EVENTS:   Semiconductors: Bubble Burst or Bear Market Trap? - David Scott/CHA-AM Advisors - 17 Sep 26     ROADSHOWS: US, European and Asian Equity Short Ideas - Robert Prather /Vision Research   •     15 Sep - 08 Oct 26      
Rubin, Custom ASICs, and CPO Timing (JNK Research Supply Chain Signals into 2027)

24 Sep 26 15:00 GMT / 10:00 EST / 16:00 CET

JNK Research

JNK Research
Martin Jacobs   Martin Jacobs Managing Partner & Head of Research Martin has 30+ years of leadership experience in the semiconductor industry. Before joining JNK Research as its Managing Partner, he led the global business optimisation for sales, marketing, and manufacturing at Advanced Energy (AEIS). He has held leadership roles at Texas Instruments, Microchip, and Avnet during his professional career.
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Rubin, ASICs, and the Analog Price Reset (JNK’s 2H 2026 Supply Chain Signals)

09 Jun 26 10:00 EST / 15:00 GMT / 16:00 CET

JNK Research

JNK Research
Martin Jacobs   Martin Jacobs Managing Partner & Head of Research Martin has 30+ years of leadership experience in the semiconductor industry. Before joining JNK Research as its Managing Partner, he led the global business optimisation for sales, marketing, and manufacturing at Advanced Energy (AEIS). He has held leadership roles at Texas Instruments, Microchip, and Avnet during his professional career.
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