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Last December... Gorham Technologies and CompoundSemi Online
presented the 9th international

Compound Semi Industry Outlook
The Theme for that Dec 2003 event was:
Supporting the Recovery and Rebuild
in Wireless and Opto Communications

Held in Dallas, Texas
Agenda Topics

 

Monday, December 15, 2003
Pre-Conference Workshops (separate admission)
     Click workshop title for more details
8:30a - 12:00p

Next Generation Laser Diodes
What are the technology drivers, and where they are headed
Lead Instructor: Christopher Pinzone, PhD, Dir of Photonic Materials -- Ahura Corporation

1:30p - 5:00p

GaN Electronics, Gaining Ground
The latest strides, from substrates to applications
Workshop Coordinator: Umesh Mishra, PhD, Professor and Chairman, Department of Electrical
and Computer Engineering -- University of California Santa Barbara
Instructors:
    Huili (Grace) Xing -- UC Santa Barbara
    Primit Parihk, Process Dev Manager (GaN Electronics) -- Cree SB Technology Center

-------- Registration Available 5-8p ---------
---------- Networking and Welcome Reception, 6-8p ----------
Tuesday, December 16, 2003
 
7:00a -
 8:00a
Registration and Continental Breakfast... Exhibits Open
8:00a Welcome from the Conference Co-Chairs: Making Connections
Ralph Quinsey, President/CEO -- TriQuint Semiconductor
David Reamer, VP of Strategic Marketing and Business Development -- Veeco Instruments
What does "recovery and rebuild" mean, and entail? And how vital are the compounds to renewed success?
Each presentation will conclude with audience-driven open discussion
Part 1: What is the Industry Chasing? -- An Update on the Most Promising
Markets and Catalyst Technologies
8:30a

Keynote Address: Telecom and Datacom - Wireline, Opto and Terrestrial

Jeff Montgomery, Chairman, Founder -- Electronicast
Despite the overall slowdown, the communications market can still only be described as "huge". Hear the latest on tele/data-communications market trends and drivers.
9:15a Cellular Handset Trends
Christopher Caso, Vice President, Semiconductor Research -- SoundView Technology Group
The handset market continues to play a massive influence on the plans of device and module manufacturers. You'll hear the current projections and trends in the overall handset device market.
9:45
BREAK (30 minutes) -- Courtesy of ATMI, a world leader in substrate and process technologies
10:15a GaAs in Wireless Networking, Cellular, and other Applications
Asif Anwar -- Senior Analyst, Strategy Analytics
GaAs is still growing and going strong. Competing technologies are expected to make further in-roads to GaAs' traditional applications, but new growth areas are more than making up for it.
10:45a USA Government WBG Initiatives - Transforming Science into Technology
Dr. Edgar J. Martinez, Program Manager, Microsystems Technology Office -- DARPA
You'll hear about new initiatives, including the DARPA's GaN program, designed to build the infrastructure that will help transform the science of wide bandgap semiconductors into workable technology.
11:30a Converging the Silicon Compound Semiconductor Worlds
David Reamer, VP of Strategic Marketing and Business Development -- Veeco Instruments
The concept of "convergence" has massive implications on the compounds, and may provide a critical element to bringing down the costs while increasing the profits and enabling long anticipated market opportunities.
12:00p
Lunch

Part 2: How Are We Going After Those Markets? -- Material & Infrastructure Updates

1:15p Panel: Starting Substrates
Panel Moderator: Laura Rea, Technology Development Leader, Sensor Materials Branch–U.S. Air Force Research Lab

-- Substrates: How many inches of what flavor, and how good is the quality... really? Materials to be covered include GaN, SiC, GaAs, Sapphire, AlN and others.
   Participants scheduled to include:
      Cree, Inc. - Calvin Carter, Co-Founder & Director of Materials Technology
      Kyma Technologies - Drew Hanser, Dir of R&D

      Dow Corning - Fred Buether, Global Market & Business Development Manager
      Saint Gobain - Kevin Gray, Project Leader
      Crystal IS - Keith Evans, COO & VP Business Development

2:00p Latest Strides in Epitaxy Tools and Epiwafer Offerings
Panel Moderator: Alan Thompson, Senior Technical Editor, CompoundSemi Online

-- Tools and Epiwafers: How are they improving...?
   Participants scheduled to include:
      
