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It's done for 2007, but join us for
the next CS Vision in August 2008

2007 Sponsors
 

CompoundSemi Online presents the international
CompoundSemi Industry Vision
The Consummate Executive Forum
Examining Current Business Trends
Shaping the CS Industry

 
Austin, Texas  
Agenda
Tuesday -- Registration, Coffee/Muffins begins at 7:15a


8:00

Welcome & Introduction of Co-Chairs

Jo Ann McDonald, Founding Editor, CompoundSemi News & LIGHTimes

Co-Chairs:
William J. Kroll, Chairman and CEO of Matheson-TriGas (View Bio)
Phillip C.S. Yin, President and CEO of AXT Inc. (View Bio)
Keith Evans, President and CEO of Kyma Technologies (View Bio)

Technology Trends
8:30
Keynote

Innovation in ICs: New Materials? New ICs?
At the heart and soul of the compound semi industry are new materials. And ICs are the most sophisticated of CS devices. Gene Fitzgerald is an acclaimed industry visionary. The innovations in IC materials and designs that he sees on the horizon are what are sure to make history.
Eugene A. Fitzgerald, MIT Professor and Visiting Prof. Johnson School of Management at Cornell (View Bio)
9:00
Future Trends in Optoelectronics Devices and Materials

Rapidly making a name for itself, the not-for-profit Optoelectronics Industry Development Association in Washington DC serves as the nexus for vision, transformation, and growth of the optoelectronics industry. OIDA knows where we're headed. Do we?
David Huff, VP, Marketing and Business Development, OIDA (View Bio)
9:40
Vision for a Brighter, Solar Future

Space applications proved to be a snap for multijunction solar cells, but can the compounds really compete with silicon for terrestrial applications? Concentrator solar cells look like the answer. For sure there's a growing demand. Hear from one of the most exciting corporate proponents of CS solar cells, which are a key element in providing renewable, clean solar electricity that is cost-competitive with fossil fuels.
Nancy Hartsoch, Director, Corporate Marketing, SolFocus (View Bio)

10:15                               Networking Break -- 30 minutes

10:45
Materials Integration: Enabling The Best of All Worlds

The USA's Department of Defense has always promoted CS-based products on the true bleeding edge. Hear from the AFRL's leading "technology hero" what's in store for the compounds for the DoD's next chapter.
Laura Rea, Tech Advisor, Electronic and Optical Materials Branch, Air Force Research Laboratory

11:15
Prospects and Progress in Substrates for III-V Nitride Devices

Vision co-chair Keith Evans will provide a snapshot of current challenges and dynamics in the intense battle by GaN, AlN, and other substrate manufacturers to participate in and stimulate the commercialization of a broad range of high performance nitride semiconductor devices.
Keith Evans, President & CEO, Kyma Technologies (View Bio)

11:45
Where Does GaN Go From Here?

As one of the early GaN electronic epiwafer and device designers, Craig's vision is legendary. He'll summarize what the various companies are doing in GaN electronics and pose the key question: Can the GaN community actually produce the goods for this next round of demands?
Craig Farley, Executive Technology Management Consultant (View Bio)
12:15                               Networking Lunch
1:30
GaN HEMTS: Out of the Lab and Into the Factory

The processing cost of GaN FETS can leverage existing GaAs equipment and facilities, but the substrates and epitaxial growth are still an order of magnitude more expensive. Can the high cost limits of GaN applications to high power, performance driven markets and can new markets open up as the cost of the materials and manufacturing yields improve?
Anthony Balistreri, Manager of R &D , TriQuint Semiconductor Texas & program manager for TriQuint's DARPA WBGS RF Gallium Nitride Program
2:00
GaN Epiwafer Foundries Gear to Meet the Requirements

IQE-RF in Somerset is supplying TriQuint with the epiwafers for the DARPA program. Are the epiwafer foundries ready to meet the price crunch needs of device manufacturers? And what type starting substrate do the leaders favor?
Ivan Eliashevich, Director of R&D IQE-RF LLC (formerly E2M Foundry) of the IQE Group

2:30
Panel: GaN on SiC? on Diamond? on Silicon? Who's Winning and What How About the Many New Flavors of Native GaN?

Sorting through the hype to reach the expectations...

