July 2009

In This Issue

From the SEMI Europe President

Clusters: Connecting the Semiconductor Value Chain

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?

Improving Efficiency and Productivity with a Data-Driven Tool Architecture

Positive Response to ENIAC Call 2; EU Funding Testimonials

The Value of Lobbying in the EU

New SEMI Standard for MEMS: Hermeticity Evaluation

Semi-Directory Now Available on SEMI.org

Bright Prospects Found at Intersolar Munich 2009

The Power of Industry Partnerships

SEMI PV Group Commends Taiwan


From the SEMI® Europe President

Heinz Kundert, President, SEMI EuropeThe Big Question
Semiconductor sales in the first half of the year have shown a clear and general sense of recovery following the classic industry recovery profile: first the re-stocking (following the excessive Q4-2008 de-stocking) which drove the first half of 2009 recovery, then demand taking over, the main driver for the second half of 2009... (more)

Heinz Kundert
www.semi.org/europe



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Clusters: Connecting the Semiconductor Value Chain
High-level panelists addressed the theme of clusters from several angles: Politics, R&D, Education and Industry at the 25-26 June event in Grenoble, France: "Clusters, A Chance for the European Semiconductor Ecosystem."

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.


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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!





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.


Positive Response to ENIAC Call 2; EU Funding Testimonials
More than 570 participants from 23 European countries submitted 27 Project Outlines in response to the 2009 ENIAC Joint Undertaking Call for Proposals, competing for over 200M€ of R&D funding.

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.

SEMICON West 2009

The Value of Lobbying in the EU
SEMI Europe, now has an office in Brussels, where it nurtures permanent contacts with EU policymakers: the European Commission, Permanent Representation offices of various national States, and other industry associations.

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-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.


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Bright Prospects Found at Intersolar Munich 2009
With approximately 58,600 visitors from over 150 nations, 22 conferences held, and 860 registered press journalists, Intersolar, the world's largest trade show for solar technology, met its objectives.

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


Europe Events
Industry Forecast & Mid-Term Forecast Seminar
21 July

"The Silicon Chip" Industry Training Seminar
7 September

SEMICON Europa
6-8 October

ISS Europe
7-9 February 2010

Asia Event
SEMICON Taiwan
September 30-October 2

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


MEDIAmobz

ChipScale Review





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