July 2009

In This Issue

From the SEMI North America President

2010 Total Fab Spending Growth Could Reach 61%; Abrupt Reduction in Installed Capacity Through 2010

PV Market Update— What Can We Learn from the Slowdown?

Secondary Equipment Market Readies for New Era

Improving Efficiency and Productivity with a Data-Driven Tool Architecture

New SEMI Standard for MEMS: Hermeticity Evaluation

SEMI Award Broadens Scope

Semi-Directory Now Available on SEMI.org

Clean Energy: U.S. House Passes Landmark Legislation

The Power of Industry Partnerships

SEMI PV Group Commends Taiwan


Jonathan Davis, President, SEMI North America From the SEMI® North America President

Focus on the Future
We're all concerned and thinking about industry issues— sometimes in the middle of the night. But even then, I remind myself of the progress happening in the industry. Take GLOBALFOUNDRIES, for instance. Breaking ground in New York for what they say will be the most advanced fab in the world. It's proof that the industry can grow on American soil. Other companies are looking ahead and preparing for the future as they learn how to mitigate supply chain risks and address critical technology issues.

With SEMICON West just around the corner (July 14-16), I hope that you will think about the importance of the issues and the role that discussion plays. Consider attending these forums: Foundry Summit, Supply Chain Dynamics, and ITRS... (more)

Jonathan Davis
www.semi.org



2010 Total Fab Spending Growth Could Reach 61%; Abrupt Reduction in Installed Capacity Through 2010
By Christian Gregor Dieseldorff, SEMI Industry Research and Statistics
The World Fab Forecast now shows the growth rate for total fab spending could be about 61% in 2010 (vs. 90% reported in mid-May). 2009 spending will be so low that any adjustment or change in 2010 capital spending plans can drastically alter forecasted growth rates.

PV Market Update— What Can We Learn from the Slowdown?
By Ross Young, Young Market Research
From Q1'07 to Q3'08, times were good for solar cell manufacturers. Revenues were rising rapidly, margins were healthy with profit margins in double-digits and prices were trending upwards.

Secondary Equipment Market Readies for New Era
While buyers and sellers of used semiconductor equipment wait out the prolonged industry downturn, most players agree that the market for used equipment and services will be transformed in the coming months and years.




Improving Efficiency and Productivity with a Data-Driven Tool Architecture
By Larry Bourget, Axcelis Technologies and Dave Faulkner, Cimetrix
Since the introduction of the 300mm wafer size, data requirements for semiconductor manufacturing equipment have increased dramatically. Equipment suppliers today are required to support more than a dozen SEMI standards related to factory automation and a host of commonly used substrate-handling components.


SEMICON West 2009

New SEMI Standard for MEMS: Hermeticity Evaluation
SEMI has announced the latest in the series of MEMS standards, MS8— Guide to Evaluating Hermeticity of MEMS Packages, available to users on-line immediately.

SEMI Award Broadens Scope
The SEMI Award criteria expands to include outstanding achievement in developing new and emerging technologies expected to have significant future value for the semiconductor industry.

Semi-Directory Now Available on SEMI.org
A comprehensive directory of semiconductor companies is now available on the semi.org website. The directory will help decision makers make more informed purchases.


Free Subscription to Photovoltaics Report
Keep up with the fast-paced world of photovoltaics manufacturing. Photovoltaics Report eNewsletter delivers the latest updates and in-depth features on solar cell and manufacturing advances, changing global markets, and industry news. Subscribe today!


Clean Energy: U.S. House Passes Legislation
Last week, the U.S. House passed the American Clean Energy & Security Act of 2009. The bill establishes two solar priorities for SEMI: a renewable portfolio standard and a clean energy bank.

The Power of Industry Partnerships
By Aaron Zude, SEMI EHS
One of the great things about working at SEMI is the unique opportunity to partner with other EHS professionals and organizations in responding to the EHS challenges facing high tech industries.

SEMI PV Group Commends Taiwan
Taiwan's goal is to be the world's third-largest producer of solar cells by 2015. SEMI recently commended Taiwan for its renewable energy plan.


Calendar


North America Events
Standards Meetings and Events
July 12-17


SEMICON West
July 14-16


Intersolar North America
July 14-16


Silicon Valley Forecast Lunch
August 19


KGD Workshop
September 14-15


Solar/PV Market Update
September 30


Asia Event
SEMICON Taiwan
September 30-October 2

Europe Event
SEMICON Europa
October 6-8

MEDIAmobz

ChipScale Review

SEMIViews



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