SEMI® Global Update ♦ August 2011
IN THIS ISSUE

Europe's Advances in Semiconductors

Strong 2011 Equipment Market Forecast Complicated by Buying "Pause"

Executive Summit: Industry Leaders See a Promising but Challenging Future

Doug Neugold Named SEMI Chairman

Vertical 3D NAND Possible by 2013-2014

Transistor Evolution Drives Wide-Ranging Research

Stanley Myers Receives IMEC Lifetime Achievement Award

3D-IC Opens New Era of IC Packaging and Testing

Asia's Share of PV Cell Production to Reach 85% in 2011

Congressional Update: Dead-locked Debt Fight Overshadows Priorities


SEMI CALENDAR

EUROPE

10-13 October
Europe Fall 2011 Standards Meetings

11-13 October
SEMICON Europa

11-13 October
PE2011 - Conference and Exhibition


ASIA

7-9 September
SEMICON Taiwan

15-17 September
China International Silicon Conference & Photovoltaic Industrial Development Forum


NORTH AMERICA

25 August
Silicon Valley Lunch Forum

28 September
SEMI Northeast Forum - Succeeding in Solar

Classes

12-14 October
Fundamentals of Product Marketing

19-21 October
Principles of Selling to the Semiconductor Industry


Call for Papers

ASMC 2012
Deadline: 24 October



Known Good Die

Adhesives & Sealants Industry



FROM THE SEMI EUROPE PRESIDENT

Heinz Kundert, SEMI Europe PresidentEurope's Advances in Semiconductors

While the last few years included some huge fluctuations in capital spending for the IC supply chain, the market environment for Europe looks excellent for 2011 and good for 2012. According to the latest SEMI Capital Equipment Forecast, forecasted spending increases in 2011 will be impressive in both Europe and North America owing to Intel's and GlobalFoundries' aggressive CAPEX plans.

The forecast indicates that European semiconductor equipment sales will reach $3.6 billion, from $2.3 billion in 2010 -- a 56 percent increase. And while currently there's talk of a brief interval of lower equipment sales in the market (see first article), Europe will still have a very good year. (more)

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

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Strong 2011 Equipment Market Forecast Complicated by Buying "Pause"
By Dan Tracy, SEMI Industry Research & Statistics
During SEMICON West, the mid-year edition of the SEMI Capital Equipment Forecast was released that estimates 2011 semiconductor equipment sales to reach $44.33 billion, a 12.1 percent increase over 2011.


Executive Summit: Industry Leaders See a Promising but Challenging Future
While aligning the economics of new production technologies is not fully worked out, the insatiable appetite for semiconductors by a growing middle-class promises a bright future for the semiconductor supply chain, according to a panel of equipment and materials industry executives.


Doug Neugold Named SEMI Chairman
On July 11, SEMI announced the results of its annual elections, including the appointment of Douglas A. Neugold, chairman, CEO and president, ATMI, Inc., to the position of chairman of the industry association's International BOD.


Vertical 3D NAND Possible by 2013-2014
By David Lammers, SemiMD
The advent of 3D NAND memories may be only two or three years away. By 2013 the major memory companies developing 3D NAND may be ready with pilot lines, moving to volume production a year or so later.


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Transistor Evolution Drives Wide-Ranging Research
By Balaji Chandrasekaran, Applied Materials, Inc.
For the 22nm node and beyond, devices will incorporate 3D transistor architectures and an even wider range of new materials to sustain Moore's Law, posing challenges that are driving wide-ranging research on new process capabilities for transistor fabrication.


Stanley Myers Receives IMEC Lifetime Achievement Award
At SEMICON West on July 11, SEMI president and CEO Stanley T. Myers received the imec Lifetime Achievement Award to honor his work as the long-time executive director and visionary of SEMI.


3D-IC Opens New Era of IC Packaging and Testing
ITRI recently forecasted that the production value of 3D-ICs for mobile phone applications will hit US$ 3.65 billion by 2015. With the growing popularity of mobile devices, manufacturers put more focus on heterogeneous integration through SiP to enhance user experience.


Asia's Share of PV Cell Production to Reach 85% in 2011
While nearly 80% of PV modules were produced in Asia in 2010, IMS Research estimates that Asia's share of PV cell production will reach nearly 85% by the end of 2011.


Congressional Update: Debt Fight Overshadows Priorities
Our industry's spending priorities face tough challenges in getting funding in the current sour budget environment. SEMI is working hard in Washington to urge lawmakers to support vital programs.


ENIAC Call for Proposals Now Open
Deadline: 15 September 2011



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:

Carlos Lee
Content Manager, SEMI Europe
Avenue des Arts 40 Brussels B-1040, Belgium
Tel: 32.2.289.6490; Fax: 32.2.511.4345; Email: semieurope@semi.org
Website: www.semi.org/europe

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