May 24, 2012 -- Jackie Sturm, VP of TMG and GM of Global Sourcing and Procurement at Intel, will bring to light some of the emerging, growth markets for semiconductors, and what they mean for chipmakers and the fab suppliers in the first session of The ConFab, “The Economic Outlook for the Semiconductor Industry.”
Sturm will join Dan Hutcheson, CEO and Chairman, VLSI Research; and Jim Feldhan, president, Semico in the Session, chaired by Solid State Technology editor-in-chief Pete Singer. The ConFab takes place June 3-6 in Las Vegas and is an invite-only meeting of semiconductor executives and the supply chain.
The worldwide chip market is expected to suffer a slow year in 2012 ($323.2 billion), as global economic prospects remaining uncertain. Although spending on fab equipment is expected to drop in H1 2012, it is then expected to sharply increase in H2. What is driving the semiconductor market? Is the semiconductor market universally maturing? No, says Sturm. The aggregated, popular indicators of slow growth mask the bright stories and opportunities in emerging markets, innovative devices for consumers, and business refresh cycles. What this means for the semiconductor industry, for chipmakers as well as their materials suppliers and equipment suppliers, is opportunity.
Jackie Sturm has been at Intel since 1993, serving as VP of Finance for Technology and Manufacturing and NAND Systems Group, Intel Capital, New Business Group and Intel Communications Group. Prior to Intel, she worked for Hewlett Packard and Apple Computer.
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