June 2010

In This Issue

From the SEMI Europe President: SEMI Europe Contributes to Europe's Competitiveness

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

Time to Believe: Four Straight Quarters of Growth

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



From the SEMI® Europe President

Heinz Kundert, President, SEMI EuropeSEMI Europe Contributes to Europe's Competitiveness


Like everyone else, here at SEMI we must set priorities. Our primary mission always remains in place: fostering growth and prosperity for our members and related industries. The process of setting priorities includes reviewing customer satisfaction surveys and feedback from personal interaction with our constituents.

I need to update you on recent significant developments and the strategic direction of SEMI in Europe with regard to member value and industry advocacy. These changes at SEMI are based on what you (our members, customers and partners) told us about tackling critical issues to make our industry in Europe more competitive. (more)

Heinz Kundert
www.semi.org/europe
www.pvgroup.org

This issue is sponsored by:

Seagate

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.

Time to Believe: Four Straight Quarters of Growth
By Malcolm Penn, Future Horizons

March's total semiconductor sales came in at US$ 26,533 billion, slightly above our February expectation, closing the quarter at US$ 69,181 B. This was up 2.8% over Q4-2009. Four straight quarters of industry growth, yet still no one believes in the strength of the recovery.




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.

SEMICON Europa 2010

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.


SEMI Standards Awards Call for Nominations Open
Nominate your peers active in Standards development!


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.

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.




12 technology courses, in partnership with CEI


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 manufacturers— who need to reduce production costs of large-area devices.


SEMI Europe welcomes new members: ATMsse, CEI-Europe AB (Sweden), Solarwatt Cells, Schott Solar, Sovello, TÜV SÜD Cleancert, IBS (France), Solland Solar cells BV, Solar Support Group (Switzerland), STEIN Automation, Deutsche Cell, NANIUM (Portugal)



Calendar


Europe Events
Intersolar Europe
June 9-11

SEMICON Russia
June 14-16

SEMICON Europa 2010
19-21 October

Asia Events
PVJapan
June 30-July 2

SOLARCON India
July 28-30

North America Events
ASMC 2010
July 11-13

SEMICON West
July 13-15

Intersolar North America
July 13-15

Class
Combating Aggressive Supply Chain Management
June 9





SOLARCON India 2010







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