#SEMI_SMC www.semi.org/smc LEADING FUTURE TECHNOLOGY INNOVATIONS WITH MATERIALS GOLD SILVER EVENT Thank You to Our 2020 SMC Sponsors Welcome to the Inaugural Virtual Strategic Materials Conference—SMC 2020. Join thought leaders, visionaries, and experts from across the materials sector as they discuss both the technological and business drivers of materials in the semiconductor supply chain. Tuesday, September 29 10:00am–3:35pm PDT Wednesday, September 30 10:20am–4:00pm PDT Thursday, October 1 10:55am–3:35pm PDT Virtual SMC Highlights • 4 Keynotes featuring Alibaba Group, Merck KGaA, Darmstadt, Germany, Micron Technology, and TSMC • 28 Speakers [LIVE] and [SIMULIVE] on Zoom accompanied with [LIVE] Q&A • 6 Sessions highlighting the latest market trends and developments in advanced materials • 8 Panelists forming a Venture Capitalists and Startups Discussion Following the Virtual Event, SMC will be available On-Demand 24/7 for easy access at your leisure until October 30, 2020.
Transcript
#SEMI_SMC www.semi.org/smc
LEADING FUTURE TECHNOLOGY INNOVATIONS WITH MATERIALS
GOLD
SILVER
EVENT
Thank You to Our 2020 SMC Sponsors
Welcome to the Inaugural Virtual Strategic Materials Conference—SMC 2020. Join thought leaders, visionaries, and experts from across the materials sector as they discuss both the technological and business drivers of materials in the semiconductor supply chain.
Tuesday, September 29 10:00am–3:35pm PDT Wednesday, September 30 10:20am–4:00pm PDT Thursday, October 1 10:55am–3:35pm PDT
LEADING FUTURE TECHNOLOGY INNOVATIONS WITH MATERIALS
VIRTUAL SMC 2020
After the [LIVE] event, SMC is available On-Demand 24/7 for easy access until October 30, 2020.
Day 1 Tuesday, September 29—10:00am–3:35pm PDT10:00–10:05am Welcome and Opening Remarks
Dave Anderson, President, SEMI Americas
10:05–10:10 Keynote Introduction Rozalia Beica, CSO, Mobile Applications and Semiconductor Division, AT&S Austria Technologie & Systemtechnik; SMC Co-Chair
10:10–10:40 KEYNOTE Digitizing the Physical World Enables Digital Transformation Sean Ding, CTO, Alibaba Group
SESSION 1 ECONOMIC, GEOPOLITICAL, AND MARKET TRENDS10:40–10:45am Welcome, Introductions, and Session Moderator
Mark Thirsk, Managing Partner, Linx Consulting; SMC Committee Member
10:45–11:10 Global Economic Conditions and Outlook Carolyn Evans, PhD, Chief Economist, Intel
11:10–11:35 Extreme Uncertainty and the Economic Outlook: Reconciling Upstream Optimism with Downstream Demand Weakness Duncan Meldrum, PhD, Chief Economist, Hilltop Economics
11:35–11:45 Q&A for Economists (Intel and Hilltop)
11:45–12:15pm Semiconductor Manufacturing Markets in an Uncertain World—Where Do We Go from Here? Risto Puhakka, President, VLSI Research
12:15-12:45 The U.S. Pivot to Asia—Regardless of Who Wins Washington Matthew Gertken, PhD, Vice President, BCA Research
12:45-1:15 KEYNOTE A New Era of Supply Chain Collaboration: SPONSOR Driving Socially Responsible Semiconductor [SIMULIVE] Jun He, PhD, Head of Corporate Quality and Reliability, TSMC
LEADING FUTURE TECHNOLOGY INNOVATIONS WITH MATERIALS
VIRTUAL SMC 2020
DAY 1 Tuesday, September 29 continued
SESSION 2 IMPACT OF MARKET DRIVERS ON MATERIALS INNOVATION SPONSOR
