SEMI® Global Update - March 2012 ♦ Click Here to View Online IN THIS ISSUE Forward to Friend Just Around the Corner Stampede of the Giants: Equipment Spending Growth Flat in 2012 Slowing LED Market Spurs Disruptive Manufacturing Solutions Southeast Asia Fab Capacity to Grow 10% in 2012 European Policy Considerations for Supporting the 450mm Supply Chain SEMI Acquires Plastic Electronics Conference and Exhibition Silicon Valley Supports Chinese Developments Efforts; Opportunities for SEMI Membership President Obama Releases 2013 Budget Manufacturing Community to Address Common Challenges at PV Production and Tech Hall SEMI CALENDAR NORTH AMERICA March 7 SEMI Northeast Forum: Wafers to Wall Street March 27 Webinar: Semiconductor Trends and Outlook April 2-5 North America Standards Spring Meetings April 4 SEMI Northeast Forum: A 450mm Update April 19 Silicon Valley Lunch Forum April 24 Arizona Breakfast Forum May 1 Pacific Northwest Breakfast Forum May 9 Austin Breakfast Forum: "Securing Austin's High Tech Future" May 15-17 Advanced Semiconductor Manufacturing Conference Courses Business Modeling Finance and Acctg Concepts (For the Non-Financial) Pricing and Costing Product and Product Line Profitability Modeling Account Support Boot Camp Combating Aggressive Supply Chain Management Fundamentals of Product Marketing ASIA March 20-22 SEMICON China March 20-22 FPD China March 20-22 SOLARCON China April 14-17 Global FPD Partners Conference April 24-26 SEMICON Singapore EUROPE March 25-27 PV Fab Managers Forum March 27-28 Europe PV Standards Mtgs April 24 Beyond 300mm Workshop April 25-26 MiNaPAD conference May 12-13 CS Europe May 15-16 SEMICON Russia 2012 FROM THE PRESIDENT OF SEMI AMERICAS Just Around the Corner The early signs of spring are already here in California, and for us at SEMI that means SEMICON West is not far behind. Before too long, engineers, executives, and buying teams will be gathering at the Moscone Center in San Francisco for our annual showcase of the latest technologies and trends in microelectronics design and manufacturing. Based on the numbers and the growing agenda, SEMICON West 2012 is already on target to exceed last year's successes. With more than 1,300 booths and over 600 international exhibitors already assigned, the show will be larger than last year's event and is on pace to sell out soon. To date, nearly 10,000 combined visitors have registered for SEMICON West and Intersolar North America, a number also well ahead of our numbers from a year ago. The buzz this year is clearly centered on technologies that will push Moore's Law beyond the 22nm node and to its limits, with a strong interest in 450mm, EUV, and new device architectures including vertical transistors and 3D-IC. Technical programs at SEMICON West will again be showcased at the three TechXPOT presentation stages on the show floor, including the "Extreme Electronics" stage. (more) Karen Savala www.semi.org Advertisement Semiconductor Today's latest digital issue is now available to view free of charge at: www.semiconductor-today.com/ latestissue.htm. Articles include: Honeycomb sweetens nitride solar cell performance, IMEC/AMAT produce first crack-free MOCVD nitride DH-structures on 200mm Si and more... Stampede of the Giants: Equipment Spending Growth Flat in 2012 By Christian Gregor Dieseldorff, SEMI Industry Research & Statistics In January, SEMI analyzed fab spending and capacity growth for 2012 and 2013. At that time, fab equipment spending was expected to improve from -11 percent year-over-year to -4 percent depending on announcements from key spenders. Slowing LED Market Spurs Disruptive Manufacturing Solutions By Paula Doe, SEMI Emerging Markets With the LED TV backlight market slowing, and the general lighting market yet to take off, LED makers are looking to all sorts of innovative ways to improve cost and performance to drive adoption. Southeast Asia Fab Capacity to Grow 10% in 2012--Leading the Packaging Materials Spending By Clark Tseng and Karen Lo, SEMI Singapore The industry forecast for semiconductor revenue growth for 2012 is expected to reach a range of 3 to 10 percent. With positive demand in the electronics sector, SEMI expects the semiconductor industry to continue growing. European Policy Considerations for Supporting the 450mm Supply Chain By Heinz Kundert, SEMI Europe European competitiveness in the semiconductor industry was the focus of the SEMI ISS Europe 2012 recently held in Munich. Over 200 delegates from 20 countries discussed issues of concern for chip manufacturing in Europe, including the implications of the industry-wide transition to 450mm manufacturing technologies. SEMI Acquires Plastic Electronics Conference SEMI recently acquired the Plastics Electronics Conference and Exhibition, which has co-located with SEMICON Europa since 2010. The goal will enhance SEMI member value and advance the successful commercialization of new products in the field of organic and inorganic large-area electronics. Silicon Valley Supports Chinese Development Efforts; Opportunities for SEMI Membership Government officials and company representatives led by Li Hongzhong, Party chief of Hubei province, signed 17 collaborative MOUs (memos of understanding) with companies, research organizations and associations, mostly based in Silicon Valley. Webinars Semiconductor Trends and Outlook March 27, 10:00am Pacific / 1:00pm Eastern LED Manufacturing Outlook (available online now) Call for Papers March 15 Deadline: Opportunity to Present at SEMICON West President Obama Releases 2013 Budget; Focus on Advanced Manufacturing and Clean Energy Although it will be certain to face fierce opposition from Congress, President Obama released his fiscal year 2013 budget request on February 13. This proposal contains many of SEMI’s public policy priorities. Manufacturing Community to Address Common Challenges at PV Production and Technology Hall Following the success and recent expansion of the PV Production and Technology Halls at Intersolar Europe, Intersolar North America 2012 will showcase the latest developments and innovation solutions in Moscone North Hall on July 10-12 in San Francisco, California. Thank you for reading this newsletter. We hope that you find SEMI Global Update informative and relevant. 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