Malaysia Pacific CEO NDR

What: We will be hosting Manuel Zarauza, CEO of Malaysia Pacific for an NDR in New York City (9-10th December) & Boston (11th December). Please indicate your interest HERE.

Why: Malaysia Pacific is a leading OSAT focused on packaging for auto and industrial power semis. It is a key supplier to Infineon, onsemi, STM, and the sole supplier to Wolfspeed. Meeting the CEO will give key insights into:

• Auto and Industrial cycle. Is the inventory correction easing. Where is demand strong
• AI and Power Semis: How big is the opportunity? Who is winning?
• China. Who is ramping capacity? How much volume/share are Chinese suppliers ramping?
• Silicon carbide. How is demand trending? Competitive dynamics.
• Gallium nitride. Use cases, demand trajectory, competitive dynamics.