SEMI Global Update, February 2008
February 2008

In This Issue

Chasing the Trend, China's Fabs Increase R&D Money

Oral History Interview: Dan Worsham

OLED & E-Paper among New Drivers of Growth...GFPC 2008

The Future is Bright for TFT-LCD Manufacturers and Materials/Equipment Suppliers

ISS 2008 Focuses on Economy, Lack of Test Standards, and "Profitless Prosperity"

Supply Chain Collaboration Required for Greener Fabs

Manufacturing Synergies between PV and Semiconductors—Europe Event

The Winner of the 2007 Award is...TI's Templeton

Empowering the Silicon Revolution—Looking Back and Looking Forward

SEMI PV Group Seeks to Reduce Production Costs and Speed Commercialization

SEMI NA Collaborates to Help Jumpstart the U.S. Economy

Supply Chain Leaders to get Straight Talk from their Customers at SBC 2008

Back to the Future: Breathing New Life into Old Fabs

SVLF features "The Search is On for Solar Solutions"

Major Panel Makers and TV Makers will Gather at FPD China 2008

SEMI High Tech U Shoots for the Sun

Four Pillars of Global Compliance for Chinese Importers/Exporters

Taiwan's New PV Group Aims to Advance Industry Growth and Profitability
 


Chasing the Trend, China's Fabs Increase R&D Money
By Samuel Ni, SEMI
To compete on a global scale, Chinese fabs are increasing their R&D budgets. By 2010, the R&D spending-to-sales ratio is projected to reach about 10%. While the percentage is lower than Intel and TSMC, it demonstrates a more serious R&D commitment by the fabs in China.

Oral History Interview: Dan Worsham
Interviewed by Craig Addison, SEMI

Dan Worsham cut his teeth at Fairchild making equipment for transistor production, and later recognized the need for a dedicated equipment company to serve the growing device industry. In 1967, he established Pacific Western Systems.

OLED & E-Paper among New Drivers of Growth to be Discussed at GFPC 2008

Demand for flat screen TVs remains strong, and the FPD industry looks set for growth in the short- to mid-term. But what will drive growth in the future? Where will the major markets be?

The Future is Bright for TFT-LCD Manufacturers and Materials/Equipment Suppliers
By Ross Young, chief research officer, DisplaySearch

Many display-centric applications are on the rise, providing opportunities for TFT-LCD manufacturers and, ultimately, equipment and material suppliers. As capacity increases and prices fall, demand is pushed even further. The entire TFT-LCD supply chain must be very careful.

ISS 2008 Focuses on the Economy, Lack of Test Standards, and "Profitless Prosperity"

Key economists, technologists and financial analysts converged at ISS 2008. Senior executive suppliers and device manufacturers gained insights about the economy, emerging technologies and business trends. Read a day-by-day summary of the key points of the presentations.

Supply Chain Collaboration Required for Greener Fabs
At SEMICON® Korea on January 31, speakers from Samsung Electronics, Hynix Semiconductor, TI, Applied Materials, TEL, Edwards Korea and Clean Systems Korea provided critical insights into the industry's leading energy savings and emission reduction strategies.

Call for Papers
China Semiconductor Materials International Conference (CSMIC) 2008
Abstract Due: February 10


Manufacturing Synergies between PV and Semiconductors—Hear from Experts at Europe Event
Today, the PV industry uses more silicon wafers than the micro-and nano-electronics industry, and the synergies between photovoltaics (PV) semiconductor manufacturing are complex but increasing apparent. Learn what experts have to say about key questions at the March 5–7 event.

The Winner of the 2007 Award is...TI's Templeton

What does it take to win the SEMI Akira Inoue Award? Richard Templeton of Texas Instruments knows. From "green fabs" to low-power digital and analog solutions to exceptional safety records, Templeton delivered.

Empowering the Silicon Revolution—Looking Back and Looking Forward
The role of device manufacturers in the story of modern electronics is well known: the Intels and IBMs. For decades, the industry has been empowered by a mature and dynamic equipment and materials sector. On April 1-2, SEMI and CHF will feature this dynamic sector in a special event at the Computer History Museum.

New SEMI Group Seeks to Reduce Production Costs and Speed Commercialization of PV Technologies
On January 28, SEMI announced details of the association's global photovoltaic (PV) initiatives, including the formation of the SEMI PV Group (www.pvgroup.org) to enhance member support in this high growth area.

SEMI NA and other Associations Collaborate to Help Jumpstart the U.S. Economy
Eight high-tech industry associations, including SEMI NA, have proposed a stimulus package for the slowing American economy.

Semiconductor Supply Chain Leaders will get Straight Talk from their Customers at SBC 2008
IDMs, fabless companies, foundries and their OEM customers move quickly to adjust to new technologies, products, alliances and competitive dynamics. Leaders in the semiconductor supply chain attend SBC for straight talk and updates from their customers.

Call for Nominations
Bob Graham Award
Nominations Due: April 29


Back to the Future: Breathing New Life into Old Fabs
Many semiconductor manufacturers profit by "repurposing" their existing fabs for new products and technologies. On March 19, you can examine this new paradigm and hear from nine companies that are finding new life in old fabs.

SVLF features "The Search is On for Solar Solutions"
Solar energy is the bright light in the quest to reduce fossil fuel use. On February 12, the Silicon Valley Lunch Forum features experts who explore technical challenges of the solar market and business opportunities for SEMI members.

Major Panel Makers and TV Makers will Gather at FPD China 2008
China is the fastest growing area in flat panel display manufacturing and presents a great opportunity for suppliers, manufacturers and customers. Learn more about 2008 FPD China, taking place March 10–12 in Shanghai.

SEMI High Tech U Shoots for the Sun
Over the past decade, the worldwide photovoltaic market has experienced astronomic growth. The SEMI Foundation is taking this movement one step further—by bringing these technologies to the high school level.

The Four Pillars of Global Compliance for Chinese Importers and Exporters
What do Chinese importers and exporters really need to know to successfully navigate current and pending regulations? Learn about the four "pillars" of knowledge.

Taiwan's New PV Group Aims to Advance Industry Growth and Profitability
Solar energy is poised to become one of the largest and fastest growing technologies in the planet, and Taiwan is now the world's fourth largest region in PV sales volume. With more than 76 market players in Taiwan PV supply chain, the future for PV in Taiwan is bright.


Calendar of Events


Asia
FPD China 2008
March 11–13

SEMICON China 2008
March 18–20

CSMIC 2008
March 19–20

Global FPD Partners Conference 2008
April 9–12


Europe
ISS Europe
March 2–4

Standards Spring Event
March 5–7

Photovoltaic Fab Managers Forum
March 9–11

SEMI Executive Event in Israel
April 2–3

North America
DesignCon (SEMI sponsored)
February 4–7


Silicon Valley Lunch Forum
February 12


SEMI Austin Technology Tuesday
February 19


Silicon Valley Engineers Week Banquet
February 28


Semiconductor Processing Technology
March 4–6


New England Breakfast Forum
March 5


SEMI Arizona Breakfast Forum
March 5


"Empowering the Silicon Revolution" (SEMI/CHF event)
April 1–2


NA Standards Spring Meetings
April 6–10


SEMI Austin Golf Classic
April 16


Strategic Business Conference
April 28–30


    


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