Wafers & Wall Street @ SEMICON West
Wednesday, July 12
11:00am–12:00pm
Keynote Stage | Room 24 North Lower Lobby
Hear unique and diverse perspectives from a mix of Wall St. analysts. Moderated by an industry expert, you'll experience a lively interactive discussion of the microelectronics industry and a Bulls & Bears perspective.
Moderator: Jane Lee, Chip Reporter, Reuters'
Panelists:
- Stacy Rasgon, PhD, Managing Director and Senior Analyst, U.S. Semiconductors and Semiconductor Capital Equipment, Bernstein Research
- Mark Lipacis, MS, MBA, Managing Director, Jefferies
- Lori Keith, MBA, Director of Research, Portfolio Manager, Parnassus Investments
- Ulrike Hoffmann-Burchardi, Partner, Tudor Investment Corporation