October 2009

In This Issue

From the SEMI North America President: Just Another Industry Crisis

PV Supply Chain: Q2 Revenues Rebound but Margins Fall

Fab Forecast Preview Webcast: Evolution of the Semiconductor Industry

Reduced Manufacturing Cost for HB LEDs Opens Doors for Equipment Makers

SEMI Hosts PV Lobby Day

Growing Asia MEMS Industry Highlighted at SEMICON Taiwan

SEMI Europe EU Funding Seminar Recap

What's Next? 2010 Strategy Conferences to Cover Business, Economy, Materials


From the SEMI® North America President

Jonathan Davis, President, SEMI North AmericaJust Another Industry Crisis
The book, Chips and Change: How Crisis Reshapes the Semiconductor Industry, presents an authoritative historical overview of the industry from the viewpoint of eight major crises that have reshaped and restructured the industry... (more)

Jonathan Davis
www.semi.org



PV Supply Chain: Q2 Revenues Rebound but Margins Fall
By Ross Young, president, Young Market Research
After falling 44% from Q3'08 to Q1'09, revenues rebounded sequentially in the photovoltaic (PV) supply chain in Q2'09. Q3'09 looks promising on seasonal strength and lower costs and prices, but the gains are not shared by all segments, regions or companies.

Fab Forecast Preview Webcast: Evolution of the Semiconductor Industry
Hear a preview of key findings from the upcoming World Fab Forecast report set to release mid-November 2009 and the latest materials market data. Ask our analysts questions during this one-hour Webinar.

Reduced Manufacturing Cost for HB LEDs Opens Doors for Equipment Makers
Why is Solid State Lighting (SSL) so important to semiconductor equipment and material suppliers? The need for saving energy will propel SSL into a huge market ... but only if the cost of those bright white LEDs can be reduced to the range of a normal lightbulb.

SEMI Hosts PV Lobby Day
Energy issues are getting a lot of attention on Capitol Hill. SEMI and the PV Group recently organized a PV Lobby Day to talk with legislators about ways to promote the development of solar energy in the United States.


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!


Growing Asia MEMS Industry Highlighted at SEMICON Taiwan
The first Taiwan MEMS Forum, held in conjunction with last week's SEMICON Taiwan, provided over 200 attendees with expert insight into the market trends, regional research activities, application developments, and production solutions in the growing MEMS industry.

SEMI Europe EU Funding Seminar Recap
SEMI organized this seminar to explain how companies can apply for funding from FP7, the EU's Seventh Framework Programme. The seminar presented the particular relevance of FP7 to the semiconductor industry and a systematic approach to research project development.

What's Next? 2010 Strategy Conferences to Cover Business, Economy, Materials
The SEMI Industry Strategy Symposium and Strategic Materials Conference are coming up soon— the week of January 10. Confirmed speaker list now available.


Call for Papers
ASMC 2010
Abstract Deadline: February 2, 2010



Calendar


North America Events
SEMI Austin Technology Tuesday
October 20


Printed Electronics Workshop: Flexible Substrate Requirements
October 22


Standards Meetings
November 2-5


MEMS Executive Congress
November 4-6


SEMI Austin Outlook Forum
November 5


October Classes
Intro. to IC Design & Fabrication

Fundamentals of Semicondonductor Optoelectronics & Photonics

Fundamentals of Product Marketing

Principles of Selling to Semiconductor Industry

November Classes
Key Semiconductor Account Selling & Management

Combating Aggressive Supply Chain Mgmt

Asia Events
PV Taiwan
October 7-9

FPD International
October 28-30

SOLARCON India
November 9-11

SEMICON Japan
December 2-4

Europe Events
High-Tech U (Infineon)
4-5 November

High-Tech U (ASML)
12-13 November

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