SEMI® Global Update ♦ October 2011 IN THIS ISSUE Market Status and SEMI Activities in Russia End of the DRAM Era: Flash Spending Surpasses DRAM Industry Directions Highlighted at Taiwan CEO Forum Join the German Pavilion at SEMICON Korea 2012-- Deadline is October 19 Members Drive Innovation through Reuse of Equipment Russia Market Status Report: Semiconductors, HB-LED, PV Executive Viewpoints from SEMICON Taiwan SEMICON Recognized as Leading Tradeshow Brand What's Happening in Standards? Selected Updates on 450mm, 3D-IC, HB-LED, and FPD SEMI Releases Worldwide PV Equipment Market Statistics Report Major U.S. Patent Reform Finalized SEMI CALENDAR EUROPE 6-7 October EPIC Workshop on Manufacturing Photonic Components 10-13 October Europe Fall 2011 Standards Meetings 10-13 October SEMICON Europa 10-13 October PE2011 - Conference and Exhibition ASIA 9-11 November SOLARCON India 2011 5-7 December PVJapan 2011 7-9 December SEMICON Japan 2011 NORTH AMERICA 11O ctober Arizona Breakfast Forum 24-27 October North America Standards Fall 2011 Meetings 2 November SEMI Austin Annual Industry Outlook Forum 6-9 November International Trade Partners Conference 10 November KGD Conference 14-15 November Global Interposer Technology (GIT) 2011 Workshop 12-14 December 3-D Architectures for Semiconductor Integration and Packaging Classes Fundamentals of Product Marketing Principles of Selling to the Semiconductor Industry Combating Aggressive Supply Chain Management Key Semi Account Selling and Management 3D Packaging Revolution (new) Fundamentals of Microchip Design and Fabrication (new) Account Support Boot Camp (new) ASMC 2012 Call for Papers Abstract Deadline: October 24 FROM THE SEMI EUROPE PRESIDENT Market Status and SEMI Activities in Russia What's going on in Russia? By all accounts, there's a lot of activity in the industry. Due to the Russia national modernization plan and decisions made by both the industry and the government, the semiconductor sector is moving forward with regard to both technological advances and fab investment. Investments in Russia from the Development Bank have increased 80% over 2009. Beneficiaries are key industrial enterprises including electronics, infrastructure, transport engineering, etc. The most important projects going on in Russia are: (more) Heinz Kundert www.semi.org/europe www.pvgroup.org Advertisement The End of the DRAM Era: Flash Spending Surpasses DRAM By Clark Tseng, SEMI Industry Research & Statistics, Taiwan From 2004-2007, DRAM accounted for 30-35% of semiconductor capital equipment spending, according to the SEMI World Fab Database. However, in the last few years, the DRAM sector has been suffering from fast price erosion, fierce competition and mediocre demand. Industry Directions Highlighted at Taiwan CEO Forum Leaders from Mentor Graphics, Imec, TSMC and Applied Materials provided perspectives on the current state of the industry at the SEMICON Taiwan CEO Forum on September 7. That evening, 500 industry leaders gathered to honor Dr. Morris Chang, chairman and CEO of TSMC, for receiving the Akira Inoue Award for outstanding achievement in EHS. Join the German Pavilion at SEMICON Korea 2012-- Deadline is October 19 SEMICON Korea celebrates its 25th anniversary in 2012 and is one of the most important trade fairs for the semiconductor industry worldwide. For the first time ever, VDMA worked with the official foreign trade fair programme of the Federal Republic of Germany. Advertisement Members Drive Innovation through Reuse of Equipment Transitioning to larger wafer sizes and solving the challenges of EUV are critical. But another quiet revolution is going on in another part of the industry. Members of the SEMI Secondary Equipment & Applications (SEA) special interest group are adding market value by servicing and renewing equipment and solving some complex equipment and process issues with diverse applications. Russia Market Status Report: Semiconductors, HB-LED, PV Russia is making progress on all fronts: semiconductors, HB-LEDs, and PV. Here's a market status report detailing some of the more important changes. Executive Viewpoints from SEMICON Taiwan Overview of Equipment and Materials Forecasts Taiwan is the single largest semiconductor equipment and materials market in the world. The importance of the market was demonstrated at the SEMICON Taiwan 2011 press conference. Industry leaders from Applied Materials, ASE, ATMI, Epistar, KYEC, STMicroelectronics and TSMC participated with SEMI in an overview of the market. Advertisement EPIC Workshop on Manufacturing Photonic Components 6-7 October, Berlin www.epic-workshops.com/epic-2011 SEMICON Recognized as Leading Tradeshow Brand SEMICON® trade shows were recognized as the leading global brand by the publishers of Trade Show Executive's magazine in the "Gold 100" Awards ceremony in Half Moon Bay, California. What's Happening in Standards? Selected Updates on 450mm, 3D-IC, HB-LED, and FPD The International Process Module Physical Interface Task Force (IPPI-TF) was chartered to address standardization of physical interface and other interoperability related specification for the 450mm (vacuum) process modules and transfer module of the cluster tool. SEMI Releases Worldwide Photovoltaic Equipment Market Statistics Report SEMI announced the release of the Worldwide PV Equipment Market Statistics Report. It is the only PV equipment book-to-bill report based on direct inputs from PV equipment suppliers. For the first time in the past six quarters, the book-to-bill ratio dipped below parity to 0.88. Major U.S. Patent Reform Finalized After six years and several iterations of proposed reforms, the U.S. has finalized the most significant revision of U.S. patent law in several decades. The America Invents Act (H.R. 1249) was signed into law by President Obama on September 16. SEMI Europe Welcomes New Members INDEOtec SA, MCLR, SPEA Automatic Test Equipment, International Solar Energy Research Center Konstanz e.V., Organic Electronics Saxony e.V. 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