2:00–2:05pm Welcome, Introductions, and Session Moderator Kevin Peterson, Vice President, Sales and Marketing, JX Nippon Mining & Metals; EMG Co-Chair
2:05–2:35 Advanced Materials for Additive Manufacturing Joseph DeSimone, PhD, Executive Chairman and Co-Founder, Carbon
2:35–3:05 5G mmWave—Market Trends and Impacts to Interconnect Solutions Erich Schlaffer, PhD, Manager, Research and Development, AT&S
3:05–3:35 Benchmarking and Enabling Noisy Near-Term Quantum Hardware Nick Bronn, PhD, Research Staff Member, Experimental Quantum, Computing, IBM TJ Watson Research Center
Day 2 Wednesday, September 30—10:20am–4:00pm PDT10:20–10:25am Keynote Introduction
John Cahill, Market Development Manager, Eastman; and SMC Committee Member
10:25–10:55 KEYNOTE How the Next Decade of Materials Innovation Will Advance Digital Living [SIMULIVE] Anand Nambiar, Global Head, Semiconductor Materials, Merck KGaA, Darmstadt, Germany
SESSION 3 ADVANCED PACKAGING, MATERIALS INTEGRATION, AND CHALLENGES10:55–11:00am Welcome, Introductions, and Session Moderator
John Cahill, Market Development Manager, Eastman; and SMC Committee Member
11:00–11:30 Will Lidded or Lidless Advanced Packaging Have Better Thermo-Mechanical Characteristics? Gamal Refai-Ahmed, PhD, Fellow and Chief Thermo-Mechanical Architect, Xilinx
11:30–12:00pm Packaging and Materials Needs from a Product Perspective [SIMULIVE + LIVE Q&A] Wolfgang Sauter, PhD, Customer Solutions Architect, Packaging, Marvell Semiconductor
12:00–12:30 Silicon Photonics and Heterogeneous Integration Challenges [SIMULIVE + LIVE Q&A] Roy Meade, Vice President of Manufacturing, Ayar Labs
12:30–2:00 BREAK After the [LIVE] event, SMC is available On-Demand 24/7 for easy access until October 30, 2020.
LEADING FUTURE TECHNOLOGY INNOVATIONS WITH MATERIALS
VIRTUAL SMC 2020
DAY 2 Wednesday, September 30 continued
SESSION 4 STARTUPS AND VENTURE CAPITALISTS2:00–2:05pm Welcome, Introductions, and Panel Moderator
Maria Peterson, PhD, Corporate Venturing and Innovation, JSR Micro; SMC Committee Member
2:05–2:15 VENTURE CAPITALIST #1 Less is More: Materials Investment Perspectives Sean Doyle, Managing Director, Intel Capital
2:15–2:25 VENTURE CAPITALIST #2 Hardtech Investment in the Current Environment Ker Zhang, PhD, Managing Partner, El Camino Capital
2:25–2:35 VENTURE CAPITALIST #3 Continuous Innovation Through the Collaborative Competition Sung Hoon Yang, PhD, General Manager, Vice President, Samsung Ventures
2:35–2:45 VENTURE CAPITALIST #4 Investing in the Materials to Systems Stack—Applied Ventures Perspective Anand Kamannavar, Global Head, Applied Ventures
2:45–2:55 STARTUP #1 Accelerating Process Optimization and Materials Discovery with AI Jill S. Becker, PhD, CEO, Kebotix
2:55–3:05 STARTUP #2 High Power Electron Accelerator EUV Light Source for Lithography Michael Feser, PhD, CEO, Lyncean Technologies
3:05–3:15 STARTUP #3 Self-Assembly Patterning of Metals Using ConducTorr™ CPM Michael Helander, PhD, President and CEO, OTI Lumionics
3:15–3:25 STARTUP #4 Transforming Cloud and AI with TeraPHY™ Optical I/O Chiplets Hugo Saleh, Vice President of Marketing and Business Development, Ayar Labs
3:25–4:00 PANEL DISCUSSION VC’s and Startups
After the [LIVE] event, SMC is available On-Demand 24/7 for easy access until October 30, 2020.
