Was
sponsored, in part, by...
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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
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Held in Dallas, Texas
Agenda Topics
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Monday,
December 15, 2003
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-------- Registration
Available 5-8p ---------
---------- Networking and Welcome Reception, 6-8p ----------
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Tuesday,
December 16, 2003
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7:00a -
8:00a |
Registration and Continental Breakfast... Exhibits Open
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| 8:00a |
Welcome
from the Conference Co-Chairs: Making Connections |
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Ralph
Quinsey, President/CEO -- TriQuint
Semiconductor
David Reamer, VP of Strategic Marketing
and Business Development -- Veeco Instruments |
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What does "recovery and rebuild"
mean, and entail? And how vital are the compounds to renewed
success?
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Each
presentation will conclude with audience-driven open discussion
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Part
1: What is the Industry Chasing? -- An Update on the Most
Promising
Markets and Catalyst Technologies
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| 8:30a |
Keynote
Address:
Telecom and Datacom - Wireline, Opto and Terrestrial
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Jeff
Montgomery, Chairman, Founder -- Electronicast
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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.
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| 9:15a |
Cellular
Handset Trends |
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Christopher
Caso, Vice President, Semiconductor Research -- SoundView
Technology Group |
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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.
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9:45
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BREAK
(30 minutes) -- Courtesy of ATMI, a world leader in substrate
and process technologies
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| 10:15a |
GaAs in
Wireless Networking, Cellular, and other Applications |
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Asif
Anwar -- Senior Analyst, Strategy
Analytics |
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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.
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| 10:45a |
USA
Government WBG Initiatives - Transforming Science into Technology |
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Dr.
Edgar J. Martinez, Program Manager,
Microsystems Technology
Office -- DARPA |
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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.
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| 11:30a |
Converging
the Silicon Compound Semiconductor Worlds |
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David
Reamer, VP of Strategic Marketing and Business Development
-- Veeco Instruments |
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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.
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Part
2: How Are We Going After Those Markets? -- Material &
Infrastructure Updates
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| 1:15p |
Panel:
Starting Substrates |
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Panel Moderator: Laura Rea, Technology
Development Leader, Sensor Materials
Branch–U.S. Air Force Research Lab |
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-- 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
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| 2:00p |
Latest
Strides in Epitaxy Tools and Epiwafer Offerings |
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Panel Moderator: Alan Thompson,
Senior Technical Editor, CompoundSemi Online |
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-- 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
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2:30p
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Networking/Refreshment Break (30 minutes) -------------------------------
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Part
3: How Are We Going After Those Markets? -- Strategies and
Philosophies
of Top Device Companies and Integrators
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| 3:00p |
Stick
to the Script... and Focus |
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Panel Moderated by: Robert
Walker, Managing Director, Vincera Ventures |
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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
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| 3:40p |
Bringing
More into The Module |
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Brief presentations
followed by a moderated panel session |
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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
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| 4:20p |
Broadening
the Offering/Hedging
the Bets |
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Brief presentations followed
by a moderated panel session |
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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,
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Followed by a panel discussion on related topics
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| 5:00p |
-------- Session concludes... Reception starts at 5:30 ----------
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Wednesday
Morning, December 17
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| 7:00a - 8:00a |
7a
to 8a: Continental Breakfast... Exhibits Open
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Part
4: Aiming at Moving Targets: Matching Trends and Emerging
Technologies
with Evolving Needs
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| 8:00a |
Increased
Use of Outsourcing, Contract Manufacturing and Foundry Services |
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Rob
Christ, Director of Marketing -- TriQuint
Foundry Services Division |
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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?
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| 9:00a |
Nanopatterning
- Changing Lithography Paradigms |
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Norman
Schumaker, PhD, President and CEO -- Molecular
Imprints |
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Hear about nanopatterning's broad-reaching
impact on how nano devices, micro structures, optical components
and semiconductor devices will be manufactured in the future.
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| 9:30a |
VCSELs:
Still Going, Still Growing |
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Jim
Tatum , Marketing Manager, Honeywell VCSEL Optical Products |
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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.
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10:00a
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Networking/Refreshment Break (30 minutes) -------------------------------
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| 10:30a |
Grating Surface Emitting Lasers - "Rediscovered" for Commercial Applications |
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John
Spencer, PhD, Founder and CEO -- Photodigm
Inc. |
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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?
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New High Frequency Access and Bridging Markets – Ka-Band Satellite and 70 – 90 GHz Links
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| 11:00a |
Ed Weatherwax,
Vice President, Business Development -- Xytrans,
Inc |
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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.
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| 11:45a |
Home
Delivery: Fiber to the Home? Fiber to the Neighborhood? The Wireless
Block? |
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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?
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| 12:15p |
Wrap
Up, Concluding Remarks, Remaining Questions, Interesting Dialogs |
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Wednesday,
December 17 - 12:30p
Conference Concludes
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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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