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In This Issue
From the SEMI North America President: Leadership and Learning
Mid-Year Update for Semiconductor Equipment and Materials
Keeping Up with Moore's Law: 3D ICs and TSVs
SEMI Standards Update on 450mm Activities
CMP Suppliers Face a Long-Lasting Shakeup from the Recession
China IC Industry Development Targets Renewed and Repurposed Fabs
NIL Plus Self Assembly Equals Low-Cost Patterning
Worldwide LED Investment Momentum to Continue into 2011
Startups Propose Disruptive Technologies to Improve HB LED Performance
Sharply Falling MEMS Prices Spur Rising Demand
Solar Module Added to High Tech U Program
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From the SEMI® North America President
Leadership and Learning For a 1963 speech, President John F. Kennedy wrote, "Leadership and learning are indispensable to each other."
It may sound obvious that leadership and learning go hand-in-hand, but it's a struggle for many of us given the demands of everyday business and the multitude of regular emergencies we each face in our daily duties, especially through leaner economic times.
As the recession recedes and a recovery takes hold, take a fresh look at SEMICON West as both a leadership and a learning opportunity... one that's right around the corner (July 13-15)...(more)
Jonathan Davis www.semi.org
This issue is sponsored by:
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 Advanced Technology Network is the world's premier media network serving the advanced technology marketplace. It links the individual media properties of Webcom Communications into a combined media platform of publications, events, online media and data products serving advanced technology markets worldwide.

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Mid-Year Update for Semiconductor Equipment and Materials By Daniel Tracy, SEMI Industry and Statistics Capital spending across the semiconductor industry is undergoing a sharp upward recovery this year -- off of deep lows reported in 2009.
Keeping Up with Moore's Law: 3D ICs and TSVs By James Amano, SEMI Three-dimensional integrated circuits (3D ICs), composed of a stack of two-dimensional die, are increasingly cited as being part of the solution to the semiconductor industry keeping pace with Moore's Law.
SEMI Standards Update on 450mm Activities The SEMI Standards program sees increasing document development activities related to 450mm-related standards.

CMP Suppliers Face a Shakeup from the Recession By Aaron Hand As the semiconductor equipment and materials industries rise again from the ashes of the latest downturn, at least one area may continue struggling with the effects of the 2008-2009 recession until 2012.
China IC Industry Development Targets Renewed and Repurposed Fabs China is taking advantage of the old generation fab lines worldwide, which meets the needs of China's semiconductor industry and enables cost-effective IC manufacturing.
NIL Plus Self Assembly Equals Low-Cost Patterning By David Lammers Nanoimprint lithography (NIL) and directed self-assembly techniques both appeared unlikely a few years ago. Now, these techniques are complementing each other.
LED Investment Momentum to Continue into 2011 By Clark Tseng, SEMI Industry Research and Statistics With recent forecasts showing almost 30% revenue growth this year, the semiconductor market is headed to record highs for both revenues and units shipped.
Startups Propose Disruptive Technologies to Improve HB LED Performance at Lower Cost By Paula Doe, SEMI Emerging Markets Producing high-brightness LEDs with high enough light quality and low enough cost for a real volume market in solid state lighting is a tough challenge. But it creates a prime opportunity for startups who think "outside the box."
Sharply Falling MEMS Prices Spur Rising Demand By Paula Doe, SEMI Emerging Markets The MEMS market is poised for 24% unit growth this year, and for continuing steady 23% average annual growth though 2015, as demand explodes.
Solar Module Added to High Tech U Program High Tech U reaches out to young people, including minorities and females. High Tech U opens eyes to career possibilities, and gives them confidence to pursue math and science courses.

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