國際論壇

半導體趨勢論壇
2010年9月8日 星期三
08:30 - 12:00
台北國際會議中心一樓 102會議室
課程費用 : 免費 (請先上網登記, 以保留您的名額)

08:30 - 09:00

報到

09:00 - 09:10

開幕
Executive of SEMI

09:10 - 09:40

Semiconductor & Foundry Market Outlook
Mr. Jonah Cheng/程正樺, Executive Director, UBS

09:40 - 10:10

DRAM Market Outlook
Mr. Frank Wang/王安亞, Executive Director, Morgan Stanley

10:10 - 10:30

中場休息

10:30 - 11:00

The State of the Semiconductor Industry
Mr. Philip Koh, Research VP, Gartner Advisory Singapore Pte Ltd.

11:00 - 11:30

Semiconductor Industry: How Value Chain is about to Change
Mr. Jean-Christophe Eloy, President and CEO, Yole Développement

11:30 - 12:00

Semiconductor Equipment and Materials Outlook
SEMI台灣 產業研究資深經理 曾瑞榆先生

12:00

閉幕

Mr. Jonah Cheng/程正樺, Executive Director, UBS
● Jonah joined UBS in August 2008 as the senior Asia semiconductor analyst. He is the lead analyst on foundry, OSAT and fabless companies.
● Jonah has eight years experience as a sell-side analyst.
Before joining UBS, Jonah worked at Merrill Lynch, covering the semiconductor sector.
● He also worked as a semiconductor research analyst at Yuanta Core Pacific Securities and MIC (Market Intelligence Center) prior to Merrill Lynch.《Top》

Mr. Frank Wang/王安亞, Executive Director, Morgan Stanley
● Frank A.Y. Wang is an Executive Director at Morgan Stanley covering TFT LCD, DRAM, and semiconductor packaging and testing industries. 
● Frank joined Morgan Stanley in 2004 from Credit Suisse First Boston where he covered the same sectors. 
● Prior to CSFB, Frank helped to found a venture capital firm and was a board member on several technology companies in Asia.  Before returning to Asia in 2000, Frank was based in the US as an Asian Technology Analyst at Citigroup Global Asset Management.  Frank began his career on Wall Street as a Financial Analyst for Goldman Sachs Global Semiconductor Investment Research in New York.  Frank completed both Bachelor degree in Electrical Engineering and Master degree in Operations Research from Columbia University in four years. 《Top》

Mr. Philip Koh, Research VP, Gartner Advisory Singapore Pte Ltd.
● Philip Koh is a research vice president at Gartner, where he is a member of the semiconductors research team.
● Based in Singapore, he is responsible for research & analysis of the total Asia/Pacific & consumer electronic, as well as Singapore/Malaysia semiconductor market.
● Mr Koh is also responsible for research & analysis in the solar photovoltaic (PV) market.
● Mr Koh has been with Gartner since 2000. Prior to joining Gartner, he was the product marketing manager (for memory, microcontrollers and standard devices) at Hitachi Asia for 10 years. Before this, he worked in Philips Singapore focusing on CTV development/design for three years and in National Semiconductor on production engineering and process support for two years. 《Top》

Mr. Jean-Christophe Eloy, President and CEO, Yole Développement
● JC Eloy has created YOLE Développement in 1998 and is managing Yole Développement in term of international development and strategic orientations of the company. He is directly in charge of the Mems and 3D IC activities at Yole Développement
● JC Eloy and the 20 analysts of YOLE Développement are working directly with the key players of the industry from equipment and materials suppliers to device manufacturers and system integrators.
● Jean-Christophe Eloy has been 6 years manager of the marketing department of CEA/LETI (France), applied R&D organization involved in the semiconductor, Mems and instrumentation fields (1300 researchers). He then created the semiconductor practice at Ernst & Young in Europe and worked as senior manager in charge of the development of European activities.
● Jean-Christophe Eloy is involved since 1991 in the Mems and semiconductor areas.
● JC Eloy is Engineer from INPG/ENSERG (semiconductor and telecommunications) and has a MBA from EM Lyon. 《Top》

SEMI台灣 產業研究資深經理 曾瑞榆先生
● Clark is a senior research manager at SEMI, a global industry association serving the manufacturing supply chains for semiconductor industry. His major responsibility is to track and evaluate front-end fab investment in Asia Pacific region. His research also spans over flat panel display and PV industries. His expertise includes in-depth analysis of the industry dynamics, as well as the fundamentals of market forecasting, competitive analysis, and strategic planning.
● Prior to SEMI, Clark worked for Qimonda as the manager at Strategy and Business Development division, where he managed market & competitive intelligence function in Asia/Pacific. In this role, he tracked market supply/demand, pricing, competitors’ capacity planning, technology roadmap, and product portfolios.
● Clark Tseng received a bachelor business administration and a bachelor of arts in international relations from National Chengchi University in Taiwan. 《Top》

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