PRESENTATION

The value of the fab in the PIC industry (Video presentation)

We live in a world where consumers and businesses have demonstrated an insatiable appetite for data and more advanced devices. As demand increases, networks and devices are incorporating more integrated optical components and the process capabilities and scale of the integrated circuit foundries is becoming a differentiator. This presentation will look at data traffic forecasts and application segmentation to understand the opportunities and the market trajectory. We will also discuss the trends and drivers in the silicon and compound semiconductor foundry ecosystems that will figure prominently in the emerging PIC supply chain.

Eric Higham

Strategy Analytics

As Director for the Advanced Semiconductor Applications/Advanced Defense Systems Services, Eric Higham supplies analysis of the dynamics and trends for processes, technologies and components in wired, wireless and defense markets. His areas of research include 4G, 5G and emerging 6G wireless networks, fiber optic networks, CATV, millimeter wave communications, broadband, military radar, EW and communications applications. Prior to joining Strategy Analytics, Eric worked in a variety of engineering, business development and marketing roles for Raytheon, Micro-Dynamics and MACOM. In these positions, he has been immersed in semiconductor activities in the defense and commercial industries for more than 40 years. He brings a deep understanding of the technical, product and market trends in the compound semiconductor sector. Eric holds an MSEE degree from Northeastern University in Boston, MA and a BSEE degree from Cornell University in Ithaca, NY.