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Market Trends Forum

Wednesday, February 11 | 1:00 pm - 3:50 pm
#402

We invite you to participate in this year’s Market Trends Forum, a pivotal event where insights meet opportunities, guiding you through the complexities of the global economy and the semiconductor sector. Join us for an inspiring day filled with in-depth discussions on the critical issues shaping today’s business landscape. 

Key Takeaways:

· Global Economic Outlook: Discover emerging trends that are influencing the global economy and gain diverse insights into the opportunities and challenges ahead. 
· Regulatory Landscape: Stay updated on significant regulatory developments, including the CHIPs Act, and understand their implications for global investment strategies. 
· Semiconductor Market Dynamics: Acquire a comprehensive understanding of semiconductor market trends to enhance your strategic decision-making in this fast-evolving industry. 
· Semiconductor Packaging Innovations: Delve into the latest advancements in semiconductor packaging, offering essential insights for product development and strategic planning. 
· Equipment & Materials Forecast: Prepare for the future with insights and forecasts for equipment and materials markets, keeping you informed about the technological innovations driving the industry. 

 

Who Should Attend:

· Marketing, Sales, and Business Development 
· Procurement Professionals 
· Consulting and Product Planning 
· Finance Executives 

 

  • Date: Feb 11(Wed), 2026
  • Time: 13:00-15:50
  • Room: #402, Conference Room (South), 4F, COEX
  • Language: English and Korean (Simultaneous interpretation will NOT be provided.)
  • Registration Fee (KRW)
    • Early Bird: SEMI Members 198,000 / Non-members 275,000 / Student 132,000
    • Onsite: 330,000
       
       

Agenda

Global Memory Market Outlook

Peter(Seicheol) Lee

Citigroup
1:00 pm - 1:30 pm

Advanced Packaging as a Platform: Enabling the Future Architecture of Semiconductors

Jan Vardaman

TechSearch International
1:30 pm - 2:00 pm

AI Propels Semiconductor Industry – What Lies Ahead

Gaurav Gupta

Gartner
2:00 pm - 2:30 pm

Break

2:30 pm - 2:50 pm

The AI Data Center Boom: Facts, Fundamentals, and Implications for the Semiconductor Industry

Donghwan Lee

Boston Consulting Group
2:50 pm - 3:20 pm

SEMI Market Outlook - Semiconductor Equipment Forecasts, Fab Investment and Material Market Outlook

Clark Tseng

SEMI
3:20 pm - 3:50 pm

*The agenda is subject to change.

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