ISS US 2011 Conference Agenda


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ISS 2011 CONFERENCE AGENDA

Printable Agenda (PDF)

Sunday, January 9

2:00–6:00 pm

Conference Check-In

6:00–7:00 pm

Welcome Reception

   

Monday, January 10

7:30–8:30 am

Continental Breakfast

8:30–8:40 am

Opening Remarks

8:40–9:20 am

Conference Keynote
Leveraging Capital Efficiency for Global Leadership”
Mark Durcan—President & COO, Micron

SESSION 1 : ECONOMIC TRENDS

9:20–10:00 am

“Growth, but not Health or Balance”
Bruce Kasman—Chief Economist, JP Morgan

10:00–10:30 am

“Reasons for Optimism”
Bill McClean, —President, IC Insights

10:30–10:50 am

Break

SESSION 2: SEMICONDUCTOR

10:50–11:20 am

“Changing Structure of IC Industry & Impact on Equipment Vendors”
Handel Jones
CEO, International Business Strategies

11:20–11:50 am

“FABS! Trends & Forecasts for Fab Spending and Capacity”
Christian Gregor Dieseldorff—Senior Analyst, SEMI

11:50–1:20 pm

Lunch

1:20–1:50 pm

“An Industry at an Inflection Point”
Dean Freeman—Research VP, Gartner

1:50–2:20 pm

"Semiconductor Manufacturing Technology Challenges and the Role of Collaboration"
Dan Armbrust—President & CEO, SEMATECH

2:20-2:50 pm

“The Smartphone Disruption”
Björn Ekelund—Vice President Ecosystems & Research, ST Ericsson

2:50–3:10 pm

Break

3:10–3:40 pm

“End Markets 2011, Highway to the Danger Zone?”
Jim Feldhan—President, Semico Research

3:40–4:10 pm

“Silicon Photonics”
Mario J. Paniccia—Director of Photonics Technology Lab, Intel Fellow, Intel Corporation

5:30-8:30 pm

ISS Reception hosted by Zone 5

   

Tuesday, January 11

SESSION 3: EMERGING APPLICATIONS

7:30–8:30 am

Continental Breakfast

8:30–9:10 am

“U.S. DOE Solar Program”
John Lushetsky
Program Manager, Solar EnergyTechnology Program, U.S. Department of Energy

9:10–9:40 am

“LED Market Outlook”
Ross Young—Senior Vice President, Displays, LEDs and Lighting, IMS Research

9:40–10:10 am

“Lessons Learned from the Computer Industry and the Future of Solid-State Lighting”
Marc van den Berg—Board Director, Bridgelux; Managing Director, VantagePoint Capital Partners

10:10–10:30 am

Break

10:30–11:00 am

Warren Jones—Director, Cleantech Investment Banking, ThinkEquity LLC

11:00–11:30 am

“From Process Technology to Energy Management”
Yuval Wasserman—President & COO, Advanced Energy Industries

11:30–1:20 pm

Lunch

SESSION 4: FORECASTS, TRENDS & LESSONS LEARNED

1:20–2:00 pm

“Economic Outlook”
Robert Fry—Senior Economist, DuPont

2:00–2:40 pm

“Creating Measurable Value through Differentiation”
Walden Rhines—CEO, Mentor Graphics

2:40–3:00 pm

Break

3:00–3:30 pm

“Expectations for the Year Ahead”
Shawn DuBravac—Chief Economist & Director of Research, Consumer Electronics Association

3:30–5:00 pm

Panel on Capital Efficiency: Lessons Learned for the Next Business Cycle
Moderator: G. Dan Hutcheson, Chairman & CEO, VLSI Research
Panelists: Robert Bruck, Vice President, Technology & Manufacturing Group; General Manager, Technology Manufacturing Engineering, Intel Corporation
James Clifford, Senior Vice President & General Manager, Qualcomm CDMA Technologies
Dave Miller, President, DuPont Electronics & Communications
Tetsuo Tsuneishi, Vice Chairman of the Board, Tokyo Electron Ltd.

6:00–7:00 pm

Reception

7:00–9:00 pm

Banquet

   

Wednesday, January 12 – ISS / SMC Joint Day

SESSION 5: CUSTOMER VIEW

7:00–8:00 am

Continental Breakfast

8:00–8:45 am

“Materials: The Key to Innovative Devices”
Paolo Gargini—Chairman, ITRS; Intel Fellow; Director, Technology Strategy, Intel Corporation

8:45–9:15 am

“Emerging Memory Technologies - Scaling beyond16nm?”
James Hutchby—Senior Scientist, Semiconductor Research Corporation

9:15–9:45 am

Keith Cook—Senior Director of Technology Development, Micron

9:45–10:15 am

Norm Armour—Vice President and General Manager, Fab 8, GLOBALFOUNDRIES

10:15–10:30 am

Break

10:30–12:00 pm

Streetviews Panel

 

Moderator: Richard S. Hill, Chairman and CEO, Novellus
Panelists: Tim Arcuri, CITI
Avinash Kant, DA Davidson
Satya Kumar, Credit Suisse
Krish Sankar, Bank of America/Merrill Lynch

12:00–1:00pm

Lunch

1:00–2:30pm

Blue Chip CEO Panel

 

Moderator: Michael Wright, President, Applied Global Strategies, LLC
Panelists: Bob Akins, Chairman & CEO, Cymer
Aart de Geus, Founder, Chairman & CEO, Synopsys
Nobu Koshiba, President, JSR Corporation
Doug Neugold, Chairman, President & CEO, ATMI
William P. Noglows, Chairman, President & CEO, Cabot Microelectronics
Michael Splinter, Chairman, President & CEO, Applied Materials

2:30 pm

Closing Remarks

Schedule as of January 4, 2011—subject to change