Annual SEMI Austin Outlook Forum

Tuesday, November 4, 2008
MCC Auditorium, 3925 West Braker Lane, Austin

8:15am-9:15am Registration and Networking
9:15am-12:00pm Program
12:00pm-1:00pm Lunch

SEMI Members $40; table of eight $320
Nonmembers $50; table or eight $400

Register Here: http://www.semi.org/en/EventsTradeshows/ctr_026057

The volatile semiconductor industry is confronted by a rickety global economy and changing internal dynamics. How will semiconductor manufacturers and their equipment suppliers meet the challenges confronting them? Two respected analysts offer insights.

PLUS, will the global economy, fluctuating energy prices and technological advances slow or accelerate the rosy outlook for photovoltaics? Learn more from one of Wall Street's leading PV analysts.

The Outlook for Semiconductor Manufacturers
Bill McClean, President, IC Insights
--The changing dynamics of IC industry cycle
--Electronic system sales: steady and rising
--The fab lite/conservative foundry movement
--Long-term stable-to-increasing IC ASPs

The Outlook for Semiconductor Equipment
and Materials Suppliers
Dean Freeman, Vice President, Dataquest
--The impact of the macro-economy on capital equipment sales
--Refurbished equipment sales booming in 2008
--The reality of 450mm

The Outlooks for Photovoltaics
Stephen O'Rourke, Managing Director, Deutsche Bank
--The market outlook
--The technology outlook