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南川 明

Akira Minamikawa

Senior Consulting Director, OMDIA (Informa Intelligence)




Bulls & Bears: Top Securities Analysts' Perspective on the 2021 Equipment Market

Thursday, December 17 | 1:00 pm - 2:00 pm
2020 semiconductor capital expenditure has increased more than expected earlier this year and this growth trend will likely continue to the next year. On the other hand, the industry is affected by COVID-19 pandemics and geopolitical tensions. Bulls & Bears panel will analyze the semiconductor equipment industry performance in this mixed picture from the view of investing community. ★This session will be delivered on demand from December 18th to January 15th, 2021.