Semi Industry Forum 4.0:
What Happens Next?
Wednesday December 8, 2021
9am to 11am Pacific
The semiconductor industry has a long history of adapting and evolving to cope with the many challenges that have arisen over the last few decades. For the most part, each of these hurdles have been successfully overcome with breakthrough innovations in technology and business models.
From an evolutionary viewpoint, our industry has moved from being completely vertically integrated to enable competitive differentiation, to today’s global dis-integration of the supply chain, creating whole new semiconductor related industries along the way (electronic design automation, IP, foundry, packaging and semiconductor services) – enabling the ubiquitous and seemingly irreplaceable use of electronic systems in all of the world’s industries and populations.
The semiconductor industry, and society in general, is now at a major inflection point. The globalization of the supply chain, combined with the on-going geo-political turmoil, layered on top of the pandemic, has created a unique set of challenges for our industry, and most importantly, the world at large.
We invite you to join in a dialog with our Forum 4.0 panel as they address key topics, including:
US-China Relationship
Semiconductor Supply Chain Challenges
Regional Government Initiatives with Semiconductor Vendors
WFM / Hybrid Workplace: Impact on Start-ups and Industry Innovation Cycle
Agenda
Semi Industry Update
Mark Edelstone, Chairman of Global Semiconductor Investment Banking, Morgan Stanley
Panel Discussion
Moderated by Don Clark, NY Times Contributing Journalist
Join illustrious speakers:
Janet Collyer - Independent Non-Executive Director, UK Aerospace Technology Institute
Mark Edelstone - Chairman of Global Semiconductor Investment Banking, Morgan Stanley
John Neuffer - President & CEO, Semiconductor Industry Association
Dr. Wally Rhines - President & CEO of Cornami; GSA 2021 Morris Chang Exemplary Leadership award recipient
About the Forum
The Silicon Catalyst Semiconductor Industry Forum series was launched in 2018 with the charter to create a platform for broad-topic dialog among all stakeholders involved in the semiconductor industry value chain. The Forum topics focus on technical and financial aspects of the industry, but more importantly the industry’s societal, geo-political and ecological impact on the world.
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.
Janet Collyer
Independent Non-Executive Director, UK Aerospace Technology Institute
Janet Collyer is an Independent Non-Executive Director on the board of the Aerospace Technology Institute (ATI) and Chair of Machine Discovery Limited.
The ATI promotes transformative technology in air transport. It creates the technology strategy for the UK aerospace sector and funds world-class research and development through a £3.9 billion joint government-industry programme. Her international career in the semiconductor industry included Fairchild Semiconductor and most recently Cadence Design Systems Inc. She had various commercial and technology leadership roles including worldwide professional services, sales revenue growth, engineering ecosystems management and semiconductor manufacturing. She is passionate about growing the number of women in technology. Janet earned a Masters degree in Engineering from Girton College, Cambridge University.
Mark Edelstone
Chairman of Global Semiconductor Investment Banking, 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 more than three dozen companies on M&A transactions valued at more than $500 billion, including Xilinx’s $35Bn sale to AMD, Freescale’s $12Bn sale to NXP, Cypress Semiconductor’s $10Bn sale to Infineon, NVIDIA’s $40Bn acquisition of Arm and Analog Device’s $21Bn acquisition of Maxim. Beyond M&A, Mark has led 25 IPOs and has helped dozens of companies to raise more than $150 billion in the debt and equity capital markets. In 2020, Mark was ranked as the second leading M&A banker on the street by Business Insider.
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. He is a co-founder of the dual-degree Management, Entrepreneurship & Technology Program at the University of California at Berkeley. In addition, he is a Chartered Financial Analyst and a Chartered Market Technician.
John Neuffer
President & CEO Semiconductor Industry Association
John Neuffer has been President and CEO of the Semiconductor Industry Association (SIA) in Washington, DC since 2015. Mr. Neuffer is responsible for leading the association’s public policy agenda and serving as the primary advocate for maintaining U.S. leadership in semiconductor design, manufacturing, and research. Prior to SIA, he served for seven years as SVP for Global Policy at the Information Technology Industry Council. For the previous two years, he was Deputy Assistant U.S. Trade Representative for Asia-Pacific Economic Cooperation (APEC), preceded by five years as Deputy Assistant U.S. Trade Representative for Japan. For nine years before his government service, he was a Senior Research Fellow and Political Analyst with Mitsui Kaijyo Research Institute in Tokyo, where he was a leading commentator on Japanese politics and policy.
Dr. Wally Rhines
President & CEO of Cornami; GSA 2021 Morris Chang Exemplary Leadership award recipient
Dr. Rhines is President and CEO of Cornami, Inc., a fabless software/semiconductor company focused on intelligent computing for fully homomorphic encryption and machine learning. He was previously CEO of Mentor Graphics for 25 years and Chairman of the Board for 17 years. During his tenure at Mentor, revenue nearly quadrupled and market value of the company increased 10X. Prior to joining Mentor Graphics, Dr. Rhines was Executive Vice President, Semiconductor Group, responsible for TI’s worldwide semiconductor business.
Dr. Rhines has served on the boards of Cirrus Logic, QORVO, TriQuint Semiconductor, Global Logic, PTK Corp. and as Chairman of the Electronic Design Automation Consortium (five two-year terms). He is a Lifetime Fellow of the IEEE. Additionally, his experience includes four years on the board of SEMATECH, three years on the board of SEMI-SEMATECH and twenty years on the board of SRC (Semiconductor Research Corporation). Dr. Rhines holds a Bachelor of Science degree in engineering from the University of Michigan, a Master of Science and PhD in materials science and engineering from Stanford University, an MBA from Southern Methodist University and Honorary Doctor of Technology degrees from the University of Florida and Nottingham Trent University.