Jerry Cutini, CEO of Revasum will moderate a panel of Wall St. analysts will share their points of view, and discuss issues such as the evolution/revolution in the electronics market, semi/semi CAPX industry structure and CAPX spend outlook, impact of continuing consolidation, increased manufacturing costs due to technology delays, new end markets and more. Keeping in mind the theme of SEMICON West – Smart Starts Here – this year’s Bulls & Bears will look beyond the traditional focus and review the increasing impact of big data, fabless design, and influence of companies such as Google and Apple on the supply chain.
- Farhan Ahmad, Vice President, Credit Suisse
- Patrick Ho, Managing Director, Stifel Nicolaus
- Sidney S. Ho, Research Analyst, Deutsche Bank Securities
- Robert Maire, President, Semiconductor Advisors