2025 CMC Seminar Agenda

*Updated weekly

The 2025 CMC Seminar will run on October 28 & 29 at the Hyperion Hotel in Dresden, Germany.

2025 Critical Materials Council (CMC) Seminar

October 28-29th, 2025

(Informal Networking the evening of the 28th and Reception on the 29th after the event)

Dresden, Germany

REGISTER HERE!

Seminar Registration Includes:

• Admission to the 2025 CMC Seminar on October 28 (Welcome Reception) and October 29 (Seminar) in Dresden, Germany
• Access to presentation slides after the Seminar
• Continental breakfast and lunch
• List of conference attendees

2025 Critical Materials Council (CMC) Seminar

October 28-29th, 2025 (Informal Networking the evening of the 28th and Reception on the 29th after the event)
Dresden, Germany

Location:
HYPERION Hotel

Dresden am Schloss | Schlossstr. 16 | D-01067 Dresden

DEADLINE TO BOOK ROOM IS 10/4/25

To reserve your room, Click HERE!

https://www.h-hotels.com/de/hyperion/hotels/hyperion-hotel-dresden

2025 CMC Seminar Speakers

Speaker	Bio
Adam Schafer	Adam Schafer is the CEO of Athinia, a joint venture of Palantir and EMD Electronics. He joined Athinia in November of 2024 following a 22-year career at Intel and 2 years with the CHIPS for America office in the US Department of Commerce. Adam was on the CHIPS Strategy team driving US based Semiconductor Manufacturing including the Technology Portfolio, Supply Line Sustainability, Supply Chain Resilience, Workforce Development, Construction, ESG, and Chemical Compliance. At Intel Adam began his career as a process engineer, moving to equipment supply chain management, and most recently, as the Senior Director for Supply Chain Responsibility. Adam received his B.S. in Chemistry & Philosophy from SUNY Oswego in 1994, and his M.S. & Ph.D. in Physical Chemistry from the University of Washington in 2000.
Christophe Le Ret	Christophe, Director of Business Development and Strategy at Umicore since 2023, has over 25 years of experience in marketing and sales across the chemical and materials industries. A polymer chemistry graduate from the University of Bordeaux, he drives innovation, partnerships, and new business opportunities to expand Umicore’s global reach into advanced materials and sustainable technologies. Passionate about circular economy principles, Christophe champions responsible resource use and a business culture that fosters equality, innovation, and long-term growth for a more sustainable future.
Dirk Panter	Dirk Panter (SPD) graduated from the University of Leipzig in 2000 with a degree in administrative sciences and worked at J.P. Morgan & Co. in London, New York, and Frankfurt until 2006. He joined the SPD in 1997, later serving as regional manager and secretary general of the SPD in Saxony. Since 2009, Panter has been a member of the Saxon State Parliament and, since December 2024, Minister of State in the Saxon Ministry for Economic Affairs, Labour, Energy and Climate Action. Beyond politics, he serves on the MDR Broadcasting Council, holds supervisory roles in cultural and sports organizations, and sits on the Administrative Board and Audit Committee of the Saxon Development Bank.
Eric Balossier	Eric Balossier is the lead semiconductor analyst for compute and AI within TechInsights’ semiconductor market analysis team. His primary research areas include processors (xPUs), accelerated computing, Silicon IP, and System-on-Chip/Chiplets architectures, covering all end-market sectors. He collaborates closely with end-market, technical, and reverse engineering analysts to interpret trends in processing architectures and transformations in the compute market. Eric is a seasoned industry veteran with experience in Technology R&D, corporate strategy, and technology venture and investment.
Fabian Krahl	Since 2023 Fabian is employed in the quality department of the Robert Bosch Semiconductor Manufacturing Dresden GmbH where he works controlling the incoming raw materials certificate data and providing it for fab manufacturing. He is also creating the technical material specifications for incoming raw materials together with Bosch’s suppliers. Previously he graduated in Material Science at the Albert-Ludwigs University in Freiburg, got his doctorate at the inorganic chemistry laboratory at Aalto University in Finland researching ALD deposited thin films under Prof. Maarit Karppinen and was doing a post-doc at the Leibniz Institute for solid state research in Dresden.
Frank Bartels	Frank Bartels holds a Ph.D. in physics and nanotechnology from Bielefeld University, Germany. He has been a Visiting Scientist at Harvard School of Engineering and Applied Sciences, and completed executive trainings in business administration. Since joining BASF in 2006, Frank served in different functions with broadening responsibility, primarily in electronic materials, including R&D, strategy, M&A, and business management, before in 2021 being appointed Director of Global Marketing and Product Management for Semiconductor Materials. In this role, he oversees the portfolio, commercial management, investment, and sustainability activities for BASF’s entire semiconductor business. Leading a global team, he is located in the BASF headquarter in Ludwigshafen, Germany and keeps a close relation to the European semiconductor community.
Georg Talut	Georg holds degrees in physical engineering (Technical University of Applied Sciences Wildau) and a PhD in physics (Technical University Dresden/HZDR). He joined GlobalFoundries in 2010 as a reliability engineer and advanced through leadership roles in reliability, process integration, manufacturing excellence, and problem solving. Since 2023, he has led quality for the Europe region, overseeing supply, manufacturing, customer quality, and compliance. He also brings international experience through leading the North America manufacturing quality organization (2024–25) and serving as a global driver for quality best practices.
Jonas Sundqvist	At TECHCET, Jonas Sundqvist is Senior Technology Analyst CVD and ALD Precursors and is responsible for market and technology analysis focused on ALD/CVD precursors and specialty electronic gases for semiconductor manufacturing. He brings over 20 years of experience in thin film and etch process development, materials management, and advanced device integration, with a strong emphasis on atomic layer processes. He previously held significant roles such as Group Leader at Fraunhofer IKTS and Technical Leader at Fraunhofer IPMS-CNT. Past affiliations include Qimonda, Infineon, and Lund University. Sundqvist holds a Ph.D. in Inorganic Chemistry and an M.Sc. in Chemistry from Uppsala University and is Adjunct Professor in inorganic chemistry at Linköping University, Sweden.
Katleen Boeckx	Katleen Boeckx is the Business Director for Electronics at Nippon Gases. She is a commercial engineer, and after several years working in telecommunications in Germany and the US, she joined Nippon Gases in 2004 as a product manager for semiconductor specialty gases. From 2010 to 2013, Boeckx moved to operations and led the company’s specialty gases plant in Belgium. She is now responsible for strategically growing Nippon Gases’ semiconductor business in Europe. She is also accountable for providing commercial support to local business teams in all European countries, for further developing key customers and strategic supplier partnerships, and for timely adjusting the product portfolio and associated operational capabilities to the fast-changing market’s needs.
Lita Shon-Roy	Lita Shon-Roy is President, CEO, and Founder of TECHCET, with over 30 years of experience across the semiconductor supply chain in strategy, business development, marketing, and sales. She has held key roles at companies such as RASIRC/Matheson Gases, Air Products, and Hughes Aircraft, and is recognized as a leading expert in electronic materials market analysis. Widely published and quoted in outlets including the Wall Street Journal and BBC News, she holds an MBA from CSU Dominguez Hills, an MSEE from USC, and a BS in Chemical Engineering from UC San Diego.
Roger Kao	Roger Kao is Vice President of Procurement at GlobalFoundries, responsible for sourcing across all commodities and services. Roger came from a diversified experience covering procurement, supply chain and sourcing strategy, operations transformation, and finance. Prior to GF, Roger led the manufacturing operations transformation team at Cisco, where he defined the transformation roadmap and enabled digitalization of key processes. Before Cisco, Roger led a global procurement team for Dell Technologies’ Infrastructure Solutions Group, where he was responsible for categorical sourcing strategy, supplier relationship management, cost savings initiatives, and supply chain network design. Previous to tech, Roger spent his career as an investment analyst with Goldman Sachs, Silver Lake Financial, and Wells Capital Management.
Soohyun Kim	Senior Sustainability Professional, US CPA with a financial background and global experience at Samsung, Corning, Novartis, Accenture, BP, etc. Currently undertaking Oxford’s Sustainability Reporting and ESG Data Management Programme. Focusing on CSRD, LkSG, Stakeholder Engagement, ESG Strategy and Data Integration.

