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In This Issue
The Battle of the Fantastic Six: Increased Fab Spending in 2010
Allen Lu Now President of SEMI China
Industry Forecasts: Positive Vibrations
Feed-in Tariffs: Role in U.S. Energy Policy
SEMI F47: Power Quality Concerns in Chinese Fabs
Sustainability is Smart Business: Cisco Saves $24 Million/Year
The Future of Innovation: Complex, says ITRS Panel
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The Battle of the Fantastic Six: Increased Fab Spending in 2010 By Christian Gregor Dieseldorff, SEMI Industry Research and Statistics SEMI's World Fab Forecast predicts 64% growth in fab spending for 2010 to reach $24 billion. A large portion (about $14 billion) comes from a handful of companies, the "Fantastic Six," that have announced ambitious investment plans.
Allen Lu Named President of SEMI China Allen Lu, Ph.D. has been appointed the president of SEMI China. Lu assumes responsibility for the association's programs, products and services in China. He will oversee relationships with SEMI members, government and academia in the region.
Industry Forecast: Positive Vibrations On August 19, three top industry analysts confirmed the recent impression that the global semiconductor downturn has passed the low point and begun its rebound. Bill McClean (IC Insights), Dean Freeman (Gartner), and John Housley (Techcet) discussed the evidence.
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 Webcom Communications Corp. is an integrated media company serving advanced technology industries worldwide through its magazines, events, online media, directories, buyers guides, market reports, data products and marketing services. www.infowebcom.com; www.advancedtechnologynetwork.com

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Feed-in Tariffs Need a Role in U.S. Energy Policy By Dan Martin, SEMI PV Group While significant progress has been made in government funding and support of solar power in the United States, the most effective renewable energy policy and solar incentive availablethe feed-in tariffhas yet to receive major attention outside of the Europe Union.
SEMI F47: Power Quality Concerns in Chinese Fabs Due to the sensitivity of equipment and process controls, semiconductor fabs require high levels of power quality. Voltage sags are the number one power quality problem for equipment, because a 200 millisecond voltage sag could easily trigger EMO (emergency off) on various tools and cause productions lines to go down for hours.
Sustainability is Smart Business: Cisco Packaging Reductions Save $24 Million/Year Sustainability is simply smart business and SEMI is committed helping companies understand how sustainability can translate into profits. An excellent example: packaging reductions save $24 million per year at Cisco Systems.
The Future of Innovation: Complicated, says ITRS Panel Perspectives from the IDM, equipment, materials, packaging and end customer segments were represented. Each leader spoke of today's challenges, emerging trends, and the implications for the future of innovation.
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