SEMI® Global Update ♦ May 2012 IN THIS ISSUE IP Challenges Threatening Innovation Silicon Reclaim Wafer Market Expected to Grow to $413 Million by 2013 Semiconductor Photomask Market: Forecasted to be $3.35 billion in 2013 HB-LED Makers Look at Alternative Substrates, Automation and Yield to Drive SSL Economics 3D-IC Challenges Tackled at SEMICON Singapore Materials Companies Drive Initiatives through the CGMG Special Interest Group "Future of Electronics Innovation" Video Competition Winners Announced SEMI Members Earn 8 out of 9 Intel SCQI Supplier Awards PV Manufacturing Equipment Book-to-Bill Increases from Record Low Event Calendar NORTH AMERICA May 9 Austin Breakfast Forum May 15-17 Advanced Semiconductor Manufacturing Conference June 6 SEMI Northeast Forum June 13-14 U.S. DOE Solid State Lighting Mfg R&D Wrkshp July 9-12 Standards Meetings July 10-12 SEMICON West 2012 and Intersolar North America Courses --Supply Chain Mgmt --Fund of Product Mtg --Accts: Selling+Mgmt --MicroChip Design & Fab --3D Packaging Revolution --CMOS Proc Integration ASIA May 8-11 Semiconductor Processing Tech Tutorial 2012 May 10-11 PV Stds Committee Mtg EUROPE May 8-9 GSA European Exec Forum May 12-13 CS Europe May 15-16 SEMICON Russia May 22 SEMI Brussels Forum June 13-15 Intersolar Europe June 13-14 Standards Intersolar Mtgs Capitol Commentary IP Challenges Threatening Innovation SEMI recently celebrated "World IP Day" to highlight the importance of intellectual property (IP) protection to our industry. The World Intellectual Property Organization (WIPO) designated April 26 as World IP Day to raise awareness about the value of intellectual property. To mark the occasion, SEMI, Tokyo Electron America and WIPO held a webcast to discuss industry challenges and activities around the world to increase IP protection. It is not too late to listen to the webcast online - click here for details. A company's intellectual property is fundamental to its ability to innovate, develop new technologies and methods, and keep moving forward in a very competitive industry. (more) Maggie Hershey SEMI North America Public Policy www.semi.org Silicon Reclaim Wafer Market Expected to Grow to $413 Million by 2013 By Lara Chamness, SEMI Industry Research and Statistics The worldwide reclaim wafer market is estimated at $374 million in 2011 and is forecasted to reach $413 million by 2013. While the reclaim market grew 13 percent in 2011, reclaim suppliers face a number of issues. Semiconductor Photomask Market: Forecasted to be $3.35 billion in 2013 By Lara Chamness, SEMI Industry Research and Statistics The worldwide semiconductor photomask market was $3.12 billion in 2011 and is forecasted to reach $3.35 billion in 2013. After reaching a market peak in 2010, the photomask market grew another 3 percent in 2011. LED Makers Look at Alternative Substrates, Automation and Yield to Drive SSL Economics By Paula Doe, SEMI Emerging Markets LED utilization rates are picking up again, with utilization in Taiwan now back up to 70 to 90 percent of capacity. Companies expect to be back to close to 100 percent in a month or two, driven by TV backlight demand, reports Yole Développement senior analyst Eric Virey. 3D-IC Challenges Addressed at SEMICON Singapore Singapore is a well-established manufacturing and business hub in Southeast Asia. The island country's remarkable GDP growth increased from $20 billion in 1980 to more than $300 billion in 2010. More Articles: Materials Companies Drive Initiatives through the CGMG Special Interest Group "Future of Electronics Innovation" Video Competition Winners Announced SEMI Members Earn 8 out of 9 Intel SCQI Supplier Awards PV Manufacturing Equipment Book-to-Bill Increases from Record Low 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