This is a great opportunity to network with local peers who share similar issues.

Second-quarter semiconductor revenue was better than expected and rose 17% sequentially, led by stronger-than-expected PC, cell phone and LCD TV sales. But Gartners worldwide semiconductor forecast profile is still shaped by commodity memory fluctuations. Commodity memory capacity shortages though 2H09 and into 2012 are related to a lack of profit and associated investment, and these factors will likely cause a surge in commodity capacity by 2011, triggering a supply downturn after 2012. While price cuts on PCs and LCD TVs and various government stimulus packages are encouraging tangible near-term demand, the longer-term impact of mobile phone and PC architecture changes is less predictable. We examine the outcome of these interrelated issues and present our worldwide semiconductor forecast through 2013.

This semiconductor forecast panel session will discuss the major factors that determine our worldwide semiconductor revenue forecast. Critical issues include financial viability of vendors, ongoing semiconductor ASP declines, device integration, the lack of an obvious killer application, the industry's long-term CAGR and the potential economic recession in China. In this session, we invite our audience to participate as we explore the risks, the upside/downside scenarios and the new industry fundamentals that will impact future semiconductor forecasts.

Emerging Technologies Shaping the Future Semiconductor Industry
A broad range of technologies are at the core of the electronics and semiconductor industry. They form the basis of new products, services and processes. They also provide many benefits, such as lower-power solutions, better price/performance and increased flexibility. In this session, we present Gartners perspective on selected emerging technologies that will impact the future semiconductor industry and the timing of their impact.