Virtual Event

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Event Date Tue Aug 24 EDT - Thu Aug 26 EDT (about 2 months ago)
Location Virtual Event
Region All

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.


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