SEMI® Global Update - October 2012 IN THIS ISSUE The European Way to Global Competitiveness Japan Semiconductor Industry-- Fabs, Equipment, and Materials TSMC Unveils Schedule for 450mm Mass Production-- Lithography is the Key Semiconductor Materials Market to Surpass $50 Billion in 2013 Semi Industry Moves toward Automated LED Production on 6-in Wafers SEMI Networking Day in Italy Introducing SEMI Europe's New Staff Taiwan President Speaks to 500+ Industry Leaders at SEMICON Taiwan Gala China to Invest $40 Billion by 2015 for Solar Development Washington Update: Congress Leaves Unfinished Business Successful SEMI Members Day in Korea Event Calendar EUROPE October 8-11 Standards Meetings October 9-11 SEMICON Europa October 9-11 Plastic Electronics Exhibition and Conference ASIA October 3-5 PV Taiwan 2012 October 12 Korea FPD Metrology Tech Committee Mtg October 19 Korea Facilities Tech Committee Mtg October 19 China LED Manufacturing Technology Conference October 31-November 1 LED Tutorial 2012 December 5-7 SEMICON Japan December 5-7 PV Japan NORTH AMERICA October 11 Arizona Breakfast Forum October 23-24 Strategic Materials Conference October 28-November 1 Standards Fall 2012 Meetings October 30 Austin Industry Outlook Forum November 4-7 International Technology Partners Conference November 8 SEMI Pacific Northwest Dinner Forum Courses Product Marketing Supply Chain Mgmt Acct Selling and Mgmt FROM THE SEMI EUROPE PRESIDENT The European Way to Global Competitiveness Despite the worldwide indebtedness crisis and the tiresome discussion on the Euro, the semiconductor industry has proven to be quite robust. Silicon has become a strategic material for any product or production process without exception. It seems that there is simply no innovation anymore without silicon. However, the semiconductor market is at the brink of change. Several disruptive technologies entering the market will put pressure on individual companies and entire regions. Among them: the transition to 450mm for large scale production, 3D-IC TSV, and the move to new lithography technologies. To achieve the desired level of competitiveness, measured in the number of new innovations, growing GDP and more jobs, three roadblocks exist and need to be removed. (more) I'll see you at SEMICON Europa! Heinz Kundert www.semi.org/europe www.pvgroup.org Advertisement Japan Semiconductor Industry -- Fabs, Equipment, and Materials By Dan Tracy, SEMI Industry Research and Statistics Semiconductor manufacturers in Japan are either consolidating or closing fabs, and, in several cases, transitioning to a "fab-lite" strategy, all in a restructuring effort to meet the market challenges ahead. TSMC Unveils Schedule for 450 Mass Production; Lithography is the Key At the SEMICON Taiwan 450mm Supply Chain Forum on September 7, leading foundries and equipment manufacturers (including TSMC, TEL, Lam Research, Applied Materials and KLA-Tencor) convened to discuss 450nm technology, opportunities and challenges. Related: Presentation: "450mm Challenges and Opportunities," Dr. C.S. Yoo, TSMC (source: 450 Central website) Your platform to drive technology advancements Segments: Semiconductor Front-End, Test, Advanced Packaging, MEMS, Secondary Equipment, R&D Semiconductor Materials Market to Surpass $50 Billion in 2013 By Lara Chamness, SEMI Industry Research & Statistics Given current macroeconomic headwinds, this year is proving to be challenging to forecast. Most analysts have recently downgraded their semiconductor revenue forecasts to flat or low-single digits. Semiconductor Industry Moves toward Automated LED Production on 6-inch Wafers By Paula Doe, SEMI Emerging Markets With the fast-growing demand for HB-LEDs, the industry has added roughly 100 new fabs in the last five years, for a total of 169 LED fabs worldwide. Advertisement With 4 editions (Americas, Europe, China, SE Asia) and 7 websites (international, China, Korea, SE Asia, Japan, Mexico, Brazil), Global SMT & Packaging is THE assembly journal for electronics manufacturers worldwide-- offering solution-led articles, insightful columns, news/events, and the latest technologies. More News: SEMI Networking Day in Italy Introducing SEMI Europe's New Staff Taiwan President Speaks to 500+ Industry Leaders at SEMICON Taiwan Gala China to Invest $40 Billion by 2015 for Solar Development Washington Update: Congress Leaves Unfinished Business before November Elections Successful SEMI Members Day in Korea Call for Papers: ASMC 2013 - Due: Oct 31 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. 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