SEMI® Global Update ♦ March 2012 IN THIS ISSUE Equipment Spending Growth Flat in 2012; Record Growth in 2013 Slowing LED Market Spurs Disruptive Manufacturing Solutions Southeast Asia Fab Capacity to Grow 10% in 2012 European Policy Considerations and 450mm Supply Chain SEMI Acquires Plastic Electronics Conference Silicon Valley Supports Chinese Developments Efforts President Obama Releases 2013 Budget PV Production and Tech Hall SEMI CALENDAR 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 EUROPE 25-27 March PV Fab Managers Forum 27-28 March Europe PV Standards Mtgs 24 April Beyond 300mm Workshop 25-26 April MiNaPAD conference 12-13 May CS Europe 15-16 May SEMICON Russia 2012 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 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. If macroeconomic factors improve and other companies adjust their capex plans, then equipment spending could even cross into positive territory. In addition, record growth is expected in 2013. 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 — from disruptive new technologies to incremental improvements to manufacturing yield. 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... 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. Singapore houses the Asian headquarters or manufacturing sites for many semiconductor makers and testing houses, like Freescale, Infineon, Micron, STMicroelectronics, Siltronic-Samsung Wafer, Intel, Micron Flash and more. 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 (OLAE), which promises to be a large market potential of over $50 billion by 2020. 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. Allen Lu, president of SEMI China, and Jonathan Davis, president of SEMI Semiconductor Business, attended the “Hubei Night in Silicon Valley” event. 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. 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