The Business of Electronic Materials

Gain Exposure and Visibility into the needs of the Industry

Limited Time Offering

For more info click here

CMC Exclusive Opportunities

• CMC FABS PRIVATE DINNER Sponsorship, Dresden Oct. 27
• CMC Lunch Sponsorship, October 28 or 29
• ​CMC Seminar Breakfast of Coffee Sponsorships, Dresden Oct. 29
• Gain ‘mindshare’ and visibility into your customers’ needs
• Participate in Critical Materials supply & market discussions
• Acquire knowledge necessary for growth and positioning

Sponsorships to fit you budget from $3K to $10K.
Call or email us for more information at +1-480-382-8336, x1, or email us here

CMC Private Meetings hosted by GlobalFoundries in Dresden Germany
October 27-28th, 2025
Members Only

CMC F2F Agenda – Fabs Only (for Fabs and Suppliers see Joint Session below)
October 27-28, 2025
at GlobalFoundries, Dresden

Agenda

CMC F2F Fabs Only Session – Kicking off the event on October 27th at 8:30 AM, TECHCET will present an impactful session on the Risk Assessment of Tariffs on Materials Pricing. The agenda will also feature in-depth case studies and delve into hot topics on key industry challenges and strategies.

(Tentative Agenda)

Impact of Tariffs on Materials Pricing and Supply Chain  – TECHCET

Interactive Discussion and Case Study Review: Tariff Impact

Fabs and Suppliers Collaboration Difficulties and Solutions
Resilient Multi‑Source Strategies
Innovations in Qualification and Material Substitution
Sustainability  Challenges and Associated Cost Implications

Hot Topic Discussion based on Anonymous Submissions

Examples:
Force Majeure Impacts on the Supply Chain
Threat of Long Shoreman Strike and Impact
Tariff Safe Havens
PFAS Alternatives

CMC Joint Session – Fabs and Suppliers
October 28, 2025 (1pm to 5pm)
Hosted by GlobalFoundries in Dresden
at a venue convenient to the airport (more details to come)

Agenda

Panel Discussion / Interviews

Cost Challenges of a Sustainable Materials Supply Chain
Impact of Tariffs and War on the Market
Influence of AI on the Materials Supply Chain – Good or Bad
Benefits and Challenges of Localizing the Supply Chain

Group Breakout / Working Session

Private Networking

Following the Joint Session will be a Networking Reception at the Hyperion Hotel Dresden, as the opening of the CMC Seminar