Aixtron - Rainer Beccard, Director Marketing
  
     Thomas Swan - Neil Gerrard, Technical Director
       Veeco - Paul Fabiano

2:30p
------------------------ Networking/Refreshment Break (30 minutes) -------------------------------

Part 3: How Are We Going After Those Markets? -- Strategies and Philosophies
of Top Device Companies and Integrators

3:00p Stick to the Script... and Focus
Panel Moderated by: Robert Walker, Managing Director, Vincera Ventures
Getting there, and staying on top sometimes means keeping it simple and just doing what you do best
    Participants:
        Anadigics - Ron Rosenzweig, Founder & Chairman
        Cree - John Palmour, co-founder, Executive VP, Advanced Devices
        ... with additional panelists, to be announced
3:40p Bringing More into The Module
Brief presentations followed by a moderated panel session
The more you fit onto the module, the more of the design you win.
     Participants:
         TriQuint Semiconductor - Ralph Quinsey, President/CEO
         Skyworks Solutions - Mohy Abdelgany, Vice President, RF Solutions
         ... with additional panelists, to be announced
4:20p Broadening the Offering/Hedging the Bets
Brief presentations followed by a moderated panel session

Widening the Offering via the Acquisition Route: The joys and woes of assimilating, integrating and managing the acquisitions as a route to capturing more of the design.
    Participants:
      Emcore - Reuben Richards, President/CEO
      TriQuint - Tom Cordner, Executive VP
      Veeco - David Reamer, VP Strategic Marketing and Business Development
,


                       ... Followed by a panel discussion on related topics

5:00p
-------- Session concludes... Reception starts at 5:30 ----------
5:30p -
 8:00p
Wednesday Morning, December 17
7:00a -  8:00a
7a to 8a: Continental Breakfast... Exhibits Open
Part 4: Aiming at Moving Targets: Matching Trends and Emerging Technologies
with Evolving Needs
8:00a Increased Use of Outsourcing, Contract Manufacturing and Foundry Services
Rob Christ, Director of Marketing -- TriQuint Foundry Services Division
With the global economic and market adjustments, more companies are going fabless and turning to wafer, device and module assembly solutions. What's behind it, where's it going?
8:30a GaN Electronics - Can it Follow on the Heels of GaAs MMICs?
Craig Farley, PhD, President and CEO -- Canyon Semiconductor
9:00a Nanopatterning - Changing Lithography Paradigms
Norman Schumaker, PhD, President and CEO -- Molecular Imprints
Hear about nanopatterning's broad-reaching impact on how nano devices, micro structures, optical components and semiconductor devices will be manufactured in the future.
9:30a VCSELs: Still Going, Still Growing
  Jim Tatum , Marketing Manager, Honeywell VCSEL Optical Products
 
VCSELs continue to get better and move into new application spaces. You'll hear the latest updates on the overall VCSEL market, current applications and performance trends, including a progress report on 850nm manufacturing, trends in technical adoption at other wavelengths and a look at some new application spaces that are showing promise.
10:00a
------------------------ Networking/Refreshment Break (30 minutes) -------------------------------
10:30a Grating Surface Emitting Lasers - "Rediscovered" for Commercial Applications
John Spencer, PhD, Founder and CEO -- Photodigm Inc.
While they received massive investment for research in defense applications in the 1980s, GSE's were largely passed over in the 1990s. Is their commercial reality now at hand?
New High Frequency Access and Bridging Markets – Ka-Band Satellite and 70 – 90 GHz Links
11:00a Ed Weatherwax, Vice President, Business Development -- Xytrans, Inc

An update on two emerging markets for consumer and enterprise Internet access via 2-way millimeter wave wireless links. Insights into the challenges the industry must overcome to meet this demand for ultra-high speed wireless and satellite based Internet delivery.
 

11:45a Home Delivery: Fiber to the Home? Fiber to the Neighborhood? The Wireless Block?
The brewing battle to control the last mile, including business and technical challenges. What technical breakthroughs can change the whole equation? What can happen to make full-bandwidth cost effective?
Topics to Include:
    The case for fiber/cable? The costs can run into the billions... who picks up the tab?
    Going Wireless... breakthroughs, such as direct satellite and WiMax
         are happening, are the customers willing?
12:15p Wrap Up, Concluding Remarks, Remaining Questions, Interesting Dialogs
 
Wednesday, December 17 - 12:30p
Conference Concludes

 

Compound Semi Industry Outlook 2004
Join the consummate insiders meet to find out where the industry is heading,
and where the opportunities lie for 2004.

 



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