Semicon Deep Dive: Fresh from SEMICON West
Chips power everything: AI, defense, space, mobility, healthcare. And the rules of the game are changing fast. The industry has crossed the $1 trillion mark years ahead of schedule, while tariffs, export controls and industrial policy are redrawing the map of who builds what, and where.
Straight from SEMICON West in San Francisco, Eric-Mark Huitema, CEO of High Tech NL, joins us at the NLA HUB for an in-depth conversation with Danny Frietman on where the global semiconductor market is heading, and what that means for companies and regions on both sides of the Atlantic.
What we'll cover
The view from SEMICON West: the key signals, deals and debates from this year's show
The US: CHIPS Act projects, Section 232 tariffs, reshoring, and the race for talent
Europe: Chips Act 2.0, technological sovereignty, and the Dutch position around ASML and the Brainport ecosystem
Asia: Taiwan's leading edge, Korea's memory boom, Japan's comeback, and China's push for self-sufficiency
The AI effect: advanced packaging, HBM, photonics and the energy challenge
The opportunity: where Dutch and Southern California companies can work together, from defense and space to power electronics
We close with an open Q&A with the audience. Bring your toughest questions.
Who should attend
Founders and executives in semiconductors, hardware, photonics, and deep tech
Companies in aerospace, defense, space, and mobility that depend on secure chip supply
Investors and corporate development teams tracking the semiconductor cycle
Policymakers, economic development organizations, and trade representatives
Researchers and university partners (e.g. UCLA, USC, Caltech) working on chips, packaging, or photonics
Dutch companies exploring the US market, and US companies looking for European partners
Program
09:30 Walk-in with coffee
10:00 Welcome by NLA
10:05 Conversation: Eric-Mark Huitema & Danny Frietman
10:50 Q&A with the audience
11:30 End
Seats are limited. Register now to secure your spot.
Hosted by NLA – Hub of the Netherlands in LA, in collaboration with the Netherlands Enterprise Agency (RVO), NBSO Los Angeles (Netherlands Business Support Office) and High Tech NL.