SEMI® Global Update ♦ September 2011 IN THIS ISSUE 450mm and EUV Linked With Uncertainty Fab Equipment Spending up 23% in 2011-- Still Highest on Record China LED Market Opportunities and Challenges Showcased in New LED Report Transitions on the Horizon Drive Need for Continued Industry Collaboration Dennis P. McGuirk Named President and CEO of SEMI SEMI Member Satisfaction Survey Guides Continuous Improvement SEMI Recognizes Dr. Morris Chang for EHS Leadership Members Convene to Learn and Plan at the SEMI Shenyang Summit Taiwan Actively Contributes to 3D-IC Standardization Efforts Challenges Facing the Solar Manufacturing Industry in India Congress Returns to Washington to Face Deadlines, Same Issues SEMI CALENDAR NORTH AMERICA September 15 SEMI Austin Golf Classic Tournament September 28 SEMI Northeast Forum - Succeeding in Solar October 6 Pacific Northwest Breakfast Forum October 11 Arizona Breakfast Forum October 24-27 North America Standards Fall 2011 Meetings November 6-9 International Trade Partners Conference November 10 KGD Conference Classes Fundamentals of Product Marketing Principles of Selling to the Semiconductor Industry Combating Aggressive Supply Chain Management Key Semi Account Selling and Management ASIA September 7-9 SEMICON Taiwan September 7-9 SiP Global Summit 2011 September 15-17 China Int'l Silicon Conf. & Photovoltaic Ind. Dev. Forum November 9-11 SOLARCON India 2011 EUROPE October 10-13 Europe Fall 2011 Standards Meetings October 11-13 SEMICON Europa October 11-13 PE2011 - Conference and Exhibition Call for Papers ASMC 2012 Deadline: October 24 From the SEMI President, Global Semiconductor Business 450mm and EUV Linked With Uncertainty The transition to manufacturing semiconductors on larger wafers continues to be one of the hottest topics in the industry. Some chipmakers have committed to advancing the transition. Intel announced that its D1X fab in Oregon will be 450mm compatible (2013). TSMC announced a 450mm pilot line by 2013-2014. IMEC and ISMI have well-established programs focused on the challenges posed by manufacturing with 450mm wafers and the University of Albany's College of Nanoscale Science and Engineering (CNSE) is expanding facilities to encompass 450 program R&D. With increasing interest in a near-term 450mm pilot line development, many critical elements need coordination for affordable high-volume 450 manufacturing to occur. At the recent SEMICON West 450 Wafer Transition Forum, panelists from throughout the supply chain grappled with the numerous issues involved. Uncertainty with EUV rollout has exacerbated the 450mm planning challenge and is reinforcing the need for more transparency in planning and funding. (more) Jonathan Davis www.semi.org Advertisement Fab Equipment Spending up 23% in 2011-- Still Highest on Record By Christian Gregor Dieseldorff, SEMI Industry Research & Statistics Changes in the global economy affect the semiconductor industry, as the industry depends more on the consumer market. Economic developments in recent months decreased consumer confidence and spending, and the semiconductor industry has reacted to this slowdown. China LED Market Opportunities and Challenges Showcased in New LED Report SEMI has released a new report, The China LED Fab Industry Report, which provides a comprehensive summary on the rapidly-growing China LED industry, including the latest data on capital and equipment spending, fab capacity, and sales rankings of Chinese LED manufacturers. Transitions on the Horizon Drive Need for Continued Industry Collaboration By Brian Trafas, Ph.D., chief marketing officer, KLA-Tencor, Inc. As we move toward 2012, there remain several critical transitions facing the industry. In today's consumer driven market, the growing demand for products that are smaller, faster, and cheaper is an unavoidable reality. Dennis P. McGuirk Named President and CEO of SEMI On August 15, SEMI announced the appointment of Dennis "Denny" P. McGuirk as president and CEO, effective November 14, 2011. McGuirk succeeds Stanley T. Myers, who led SEMI for the past 15 years and has served on its board of directors since 1986. Advertisement SEMI Member Satisfaction Survey Guides Continuous Improvement Results from the annual SEMI Customer Satisfaction Survey show member satisfaction remaining above 90%, comparable to last year when overall satisfaction with SEMI rose 22%. SEMI Recognizes Dr. Morris Chang for Environmental, Health and Safety Leadership Dr. Morris Chang, chairman and CEO of TSMC, is the recipient of the Akira Inoue Award for outstanding achievement in environment, health and safety (EHS) in the semiconductor industry. Members Convene to Learn and Plan at the SEMI Shenyang Summit Over 70 industry experts from technology companies attended the recent SEMI Shenyang Summit & 2011 Shenyang Member Day, which was held in conjunction with the annual FPD Industry Gathering. Taiwan Actively Contributes to 3D-IC Standardization Efforts By James Amano, SEMI A Taiwan 3DS-IC Standards Committee was approved. The committee will work closely with N. America, to develop standards needed to make low-cost, high-volume manufacturing a reality. Challenges Facing the Solar Manufacturing Industry in India By Debasish Choudhury, SEMI India In a recent interview with Energy Next Magazine, SEMI India president Debasish Paul Choudhury was quizzed about the many challenges facing the Indian solar manufacturing industry. Congress Returns to Washington to Face Deadlines, Same Issues After their summer break at the close of the debt ceiling debate, Congress returns to Washington, D.C. after Labor Day to continue work on many of the same issues that confronted them before they left. Thank you for reading this newsletter. We hope that you find SEMI Global Update informative and relevant. Let us know if we can improve the content and quality of SEMI Global Update. Please send your ideas, comments and suggestions to: Deborah Geiger Content Manager, SEMI 3081 Zanker Road, San Jose, California, 95134 Tel: 1.408.943.6900; Fax: 1.408.428.9600; Email: marketingservices@semi.org Website: www.semi.org Subscribe ¦ Unsubscribe Copyright © Semiconductor Equipment and Materials International (SEMI), all rights reserved