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


Date: Thursday, March 26, 2026
Time: 09:00-15:30
Venue: Shanghai Ballroom 3, 3F, 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.

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
Lily Feng
President, SEMI China
冯莉,SEMI中国总裁
   
09:20-09:30
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
   
09:30-09:40
Keynote Remarks 贵宾致辞
TBD
   
09:40-10:05
Keynote Session 主题演讲
Wei Shaojun
Professor of Tsinghua University
魏少军,清华大学教授
   
10:05-10:30
Handel Jones
CEO, International Business Strategies, Inc.
韩德尔•琼斯,International Business Strategies首席执行官
   
10:30-10:55
Mario Morales
VP, Head of Corporate Strategy and Partnerships, AMD
   
10:55-11:15
Omdia(TBD)
   
11:15-11:40
Yole(TBD)
   
11:40-12:05
Clark Tseng
SEMI
曾瑞榆,SEMI首席分析师
   
12:05-13:30 Lunch Break
   
13:30-15:30 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
   
Wang Hui
Chairman, ACM Research (Shanghai), Inc.
王晖,盛美半导体设备(上海)股份有限公司董事长
   
Adam He
Managing Director, CGP Techfund
何新宇,盛世投资董事总经理
   
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
   
* 议程以最终版为准
* Please refer to the final version of Agenda.