Technology Summit

The Age of AI Scaling

June 3, 2021 (Virtual)
August 24-26, 2021 (Virtual)
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About the Summit

The "Mother of All Cycles" is underway. Our thesis, <tech2021highlight>“The Age of AI Scaling, Mother of All Cycles”<tech2021highlight>, posits that the setup of the current semiconductor cycle is a rare planetary alignment of market forces, which include Artificial Intelligence and AI at the Edge. We see the current cycle being driven by exponential growth in AI intensity and TCO/efficiency that is driving demand beyond any cycle that the Technology sector has ever witnessed, in which demand will significantly outstrip supply and demonstrate Moore’s Law's inability to meet this scale intensity. In addition, there is a sense of urgency in strategic product initiatives and a structural and secular AI gap in scale that are all aligned for the Mother of All Cycles.

Join us at our <tech2021highlight>Technology Summit<tech2021highlight> as we delve into this critical thesis, guided by thought leaders who will describe their views on the current market and the implications of Artificial Intelligence. Our Summit will play host to Fireside Chats and Small Group Meetings with C-level and management teams from companies with exposure to AI.

2021
First Annual Tech Summit Hosted
29
Companies
4
Days

Participating Companies

Achronix
Advanced Energy
Altair
Ambarella
AMD
Amkor
Cadence
CEVA
Cohu
Fleit Intellectual Property Law
H2O.ai
Interactions
Lattice Semiconductor
Micron
MKS
MoneyLion
NVIDIA
PDF Solutions
Pegasystems
PTC
Qualcomm
Rambus
Seagate Technologies
SMART Global Holdings
SoFi
Synaptics
Synopsys
Teradyne
Yole Développement

