“Update on Semiconductor Markets – The Future is Bright”
Tom Stokes (Senior Managing Director), Kunal Chakrabarti (VP, Technology Mergers and Acquisitions) - Evercore
The semiconductor industry has stayed remarkably strong throughout 2020 and the outlook for 2021 looks bright. In this presentation, Tom Stokes and Kunal Chakrabarti will discuss the factors driving the remarkable growth in the semis industry, Evercore’s outlook for the industry, activity of key participants (devices and capital equipment), return of big M&A in 2020, strong state of capital markets, and what to expect in 2021.
"Solving the Substrate Crisis"
E. Jan Vardaman, President and Founder, TechSearch International, Inc.
Demand for IC package substrates specifically FC-BGAs, continues to grow. Work-from-home, video conferencing, and remote learning are driving datacenter growth and laptop and tablet demand. At the same time the industry is experiencing acute shortages substrates because capacity expansion has not kept up with demand, especially with the increased body size and layer counts. A new plant requires more than a year to complete, plus the substrate line must be qualified. What can the industry do in the interim to meet demand? What changes are required in the industry to fix our broken model? This presentation addresses the challenges and discusses potential solutions.