Big Opportunities, Looming Challenges: The State of the U.S. Semiconductor Industry

As policymakers in Washington consider legislation to invest in U.S. semiconductor manufacturing and research, a new SIA report provides context on the U.S. semiconductor industry’s global position across a variety of metrics, including market share, manufacturing, and technology competitiveness. The 2020 State of the U.S. Semiconductor Industry report demonstrates that while the U.S. industry currently leads the world in semiconductors, it also faces a range of challenges to its leadership position in an ever-changing policy landscape. Please join a panel of industry experts for a conversation about the report, the challenges and opportunities facing our industry, and what the future may hold. Speakers include John Pitzer, Managing Director at Credit Suisse, Dan Hutcheson, CEO and Chairman at VLSI Research, Stephen Ezell, Vice President, Global Innovation Policy at the Information Technology and Innovation Foundation, and Falan Yinug, Director of Industry Statistics and Economic Policy at the Semiconductor Industry Association.



July 9, 2020




John Pitzer
Managing Director
Credit Suisse

John Pitzer is a Managing Director, Global Technology Strategist, Technology Sector Head and Semiconductor Analyst at Credit Suisse. Mr. Pitzer joined Credit Suisse in March of 2000 and has maintained a top 3 Analyst ranking in external polls including Institutional Investor, Greenwich Survey and Bloomberg. Prior to joining Credit Suisse, Mr. Pitzer also held analyst positions at Prudential Volpe Technology Group, Deutsche Bank Alex-Brown and Needham & Company.

Dan Hutcheson
CEO and Chairman

VLSI Research

Dan is CEO and Chairman of VLSIresearch inc. He is a recognized authority on the semiconductor industry, winning SEMI’s Sales and Marketing Excellence Award1 in 2012 for “empowering executives with tremendous strategic and tactical marketing value” through his e-letter, The Chip Insider® his book Maxims of Hi-Tech, and his many interviews of executives.


Stephen Ezell
Vice President, Global Innovation Policy
Information Technology and Innovation Foundation

Stephen Ezell is vice president, global innovation policy, at the Information Technology and Innovation Foundation (ITIF). He focuses on science and technology policy, international competitiveness, trade, manufacturing, and services issues. He is the coauthor of Innovating in a Service-Driven Economy: Insights, Application, and Practice (Palgrave Macmillan, 2015) and Innovation Economics: The Race for Global Advantage (Yale, 2012). Ezell comes to ITIF from Peer Insight, an innovation research and consulting firm he cofounded in 2003 to study the practice of innovation in service industries. At Peer Insight, Ezell led the Global Service Innovation Consortium, published multiple research papers on service innovation, and researched national service innovation policies being implemented by governments worldwide.

Falan Yinug
Director, Industry Statistics and Economic Policy
Semiconductor Industry Association

Falan Yinug is director of industry statistics and economic policy at SIA. Responsible for managing SIA’s statistics and data program, Falan represents SIA in the World Semiconductor Trade Statistics (WSTS) program, which maintains industry-driven monthly sales data for the global industry as well as sales forecasts. His work also entails supporting SIA’s advocacy efforts through economic research and analysis. In pursuit of this goal, he works closely with SIA staff and member companies, federal statistical agencies, domestic and international companies and business associations, international organizations, foreign government officials, and the academic and think tank community.