SiC_Eventbrite_SemiForum2020_Header.jpg

 Semiconductor Industry Forum, hosted by Silicon Catalyst presents "A View to the Future ... it's about what's next®"

What will be the continuing repercussions of the global pandemic, both in terms of business challenges and new opportunities in healthcare and other applications?

  • With the upcoming change in the U.S. government leadership, how far will policy makers go to help the domestic semiconductor industry and reduce dependence on manufacturers in Asia, particularly Taiwan?

  • What semiconductor demand drivers will be most important for new chip designs and startup formation? Artificial intelligence? 5G? Smart cars? Healthcare? Space privatization? Others?

  • What are the prospects for a continued trade war with China and the repercussions for semiconductor makers and customers?

  • How have the headwinds slowing Moore's Law advances affected innovation and business strategy in the sector?

  • What new materials and technologies for creating future memory and logic chips will become most important?

  • What are the factors driving the current consolidation wave in the industry? Will they continue? What will be the impact on innovation?

Join illustrious speakers:

Don Clark, Contributing Journalist, New York Times

Mark Edelstone, Chairman of Global Semiconductor Investment Banking, Morgan Stanley

Ann Kim, Managing Director, Frontier Tech, Silicon Valley Bank & Kauffman Fellow

Jodi Shelton, Co-Founder and CEO, Global Semiconductor Alliance

Don Clark

Contributing Journalist, New York Times

Don Clark has written about the technology sector for nearly four decades. He spent 23 years at the Wall Street Journal and is currently a freelance contributor to the New York Times. He began his career at the St. Paul Pioneer Press and worked seven years at the San Francisco Chronicle before joining the Journal, where he both wrote and edited stores about the technology sector. He was raised in Pasadena, Calif., and received a master's degree in journalism from the University of Minnesota and a bachelor's degree in English from the University of California at Los Angeles. When not engaged in journalism, he is often playing music with his spouse Michele Delattre, including in Shakespeare productions by the Curtain Theatre in Mill Valley.

MARK EDELSTONE

Chairman of Global Semiconductor Investment Banking and Managing Director for Technology / Semiconductors, Morgan Stanley

Mark Edelstone is a Managing Director and Chairman of Global Semiconductor Investment Banking for Morgan Stanley. During his career, he has worked as a portfolio manager, equity research analyst and investment banker, and he has specialized in the semiconductor and technology sectors since 1989. Since then, he has helped many clients to meet their strategic objectives and address their challenges. During his investment banking career, Mark has advised dozens of companies on M&A transactions valued at more than $400 billion. Some of these strategic transactions include NVIDIA’s $40 billion acquisition of Arm, Xilinx’s $36 billion sale to AMD, ADI’s $21 billion acquisition of Maxim, Freescale’s $12 billion sale to NXP and Cypress’s $10 billion sale to Infineon. Beyond M&A, Mark has led 24 IPOs and has helped dozens of companies to raise more than $150 billion in the debt and equity capital markets. As a research analyst, Mark was selected as an all-star analyst by Institutional Investor magazine for his research coverage of the semiconductor industry for 11 consecutive years. In addition, he was selected five times for the Wall Street Journal’s Stock Picking Award within “The Best on the Street Survey.” During 1999 and 2001, Mark was listed by First Call Corp. as the most-read securities analyst in the world. Prior to his career as a research analyst, Mark founded a money management company that specialized in asset allocation in 1986. Mark received his undergraduate degree in Political Economics from the University of California and he holds an MBA in Finance, with a concentration in Investments from Golden Gate University in San Francisco. In addition, he is a Chartered Financial Analyst and a Chartered Market Technician. He and his wife Lori reside in Moraga, California and their two children hold degrees from the University of California and USC.

Ann Kim

Managing Director, Frontier Tech, Silicon Valley Bank & Kauffman Fellow

Ann Kim is Managing Director and Sector Head of the Frontier Technology group at Silicon Valley Bank. She focuses on VC-backed high-growth companies in aerospace, transportation, robotics, IoT, virtual reality, consumer electronics, and semiconductors. She was previously on the Corporate Finance team, advising later-stage and public tech companies.

Ann earned a Bachelor’s degree in Molecular and Cell Biology from UC Berkeley. She was President of the Korean-American Student Organization and the Korean-American Scientists and Engineers Association (KSEA). She became a consultant and focused on commercialization strategies for pharmaceutical and medical device companies before joining SVB.

Ann is a Bay Area native and active in the venture and tech community. She is currently a Kauffman Fellow, lead mentor to TechStars Starburst Space Accelerator, and member of the Asia America MultiTechnology Association (AAMA).

Jodi Shelton

Co-Founder and CEO, Global Semiconductor Alliance

Jodi Shelton is the co-founder and president of the Global Semiconductor Alliance (GSA). A pioneer within the technology space, Shelton was instrumental in the creation of the Alliance and has continuously addressed global issues in the industry as the voice of its members. Under her leadership, GSA has grown its membership to include companies throughout the supply chain representing 25 countries across the globe. In her role as president, Shelton oversees GSA daily operations, ensuring that the Alliance remains focused on achieving its defined mission and goal to foster a more effective ecosystem through collaboration, integration, and innovation. She is the key liaison between GSA and the business community at high-level financial and industry conferences, providing insight on key topics pertaining to the global fabless supply chain. Shelton earned her bachelor’s degree in political science from San Diego State University and her master’s degree in political science from the University of Houston.