SEMI Global Update, June 2008
June 2008

In This Issue

Oral History Interview: Julius Blank

Rebound! After a Tough 2007, Strong Growth for the TFT-LCD Market in 2008

World Fab Forecast Predicts Hitting Bottom in 2008—then Strong Rebound in 2009

Recovery and Restructuring

Advanced Processes and Materials at 32nm and 22nm Featured at SEMICON® West

LEAN Mean Manufacturing—Fab Efficiency at AMD

35 Years of Semiconductor Standards: Maximizing Value in a Challenging Industry Environment

Extreme Impact! High Tech U Alum More Involved and Aware
 


From the SEMI Europe President

What will it take for the European semiconductor industry to stay competitive?
Heinz Kundert, President, SEMI EuropeMost industry leaders agree that future innovation and product differentiation will be determined by microelectronics. For Europe to remain ahead in key industrial sectors (such as automotive, telecommunication, machinery, and medical), timely availability of leading edge technology will be required in the global competitive environment. But that's only part of the answer... (more)

Heinz Kundert
www.semi.org/europe

Strengthen our industry's collective identity in Europe

SEMI Europe Member Forum
12 June 2008, Munich


Set the stage for Europe to master the challenges ahead in semiconductor and PV.

Afternoon Topics: PV, SEMICON Europa, SEMI Strategic Directions; Q&A and Open Discussion; "Vistec—A European Equipment Supplier Playing Globally."
Evening Networking: Soccer on TV (Germany vs. Croatia) and Dinner


Oral History Interview: Julius Blank
Interviewed by Craig Addison, SEMI
Julius Blank was one of the Traitorous Eight who left Shockley Labs in 1957 to form Fairchild Semiconductor. For the next 10 years, he traveled the world setting up new manufacturing facilities to meet growing demand for transistors and ICs.

Rebound! After a Tough 2007, Strong Growth for the TFT-LCD Market in 2008
Special contributions by Charles Annis, DisplaySearch
By Edwin Hall, SEMI Industry Research & Statistics

Liquid Crystal Displays (LCDs) are everywhere. You see them on everything from cell phones, to navigational systems, to digital cameras/camcorders, to notebooks, to televisions, and even on refrigerators.

World Fab Forecast Predicts Hitting Bottom in 2008—then Strong Rebound in 2009
By Christian Gregor Dieseldorff, SEMI Industry Research and Statistics
Spending for fab equipping and constructing is expected to hit bottom soon. Taiwan shows strongest growth rates in 2009 followed by SE Asia. For the first time in history, 300mm capacity surpasses 200mm capacity.

Recovery and Restructuring
By George Burns, Strategic Marketing Associates
Recent sales finally show signs of improvement. In March 2008, the SIA three-month moving average of semiconductor sales climbed to $21 billion while the SEMI three-month moving average of equipment sales posted the largest monthly gain since July 2006.

FREE Webcast—
Innovation at Risk: Intellectual Property Challenges and Opportunities

June 17, 2008 @ 10:00 a.m. PDT

Executives from Cymer, Dupont IC Fab Materials, Nikon Precision, Tokyo Electron America and SEMI discuss mounting IP protection challenges, adverse economic consequences for the entire microelectronics industry, and potential solutions. Register Now.


Advanced Processes and Materials at 32nm and 22nm Featured at SEMICON West
Emerging requirements for new materials like high-k gate and capacitor dielectrics, low-k interlayer dielectrics, and engineered substrates has created the greatest period of change in semiconductor manufacturing in thirty years. At the same time, uncertainty abounds about the design flexibility, exposure tooling, cost, and manufacturing integration of lithography at the 22 nm node.

LEAN Mean Manufacturing—Fab Efficiency at AMD
Is it possible to save millions of dollars in one year by eliminating wasted time and resources across your manufacturing operations? Definitely, says Doug Grose of AMD.

35 Years of Semiconductor Standards: Maximizing Value in a Challenging Industry Environment
By Bettina Weiss, SEMI
How did SEMI grow a standards organization from nothing to an international program with 19 global technical committees and more than 200 task forces? What does it take to create and define the standards that reach across industries and technologies?

Extreme Impact! High Tech U Alum More Involved and Aware
If you've ever conducted a survey, you know that getting a 90% response rate is excellent. And having 100% of survey respondents state that the HTU program "positively influenced their lives" is even better—more than most sponsors hope for!


Calendar of Events


Europe
SEMI Member Forum
12 June

SEMICON Europa 2008
7–9 October

SEMI ISS Europe
1–3 February 2009

SEMI Photovoltaic Fab Managers Forum (PV FMF)
8–10 March 2009

Asia
Display Taiwan 2008
June 11–13

PVJapan 2008
July 30–August 1

SEMICON Taiwan 2008
September 9–11

PV Power Expo Taiwan 2008
September 9–11

North America
SEMICON West 2008
July 15–17


Call for Nominations
Akira Inoue Award
Due: July 25

      SEMICON West 2008


Thank you for reading this newsletter. We hope that you find SEMI Global Update informative and relevant. Let us know if we can improve the content and quality of SEMI Global Update. Please send your ideas, comments and suggestions to:

Carlos Lee
Content Manager, SEMI Europe
Avenue des Arts 40 Brussels B-1040, Belgium
Tel: 32.2.289.6490; Fax: 32.2.511.4345; Email: semieurope@semi.org
Website: www.semi.org/europe

New subscribers may join the SEMI Global Update—Europe Edition email list by clicking here.
If you would like to be removed from the SEMI Global Update list, click here.

Copyright Semiconductor Equipment and Materials International (SEMI), all rights reserved.