0
Author – Jim Feldhan
Presented by David Ford 3/16 with permission from
             Semico Research Corp.

               ...
Recession Frame of Mind
               Recessions present opportunities
               Cut selectively to invest strategic...
Fly Me to the Moon

• 3 former Presidents
• 168 Corporations
• Individuals


    Buying land on the moon!
             CRA...
Crazy or
    Thinking Outside of the Box


• It is estimated there is 1,100,000 metric tons of
  He3 on the lunar surface
...
Green Markets are They New?
“Our natural resources are being consumed, wasted, and
  destroyed at a rate which threatens t...
Crazy or
     Thinking Outside of the Box
• Synfuels International Inc. producing a high
  octane gasoline from methane. C...
New Applications Still Emerging
Wireless Recharging
     • MIT successfully
       demonstrated at 3‟ & 6‟
       distances
     • Ultimate in recharging
...
Futuristic Windshield

             GM researchers
             are working on a
             windshield that
            ...
Fuel Cells to Samsung
• Direct Methanol Fuel Cell Corporation
  (DMFCC) will deliver disposable methanol
  fuel cartridges...
4G and WiMax – Its Here!
             • 4G Long Term
               Evolution (LTE) service
               with the aim of...
„Super' Batteries and Capacitors

          • MIT Technology Review is
            reporting on a breakthrough
           ...
The World of Semiconductors
What‟s Different This Time Around?
        2000/2001 vs. 2008/2009
 – Growth rates, inventories, market reactions
   • 200...
0
            50
                 100
                       150
                                                         ...
Other Semico Summit Info
• For the 1st time, in 2008 there were more pings
  for social networking…..
• Unlike other trade...
More…continued
• Virtually all the CEOs reported that their
  major layoffs are done and expenses are
  now below (low est...
Summary
• The recession will end so enable YOUR
  recovery.
  – Right ZIP teams/training
  – Networking
  – Education
• We...
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Semico Phoenix 09 Right SV

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Semico Summit 2009 kickoff slides modified and re-presented at Right Management

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Transcript of "Semico Phoenix 09 Right SV"

  1. 1. Author – Jim Feldhan Presented by David Ford 3/16 with permission from Semico Research Corp. March 9, 2009
  2. 2. Recession Frame of Mind Recessions present opportunities Cut selectively to invest strategically Become indispensable to your customers* Some will emerge stronger Uncertainty Long or Short ? Shallow or Deep ? Recovery Doom and Gloom *Be seen as valuable to your target employer
  3. 3. Fly Me to the Moon • 3 former Presidents • 168 Corporations • Individuals Buying land on the moon! CRAZY?
  4. 4. Crazy or Thinking Outside of the Box • It is estimated there is 1,100,000 metric tons of He3 on the lunar surface • 1 million metric tons of He3 would generate 20,000 terawatt-years of thermal energy • 25 tons of He3 would power the U.S. for 1 year at current consumption. That is the max space shuttle payload. • Could power the US for 10,000 years
  5. 5. Green Markets are They New? “Our natural resources are being consumed, wasted, and destroyed at a rate which threatens them with exhaustion…the coal, iron, oil, gas, and the like, does not reproduce itself ” Theodore Roosevelt 1908 Governors Conference “But the time has come to inquire seriously what will happen when… the coal, the iron, the oil, and the gas are exhausted, ……” “The exhaustion is certain to come in time. We can trust that it will be deferred long enough to enable the extraordinarily inventive genius of our people to devise means and methods for more or less adequately replacing what is lost; but the exhaustion is sure to come.”
  6. 6. Crazy or Thinking Outside of the Box • Synfuels International Inc. producing a high octane gasoline from methane. Conceived at Texas A & M, cost $25 per barrel. • AlGa– Hydrogen on demand by adding water • Solar power plastic • Virus Li-ion battery • Algae farm in Mexico ethanol from algae 6,000 gallons/acre/yr, corn's rate 370 gallons/acre/yr sugar cane's 890 gallons/acre/yr.
  7. 7. New Applications Still Emerging
  8. 8. Wireless Recharging • MIT successfully demonstrated at 3‟ & 6‟ distances • Ultimate in recharging convenience in home and office • Wirelessly powering pacemakers and artificial hearts
  9. 9. Futuristic Windshield GM researchers are working on a windshield that combines lasers, infrared sensors and a camera to enhance the road safety.
  10. 10. Fuel Cells to Samsung • Direct Methanol Fuel Cell Corporation (DMFCC) will deliver disposable methanol fuel cartridges to Samsung for integration into portable electronics like notebook computers, mobile phones and small portable power stations. • Toshiba also taking delivery • Other technology Solid Hydrogen Storage
  11. 11. 4G and WiMax – Its Here! • 4G Long Term Evolution (LTE) service with the aim of launching commercial service in 2010 – download rates of 50 to 60 megabits per second • The 700 MHz spectrum previously used for television signals, was acquired by Verizon, AT&T and others
  12. 12. „Super' Batteries and Capacitors • MIT Technology Review is reporting on a breakthrough in manufacturing thin, dense films of carbon nanotubes that could improve electrodes used in 'super' batteries
  13. 13. The World of Semiconductors
  14. 14. What‟s Different This Time Around? 2000/2001 vs. 2008/2009 – Growth rates, inventories, market reactions • 2000 tech bubble that burst in Q4 2000 • Dramatic capacity increases • Increased inventories for 2 years and ignored the build-up • Many Dot-com companies disappeared in 2001 – 2008 was a down year • No tech bubble • Inventory reduction started in Q3 2008 • Little capacity expansion
  15. 15. 0 50 100 150 300 350 200 250 19 89 19 90 19 $ in Billions 91 19 92 19 93 19 94 19 95 Recession 19 96 19 97 19 Inventory Excess 98 19 99 20 00 20 01 20 02 20 03 20 04 20 05 20 06 20 07 20 08 20 09 20 10 20 11 20 12 Forecast 20 World Semiconductor Market 13
  16. 16. Other Semico Summit Info • For the 1st time, in 2008 there were more pings for social networking….. • Unlike other trade organizations, shows, conferences; this Summit had 100 C-level and 20 non-C attendees, 10% MORE than 2008‟s Summit • All the major fabs (and vertical companies with in-house fabs) raised their forecasts in the last 3 weeks
  17. 17. More…continued • Virtually all the CEOs reported that their major layoffs are done and expenses are now below (low estimated) revenue. – Company healthy now (tough but needed) – Upturn in $ will result in profit • Innovation continues – talent required!
  18. 18. Summary • The recession will end so enable YOUR recovery. – Right ZIP teams/training – Networking – Education • We need to think and act creatively to promote our value and innovations • Smart investments in our time will win
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