​President and Founder Dr. Robert Castellano regularly delivers presentations at major industry and investor conferences on the semiconductor and AI markets around the world. 

 

​If you are looking for a speaker for your event or conference, please reach out. Our team is happy to discuss how

Dr. Castellano can contribute to your program and tailor a session to your audience.

Available both virtually and in-person.

 

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RECENT SPEAKING EVENTS

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OpenAI, DRAM and HBM: How AI Demand is Reconfiguring the Memory Industry

Merrill Lynch Presentation to Institutional Investors 

November 11, 2025

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Beyond Hyperscalers: How Sovereign AI Redefines the AI Growth Cycle

Merrill Lynch Presentation to Institutional Investors 

September 9, 2025

 

Tesla Chips by Samsung/TSMC Foundry

Merrill Lynch Presentation to Institutional Investors 

August 21, 2025

 

AI Semiconductor Market: Driving Computing, AI, and Industry Innovation

Merrill Lynch Presentation to Institutional Investors 

March 19, 2025

 

DeepSeek Implications for AI/Asia Semis

Merrill Lynch Presentation to Institutional Investors 

February 12, 2025

 

Strategic Shifts in Semiconductors: Technology, Packaging, and Market Dynamics

Merrill Lynch Presentation to Institutional Investors 

November 12, 2024

 

Status Of Semiconductor Equipment Cycle - Current And Near Term

DNB Conference

May 2023

 

Status Of Semiconductor Equipment Cycle - Current And Near Term

Danske Bank Conference

December 2022

 

Status Of Semiconductor Equipment Cycle - Current And Near Term

Danske Bank Conference

February 2022

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