Overview
With the spotlight on the industry, the industry is in an excellent position to continue to lead the technology innovation and show leadership as a responsible global industry in areas of social impact.
In this unique and exclusive gathering, thought leaders, visionaries, and innovators provided insight into the technological innovations driving the industry and the leadership role that the semiconductor industry needs to embrace to lead the world toward a brighter future.
Video
Sessions & Presentations
Dr. Bami Bastani / SVP & Senior Advisor to the CEO / GlobalFoundries
Mike Thoeny / President, Automotive Business Group / Flex
Mike Thoeny, addressed the rapid transformation of next generation mobility and discussed opportunities for semiconductor companies, suppliers, and automakers to reimagine business models to accelerate innovation and deliver new forms of value to customers globally. He also shared insights on how companies can best tap the strengths of automotive
John Smee / SVP, Engineering / Qualcomm Technologies, Inc.
John Smee discussed the key technologies coming with 5G Advanced, as well as some of the longer-term research on the path to 6G that can unlock new opportunities for the semiconductor and broader industries.
Alper IIkbahar / Senior Vice President, Technology and Strategy / Western Digital Corporation
Memory constitutes almost 30% of the total semiconductor industry’s revenue. As the world continues to create data, driving the need for more memory storage in Cloud, Edge, and Endpoints, moving us into the Zettabyte era, we continue to scale in different market and memory segments. While Moore’s Law continues to apply for the 3D NAND Flash technology, DRAM is falling behind. This opens up a window for disruption, new architectures and emerging memories. What are the challenges and opportunities of emerging memories? This session covered the ecosystem of storage and what the future holds.
Dr. Handel Jones / Founder & CEO / International Business Strategies
Handel Jones shared his insights on the global semiconductor market outlook and the impact of Artificial Intelligence brings to the industry.
Young Sohn / Founding Managing Partner / Walden Catalyst Ventures
Young Sohn addressed how the semiconductor industry is navigating a rapidly changing landscape, including rising chip demand, increased venture funding for chip startups, and persistent supply chain constraints across the globe. He also discussed why the semiconductor industry is now the new oil and how many countries are seeking to reduce risks in the supply chain and develop strategic global partnerships to ensure long-term semiconductor supply.
Fireside Chat – Technology and Humanity
Caterina Fake / Investor / Yes VC
Rebecca Jarvis / Chief Business, Technology & Economics Correspondent / ABC News
Caterina and Rebecca discussed the challenges the industry faces as a responsible global industry in areas of social impact. Climate change, digital inequality, diversity, and talent shortage are where collaboration among leaders of the industry can have a global impact.
Jeff Welser / COO IBM Research / IBMÂ
While the industry continues to advance the core technology critical to classical high-performance computing, such as the 2nm node announced by IBM, there’s an additional opportunity for hardware to support growing workloads requiring AI and quantum computing. Jeff Welser shared his insight into the future Hybrid Cloud that will contain all of these systems, working together to accelerate performance, opening the door for even more semiconductor technology innovation.
Closing Keynote - The ugly adjustment: The Geopolitics of Globalization
Willis Sparks / Director, Global Macro / Eurasia Group
Is globalization finished? That depends on where you live. Russia’s war in Ukraine has ignited a series of international crises, but it has also created a unity we haven’t seen in decades in some very important relationships. The US-China rivalry is becoming more complex — and semi-conductors are crucial here as both tools and weapons — but there are still limits to the willingness of either side to pursue open conflict. More broadly, the massive disruptions of the past three years promise to yield some positive results. The adjustment is ugly, and the churn can be painful, but neither is endless. And they can make life more secure and more prosperous for billions of people.
