2025 Semicon West Investor Meetings

Tuesday, October 7th & Wednesday, October 8th 2025

Semicon West 2025 is just around the corner. NSR is excited to offer a strong lineup of meetings across the semicap ecosystem. Below is our preliminary agenda, which will continue to evolve in the days and weeks ahead, be sure to check back for updates!

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10/7 | 9:00 - 9:45 | ACM Research (ACMR)
10/7 | 10:00 - 10:45 | Alpha & Omega Semiconductor (AOSL)
10/7 | 11:00 - 11:45 | Veeco (VECO)
10/7 | 13:00 - 13:45 | Onto Innovation (ONTO)
10/7 | 16:15 - 17:00 | Nova (NVMI)
10/8 | 9:00 - 9:45 | Nova (NVMI)
10/8 | 11:00 - 11:45 | Tokyo Electron (TEL)
10/8 | 12:00 - 13:30 | Tech Insights Exclusive Lunch