Bulls and Bears

Tuesday, July 12, 2022

2:30pm – 3:30pm

Location: Keynote Stage, North Hall, Room 24

Panel Session Moderator(s)

Jane Lanhee Lee

Chip Reporter
Reuters

Panelist(s)

Lori Keith, MBA

Director of Research, Portfolio Manager
Parnassus Investments, CA, United States
Mark Lipacis, MS, MBA

Managing Director
Jefferies, CA, United States
Atif Malik

Director Semiconductor & Semiconductor Capital Equipment
Citi Research
CJ Muse, MBA

Senior Managing Director
Evercore ISI, NY, United States
Stacy A. Rasgon, PhD

Managing Director and Senior Analyst, U.S. Semiconductors and Semiconductor Capital Equipment
Bernstein Research, CA, United States

Bulls and Bears is back at SEMICON West Hybrid 2022. Hear unique and diverse perspectives from a mix of Wall Street analysts. Moderated by an industry executive, these industry experts will provide an interactive discussion of the microelectronics industry, with perspectives from Bulls and Bears.