Program announced for 2003 Key Conference
The 2003 KEY CONFERENCE: PROGRAM*
Monday March 10
13:00 Golf at Key West Country Club (sign-up in advance required)
19:00-20:30 Welcoming Reception
Tuesday March 11
8:00-9:15 Breakfast
9.15–9:30 Session 1
Introduction & Welcome
Tim Whitaker, Editor, Compound Semiconductor magazine
Learning to Live with Slower Growth in the Semiconductor Industry
Joseph To, Senior Analyst, Lehman Brothers
The GaAs Semiconductor Industry: Clear Sailing Ahead (for some, at least….)
Earl Lum, Executive Director, CIBC World Markets
10:30-11:00 Break
11:00–12:30 Session 2
The GaN Market - A New Growth Industry; Players and Market Dynamics
Dale Pfau, Managing Director, CIBC World Markets
SiC Wafers and Components: Evaluation of the 2002 Market and Discussion of Major Future Trends
Jean-Christophe Eloy, General Manager, Yole Development
Overview of the Current Status of Solid State Lighting
Ian Ferguson, Professor, Georgia Tech University
12:30-14:00 Lunch
14:00–15:00 Session 3
WLANs and Automotive Radar: The Next Big Application for III-V ICs
Owen Wu, Chief Strategy Officer, Global Communication Semiconductors
Dilute Nitrides: Extending the Reign of GaAs HBTs in the RFIC Market
David Davito, Director of Technical Marketing, Kopin
15:00-15:30 Break
15:30-17:00 Session 4
Beyond CMOS: An Overview of SiGe and Other New Silicon Technologies
Trevor Yancey, Analyst, IC Insights
GaAs and SiGe: a Comparison of Manufacturing, Technology and Economic Issues
Mark Wilson, Director of Technology Strategy, Motorola
Strained Silicon and the Competitive Landscape for Communications Semiconductors
Mark Wolf, CEO, Amberwave Systems
17:30-18:30 Happy Hour
18:45 Transportation to Downtown Key West
Wednesday March 12
8:00–9:00 Breakfast
9:00–10:30 Session 5
Communications Components - Embracing the Shakeout
Jim Jungjohann, Managing Director, CIBC World Markets
Compound Semiconductors in Optical Communications
Daniel Docter, Optical Technology Office, Intel
Semiconductor Lasers from Telecom to Biotech and Beyond: A Fundamental Strategic Re-evaluation
John McInerney, Director of Research & Development, Novalux
10:30-11:00 Break
11:00–12:00 Session 6
Economics of Integration in Photonics
Bedwyr Humphreys, Director of Device Fabrication, MetroPhotonics
Status and Outlook for Gallium Nitride Optoelectronics and Electronics: Technology and Markets
Bob Steele, Director of Optoelectronics, Strategies Unlimited
12:00 Close of Conference
*Provisional program: all times and speakers subject to change.