3:00                               Networking Break -- 30 minutes

Business Dynamics

3:30
Special Guests

The Current State of Affairs in M&A and Raising Growth Capital
How does one secure the right financing to go the next level? What are the trends around mainstream merger and acquisition circles? Is M&A the right course for your company? If so, how do you groom for M&A?
Orville E. "Chip" Fisher, Senior Partner, (View Bio)
and Bob Dovenberg, Principal,
(View Bio)
Greene Holcomb & Fisher, Investment Bankers
4:10
Entrepreneurs: the Challenges and the Promises

Who do you know... and where do you go, when just getting started? Norm's the expert when it comes to guiding entrepreneurs.
Norman E. Schumaker, President, FOReTEL Associates, Ltd. (Founder of Emcore Corporation) (View Bio)
4:40
Panel: Beyond Entrepreneurism

How to grow up gracefully. Reality checks...
Tuesday Session Concludes -- Evening Reception begins immediately

Wednesday -- Welcome Coffee/Muffins begins at 8:15a

Business Dynamics (Continued)

8:45
Is the Compound Semi Industry Ready for Six Sigma?

Most CS companies have gone through ISO certification,, but are they ready for to earn their black belts in Six Sigma? Hear an expert's experience and advice.
MinSheng (MS) Lin, Chief Operating Officer, AXT (View Bio)
9:15
Forging Stronger Partnerships with Suppliers

Working together and treating your suppliers as a critical part of your design team is any company's key to success... and always has been. As the head of Matheson and former executive VP of Emcore, Bill is the master at forging strong supply chain relationships.
Bill Kroll, President, Chairman & CEO, Matheson Tri-Gas (View Bio)
9:45
If the Word "Litigation" Invades Your Space, Here's What to Do

Intellectual property disputes continue to abound. If the words "IP infringement" threaten your company or if your company's IP is infringed upon, what do you do? Steve also updates us on major changes afoot in the USA's IP law.
Stephen C. Smith, Attorney at Law, SimmonsCooper, LLP(View Bio)

10:15                               Networking Break -- 30 minutes

10:45
Manufacturing Relocation to China

Companies continue to flood to mainland China for more affordable manufacturing. Why? How? What's involved? AXT was one of the first CS companies to move the majority of its operations to mainland China. Phil and M.S. will share their fascinating story of success and help craft predictions of what the China business scene might look like in the future, and their company's unique philosophy: "5 E's + 2 P's".
Phil Yin, President & CEO of AXT (View Bio) & MinSheng (M.S.) Lin, Chief Operating Officer, AXT (View Bio)

11:15
Panel: The Mainland China Business Scene

The opportunity and what the folks in the trenches think it's going to take to get a real piece of it.

Market Challenges

11:45
Keynote

Emerging and Entrenched Markets for CS and SSL Materials and Devices

When it comes to CS-based electronic and optoelectronic applications, whether emerging or entrenched, the market numbers you've come to trust come from Strategy Analytics. Hear the man behind the research, with the numbers you can bank on.
Asif Anwar, Director of Strategy Analytics' GaAs and Compound Semiconductors Technologies Program (View Bio)

12:30                               Networking Lunch -- 90 minutes

2:00
TV Market Opportunities Relative to Entrenched LCD and PDP Technologies

The streets are littered with the remnants of companies, both large and small, that sought the pot of gold at the end of the projection-TV rainbow. But emissive displays (e.g. PDP) are more compelling than projection sets and much less viewing-position dependent. There’s nothing wrong with a portfolio play as long as you scale your resource commitments appropriately.
David Barnes, VP of Strategic Analysis, DisplaySearch (View Bio)
2:30
The Latest Forecast for GaN Starting Materials

Strategies Unlimited has been noted for its precedent-setting reports on gallium nitride since GaN was conceived and Hank Rodeen is the man who has researched and written those reports from the beginning. Hear Hank's latest assessment of international GaN material suppliers.
Henry D. (Hank) Rodeen, Consultant and Principal, Strategies Unlimited (View Bio)
3:00
Introduction to the New Solid State Lighting Industry Trade Association

It's high time the international community of solid state lighting producers and suppliers work together for the common good, under common nomenclature and common goals. SSLITA is the answer.
Thomas W. Griffiths, President & CEO CompoundSemi Online Inc., Solid State Lighting Net & SSL Design and Founding Chairman of SSLITA

3:20
Concluding Remarks

Conference Concludes


At CS Vision 2007 you will hear the stories behind the stories, direct from the market drivers, and learn where the hottest applications are headed. Whether you're an advanced system integrator, device manufacturer, or supplying to them, CS Vision is for you!

       
 
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CS Vision 2007
Join the consummate insiders meet to review the last year and find out where
the industry is heading,
and where the opportunities lie for the future...



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