Executive Conferences

ISS Agenda

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Sunday, January 11, 2009

2:00pm-5:00pm

Conference Check-In

6:00pm-7:00pm

Welcome Reception

Monday, January 12, 2009

7:00am–8:00am

Continental Breakfast/Conference Registration Continues

8:00am-8:05am

Welcome
Jonathan Davis, President, SEMI North America

8:05am-8:10am

Opening Remarks
Mike Hilton, Air Products & Chemicals, Inc. & Michael Wright, Octavian Scientific, Inc.
ISS 2009 Committee Co-Chairs

SESSION ONE: Economic Trends (Global)

8:10am-8:50am

“Top-10 Predictions for 2009 and Implications for High-Tech”
Nariman Behravesh
Chief Economist and Executive Vice President
Global Insight

8:50am-9:30am

“Will Consumers Start to Spend Again?”
Ted Chu
Director, Global Economic & Industry Analysis
General Motors

9:30am-10:00am

Break

10:00am-10:40am

Randy Bane
Vice President Chief Economist
Applied Materials

10:40am-11:10am

Dan Hutcheson
CEO
VLSI Research

11:10am-11:50am

Sanjay Mehrotra
President and COO
SanDisk

11:50am-1:00pm

Lunch

SESSION TWO: End Markets and Growth

1:00pm-1:30pm

“Silicon for Electronics and Solar”
Jim Feldhan
President
Semico

1:30pm-2:10pm

Jim Clifford
Senior Vice President for Qualcomm CDMA Technologies
Qualcomm

2:10pm-2:40pm

Break

2:40pm-3:10pm

“Semiconductors : The Pursuit of Elusive Profitability”
Bob Johnson
Research Vice President
Gartner

3:10pm-3:50pm

“Semiconductor and System Technology: A Future of Consolidation, Integration and Discontinuities”
Gary Patton
Vice President, Semiconductor Research and Development Center (SRDC)
IBM

3:50pm-4:20pm

David Townes
Managing Director and Co-Founder
Needham & Company

Tuesday, January 13, 2009

7:00am– 8:10am

Continental Breakfast

SESSION THREE: R & D to Facilitate Growth

8:10am-8:50am

“Mature No More – How Research Collaborations Can Create New Growth”
Steve Hillenius
Vice President
SRC

8:50am-9:30am

“R&D to Facilitate Growth”
Gilbert Declerck
President and CEO
IMEC

9:30am-10:00am

“Semiconductor Manufacturing Outlook”
Klaus Rinnen
Managing Vice President
Gartner

10:00am-10:30am

Break

SESSION FOUR: Growth in the Semiconductor Space

10:30am-11:10am

Steve Johnston
Director, Supplier Technology Integration
Technology Manufacturing Engineering Group
Intel Corporation

11:10am-11:50am

T.J. Rodgers
President and CEO
Cypress Semiconductor

11:50am-12:20pm

Risto Puhaka
President
VLSI Research

12:20pm-1:30pm

Lunch

1:30pm-2:00pm

“Major Forces Shaping the Global Semiconductor Industry”
Bill McClean
President
IC Insights

SESSION FIVE: Growth in a Consolidating Supply Chain

2:00pm-2:10pm

“Public Policy Update”
Jerry Cutini
Chairman, President and CEO
Aviza Technology

2:10pm-2:50pm

”Growth in an Era of Uncertainty”
Nick Konidaris
President and CEO
ESI

2:50pm-3:30pm

Tom St. Dennis
Senior VP and GM of Applied's Silicon System Group
Applied Materials

3:30pm-4:00pm

Break

4:00pm-4:30pm

”Quantitative Forecast of the Ups and Downs of the Silicon Cycle”
Moshe Handelsman
President and Founder
Advanced Forecasting

4:30pm-5:10pm

”Back to the Future – Managing Through the Downturn”
Art Zafiropoulo
President and CEO
Ultratech

6:30pm-7:00pm

Reception

7:00pm-10:00pm

Dinner
Master of Ceremonies: Michael Wright, CEO
Advanced Inquiry Systems Inc

Wednesday, January 14, 2009

7:00am-8:15am

Continental Breakfast

8:15am-8:55am

“Technonomics in the Times of Turbulence”
Aart de Geus
President and CEO
Synopsys

SESSION SIX: Financial Perspective

8:55am-9:35am

“Solar Energy”

Alain Harrus
Partner
Crosslink Capital

9:35am-10:05am

Break

10:05am-11:05am

“Bulls and Bears” Panel
Moderator: Rick Hill, Chairman of the Board and Chief Executive Officer, Novellus Systems
Panelists:
Tim Acruri, Citigroup Investment Research
Jim Covello, Goldman Sachs
Brett Hodess, Merrill Lynch & Co.
Matthew Petkun, D.A. Davidson & Co.