SEMI Announces Session and Speaker Lineups Headlined by Arizona Governor and Global Tech Executives

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SEMI, the industry association serving the global semiconductor and electronics design and manufacturing supply chain, today announced its lineup of confirmed speakers and sessions for this year’s SEMICON® West event, taking place from October 7-9 at the Phoenix Convention Center in Phoenix, Arizona. The 2025 exhibition will offer insights from prominent industry and government leaders surrounding the show’s central theme of Stronger Together—Shaping a Sustainable Future in Talent, Technology, and Trade. Registration is open.

“The opportunities and challenges facing the semiconductor industry are constantly evolving as we strive to address rising demands for AI, workforce development, and geopolitical stability,” said Joe Stockunas, president of SEMI Americas. “To create a future that fosters the innovation necessary to solve these challenges, collaboration across the entire microelectronics value chain beyond any historical measure is essential. SEMICON West provides a unique platform to convene industry leaders, government officials and other stakeholders, so we can collectively build a strong foundation that supports the next generation of advanced technology.”

SEMICON West Session Highlights

CEO Summit Keynotes

The CEO Summit Keynotes will feature top semiconductor executives and government leaders as they share insights on trends shaping the future of the global industry. Held each morning at 8:30 a.m., the 2025 keynote program will highlight talent, technology, and trade as key pillars for industry growth, reinforcing the critical role of collaboration in addressing today’s shared industry challenges.

SEMICON West will welcome the following keynote speakers, with more to be announced.

• Giel Rutten – President and CEO, Amkor
• The Honorable Katie Hobbs – Governor, State of Arizona
• Tien Wu – CEO, ASE
• Jon Kemp – President, Electronics Division, DuPont
• Daniel Drellich – Senior Vice President, EMD Electronics
• Carolin Seward – Vice President, Custom Silicon Sourcing and Operations, Google
• Sesha Varadarajan – Senior Vice President, Global Products Group, Lam Research
• Khadija Ben Hammada – Chief People Officer, Merck KGaA, Darmstadt, Germany
• Tim Costa – General Manager, Industrial and Computational Engineering, NVIDIA
• John Kibarian – President and CEO, PDF Solutions
• Keith Krach – Co-Founder and Chairman, Krach Institute for Tech, Diplomacy, Purdue University
• Shari Liss – Vice President Global Workforce Development and Initiatives, SEMI
• Jun He – Vice President, Operations, Advanced Packaging Technology & Service, TSMC
• Keynote Panel: Powering the Next Decade: AI’s Impact on Semiconductor Infrastructure and Market

As AI reshapes every facet of the semiconductor industry, the CEO Summit Keynote series will also feature a unique panel discussion on October 8 from 9:20-10:10 a.m., detailing AI integration for optimal chip performance and energy efficiency. Panelists will address mounting demands brought on by data centers and power semiconductors.

• Samer Banna – Corporate Vice President, ASM
• Tim Breen – CEO, GlobalFoundries
• Mukesh Khare – General Manager, IBM
• Laura Matz – Chief Science and Technology Officer, Merck KGaA, Darmstadt, Germany
• Mark Dougherty – President, Tokyo Electron America
• Moderated by David Anderson – President, NY CREATES
• Executive Panels

During the following sessions, experts will share timely insights on today’s most pertinent semiconductor industry concerns.

Strategic Silicon: Geopolitics Shaping the Future of Semiconductors

Senior leaders will highlight how their organizations are approaching today’s rapidly changing geopolitical landscape. This panel will explore how global policies, strategic partnerships, and emerging risks are influencing decision-making across the industry. Panelists will also assess the balance between national priorities and global cooperation to ensure long-term industry stability and competitiveness. This session will be held on October 7, from 1:30-2:20 p.m.

Sustainability Executive Panel

As sustainability becomes central to global business strategy, the semiconductor industry is stepping up as a leader in driving meaningful progress through innovation, collaboration, and accountability. This panel brings together key voices from across the value chain—from manufacturers and technology integrators to investors and corporate sustainability leaders—to explore how partnerships are powering real-world success in environmental stewardship. The panel will take place on Tuesday, October 7 from 2:40-3:40 p.m.

Charting the Course: Future-Proofing Your Supply Chains

This panel will answer the question: Is it time for the industry to rethink its approach to the supply chain? On October 8, from 1:00-2:00 p.m., C-Suite panelists from Altascient, EMD Electronics, GlobalFoundries, and Polar Semiconductor will offer guidance on fostering worldwide collaboration while navigating supply chain complexity. This discussion will emphasize risk mitigation, agility, and sustainability as key strategic elements for future plans.

SEMI Market Symposium

On Monday, October 6, from 1:00-5:00 p.m., the SEMI Market Symposium will explore key semiconductor industry market drivers, including the rise of AI, global economic shifts, and geopolitical forces impacting trade, investments, and the digital economy.

Presenters from Boston Consulting Group (BCG), Integrated Insights, Kearney, PricewaterhouseCoopers (PwC), TechSearch International, and World Semiconductor Trade Statistics (WSTS) will cover the whole semiconductor industry value chain—from equipment and materials, through advanced manufacturing and beyond.

Bulls & Bears Panel

Learn from today’s leading Wall Street analysts as they explore semiconductor industry market dynamics over the next 1-2 years, focusing on opportunities and challenges related to equipment, materials, and more. Bulls & Bears will be held on October 8 from 2:00-3:00 p.m. and will provide a well-rounded overview that encompasses both macroeconomic trends and sector-specific considerations.