SEMI® Global Update ♦ March 2012 IN THIS ISSUE European Policy Considerations for Supporting the 450mm Supply Chain Stampede of the Giants: Equipment Spending Growth Flat in 2012 SEMI Acquires Plastic Electronics Conference and Exhibition The International Technology Roadmap for PV Slowing LED Market Spurs Disruptive Manufacturing Solutions Southeast Asia Fab Capacity to Grow 10% in 2012 Silicon Valley Supports Chinese Developments Efforts; Opportunities for SEMI Membership President Obama Releases 2013 Budget SEMI CALENDAR EUROPE 5-14 March Intensive Training on Entrepreneurship in Photonics 25-27 March PV Fab Managers Forum 27-28 March Europe PV Standards Mtgs 24 April Beyond 300mm Workshop 25-26 April MiNaPAD conference 8-9 May GSA European Executive Forum 12-13 May CS Europe 15-16 May SEMICON Russia 2012 22 May 6th SEMI Brussels Forum ASIA 20-22 March SEMICON China 20-22 March FPD China 20-22 March SOLARCON China 14-17 April Global FPD Partners Conference 24-26 April SEMICON Singapore NORTH AMERICA 27 March Webinar: Semiconductor Trends and Outlook 2-5 April North America Standards Spring Meetings 4 April SEMI Northeast Forum: A 450mm Update 19 April Silicon Valley Lunch Forum 24 April Arizona Breakfast Forum 1 May Pacific Northwest Breakfast Forum 9 May Austin Breakfast Forum 15-17 May 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 FROM THE SEMI EUROPE PRESIDENT European Policy Considerations for Supporting the 450mm Supply Chain ISS Europe 2012 Recap European competitiveness in the semiconductor industry was the focus of the SEMI ISS Europe 2012 executive conference recently held in Munich, Germany. Over 200 delegates from 20 countries gathered to hear about the strengths and issues of concern for chip manufacturing in Europe, including the implications of the industry-wide transition to 450mm manufacturing technologies and the important role that European equipment and materials companies play in the global market. The orientation toward R&D investment strategies occupied much of the discussion in the context of a looming deadline for significant European Union policy decisions. Soon, European Union (EU) officials will determine a series of high-tech investment plans to support Key Enabling Technologies (KETs) and establish public funding mechanisms for the next seven years within the framework of the Horizon 2020 Initiative. The resulting R&D support could potentially amount to several billions of Euros across several innovation sectors and have a critical impact on the future of the microelectronics industry on the continent. (more) Heinz Kundert www.semi.org/europe www.pvgroup.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. 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. The International Technology Roadmap for PV By Stephan Raithel, SEMI PV Group The current situation in Europe's photovoltaic industry is characterized by uncertainty driven by unclear political policies. Increasingly, countries in Europe are looking for a sustainable energy future, to reduce their reliance on electricity generated by nuclear and other fossil fuels. 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. 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. Webinars Semiconductor Trends and Outlook March 27, 10:00am Pacific / 1:00pm Eastern LED Manufacturing Outlook (available online now) 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. 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. SEMI Europe Welcomes New Members Nanotech LLC, Bruker Advanced Supercon GmbH, XTREME technologies GmbH, DSP Valley Call for Nominations 31 May Deadline: SEMI Europe Award Call for Papers 30 April Deadline: SEMICON Europa (MEMS/Test/Packaging) 12 April Deadline: ENIAC JU Call 6 now open 15 March Deadline: SEMICON West 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 Subscribe ¦ Unsubscribe Copyright © Semiconductor Equipment and Materials International (SEMI), all rights reserved