CONFERENCE AGENDA

Tuesday, January 11

2:00pm–5:00pm SMC Registration

5:30pm–7:00pm ISS Reception

7:00pm–9:00pm ISS Banquet (Registration required)

Wednesday, January 12 – ISS/SMC Joint Session

7:00am–7:50am SMC Registration/Continental Breakfast

Customer View

7:50am–8::00am Session Overview

Kevin Lally, Chairman ISS Organizing Committee

Jeff Anderson, Chairman SMC Organizing Committee

8:00am–8:45am “Materials: The Key to Innovative Devices”

Paolo Gargini, Chairman, ITRS; Intel Fellow; Director,

Technology Strategy, Intel Corporation

8:45am–9:15am “Emerging Memory Technologies - Scaling beyond 16nm?”

James Hutchby, Senior Scientist, SRC

9:15am–9:45am Keith Cook, Senior Director of Technology

Development, Micron

9:45am–10:15am Norm Armour, VP and General Manager,

Fab 8, GLOBALFOUNDRIES

10:15am–10:30am Break

10:30am–12:00pm Streetviews Panel

Moderator: Rick Hill, Chairman of the Board and CEO,

Novellus Systems

Panelists: Tim Arcuri, CITI; Avinash Kant,

DA Davidson; Satya Kumar, Credit Suisse; Krish

Sankar, Bank of America/Merrill Lynch

12:00pm–1:00pm Lunch

1:00pm–2:30pm Blue Chip CEO Panel

Moderator: Michael Wright, President, Advanced

Global Strategies

Panelists:

Bob Akins, Chairman & CEO, Cymer

Nobu Koshiba, President, JSR Corporation

Doug Neugold, President & CEO, ATMI

William Noglows, Chairman, President & CEO,

Cabot Microelectronics;

Aart de Geus, Founder, Chairman & CEO, Synopsys;

Michael Splinter, President & CEO, Applied Materials

2:30pm Closing remarks/ISS adjourns

6:00pm–7:00pm SMC Welcome Reception (Sponsored by REC Silicon)

Thursday, January 13

7:00am–8:00am Continental Breakfast (Sponsored by AZ Electronics)

8:00am–8:05am Welcome Remarks, Karen Savala, President, SEMI

Americas

8:05am–8:15am Opening Remarks, Jeff Anderson, VP, Marketing

Business Development Eminess Technologies, SMC

Committee Chair

Conference Keynotes (Sponsored by: Eminess Technologies)

8:15am–8:55am "Materials Innovation: Chemistry for Emerging Technologies"

Nobu Koshiba, President, JSR Corporation

8:55am–9:35am “Semiconductor Technology - Trends, Challenges, and

Opportunities”

Gary Patton, VP, Semiconductor Research &

Development Center, IBM Systems and Technology Group

9:35am–10:15am "Beyond the Rich”

Andrew Thompson, Co-founder and CEO, Proteus

Biomedical

10:15am–10:30am Break

Semiconductor Technology
10:30am–11:00am “Challenge of Material Technology in the Nano-scale

Device Manufacturing”

Jae Hyun Kim, Principal Engineer,

Semiconductor Business, Samsung Electronics Co. Ltd.


11:00am–11:30am “Current and Future Challenges for Advanced

Lithography"

Bryan Rice, Director of Lithography, SEMATECH

11:30am–12:00pm “Electronics Anywhere: Conformal, Stretchable

Electronics Using Novel Mechanics & Conventional Materials”– David A. Icke, CEO, mc10, Inc.

12:00pm–1:15pm Lunch


Adjacencies

1:15pm–1:45pm “Grid Parity and LCOE Revealed: What is the Impact

on the PV Supply Chain?”

Joe Berwind, Principal, Alternative Energy Investing

1:45pm–2:15pm “High Efficiency CIGS Solar Cells: Technology Trends and

Materials Requirement”

Rommel Noufi, Principal Scientist and Group Manager, NREL

2:15pm–2:45pm David Bour, Chief Technologist, LED Product

Technology, Applied Materials

2:45pm–3:15pm “MOCVD of III / V Semiconductor - From Material

Research to an Established Production Technology”

Johannes Kaeppeler, VP, Technology, Aixtron

3:15pm-3:35pm Break (Sponsored by Brewer Science)

Supply Chain Analysis and Business Environment

3:35pm–3:45pm “Affordable Materials with Supply Chain Innovation“

Tim Hendry, VP, TMG, Director Fab Materials

Operation, Intel Corporation

3:45pm–3:55pm “The Future of the Electronics Materials Supply Chain”

Norm Armour, VP and General Manager, Fab 8,

GLOBALFOUNDRIES

3:55pm–4:05pm “Driving Supply Chain Excellence”

Roger Gossett, Senior Manager, Gas, Chemical

and Wafers Global Procurement

Freescale Semiconductor

4:05pm–4:15pm “The Next Generation Supply Chain”

Jeremy How, Electronics Materials Strategic Sourcing Manager, Air Products

4:15pm–4:25pm “Escalating Fab Demands for Electronic Materials adds

New Challenges to Already Constrained Global Supply

Chains”–Kurt Carlsen, Director, Strategic Sourcing,

Air Liquide Electronics

4:25pm–5:25pm Panel Discussion–Moderator: Carl Johnson,

Director and Founder, INFRASTRUCTURE

6:00pm–7:00pm Networking Reception

Friday, January 14

7:00am–8:00am Continental Breakfast

Market Analysis Session

8:00am–8:30am "The Materials Age: IC Performance Takes Flight through

Innovation"

Karey Holland, Partner & Senior Technical Analyst,

Techcet Group

8:30am–9:00am “Emerging Opportunities and Markets for Chemicals and

Materials in Advanced Devices”

Michael Corbett, Managing Partner, Linx Consulting

9:00am–9:30am “Challenges and Opportunities for Materials in Backend

Processing and Assembly”

Jan Vardaman, President, TechSearch International

9:30am–10:00am "SEMI Materials Outlook"

Dan Tracy, Sr. Director, Industry Research and

Statistics, SEMI

10:00am–10:15am Break

10:15am–11:00am Q&A Panel with Market Analysts

Moderator: Lita Shon-Roy, Senior Managing Partner,

Techcet Group

11:00am-11:30am “2011 Forecast and the Asia Pacific Outlook"

Matt Gertken, Asia Pacific Analyst, STRATFOR

11:30am–11:35am Closing Remarks

Agenda as of January 7, 2011. Subject to change