan
Director Advocacy and Public Policy
SEMI

Abstract
The semiconductor manufacturing industry, holding a pivotal position for economic growth, innovation and sustainability, lies in the intersection of several policy areas including digital & industrial policy, state aids, R&D, trade & foreign investment, education and circular economy. It is therefore crucuial for SEMI to deepen relations with the EU and Member States and implement policies enabling business growth. The presentation will provide an overview of recent European & international policy developments affecting the competitiveness of the semiconductor manufacturing supply chains in Europe, and delve into SEMI’s public policy and advocacy program, aiming at voicing the needs of its members and enabling business-friendly framework conditions in Europe.

Biography
Emir Demircan, Director of Advocacy and Public Policy, SEMI Europe. He is a professional in public policy and government affairs in engineering technologies. At SEMI, he is responsible for leading pan-European advocacy actions on technology, talent, regulatory and government incentives. He previously worked in the 3D printing, chemical and digital sectors. He studied international political economy at King's College London.