Thought Leadership Pass
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Jane Lee
Semiconductor Reporter, California, United States
Mark Lipacis, MS, MBA
Managing Director
Jefferies
Dallas, TX, United States
Ulrike Hoffmann-Burchardi, PhD
Partner and Senior Portfolio Manager
Tudor Investment Corporation, New York, United States
Lori Keith, MBA
Director of Research, Portfolio Manager
Parnassus Investments
San Francisco, CA, United States
Stacy Rasgon, PhD
Managing Director and Senior Analyst, U.S. Semiconductors and Semiconductor Capital Equipment
Bernstein Research
Los Angeles, CA, United States
Will the latest generative AI frenzy sparked by ChatGPT move the semiconductor global sales faster to $1 trillion? How much help will the chip market get from the combustion engines ceding space to electric cars with increasing self-driving capabilities? And will the chip industry face increasing scrutiny as its water-intensive manufacturing expands in a big way? The Bulls and Bears Panel at SEMICON West will ask the top industry analysts these questions and also discuss the impact of the U.S.-China geopolitical tensions and global competition by governments to secure chip fabrication facilities on their own soil.