Technology Summit: The Age of AI Scaling 2021 | Rosenblatt Securities Inc. | 24 August 2021 | Virtual Event
Venue
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| Event Date | Tue Aug 24 EDT - Thu Aug 26 EDT (over 3 years ago) |
| Location | Virtual Event |
| Region | All |
Details
The "Mother of All Cycles" is underway. The thesis, “The Age of AI Scaling, Mother of All Cycles”, posits that the setup of the current semiconductor cycle is a rare planetary alignment of market forces, which include Artificial Intelligence and AI at the Edge. Seeing the current cycle being driven by exponential growth in AI intensity and TCO/efficiency that is driving demand beyond any cycle that the Technology sector has ever witnessed, in which demand will significantly outstrip supply and demonstrate Moore’s Law's inability to meet this scale intensity. In addition, there is a sense of urgency in strategic product initiatives and a structural and secular AI gap in scale that are all aligned for the Mother of All Cycles.
Speakers
2021 Speakers:
David Wang
Senior Vice President Engineering, Radeon Technologies Group
Robert Blake
CEO, Achronix
Mark Voll
CFO, Achronix
Steve Kelley
President & CEO, Advanced Energy
Edwin Mok
Investor Relations and Strategic Marketing, Advanced Energy
Moshe Sheier
VP Marketing, CEVA
Anirudh Devgan
President, Cadence
John Wall
CFO, Cadence
Jeffrey Jones
Vice President, Finance and CFO, Cohu
Luis Müller
CEO, Cohu
Phil Gray
Chief Innovation Officer, Interactions
Esam Elashmawi
Chief Strategy and Marketing Officer, Lattice Semiconductor
John Lee
CEO, MKS Instruments, Inc.
David Ryzhik
VP Investor Relations, MKS Instruments, Inc.
Raj Hazra
Senior Vice President of Emerging Products, Corporate Strategy and Communications, Micron
Ian Buck
VP / General Manager, Tesla Data Center Business, NVIDIA
John Kibarian
President, CEO, and Director, PDF Solutions
Ziad Asghar
VP Product Management, Snapdragon Roadmap & Application Processor Technologies, Qualcomm
Mauricio López-Hodoyán
VP Investor Relations, Qualcomm
Rahul Mathur
CFO, Rambus
Luc Seraphin
CEO, Rambus
Mark Adams
CEO, SMART Global Holdings
Thierry Pelligrino
President, SMART Global Holdings
Dean Butler
CFO, Synaptics
Satish Ganesan
Chief Strategy Officer, Synaptics
Trac Pham
CFO, Synopsys
Andy Blanchard
Vice President of Corporate Communications, Teradyne
Sanjay Mehta
Vice President & CFO, Teradyne
Tom Hackenberg
Principal Analyst Computing & Software Semiconductor, Memory and Computing Division, Yole Développement