June 2010

In This Issue

Companies Roar Again: Fab Spending Growth to Reach 117% in 2010

Member Insight:
The Biggest Job Creator You Never Heard Of: The Patent Office


SMIC Beijing 300mm Fab: Expansion Planning

Strong Growth in Q1'10 LED Production Capacity Driven by More MOCVD Tools in Operation

Japan PV Leaders Reach New Records in Profits, Technology

IEEE/SEMI ASMC Set for July 2010

Hybrid Memory - Altering the Target Market Changes the Value Proposition

Energy Storage Sector Looks to Solid State Solutions

Cutting Costs of Large-Area Devices: A Serious Look at Hybrid Flexible and Printed Technologies

Facing Tough PV Manufacturing Challenges: NA PV Fab Managers Forum


Companies Roar Again: Fab Spending Growth to Reach 117% in 2010
By Christian Gregor Dieseldorff, SEMI Industry Research & Statistics
It's no surprise that fab spending will double this year. Back in June 2009, the SEMI World Fab Forecast predicted higher 2010 growth rates than anyone else. The latest report predicts that 2010 fab spending will reach 117% in 2010, but new rumors are surfacing about more capex increases which may push growth even higher.




The Biggest Job Creator You Never Heard Of: The Patent Office
By Henry R. Nothhaft, CEO, Tessera, Inc.
As the U.S. President and Congress desperately search for ways to regain the 8.4 million jobs lost during the current recession, the greatest opportunity of to spur job growth in our stalled economy may ironically lie right under their noses: in the Patent Office.


SMIC Beijing 300mm Fab: Expansion Planning
By April Peng, SEMI China
According to sources at China's silicon foundry giant SMIC, the company will expand its first 300 mm fab capacity in Beijing from 20,000 wafers per month (wpm) to 45,000 wpm. SMIC also appears ready to announce plans to build a new 300mm fab.

This issue is sponsored by:
Seagate

Strong Growth in Q1'10 LED Production Capacity Driven by More MOCVD Tools in Operation
By Barry Young, Contributing Associate, IMS Research
With a 12% increase in the number of MOCVD tools in operation, the first quarter experienced strong growth in LED production capacity. MOCVD tools installed in 100+ LED producers explains the increase in capacity.

Japan PV Leaders Reach New Records in Profits, Technology
New feed-in tariff policies and other policies plus success in many international markets has helped Japan's leading PV companies record profits. The earnings reports reflect a surge in activity by Japan's solar leaders and a renewed, long-term commitment to the global solar market.

IEEE/SEMI Advanced Semiconductor Manufacturing Conference Set for July 2010
The Advanced Semiconductor Manufacturing Conference (ASMC) has a new venue. Starting with this year's event, ASMC will be held in conjunction with SEMICON West in San Francisco, California.

Hybrid Memory - Altering the Target Market Changes the Value Proposition
By Bob Merritt and Sherry Garber, Convergent Semiconductors
In an industry that has spent billions to offer smaller, faster and cheaper devices based on an industry-wide value proposition that involves doubling the number of transistors per silicon area at a constant rate, the shift toward a consumer-oriented market based on mobile devices is forcing a reassessment of this approach.

PV Japan 2010

Energy Storage Sector Looks to Solid State Solutions
By Paula Doe, SEMI Emerging and Adjacent Markets
While Planar Energy targets large capacity automotive batteries, Infinite Power Solutions and Cymbet are applying solid-state technology to make small batteries that can be integrated with electronics and energy harvesters to back up systems or to run sensors or wireless systems almost indefinitely.

Cutting Costs of Large-Area Devices: A Serious Look at Hybrid Flexible and Printed Technologies
By Paula Doe, SEMI Emerging and Adjacent Markets
Flexible displays, lighting and solar panels may open up new possibilities in consumer products and architectural features, but the real driver of flexible, printed or hybrid electronics technology is manufacturersó who need to reduce production costs of large-area devices.

Facing Tough PV Manufacturing Challenges: Inaugural NA PV Fab Managers Forum
On July 12, leading solar cell makers will convene in San Francisco for the first annual North American Fab Managers Forum at Intersolar North America. The SEMI PV Group event addresses shared supply chain challenges and improving customer-supplier relations.

SOLARCON India 2010


Calendar


Asia Events
PVJapan
June 30-July 2

SOLARCON India
July 28-30

Europe Events
Intersolar Europe
June 9-11

SEMICON Russia
June 14-16

North America Events
SEMI New England Breakfast Forum - Market Trend Update
June 2

ASMC 2010
July 11-13

SEMICON West
July 13-15

Intersolar North America
July 13-15

Class
Combating Aggressive Supply Chain Management
June 9





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