Annual Symposium to Explore Industry Growth, Technology Disruptions and Strategic Decisions to Realize the $1 Trillion Market Vision
HALF MOON BAY, Calif. – January 7, 2026 – SEMI, the industry association serving the global semiconductor and electronics design and manufacturing supply chain, will hold its annual Industry Strategy Symposium (ISS) on Sunday, January 11 through Wednesday, January 14 at the Ritz-Carlton Hotel in Half Moon Bay, Calif. ISS will convene semiconductor industry executives to help their business capture the momentum toward a $1 trillion market with insights on increasingly dynamic economic, geopolitical, and technological trends. The 2026 event provides start-of-year analysis on confronting challenges, embracing disruptions, and adapting business development strategies to today’s world.
Skyrocketing demand for AI, new industry partnerships, and adjustments to the global supply chain are all changing how semiconductor companies do business. ISS 2026 will help industry leaders get ahead of such conditions to uncover new opportunities and navigate through change. This event provides a unique setting to engage with executives guiding the next era of the global semiconductor industry.
“Semiconductors are the backbone of the modern world, and it’s up to us to ensure the industry stays agile amidst ongoing transformation,” said Joe Stockunas, president of SEMI Americas. “The outstanding speaker lineup at this year’s ISS executive event will highlight the importance of collaboration and looking ahead. By staying future-focused, the industry can better position itself to seize opportunities as they arise.”
ISS 2026 key themes include:
- Analyzing the 2026 economic outlook and geopolitical dynamics shaping semiconductor demand, investment risk, supply-chain resilience, and long-term strategic planning
- Preparing for the pace of growth required to reach $1 trillion in annual industry revenue by 2030
- Sharing insights into key industry megatrends, including AI acceleration, manufacturing diversification, and technology-driven resilience.
- Exploring AI’s impact across data centers, edge computing, automotive, life sciences, and cloud platforms—driving unprecedented demand for compute, memory, infrastructure, and energy efficiency
- Examining how AI, sustainability, advanced packaging, and cloud-driven innovation are converging to reshape the semiconductor ecosystem amid ongoing global disruption.
- Fostering industry-wide, collaborative partnerships
ISS 2026 Highlights
Gain Strategic Insights from Keynote Speakers
- AMD: Mark Fuselier, Senior Vice President of Technology and Product Engineering
- Intel: Naga Chandrasekaran, Executive Vice President, Chief Technology and Operations Officer, and General Manager of Intel Foundry
- Lam Research: Vahid Vahedi, Senior Vice President and Chief Technology Officer
- Former U.S. Secretary of Homeland Security, President and Founder, Lighthouse Strategies: The Honorable Kirstjen Nielsen
Day 1 Sessions – Monday, January 12
- The Economic Outlook for 2026 and Semiconductors – Looking at the Risks: Duncan Meldrum, Hilltop Economics
- Geopolitical Outlook 2026: Trade Truces and Ceasefires?: Matt Gertken, BCA Research
- Tokens to Infrastructure: Dylan Patel, Semi Analysis
- Memory in the Age of AI, Scarcity as the Default State?: Mike Howard, TechInsights
- Semiconductor Outlook: Key Forces Shaping 2026 and Beyond: Jeff Janukowicz, IDC
- Capex and WFE Outlook: Riding the Wave: Bob Johnson, Gartner
- From AI Gold Rush to Fab Reality: Capacity, Fab Investment and Materials in a Fragmenting World: Clark Tseng, SEMI
- How Advanced Packaging is Enabling the Most Complicated Devices, Both for More Moore and More than Moore Applications: Jean-Christophe Eloy, Yole Group
- AI at the Heart of Data Center and Edge Semi Growth: Mario Morales, AMD
- Digitizing Biology Using Chip-Based Life Science Tools: Peter Peumans, imec
- Shaping Next-Gen Mobility: Semiconductor Needs, EV Innovation, and Autonomy: Kay Stepper, Lucid Motors
Day 2 Sessions – Tuesday, January 13
- Enabling the Next Era of High-Density Computing: David McCann, Amkor
- AI Leadership through Scalable Memory for Logic Fabs: Strategy and Implementation Paths: Sasikanth Manipatruni, Kepler Computing
- Essential Semiconductors: Industry Megatrends and Solutions: Ted Letavic, GlobalFoundries
- How AI is Impacting the Supply Chain Ecosystem for Semiconductors: Handel Jones, International Business Strategies (IBS)
- Towards a Greener Future: More Sustainable Materials in Semiconductor Manufacturing: Kevin Gorman, EMD Electronics
- Wafer Bonding: A Cornerstone of Future Semiconductor Architectures: Thomas Uhrmann, PhD, EVG
- Reinventing the Physical Layer: The Path to the Million-XPU AI Data Center: Nick Harris, Lightmatter
- Uncovering the Next Chapter for AI Computing: Mark Patel, McKinsey & Company
- Sustainable Silicon: Building Energy-Efficient AI Infrastructure for the Semiconductor Era: Tim Murnin, AWS
- Panel – Capitalizing on Disruption: Where Venture Capital Meets the Future of Semiconductors
- Audrey Charles, Lam Research
- Nick Harris, Lightmatter
- Michael Stewart, M12 – Microsoft’s Venture Fund
- Erik Hosler, OBSIDIA Semiconductors
- Moderated by Daniel Armbrust, Silicon Catalyst
Day 3 Session – Wednesday, January 14
- Bulls & Bears Panel: Unleashing AI Proliferation through Semiconductor Innovation
- Stacy Rasgon, Bernstein Research
- Melissa Weathers, Deutsche Bank
- Brian Chin, Stifel
- Krish Sankar, TD Cowen
- Moderated by Lucia Greenblatt, MUFG
For more conference programming and networking opportunities, view the full ISS 2026 agenda.