Confirmed Speakers

Event Agenda

June 3, 2021
10:00am–10:45am EDT
John Lorenz(Yole Développement)
John Lorenz
John Lorenz
Senior Analyst, Processors
Yole Développement
Moderator:
Kevin Cassidy
Kevin Cassidy
Senior Research Analyst
Sector: Semiconductors
11:00am–11:45am EDT
Mark Adams, Ken Rizvi & Thierry Pellegrino(SMART Global Holdings)
Mark Adams
Mark Adams
CEO
SMART Global Holdings
Ken Rizvi
Ken Rizvi
SVP & CFO
SMART Global Holdings
Thierry Pellegrino
Thierry Pellegrino
President of Intelligent Platform Solutions
SMART Global Holdings
Moderator:
Kevin Cassidy
Kevin Cassidy
Senior Research Analyst
Sector: Semiconductors
12:00pm–12:45pm EDT
Les Kohn, Casey Eichler & Louis Gerhardy(Ambarella)
Les Kohn
Les Kohn
Chief Technology Officer
Ambarella
Casey Eichler
Casey Eichler
Chief Financial Officer
Ambarella
Louis Gerhardy
Louis Gerhardy
Corporate Development
Ambarella
Moderator:
Kevin Cassidy
Kevin Cassidy
Senior Research Analyst
Sector: Semiconductors
1:00pm–1:45pm EDT
Rags Srinivasan(Seagate Technologies)
Rags Srinivasan
Rags Srinivasan
Head of Marketing & Customer Success
Seagate Technologies
Moderator:
Kevin Cassidy
Kevin Cassidy
Senior Research Analyst
Sector: Semiconductors
2:00pm–2:45pm EDT
Dee Choubey(MoneyLion)
John Lorenz
Dee Choubey
Co-Founder & CEO
MoneyLion
Moderator:
Sean Horgan, Research Analyst, FinTech and Payments
Sean Horgan
Research Analyst
Sector: FinTech & Payments
3:00pm–3:45pm EDT
John Kibarian(PDF Solutions)
John Kibarian
John Kibarian
CEO
PDF Solutions
Moderator:
John McPeake
John McPeake
Senior Research Analyst
Sector: Software
August 24, 2021
8:00am–8:45am EDT
Moshe Sheier (CEVA)
Moshe Sheier
Moshe Sheier
VP Marketing
CEVA
Moderator:
Kevin Cassidy
Kevin Cassidy
Senior Research Analyst
Sector: Semiconductors
9:00am–9:45am EDT
Robert Blake & Mark Voll (Achronix)
Robert Blake
Robert Blake
CEO
Achronix
Mark Voll
Mark Voll
CFO
Achronix
Moderator:
Kevin Cassidy
Kevin Cassidy
Senior Research Analyst
Sector: Semiconductors
10:00am–10:45am EDT
Steve Kelley, Edwin Mok & Paul Oldham(Advanced Energy)
Steve Kelley
Steve Kelley
President & CEO
Advanced Energy
Paul Oldham
Paul Oldham
EVP & CFO
Advanced Energy
Edwin Mok
Edwin Mok
Investor Relations and Strategic Marketing
Advanced Energy
Moderator:
Scott Graham
Scott Graham
Senior Research Analyst
Sector: Industrial Technology
11:00am–11:45am EDT
Mark Adams & Thierry Pelligrino (SMART Global Holdings)
Mark Adams
Mark Adams
CEO
SMART Global Holdings
Thierry Pellegrino
Thierry Pellegrino
President of Intelligent Platform Solutions
SMART Global Holdings
Ken Rizvi
Ken Rizvi
SVP and CFO
SMART Global Holdings
Moderator:
Kevin Cassidy
Kevin Cassidy
Senior Research Analyst
Sector: Semiconductors
12:00pm–12:45pm EDT
Ian Buck (Nvidia)
Ian Buck
Ian Buck
VP / General Manager, Tesla Data Center Business
NVIDIA
Moderator:
Hans Mosesmann
Hans Mosesmann
Senior Research Analyst
Sector: Semiconductors
1:00pm–1:45pm EDT
David Wang (AMD)
Victor Peng
Victor Peng
President of AECG
AMD
David Wang
David Wang
Senior Vice President Engineering, Radeon Technologies Group
AMD
Moderator:
Hans Mosesmann
Hans Mosesmann
Senior Research Analyst
Sector: Semiconductors
2:00pm–2:45pm EDT
Esam Elashmawi (Lattice Semicondutor)
Dean Butler
Esam Elashmawi
Chief Strategy and Marketing Officer
Lattice Semiconductor
Moderator:
Hans Mosesmann
Hans Mosesmann
Senior Research Analyst
Sector: Semiconductors
Dean Butler & Satish Ganesan (Synaptics)
Dean Butler
Dean Butler
CFO
Synaptics
Satish Ganesan
Satish Ganesan
Chief Strategy Officer
Synaptics
Moderator:
Kevin Cassidy
Kevin Cassidy
Senior Research Analyst
Sector: Semiconductors
4:00pm–4:45pm EDT
Ziad Asghar (Qualcomm)
Ziad Asghar
Ziad Asghar
VP Product Management, Snapdragon Roadmap & Application Processor Technologies
Qualcomm
Moderator:
Kevin Cassidy
Kevin Cassidy
Senior Research Analyst
Sector: Semiconductors
6:00pm–6:45pm EDT
Des Lynch & Steven Woo (Rambus)
Keith Jones
Keith Jones
Interim CFO
Rambus
Des Lynch
Des Lynch
VP of Finance and Investor Relations
Rambus
Steven Woo
Steven Woo
Fellow & Distinguished Inventor
