SEMI Industry Strategy Symposium (ISS) : SEMI Innovation and Investment Forum (SIIP China)


Date: Thursday, March 27, 2025
Time: 09:00-15:30
Venue: Grand Shanghai Ballroom 3, Kerry Hotel Pudong, Shanghai
Simultaneous Interpretation will be provided.

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2023 has been an extraordinary year. The impact of epidemic is a big test for the semiconductor industry. The annual SEMI Innovation and Investment Forum during SEMICON is a bellwether for semiconductor investment. We will invite the National IC Industry Investment Fund, 01/02 Special Project leaders, local and industry funds presidents, and enterprise leaders to join speeches and panel discussions. The forum will focus on the economic environment, industry dynamics, the trade friction, opportunities of STAR Market, international cooperation, equipment & materials procurement and spare parts supply chain, cooperation and challenges of semiconductor supply chain, technology hot spots, new infrastructure, IoT. The speakers will discuss changes and opportunities that these hot spots and technologies, and impact on semiconductor industry.

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Agenda / 议程
   
09:00-09:10 Registration 来宾登记
   
09:10-09:20
Welcome Remarks and Introduction of the Moderator 开幕致辞并介绍主持人
Lung Chu
President, SEMI China; Vice President, SEMI
居龙,SEMI全球副总裁、中国区总裁
   
Moderator 主持人
Zhou Weifang
周伟芳,上海万业企业股份有限公司副总裁
   
09:20-09:30
Keynote Remarks 贵宾致辞
Zhang Li
Executive Vice President & Secretary General, China Semiconductor Industry Association; President, China Center for Information Industry Development
张立,中国半导体行业协会副理事长兼秘书长;中国电子信息产业发展研究院院长、党委副书记
   
09:30-09:40
Keynote Remarks 贵宾致辞
Wei Shaojun
Professor of Tsinghua University
魏少军,清华大学教授
   
09:40-09:50
Keynote Remarks 贵宾致辞
Ye Tianchun
Secretary General of China Integrated Circuit Innovation Alliance
叶甜春,中国集成电路创新联盟秘书长
   
09:50-10:10
Keynote Session 主题演讲
Li Xin
李鑫,上海国有资本投资有限公司副总裁
   
10:10-10:30
Why is AI Important for the Semiconductor Industry?
为什么AI对半导体产业至关重要?

Handel Jones
CEO, International Business Strategies, Inc.
韩德尔•琼斯,International Business Strategies首席执行官
   
10:30-10:50
Key Technology Trends Shaping Future Innovation in Semiconductors
塑造半导体未来创新的关键技术趋势

Mario Morales
Group VP, IDC Semiconductors and Enabling Technologies
IDC 全球半导体与赋能科技研究集团总裁
   
10:50-11:10
Innovation in the semiconductor materials: Resonac's strategy toward the co-creative chemical company
半导体材料创新:旨在成为共创型化学公司的力森诺科战略
Maoka Tomomitsu
Board Director, Managing Corporate Officer, Chief Strategy Officer/Chief Risk Management Officer (CSO/CRO) of Resonac Group
真岡朋光,力森诺科集团董事兼常务执行董事,首席战略官/首席风险管理官
   
11:10-11:30
CHRISTOPHER THOMAS
Chairman of Integrated Insights
唐睿思,Integrated Insights 公司,董事长
   
11:30-11:50
Clark Tseng
SEMI
曾瑞榆,SEMI首席分析师
   
11:50-13:30 Lunch Break
   
13:30-15:00 Panel Discussion 圆桌论坛
   
Moderator 主持人
Charlie Chan
Managing Director, Morgan Stanley
詹家鸿,摩根士丹利证券董事总经理
   
Lee Haiming
Senior Vice President, Xinlian Microelectronics Company Limited
李海明,重庆芯联微电子有限公司资深副总经理
   
Daniel Yuan
Executive Vice President, Sino IC Leasing Co., Ltd.
袁以沛,芯鑫融资租赁有限责任公司执行副总裁
   
Adam He
Managing Director, CGP Techfund
何新宇,盛世投资董事总经理
   
Wang Fan
CEO, Yuwei Semiconductor Technology Co.,Ltd
王帆,御微半导体技术有限公司首席执行官
   
15:00-15:05 “2025国际智能传感新质创新大赛”启动仪式
   
15:05-15:10 第二十届中国研究生电子设计大赛“商业计划书赛道”启动仪式
   
15:10-15:20 Lucky draw 抽奖环节
   
* 议程以最终版为准
* Please refer to the final version of Agenda.