LEADING FUTURE TECHNOLOGY INNOVATIONS WITH MATERIALS
VIRTUAL SMC 2020
#SEMI_SMC www.semi.org/smc
Day 3 Thursday, October 1—10:55am–3:35pm PDT10:55–11:00am Keynote Introduction
Katherine Hutchison, PhD, Executive Director, Head of Technology Strategy and Roadmap, EMD Performance Materials, a subsidiary of Merck KGaA; SMC Co-Chair
11:00–11:30 KEYNOTE The Power and Limitations of Materials Solutions SPONSOR John Smythe, PhD, Advanced Technology Lead DMTS, Micron Technology
SESSION 5 EMERGING MATERIALS AND APPLICATIONS SPONSOR
11:30–11:35 Welcome, Introductions, and Session Moderator Pawitter Mangat, PhD, Director, Global Supplier Quality and Materials Engineering, GLOBALFOUNDRIES
12:05–12:35 Memory Materials and Device Technologies for Emerging Computing Systems [SIMULIVE + LIVE Q&A] Wilman Tsai, PhD, Exec. Director, Innovative Materials and Processes for Accelerated Computer Technologies, Adj. Professor, Materials Science Engineering Department, Stanford University
12:35–1:05 Materials and Process Technologies to Enable Future Devices and Scaling [SIMULIVE + LIVE Q&A] Robert Clark, PhD, Sr. Member of Technical Staff, TEL
1:05–1:55 BREAK
SESSION 6 INNOVATIONS IN METROLOGY SPONSOR
1:55–2:00 Welcome, Introductions, and Session Moderator Wenge Yang, PhD, Vice President of Marketing, Entegris; EMG Co-Chair
2:00–2:30 Inspection and Metrology Challenges of Materials for Sub10nm DR Jijen Vazhaeparambil, Sr. Vice President and General Manager, KLA
2:30–3:00 Alpha Carbon Hardmask in 3D-NAND Device Manufacturing Characterization by Multiple Metrology Methods for In-Line Control of High Aspect Ratio Etching Priya Mukundhan, Director, Thin Films Product Management, Onto Innovation
3:00–3:30 From Lab to Fab—New Directions in Materials Metrology Torsten Stoll, VP Marketing, Materials Metrology, Nova Measuring Instruments
3:30–3:35 Closing Remarks Katherine Hutchison, PhD, Executive Director, Head of Technology Strategy and Roadmap, EMD Performance Materials, a subsidiary of Merck KGaA; SMC Co-Chair
Following the Virtual Event, SMC will be available On-Demand 24/7 for easy access at your leisure until October 30, 2020.
SAVE THE DATES!SMC 2021SEPT 27–29, 2021DoubleTree by HiltonSan Jose, California
LEADING FUTURE TECHNOLOGY INNOVATIONS WITH MATERIALS
VIRTUAL SMC 2020
#SEMI_SMC www.semi.org/smc
SEMI ELECTRONIC MATERIALS GROUP (EMG)
The SEMI Electronic Materials Group—EMG is the backbone of the Virtual Strategic Materials Conference—SMC Organizing Committee.
EMG is a collaborative technology community that combines the former Chemical & Gas
Manufacturers Group (CGMG), the Silicon Manufacturers Group (SMG) and other SEMI
member segments to better serve the interests of the $69 billion electronics materials
industry. The group is open to SEMI Members involved in materials manufacture, distribution,
and services throughout the microelectronics industry.
SMC and EMG Co-Chair Kevin Peterson Vice President, Sales and Marketing JX Nippon Mining & Metals
SMC and EMG Co-Chair Wenge Yang Vice President, Market Strategy Entegris
SMC Co-Chair Rozalia Beica CSO Mobile Applications and Semiconductor Division Semiconductor Division, AT&S
SMC Co-Chair Katherine Hutchison, PhD Executive Director, Head of Technology Strategy and Roadmap EMD Performance Materials
Sanjay Malhotra Senior Director Applied Materials
John Cahill Market Development Manager Eastman Chemical Company
Pawitter Mangat, PhD Director, Global Supplier Quality and Materials Engineering GLOBALFOUNDRIES
Ashwani Rawat, PhD Principal Engineer, Technology Development Intel Corporation
Maria Peterson, PhD Corporate Venturing and Innovation JSR Micro
Sam Shahidi Sr. Product Marketing Manager KLA
Camelia Rusu, PhD Sr. Director Engineering Emerging Business Lam Research Corporation
Mark Thirsk Managing Partner Linx Consulting
John Smythe Advanced Technology Lead DMTS Micron Technology
Neil Weaver Vice President, Product Development and Applications Engineering SEH America
Virtual SMC 2020 Organizing Committee and SEMI Electronic Manufacturing Group (EMG)Thank you for contributing your time and expertise to the Virtual Strategic Materials Conference. SEMI appreciates your personal commitment to professional excellence.
