SEMI 2010 Annual Member Meeting: 2011 Outlook and BOD Appointments

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SEMI 2010 Annual Member Meeting: 2011 Outlook and BOD Appointments

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Rick Wallace, CEO, KLA-Tencor: incoming SEMI chairman

"The SEMI 2010 Member Meeting, sponsored by Hitachi High-Technologies America, was held at SEMICON West 2010 on Wednesday morning, July 14, at 7:30am. This annual event, required by the SEMI charter, welcomes SEMI members to a review of the semiconductor industry's outlook for 2011 and beyond, and also serves as the point of announcement of the new and re-elected members of the SEMI International Board of Directors.

SEMI CEO and president Stanley T. Myers opened the meeting, and presented a 30-minute review of the highlights, opportunities, and challenges facing the industry. Updated outlooks from industry analysts showed expectations of 30% growth in the chip industry this year, accompanied by over 100% growth in the equipment side of the business. The semiconductor manufacturing materials business is expected to grow 17% in 2010, with 6% growth expected for 2011. Record IC shipments are the driver of this growth, and all segments and locations of the semiconductor manufacturing supply chain expect to see increases at this level.

The meeting was also an opportunity to for SEMI members to hear about SEMI activities for the past year, and SEMI plans for the future. As a global trade organization, SEMI offers the international SEMICON shows. Additional SEMI areas of standards development, industry advocacy, workforce development, and environmental health and safety were discussed, along with the move of some SEMI members into adjacent industries like MEMS and solar/photovoltaic energy.

Myers highlighted the expanding solar/PV market, noting that the SEMI PV Group is dedicated to achieving significant increases in the world wide production of clean renewable solar energy. In the past year, PV Group worked with leading European cell and module makers to create the European Crystalline Technology Manufacturers’ group, in order to bring immediate progress to a much needed regional roadmap for future development of crystalline photovoltaic cells.

Myers continued by noting that the SEMI International Standards group deployed the SEMIViews product worldwide to make Standards access easier, more current, and more reliable for our members. SEMI has eliminated publication of SEMI Standards on CDs, and we have improved our control of SEMI Standards’ intellectual property. He added that SEMI has now released nearly 800 Standards, thanks to the efforts of our 3,000 International Standards volunteers.

The final portion of the meeting was devoted to the outcome of the recent SEMI Board appointments and elections. Newly elected to the SEMI Board were Tetsuo Tsuneishi, the vice chairman of the board of Tokyo Electron Ltd. headquartered in Tokyo, Japan, and Yong Han Lee, the chairman of the Wonik Group, headquartered in Seoul, South Korea.

The following board members were re-elected to the SEMI Board: Toshio Maruyama, chairman, Advantest Corporation; Osamu Nakamura, vice president and executive officer, Hitachi High-Technologies Corporation; Steve Newberry, president and CEO, Lam Research Corporation; Rick Wallace, president and CEO, KLA-Tencor; and Professor Eicke Weber, director, Fraunhofer-Institute for Solar Energy Systems.

The incoming chairman, Richard P. (Rick) Wallace, president and CEO of KLA-Tencor Corp., received the honorary gavel from outgoing chairman J.C. Kim of Edwards Korea. Wallace spoke of the challenges facing SEMI as it maintains support for members in the semiconductor segment while expanding services for other member segments. He specifically noted the need for courage in the face of difficult times and many competing demands, as he closed with the comment that SEMI is an important and necessary organization that must strive for excellence as it builds on past success.

August 3, 2010