Tradeshows & Conferences

SEMICONDUCTOR TOUR 2026 – Semicon West session

An exclusive morning briefing connecting the global semiconductor outlook with the equipment ecosystem powering the AI era.

This is an in-person event only. There is no virtual attendance option, and the session will not be livestreamed.

Artificial intelligence is pulling the semiconductor industry forward at a pace and an investment level with no real precedent. The near-term effect is visible everywhere: record capex, memory prices climbing, and wafer demand that keeps being revised upward.

Behind those numbers sit the enablers. Advanced packaging, power delivery and photonics are no longer supporting acts, they decide how much compute actually ships. Each of them lands differently in the fab, and that is where the equipment story begins: which capacity gets added, which process steps absorb the spending.

Then the harder question. Most of this cycle bypasses specialty technologies. But AI is leaving the data center, and Physical AI will need sensing, power and RF, the domains Yole Group is best placed to call.

Join us for a morning that brings both together: a market and equipment briefing from our analyst team, followed by a live conversation with Yole Group founder Jean-Christophe Eloy on where device innovation goes next.

Agenda – October 15, from 8 to 11 AM

  • 8:00 am – Breakfast & networking (doors open)

  • 9:00 am – Welcome & Yole Group overview
    Amanda Gassé, Vice President of Business Development, North America

  • 9:10 am – Mapping the AI Silicon Shift – record capex, the enablers reshaping the fab, and why Physical AI is about to bring specialty technologies into the center of the story
    Jérôme Azemar, Service Director & Principal Analyst
    Paule Durin, Technology & Market Analyst, Semiconductor Equipment
    Clara Grcevic, Technology & Market Analyst, Semiconductor Equipment

  • 9:45 am – Sparksense presentation

  • 10 am – Executive Conversation – Yole Group founder Jean-Christophe Eloy in conversation on where device innovation goes next
    Jean-Christophe Eloy, President & Founder
    With industry guests.

  • 10:45 am – Audience Q&A
    Moderator: Amanda Gassé

  • 10:55am – Closing Networking

YOLE GROUP’S SPEAKERS

Paule Durin, PhD
Technology & Market Analyst, Semiconductor Equipment

Jérôme Azemar, PhD
Services Director & Principal Analyst

Clara Grcevic
Technology & Market Analyst, Semiconductor Equipment

Executive conversation

Jean-Christophe Eloy
President & Founder

David M. Fried, PhD
Chief AI Officer

Mike Young-Han Kim
CEO & Founder

YOUR DEDICATED CONTACT



Amanda Gassé
Vice President of Business Development, North America

Do you have an account?

Sign in to your account to access your services