TechInsights 2025 Memory Tech Council
글로벌 반도체 산업은 급변하는 시장 환경 속에서 전례 없는 도전과 기회를 마주하고 있습니다. 최근의 지정학적 이슈와 기술적 혁신은 반도체 시장의 판도를 빠르게 변화시키고 있으며, 이러한 변화는 산업 전반의 전략적 의사결정에 중대한 영향을 미치고 있습니다.
TechInsights 2025 Memory Tech Council
아래 이벤트에 등록하세요.
이번 Memory Council은 이러한 복잡한 시장 환경을 깊이 이해하고, 업계의 최신 기술 및 시장 인사이트를 공유함으로써 각 기업이 나아갈 방향을 모색하고자 기획되었습니다. 업계를 대표하는 임원 여러분께서는 이 자리를 통해 글로벌 반도체 산업의 현재와 미래를 심도 있게 논의하고, 전략적 판단에 필요한 새로운 통찰을 얻으실 수 있을 것입니다.
TechInsights 2025 Memory Tech Council
일시 : 2025년 2월 17일 (월) 16:00 ~ 21:00
장소 : 서울시 서초구 강남대로 213, 엘타워 8층 엘가든 홀
주관 : 테크인사이츠
아젠다 :
등록
15:30 ~ 16:00
환영사
16:00 ~ 16:10
테크인사이츠가 바라본 2025 반도체 시장 전망
- Boris Metodiev (반도체 제조시장 디렉터)
16:10 ~ 17:00
테크인사이츠가 바라본 2025 반도체 기술 전망
- 최정동 (메모리 부문 수석 부사장)
- Open Discussion
17:10 ~ 19:00
석식
19:00 ~ 21:00
Session 1. Memory Market Dynamics by Boris Metodiev (반도체 제조시장 디렉터)
- Market Update
- Capital Expenditures
- Equipment
- China Outlook
- The Trump Effect on the Semi Industry
- Advanced Packaging and Glass Substrates
- Q&A
Session 2. Memory Technology Trends and Outlook by Jeongdong Choe (메모리 부문 수석 부사장)
- Memory Roadmaps: DRAM, 3D NAND, Emerging Memory
- DRAM Technology/Materials Trends, Comparisons, and Outlook: Samsung, SK hynix, Micron
- 3D NAND Technology Comparisons: Samsung, SK hynix/Solidigm, Micron, KIOXIA/WD
- Chinese Memory Technology: CXMT, YMTC
- HBM/Package Technology
- Emerging Memory Technology: MRAM, ReRAM
- Q&A
연사 소개
Boris Metodiev
Director of Semiconductor Manufacturing Analysis
As the Director of Semiconductor Manufacturing Analysis at TechInsights, Boris Metodiev is proud to lead the team recognized for setting the standard in the semiconductor manufacturing consultancy and advisory field. Boris’ expertise provides deep coverage in the semiconductor manufacturing supply chain and market analytics such as forecasts, sales, capacity, equipment, industry structure, market drivers, and pricing. He is often quoted in media publications and maintains a busy conference and vendor briefing schedule.
Through his leadership, TechInsights supplies clients with the most thorough, and accurate technical and geopolitical intelligence in the semiconductor industry. Over the course of his career, Boris has covered a range of positions, market areas, and locations which have provided the opportunities to develop a wide range of skills. He has multiple citizenships, speaks multiple languages, and has lived in multiple countries. It’s this adaptability and willingness to learn that has led to his accomplishments in the multinational, multicultural semiconductor industry. He has an inherent ability to connect with clients and pinpoint their issues—to uniquely address their specific needs.
Dr. Jeongdong Choe
Senior Technology Fellow/Subject Matter Expert
Jeongdong Choe has a Ph.D. in electronic engineering and 30 years’ experience in semiconductor process integration for DRAM, (V) NAND, SRAM, and logic devices. A Ph.D. in Electronics (Semiconductor) from Sungkyunkwan University, he also holds master’s and bachelor’s Degrees in Materials Engineering (Metallurgical) from Yonsei University. His background includes positions as a Team Lead in R&D for SK-Hynix and Samsung, where he optimized process and device architectures with state-of-the-art technologies for mass production.
At TechInsights he has been focusing on technology analysis on semiconductor process, device, and architecture. He has authored numerous articles on memory technology including DRAM Technology Trends, 2D and 3D NAND Process/Device Integration Details, and Emerging Memory such as STT-MRAM, XPoint, ReRAM and FeRAM Design and Architecture. He quarterly produces and updates a widely distributed memory roadmap on DRAM, NAND, and Emerging Memory. Jeongdong has over 100 filed/issued patents in semiconductor process integration for DRAM, (V)NAND, SRAM, and logic devices.
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