A panel session at The ConFab, to be held June 22-25 in Las Vegas, will focus on how the semiconductor industry can continue to innovate in an environment where lower revenue growth is combined with rising development costs and consolidation. The panel will discuss where the next big growth drivers will come from and the ability of the industry to continue scaling and remain on Moore’s Law through the introduction of new technologies such as EUV, Advanced Packaging and 450mm. How will the costs to develop these and other technologies affect innovation and what levers can be utilized to gain more efficiencies in R&D. The panel will also discuss what role startups will play in the industries going forward and how can increased collaboration benefit the industry.
The panel, to be moderated by Scott Jones of Alix Partners, will consist of:
Rory McInerny, Vice President Platform Engineering Group, Intel
Chris Danely, Senior Analyst, JP Morgan
Mike Noonen, Co-founder, Silicon Catalyst
Lode Lauwers, Senior Director of Business Development, imec
Some of the subjects that will be covered:
Where does do the next growth drivers come from?
When will wearables, medical devices and the internet of things really drive revenue growth?
What challenges do we have on the R&D side in servicing the growth areas more quickly?
How are the costs of scaling and the development costs of SOCs affecting growth?
What advances from the chip design and architecture side are compensating for the challenges in scaling?
What view does the institutional investing community have on investing in innovation versus acquiring it?
What is the state of the Start-up environment in Semiconductors?
How do we leverage collaboration more to improve on our return on R&D investment?