Silicon Valley Field Trip

Silicon Valley Field Trip | 2025

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Tuesday, November 18th

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Roku (ROKU)

Dinner with Vice President, IR Conrad Grodd @6:00pm PT
Wednesday, November 19th

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Rambus (RMBS)

Bus Tour w/ CFO Des Lynch and VP of Strategic Marketing Matt Jones @08:00am PT
Super Micro Computer (SMCI)

Bus Tour w/ SVP Corporate Development Michael Staiger, VP Finance Krishna Shankar, and Manager, Investor Relations Ian Tolle@9:30am PT
Apple (AAPL)

Bus Tour w/ Head of IR Suhasini Chandramouli @11:00am PT
Arteris (AIP)

Bus Tour w/ CEO Charles Janac and CFO Nick Hawkins @12:00pm PT
Seagate Technology Holdings (STX)

Bus Tour w/ VP, Corporate Finance Rod Cooper @2:00pm PT
Dinner at Birks

Dinner with Silvaco (SVCO) CFO Chris Zegarelli @5:00pm PT
Thursday, November 20th

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PDF Solutions, Inc. (PDFS)

Bus Tour w/ CEO John Kibarian and CFO Adnan Raza @08:30am PT
Lumentum Holdings (LITE)

Bus Tour w/ CEO Michael Hurlston, CFO Wajid Ali, President, Cloud & Networking Wupen Yen and VP of IR Kathy Ta @10:00am PT
Advanced Micro Devices (AMD)

Bus Tour w/ Corporate VP, Financial Strategy & IR Matt Ramsay and Sr Director, Financial Strategy & IR Liz Stine @11:30pm PT
Arista Networks (ANET)

Bus Tour SVP, CFO Chantelle Breithaupt and IR Rudolph Aruajo @1:00pm PT
Lattice Semiconductor Corp (LSCC)

Bus Tour w/ VP of IR Rick Muscha @2:30pm PT
Synaptics Incorporated (SYNA)

Bus Tour w/ CFO Ken Rizvi and VP, IR Munjal Shah @4:00pm PT
40 Wall Street 59th Floor New York, NY 10005 Tel. 212 607 3100 www.rblt.com
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Silicon Valley Field Trip | 2025

Tuesday, November 18th

Wednesday, November 19th

Thursday, November 20th