Rambus
Moderator:
Kevin Cassidy
Kevin Cassidy
Senior Research Analyst
Sector: Semiconductors
August 25, 2021
9:00am–9:45am EDT
Megan Faust & Giel Rutten (Amkor)
Giel Rutten
Giel Rutten
President & CEO
Amkor
Megan Faust
Megan Faust
CFO
Amkor
Moderator:
Scott Graham
Scott Graham
Senior Research Analyst
Sector: Industrial Technology
10:00am–10:45am EDT
Andy Blanchard & Sanjay Mehta (Teradyne)
Sanjay Mehta
Sanjay Mehta
Vice President & CFO
Teradyne
Andy Blanchard
Andy Blanchard
Vice President of Corporate Communications
Teradyne
Moderator:
Scott Graham
Scott Graham
Senior Research Analyst
Sector: Industrial Technology
11:00am–11:45am EDT
Anthony Noto(SoFi)
Anthony Noto CEO of SoFi
Anthony Noto
CEO
SoFi
Moderator:
Sean Horgan, Research Analyst, FinTech and Payments
Sean Horgan
Research Analyst
Sector: FinTech & Payments
12:00pm–12:45pm EDT
John Tseng Chung Lee & David Ryzhik (MKS)
John Lee
John Lee
CEO
MKS
David Ryzhik
David Ryzhik
VP Investor Relations
MKS
Moderator:
Scott Graham
Scott Graham
Senior Research Analyst
Sector: Industrial Technology
1:00pm–1:45pm EDT
Jim Scapa (Altair)
Jim Scapa
Jim Scapa
CEO & Founder
Altair
Moderator:
Blair Abernathy
Blair Abernathy
Senior Research Analyst
Sector: Software
3:00pm–3:45pm EDT
Raj Hazra (Micron)
Farhan Ahmad
Farhan Ahmad
Senior Director of Investor Relations
Micron
Raj Hazra
Raj Hazra
SVP of Emerging Products, Corporate Strategy & Communications
Micron
Moderator:
Hans Mosesmann
Hans Mosesmann
Senior Research Analyst
Sector: Semiconductors
4:00pm–4:45pm EDT
Tom Hackenberg (Yole Développement)
Tom Hackenberg
Tom Hackenberg
Principal Analyst, Computing & Software for Semiconductor, Memory and Computing Division
Yole Développement
Moderator:
Kevin Cassidy
Kevin Cassidy
Senior Research Analyst
Sector: Semiconductors
4:45–5:30pm EDT
Jeff Jones & Luis Müller (Cohu)
Luis Müller
Luis Müller
CEO
Cohu
Jeffrey Jones
Jeffrey Jones
Vice President, Finance & CFO
Cohu
Moderator:
Scott Graham
Scott Graham
Senior Research Analyst
Sector: Industrial Technology
August 26, 2021
9:00am–9:45am EDT
Emily Walt & Kevin Wrenn (PTC)
Kevin Wrenn
Kevin Wrenn
EVP Products
PTC
Emily Walt
Emily Walt
Investor Relations
PTC
Moderator:
Blair Abernathy
Blair Abernathy
Senior Research Analyst
Sector: Software
10:00am–10:45am EDT
Ken Stillwell (Pegasystems)
Ken Stillwell
Ken Stillwell
COO & CFO
Pegasystems
Moderator:
Blair Abernathy
Blair Abernathy
Senior Research Analyst
Sector: Software
11:00am–11:45am EDT
Phil Gray (Interactions)
Phil Gray
Phil Gray
Chief Innovation Officer
Interactions
Moderator:
John McPeake
John McPeake
Senior Research Analyst
Sector: Software
12:00pm–12:45pm EDT
Anirudh Devgan & John Wall (Cadence)
John Wall
John Wall
CFO
Cadence
Anirudh Devgan
Anirudh Devgan
President & CEO
Cadence
Moderator:
John McPeake
John McPeake
Senior Research Analyst
Sector: Software
1:00pm–1:45pm EDT
John K. Kibarian (PDF Solutions)
John Kibarian
John Kibarian
President, CEO, and Director
PDF Solutions
Adnan Raza
Adnan Raza
Executive VP, Finance & CFO
PDF Solutions
Moderator:
John McPeake
John McPeake
Senior Research Analyst
Sector: Software
2:00pm–2:45pm EDT
Trac Pham (Synopsys)
Trac Pham
Trac Pham
CFO
Synopsys
Moderator:
John McPeake
John McPeake
Senior Research Analyst
Sector: Software
3:00pm–3:45pm EDT
AI Scaling Panel Discussion: Operational Challenges
Sri Ambati
Sri Ambati
CEO and Founder
H2O.ai
Don Schuerman
Don Schuerman
CTO and VP of Product Marketing
Pegasystems
Kevin Wrenn
Kevin Wrenn
EVP Products
PTC
Moderator:
Blair Abernathy
Blair Abernathy
Senior Research Analyst
Sector: Software
4:00pm–4:45pm EDT
Sri Ambati (H2O.ai)
Sri Ambati
Sri Ambati
CEO and Founder
H2O.ai
Moderator:
Blair Abernathy
Blair Abernathy
Senior Research Analyst
Sector: Software
5:00pm EDT
AI Scaling Panel Discussion: Trends in Patenting AI/ML Inventions
Jeffrey Giunta
Jeffrey Giunta
Patent and Trademark Attorney
Fleit Intellectual Property Law
Moderator:
John McPeake
John McPeake
Senior Research Analyst
Sector: Software
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